Katie Bates Email & Phone Number

Denver, Co, Us

- conduct the contracting process & review fiscal compliance of state funds for the State Historical Fund grant awards program- support grant encumbrance and payment management - provide technical and administrative guidance to grant recipients and subcontractors- review and score grant applicationsSoftware: Adobe Pro, CORE, Excel, Word, Google Suite

- served as a resource to financial professionals in order to problem-solve brokerage account issues, answer operational and compliance questions (paperwork and regulatory), and facilitate communication between departments- created and worked 100+ cases per week in Salesforce- trained financial consultants on a variety of software products, also helped with training new employees on my team - part of the team that created a knowledge database for the Resource Center specialist role- presented operational topics on monthly Supervision and Operations Connection conference call to over 100 financial professionals and Cetera Advisors employees- employee engagement committee - coordinator and editor of monthly employee newsletter, involved in event planning and execution, as well as prize tracking and reporting - Software: Salesforce, Outlook, Excel, NetX360, Docupace, Atlassian's Confluence wiki software

- adapted efficiently to continually changing tasks - quickly learned to use each company’s proprietary software and databases- positions at Comcast Spotlight, Citywide Banks, Land Rover, ClientSolv, and Cetera Advisors

- processed incoming/outgoing ACH transactions and distributed reports- ran transactions and customers against due diligence lists regarding sanctions, money-laundering, terrorism, etc (OFAC)- assisted bank employees with IT issues (resetting passwords, unlocking accounts, restarting printer writers)- database clean-up- Software: Jack Henry, Accusystems, Outlook, Word

- assisted traffic coordinators with scheduling commercials and accurate data entry- entered commercial airing instructions into database- verified data on unaired commercials- maximized billing opportunities by adjusting commercial placement in schedules- Software: Eclipse, Excel, Outlook

- ensured order accuracy for dozens of orders daily - assisted managers with EOD cash handling and bank deposit paperwork

- front desk reception, answered main phone line and transferred calls, greeted and directed visitors, monitored exhibits, collected guest satisfaction data, processed admissions and program reservations, administrative support as needed- Software: Raiser's Edge

Bachelor Of Arts (B.A.), History

Activities and Societies: National History Day in Colorado, Metropolitan Women's Chorale, Dean's List- History - graduated ".

Education record

Activities and Societies: International Ambassadors, University Honors Program

Education record