Kelli L. Pote Email & Phone Number

United States

Roseville, MN

Roseville

Columbia Heights

• Perform weekly sales analysis on different departments
• Create databases for specific aspects of the business – testing, chargebacks, sales
• Create Commercial Invoices and Packing Lists
• Verify carton markings from factories
• Created costing sheets for price comparison
• Create and manage inspection data for factories

Eden Prairie

• I am the go between the manufacturer and the distributor.
• Review and validate claims with knowledge, experience, research and communication with internal and external parties within appropriate customer define timeline.
• Handle invalid claims, in accordance with deduction management guidelines, through resolutions create and send repay letter (collections), and follow up with internal and external parties.
• Reconcile clients Aged Trail Balance to claims management system… Show more I am the go between the manufacturer and the distributor.
• Reconcile clients Aged Trail Balance to claims management system.
• Maintain good working relationships with Customers, Clients and co-workers.

Eden Prairie, MN

• Performed weekly price maintenance for convenience stores.
• Maintained pricing database – new item set up, monthly promotion set, cigarette pricing.
• Processed monthly, quarterly and yearly billings / claims for fuel centers.
• Executed monthly department reporting on sales dollars.
• Interacted and worked with vendors on reporting needs and to set up promotions

Greater Minneapolis-St. Paul Area

• Performed all administrative functions: answering phones, customer service, filing, Excel, Word, power point, order processing, data entry, access and correspondence.
• Worked with individual (company) software programs.
• Worked with implementing procedures for new work order database at Augsburg College as well as tracking methods for employees.

Greater Minneapolis-St. Paul Area

• Performed various office administrative duties with various companies: Morrissey Hospitality – Tria Restaurant, Sales and Catering Department. for St Paul Hotel / Morrissey Hospitality, Office Team – St. Paul office.
• Performed all administrative functions: answering phones, customer service, filing, Excel, Word, power point, order processing, data entry, access and correspondence.

• Performed monthly account closing procedures, maintained customer databases, and reconciled monthly, daily, and weekly customer reports.
• Assisted in implementation of new clients to our software, data services division as well as a client service roll.
• Worked to develop new and proficient ways to increase productivity within the data services department; worked to re-structure and standardize checklists, closing procedures, client business rule lists, and.
• Worked to develop new and proficient ways to increase productivity within the data services department; worked to re-structure and standardize checklists, closing procedures, client business rule lists, and.
• Maintained monthly production scheduling between data services and support.
• Traveled monthly with client services to perform client review as well as traveling to new clients and implementing our software.

Bs - Hospitality & Tourism Managemet, Minor In Property Management

Ins, Life, Accident Health