Kenzie Smith Email & Phone Number

Minneapolis, Minnesota, United States

Manage users, including initial setup and maintenance of platforms, user licenses and other technologies utilized by the firm. Collaborate with training subject matter experts to effectively train new hires and existing employees. Serve as point of contact responsible for assessing inquiry impact and escalating within IT or with vendors. Perform quality assurance testing in collaboration with IT and business users. Participate in design management of various Microsoft Dynamics CRM features impacting the firm. Assist with project communication, project management and project rollouts. Market firm wide our various new projects and features to aid in firm business, cross departmental rapport and relationships.

Minneapolis, Minnesota, United States

Managed Food and Beverage Industry Group Microsoft Dynamics CRM database across 10+ M&A deals. Assisted the Food and Beverage Industry Group with the preparation, editing and distribution of deal/marketing materials. Managed closing event plans.

First point of contact for all customers through phone, walk-in and drive through. Conducted daily audits and uploaded customer packages for new loans, deposit accounts, and leases. Executed tellering duties including handling up to $30k of cash a day, cutting cashier’s checks, vault duties, processing loan payments and opening new accounts.

Diamond Bar, California, United States

Serve up to 14 tables at a time in the dining area while running food and drinks from the line and the bar area. Open and close the restaurant alongside bar staff. Operate POS stations along with handheld devices to take guests orders. Maintain and clean and inviting environment for guests on both the dining and bar area by bussing tables, sweeping floors and cleaning table top ziosks.

Pomona, California, United States

Provide point of sale for over 26,000 students and faculty. Utilize management and customer service skills to train new employees. Answer phone calls and e-mails from members and external stakeholders to direct them to the appropriate staff. Facilitate in providing emergency care when necessary until emergency medical services arrive. Handle upwards of $5,000 in one shift for cash and card sales at our pro shop.

Pomona, California, United States

Coach Student's and Parent's in understanding loans, grants, scholarships and work-study. Analyze and examine over 500 documents a day to assess a Student's eligibility for financial aid using varying levels of software. When necessary, would assist in interviews and hiring process. Performed clerical tasks such as scanning, filing and transporting documents.