Natalie Roach Email & Phone Number

Florida, United States

Florida, United States

Denver, Colorado, United States

Pivot Rock Solutions provides a variety of services which allow our clients to be more efficient, improve cash flow and decrease losses. We offer support throughout the entire financing and collection process, from collecting your performing portfolio to collecting on bad debt. Summary of Qualifications:• Accounts Payable: Handle invoicing, communication, and payments for the company wide vendor list.• Accounts Receivable: Mail in and/or In Person transactions• Business Monthly & Daily Reconciliation• Timecard/payroll Management (PayChex/OASIS): Oversee 10+ employees• Insurance Management: Oversee 1000+ accounts for proper vehicle insurance and the placement of forced insurance.• Report Distribution: Communicate various reports for over 100 internal and external contacts. As well as manage and distribute (3) company mailboxes, voicemails, and faxes. • Maintain Office Inventory• Creating Company Filing System both digital and physical for over 2,000 accounts.• Colorado Notary• Client Communication - Handled client requests from report requests, payment processing, accounting, account updates, etc.• Process Title/Lien Release: 15-20 titles per week.• Manage General Calendar & Staff Schedule: Keep the office informed of meetings, schedules, holiday, birthdays, weather delays, COVID updates, etc.• QA Collector Call Reviews: Reviewed recorded calls for quality assurances• Event Planning: Holidays, team meetings, and monthly overviews, for a team of 12.• Recruiting/Job Postings/New Hire Setup

(Covid-19 Layoff)

http://www.brede.com/For over 115 years Brede has succeeded in the tradeshow business by working with our customers to develop mutually beneficial long term relationships. We have done many tradeshows for over ten, twenty, and in some cases even thirty years – year after year – city after city.Summary of Qualifications:• Implemented a new communication system with in G-Suites for better efficiencies, and cost-saving efforts such as labor cuts, increase productivity, and streamlining front of house and back of house coordination.• Performed a variety of accounting activities, such as processing and preparing an average of 30 check request, expense reports, purchase orders, and invoices each week. While creating and maintaining monthly, a sales forecast to see where we land from projected numbers to final cumulative profit. • Managed three Account Executives and one Branch Manager in production planning for over 150 events annually.• Contributed to a number of strategic tasks to increase sales and improve operational functions, such as contract building and production task management with regards to multiple documents, including production schedules, work orders, post show recaps, and calendar management.• Coordinated monthly sales meetings, as well as transcribed the meetings and sent follow up information.• Manage all aspect of internal event planning on average 6-8 events annually with as many as 60 people per event, as well as researching and purchasing clientele appreciation gifts for over 25 customers. • Troubleshooting technical difficulties for office phones, laptops, internet, printer, and more.

Company Restructure

Applied Pathways is Healthcare’s Leading Platform for Clinical Rules Authoring.Our groundbreaking cloud-based technology enables teams of clinical domain experts and business analysts to: •Collaboratively develop and curate clinical rules,•Implement customized workflow configurations, and•Rapidly deploy new innovations and updates with minimal reliance on IT support.Summary of Qualifications• Facilitated the opening of the new Denver location, while communicating with the property manager and setting up security system, trash/recycle service, janitorial service, furnishing the office, and finding the best avenue for office supplies while maintaining budgets.• Handled all travel arrangements for the CEO and the President/COO including hotel arrangements and car rentals. • Composed Expenses Reports and processed internal invoices.• Managed outlook as well as google calendars for a high traveling President/COO as well as monthly/quarterly board meetings. • Set up all internal and remote meetings for CEO with systems such as GoToMeetings, reserving conference rooms to assure no overlapping of meetings and/or presentations.• Prepared board meeting presentations within a week to present in slideshow power point format. Which included organization charts, emergency contact lists, the priority topics of discussion for the meeting.

Schlindwein Associates is a Registered Investment Advisor (RIA) with offices in Chicago and Dallas.We are a fee-only wealth management firm providing investment management, investment consulting and specialized financial planning services to individuals, families and institutions. We work closely with our clients to unify all areas of their financial lives in order to guide them on the path to achieving their most important goals.Schlindwein Associates understands that when it comes to choosing an investment advisor the choices are many. We believe it is of the utmost importance that investors have a trusted partner who delivers expert guidance that is tailored to their unique needs.Summary of Qualifications-Excel-Microsoft Word-Outlook -Client Relations-Reception/Office Organizer

(Company-Wide Layoffs And Downsizing)

Cedar Capital delivers innovative investment solutions. Through our industry-leading distribution and service capabilities, we are able to provide a single point of access to multiple, diversified, and unique investment strategies. Our goal is to identify the highest-quality asset managers in their respective categories who have an ability to address the growing complexities of today’s financial markets.Assisted the internal leadership team along with assistance for the Director of Human Resources. Handled extensive calendar schedules as well as travels. Organized the internal files and assisted outside of what was needed.Summary of Qualifications• Administrative Assistant to two Portfolio Managers, Chief Financial Officer, Corporate Development Partner, and added Director of Human Resources two weeks into employment.• Managed 6 heavily inundated daily changing outlook calendars.• Coordinated Board Meetings and Conferences, with reserving conference room space, creating the appropriate materials needed, as well as providing catering if needed. • Along with internal meetings I also help facilitate webinars, conference calls, recruiting efforts, and recurring meetings.• Coordinated travel arrangements for the internal leadership team and oversaw hospitality arrangements, including car rentals, and hotel arrangements, and out of sate client luncheons. • Assisted Human Resources Director in new hire material updates, coordinated interviews with candidates and internal staff, and handled new hire paper work

Endurance steps in when your auto manufacturer’s warranty is about to run out or has run out, you’re responsible for any mechanical breakdowns your vehicle incurs. That can lead to thousands of dollars in auto repairs. Endurance can shield you from those high costs with a vehicle protection plan that will pay the mechanic directly for parts and labor. Summary of Qualifications• Executive Assistant to the VP of Sales: with all corporate needs as well as personal errands, while maintaining full confidentiality. • Provided additional administrative assistance to the internal leadership team when needed, such as running sales reports, setting up first day orientation needs, pulling a sales call, etc. • Oversaw hospitality arrangements from holiday event planning to last minute catering needs for a sales office of 100+.• Recruited for Sales and Customer Service Representatives: placing ads on craigslist, indeed, CareerBuilder, and LinkedIn. Handled initial phone interviews, and would set up follow up interview for the VP of Sales if I thought they were a great fit. Once we had a new hire group usually around 15 people quarterly. I would coordinate the training class materials and set-up for first the new hires first day, including any passwords they would need for the systems they were to learn and how to clock into to our payroll system to insure proper payment. • Human Resources Assistance to include: input payroll into ADP, Make sure all new hire paperwork is filed, and assist new hires with benefits applications.• Managed the Office duties including file organization, maintaining confidential information, and ordering office supplies.

Portillos is a leading brand in the fast food industry, while providing quick services with a customer friendly staff. They also provide quality food on the go.Summary of Qualifications• Managed a team of 10 crew members, providing guidance, ongoing training, while making sure customers are happy and employees are all getting their regulated breaks during shift without running a skeleton crew. • Utilized strong customer service skills while working with customers and staff• Handled any cash administration for my crew at the end of their shifts for check out.

( 6 Month Internship)

Temporarily moved to Orlando to complete an internship. As a lifeguard, responsibilities included insuring the safety of the park guests, customer care with a personable attitude, as well as CPR certified.Summary of Qualifications-CPR Certified-Customer Service

Hosted as well as taught new hires how to become a great host. I directed the seating for the night and managed the wait times for the peak hours.Summary of Qualifications-Training-Customer Service

Known as a ringer worked in all areas of the company as well as trained new hires on how to do specific job tasks with in the company.Summary of Qualifications-Training-Grand Opening/Training-Customer Service