Rita Patrick Email & Phone Number

United States

Business Support Specialist – Hybrid position of Business Support and Customer Service• Work with Accounting to set-up new accounts.• Set-Up and maintain new and existing ship to locations for Customer Service and Sales.• Assist Sales by running reports, making adjustments to customer locations, looking up resources, manually mailing price letters upon request.• Add, remove and maintain resources for individual locations.• Manually update pricing in system and open orders.• Take ownership of all phases of order fulfillment process, which include: order entry, order maintenance, and order tracking.• Responsible for order fulfillment of assigned specialty accounts.• Notify Customers, Sales and Operations of any order delays or issues and work to rectify.• Complete special projects as assigned by Business Support or Customer Service Managers.• Distribute SDS (safety data sheets) upon request.• Send backorder reports to Management team and applicable Customer Service Reps.• Maintain backorder log on Sharepoint.• Look-up bill of ladings (BOLs) in Intellichief and email to specific customers.• Follow-up with individual plants for missing BOLs.• Open, scan, email and distribute incoming mail.• Send customer checks to the lockbox for processing.• Maintain SOPP manuals• Forward “Outreach” information to Sales.• Update customer “Emergency Contact” information

Germantown, Wi

I Enter quotes, orders, return authorizations, and call tags. Send confirmations to customers via email and fax. Process refresh returns - items purchased within 24 months that meet certain parameters. Convert quotes into orders, look-up parts and availability – contacting Planners when necessary for expected arrival times. Enter and follow-up on critical tickets – when machines are down and parts are needed ASAP. Answer phones – assisting customers with a variety of requests. Set-up username and passwords for website access. Process email and fax requests for orders, quotes and return authorizations, process web orders that have exceptions, work on projects when requested. Help train new members to our team. I have worked with the Technical Support Team to process/audit warranty claims turning them into warranty credit memos. Collaborated to create a process that expedited the set-up of part numbers into the system.

Greater Milwaukee Area

I answered internal phone calls, handled issues, and created tickets in ICIS system. Directed walk-up customers to correct department. Unlocked locked computers remotely, processed business card requests, distributed and tracked requested equipment. I was a member of team responsible for assigning, processing and following-up with ticketed requests from internal departments to ensure that all requests were met on a timely basis.I answered external Tier 1 and overflow calls assisting Implementation Specialists from the TELS team to support facility maintenance requests from customers nationwide. Changed passwords, added/removed tasks from customer’s schedule, explained site and offered/provided data reports.I assisted the TELS team with project work, including data entry of large batches of equipment, run/edit requested reports, database clean up, and contacting customers with special information.I assisted Local Services. Generated repair records, created service orders in system. Audited invoices from service provider, generated invoice to customer. Updated due date on tickets in Cherwell system. Repaired record process transferred to China, found solutions for any repair records China had trouble adding.

Greater Milwaukee Area

I assigned, and processed tickets in the Cherwell system. I served as reporting liaison between department and the Reporting team. Ran reports for internal and external customers. Flagged products to show on reports. I managed contracts for the Sales team and Legal department. I answered phones, provided general customer service. I reviewed rejected model numbers, researched, added or corrected model numbers and information in database.

Greater Milwaukee Area

I entered detailed equipment information into system from various sources. Database clean-up.I led four temps on a large equipment data entry project. Worked with Manager to document equipment entry process to transfer for use in China. I ran various reports for both internal and external customers upon request. Worked with VP of large customer to create a special report. Worked with the Engineering team to get better data in system for customer reporting. I created a process to manage customer contracts. Managed contracts for the Sales team and Legal department. Collaborated on form designs, and creating new processes. I answered and handled external and internal calls. Performed training calls for customers new to program. Processed tickets in the Cherwell system. I worked with Sales on an Asset Audit Process to identify how to improve equipment replacement ordering and associated customer budgeting. I was part of a cross functional team collaborating to create uniform naming and storing of spec sheets (files). Improved efficiency.

Menomonee Falls, Wi

I answered questions for the 16 operators in the department. I administered tests to prospective employees, and trained new employees. I monitored open batches to be sure the data entered was verified. I confirmed new carrier information, set the carrier up in the system.

Menomonee Falls, Wi

I entered detailed freight bill information into system for payment, assisted other Specialists as needed. Indexed documents on the Docworks system, retrieved indexed bills as requested.

Greater Milwaukee Area

I scheduled and showed apartments. Scheduled repair requests for maintenance team. I managed tenant issues when the owner was out of town. I answered phones, filed, typed letters, Accounts Receivables, Account Payables, Collections used Quicken software.

Greater Milwaukee Area

I used MaxRetriever to collect and verify data to process credit memos on customer accounts. I entered credit memos. Was responsible for internal forms management, including purchasing. I compiled data, printed and distributed reports. Processed customer’s American Express payments through Paylink. I answered internal and external customer questions about using American Express Paylink. I also assisted with Accounts Receivable, Accounts Payable, and Quotes

Education record

Activities and Societies: International Club, Work Study Program

Certificate

Attended classes in Motivation and Trust Building, Communications, Effective Training Techniques, Problem Solving Techniques, also.