Stephanie Fortner Email & Phone Number

Statesville, North Carolina, United States

Ensured donors received a thank-you letter within 48 hours of gift receiptKeyed pledges and provided extensive documentation, should future accounting issues ariseSent invoices on pledge paymentsProcessed Credit Cards in StripeReconciled monthly credit card statements & donationsDesigned & pulled month-end/annual reports for Accounting DepartmentSent annual tax letters to all donorsCreated various spreadsheets for use with accounting department and for tracking gifts/expenses restricted to specific projects/campusesDesigned & printed in-house--Capital campaign case for support, programs, invitations, cards, e-mail blast, information booklets, pledge forms, brochures and other documents used by the foundationCreated thank you letters that were sent to donors with each giftManaged website and social media pagesCultivated relationships with donorsScheduled accommodations for myself and the President Applied for annual Solicitation LicenseProofed email correspondence and various documents for PresidentScheduled in-person & virtual meetings Ensured document retention policy followedPromptly answered or returned donor calls Monitored and replenished all office suppliesProvide a high level of discretion and integrity with donation and donor dataPrepared agenda and meeting documents for distribution Managed BoardEffect site and trained board members on how to use the softwareTook meeting notes and prepared meeting minutes for disbursement to board membersScheduled meetings via Microsoft Outlook & Google Calendar and prepared virtual meetings through Google meetsDrafted strategic plan for boardCoordinated/managed events- golf tournaments, silent auctions, luncheons, dinners and informational sessionsSolicited donors for event sponsorships and in-kind donationsReserved venues and coordinated with vendors Designed spreadsheets for documentation of sponsorships and event expensesDesigned seating arrangementsCreated presentations and videos

Hickory/Lenoir, North Carolina Area

Provided executive support to the Operations ManagerDispatch crews to customer sites, schedule production staff, prepare documents for staff meetings, update system database and audit files

Hickory/Lenoir, North Carolina Area

Coordinate jobs with Project managers and subcontractors. Assist in scheduling crews, accounts payable, invoicing and issuing purchase orders, ordering and scheduling delivery of materials, ensuring customer satisfaction and resolving issues, maintaining accurate and complete customer file documentation, assisting in job costing and budgeting.

Hickory/Lenoir, North Carolina Area

Coordinate to schedule production crews and dispatch to job sites, head up projects and follow them through until completion, ensure that job files were accurate and contained proper documentation, drafted interoffice and external correspondence and Prepared documents for staff meetings.

Lenoir, North Carolina

Process Family and Children's Medicaid re-certifications Complete state mandated forms for claim processingNavigate NCFast Government system to update and process claimsPerform file audits to ensure accuracyComplete wage and employment verificationsDocument and address calls received from clients and make corrective actions to cases

Lenoir, Nc

● Provided executive level administrative support to owners● Worked with management team in creating efficient work practices to increase turn around time and decreaseoverhead● Created multiple Excel sheets to calculate data internally and for use in the field● Implemented sales sheet to calculate franchises monthly, and annual sales, outstanding AR, and other industryspecific data that assisted with preparing for the upcoming year● Interviewed and trained new hires for various positions● Lead continuing education classes for current employees● Comprised training documents for use by office and production staff● Assisted with all aspects of AR/AP duties● Managed company issued equipment and office supplies● Sorted and distributed email correspondence● Provided IT support for in house issues or with the assistance of external support team● Dedicated additional time to facilitate crews and field inbound customer calls during catastrophic storm events● Oversaw booking and scheduling of travel arrangements● Provided support in planning and attending various marketing events● Operated multiple estimating platforms and trained employees on their use● Scoped, sketched, and estimated water, fire, mold, and biohazard claims● Cross trained in all departments to gain hands on experience and understand the demands of each position● Displayed exemplary written and verbal communication skills● Audited documents and files for accuracy to meet office and insurance specific requirements● Managed claims to ensure deadlines were met● Scheduled production crews and made adjustments as emergency claims were received● Addressed customer complaints or escalated to the owner for review

Lenoir, North Carolina

● Processed customer deposits, withdrawals, and payments● Identified customer needs and offered additional services● Dealt with difficult or demanding customers professionally and tactfully● Controlled and monitored cash levels and made necessary adjustments● Adhered to all bank and federal security, audit and compliance requirements● Audited teller cash drawers and vault to ensure accuracy

Morganton, North Carolina

Prepared and presented proposals to clientele and sought out candidates that matched clients requested skillset Worked under intense deadlines to fill temp/permanent positions Acted as a Headhunter to obtain candidates for high level positions Interviewed and performed new hire orientation, drug screens, and background checksAudited employee/client files for accuracy Processed worker’s comp & Unemployment claims and attended hearings on the company's behalf Conducted worksite evaluations to ensure safety standards were within complianceParticipated in Sales and Marketing to expand employee and client databasesProposed and implemented new recruiting techniques beneficial to increasing revenueMediated and resolved employee/client issuesKeyed weekly payroll and addressed known discrepanciesCreated various forms for organization of candidate and customer data Instructed Job Readiness classes to students ages 18-21

Hickory, North Carolina

Marketing RepresentativeCold called to obtain new or renewed memberships Met or exceeded monthly sales goalsVisited Business owners to ensure customer satisfactionSet record for credit application submissionsHuman Resource ManagerAssisted associates with open enrollment for Insurance, 401K, and stock purchase plansCorrected daily time card errors, keyed payroll and administered paychecks weekly to over 100 associates Followed State and Federal document compliance for new hiresKeyed and modified schedules for over 35 employees in various departmentsAssisted associates with work related issues and contacted appropriate personnel to resolve Filed worker’s comp claims, documented incidents, and maintained files until the case was closedConducted interviews and completed new hire orientation and on the job trainingConducted quarterly audits of associate filesAssisted employees with Grass Roots survey and prepared offsite location to discuss results Front End SupervisorPrepared registers and employees for operation and assisted in closing out tills and preparing for the next business dayAssisted cashiers in resolving customer service issues Performed cash audits on registers and supervisor vaultInterviewed potential new hires Schedule 20+ employeesAdministered behavioral write ups to associates Pharmacy TechnicianInput prescriptions, filed, and resolved insurance rejectionsMonitored and replenished stockResolved customer complaintsFollowed HIPPA guidelines to ensure patient privacy Jewelry Team LeadSupervised 2-4 employees, created weekly schedules, performed annual evaluationsSet team goals and implemented new techniques to increase product sales Interviewed and hired new associates

Associate Of Arts (Aa), Psychology

Pursued an Associate of Arts, with a concentration in Psychology.

Diploma, Diploma