Stephanie Koons Email & Phone Number

Harrison, Ohio, United States

Tampa, Florida, United States

United States

Tampa/St. Petersburg, Florida Area

Prepare documents including Request for Proposals, Letters of Intent, customer and prospect correspondence, reports, account invoices, etc. with direction from brokers and/or knowledge of company policies, procedures and best practices•Create and edit presentations for prospect/client meetings•Assist in the preparation of large marketing presentations, often with a short lead-time•Assist with gathering research information and completing market surveys, including gathering building… Show more Prepare documents including Request for Proposals, Letters of Intent, customer and prospect correspondence, reports, account invoices, etc. with direction from brokers and/or knowledge of company policies, procedures and best practices•Create and edit presentations for prospect/client meetings•Assist in the preparation of large marketing presentations, often with a short lead-time•Assist with gathering research information and completing market surveys, including gathering building information, maps and pictures, CoStar data, and creating building tour books•Process deal file paperwork; gather and label required documents; obtain necessary approvals•Update and maintain company Contact Relationship Management database to track prospects, clients and deal information •Invoice transactions, keep accurate work in progress/commission reports for brokers•Perform analytical searches in CoStar and LoopNet•Manage, update and post transactions to financial software•Update and maintain broker professional profiles and other marketing related material as needed. •Prepare and track broker expense reports in PeopleSoft•Perform general administrative duties such as answering phones, filing, faxing, processing mail, scheduling meetings and making travel arrangements to further support and leverage the sales process•Participate in regular administrative assistant and business unit meetings Show less

Tampa/St. Petersburg, Florida Area

Responsibilities include: •Schedule appointments, coordinate calendars, and manage travel schedule for Tampa, FL office.•Maintain and manage contact database in Outlook, Excel, and/or web-based CRM program.•Coordinate meetings and conference calls•Prepare and execute expense reports on a regular and timely basis•Answer phones for senior team members if required•Perform various clerical duties including responding/creating emails, photocopying, mailing and faxing… Show more Responsibilities include: •Schedule appointments, coordinate calendars, and manage travel schedule for Tampa, FL office.•Maintain and manage contact database in Outlook, Excel, and/or web-based CRM program.•Coordinate meetings and conference calls•Prepare and execute expense reports on a regular and timely basis•Answer phones for senior team members if required•Perform various clerical duties including responding/creating emails, photocopying, mailing and faxing documents, preparing vendor engagement letters.•Produce documents such as reports, memos, proposals, charts, agreements, and PowerPoint presentations in a timely and accurate manner•Prepare and distribute marketing materials/packages including maps, aerials, team marketing pieces, and flyers•Assist as needed for industry functions or client events•Work with appropriate contact to maintain intranet/extranet sites as appropriate•Organize office; order and unpack supplies; pick up supplies if required (may need to use personal vehicle) Show less

Responsible for data input, numerical filing, maintaining office calendar, verifying patient eligibility and importing claims.

Bachelor’S Degree, Sustainability Management

Associate Of Arts (A.A.), Liberal Arts And Sciences, General Studies And Humanities

High School Dimploma

Activities and Societies: Softball