SUZANN KOEHLER
Livermore
Summary
Dynamic Office Manager with a proven track record at Element Roofing Systems, Inc., adept at managing complex projects and ensuring compliance. Skilled in QuickBooks and maintaining confidentiality, I excel in team collaboration and attention to detail, consistently delivering results on time and within budget.
Overview
26
26
years of professional experience
Work History
Office Manager
Element Roofing Systems, Inc
Pleasanton
07.2017 - 12.2025
- Successfully managed multiple construction projects, ensuring adherence to deadlines and budgets.
- Coordinated project activities to meet established timelines efficiently.
- Obtained all required permits and licenses for project compliance.
- Entered client information into database systems with accuracy.
- Coordinated schedules and meetings for management and staff.
- Tracked invoices and payments to ensure accuracy of accounts receivable and payable information.
- Monitored payments due from clients and promptly contacted clients with past due payments.
- Managed daily office operations and ensured smooth workflow processes.
Administrative Assistant
Safe Security
San Ramon
06.2016 - 07.2017
- Receive new contracts and process for approval
- Compose and draft all outgoing correspondence and reports for managers
- Receive and process invoices for payment
- Resolve post-funding issues; manage charge-backs, and replacements in a timely manner
- Communicate on a timely basis with the Acquisitions Manager with regard to any issues during pre-funding and post-funding
- Manage and process cancelations of contracts.
Contract Compliance Coordinator
Safe Security
01.2016 - 06.2016
- Collect and complete due diligence of contracts for approval
- Review and input data on invoices for payment to accounting
- Manage and process customer cancelations in a timely manner
- Process BBB Complaints and correspondence from the Attorney General.
- Alarm Company
Underwriting Assistant
ICW - Insurance Company
08.2015 - 01.2016
- Provide support and assistance to underwriting staff
- Collect data and organize reports, perform administrative duties regarding new and renewal accounts, and any other tasks assigned by higher level underwriters.
Temporary Employee
Pleasanton
10.2014 - 08.2015
- Timekeeping, purchase orders and billing with QuickBooks
- Opened, sorted and routed incoming mail, and handled office correspondence
- Operated office machines, such as photocopier, scanners, facsimile machines and PCs
- Reviewed files, records, and other documents to obtain information to respond to request
- Responsible for making purchase order and maintenance of office supplies.
Pharmacy Clerk
Livermore
08.1999 - 10.2012
- Answered 170 in-bound calls per day in the Call Center Department
- Conferred with patients by telephone to order mail or local pick-up refill prescriptions
- Obtained and examined all relevant information to assess validity of complaints and determine possible causes and provided resolution
- Responded to patients in a timely manner regarding concerns with their prescriptions
- Anticipated the customer's needs, took proactive steps to meet those needs, by listening and taking responsibility within scope to ensure issues are resolved.
Education
High School Diploma -
Livermore High School
Livermore, CASkills
- Microsoft Word and Excel
- QuickBooks proficiency
- Confidentiality maintenance
- Adaptability
- Pressure management
- Attention to detail
- Team collaboration
- Project management
Timeline
Office Manager
Element Roofing Systems, Inc
07.2017 - 12.2025
Administrative Assistant
Safe Security
06.2016 - 07.2017
Contract Compliance Coordinator
Safe Security
01.2016 - 06.2016
Underwriting Assistant
ICW - Insurance Company
08.2015 - 01.2016
Temporary Employee
10.2014 - 08.2015
Pharmacy Clerk
08.1999 - 10.2012
High School Diploma -
Livermore High School