Tracy Ohland
Bonnyville,AB
Summary
Dependable professional with track record of success in field, attention to detail and proactive mindset. Seeks opportunities to improve processes and workflows for team benefit. Conscientious, creative, hardworking and excels at multitasking in fast-paced environments.
Overview
4
4
years of professional experience
Work History
Marketing & Service Coordinator
Precision Heat & Cool
Bonnyville, Alberta
04.2021 - Current
- Coordinated service schedules and appointments with clients.
- Provided support to field technicians during service visits when necessary.
- Updated internal systems with information related to new or revised services.
- Worked closely with other departments within the company to ensure successful completion of projects.
- Assisted in developing promotional materials for marketing campaigns related to services offered.
- Researched, identified and resolved customer complaints in a timely manner.
- Handled incoming calls and inquiries from customers regarding services offered.
- Provided customer service to ensure client satisfaction.
- Reviewed invoices for accuracy prior to submission for payment processing.
- Managed inventory levels of parts used in servicing equipment.
- Maintained accurate records of services provided for each client.
- Developed procedures for tracking customer feedback on services received.
- Followed up with technicians and managers to receive and communicate status updates.
- Toggled between multiple systems and databases to look up information and update records.
- Obtained paperwork from the field and distributed to appropriate departments for processing.
- Coordinated delivery of services to clients, ensuring timely and efficient support.
- Managed and updated client databases to ensure accurate and current information.
- Confirmed completed or closed work order by reviewing notes and following up on pending items.
- Monitored email and phone communication to provide prompt responses and solutions.
- Managed emergency service requests by communicating schedules and expediting parts shipments and repairs.
- Prepared and maintained accurate records and reports on services provided and client progress.
- Participated in professional development opportunities to stay informed on industry trends.
- Addressed and resolved client complaints and issues in a timely manner.
- Assisted with billing and invoicing for services rendered.
- Managed scheduling of appointments and service calls to meet client needs.
- Obtained purchase order information to invoice work orders.
- Conducted outreach to identify and engage potential new clients and service partnerships.
- Coordinated with community resources to enhance service offerings to clients.
- Provided support and guidance to clients, navigating them through service options.
- Provided timely feedback to management on service failures and customer concerns.
- Worked with technicians to complete paperwork within designated time.
- Displayed strong telephone etiquette, effectively handling difficult calls.
- Identified needs of customers promptly and efficiently.
- Tracked project schedules and encouraged teams to complete tasks on time while staying on budget.
- Utilized document management system to organize company files, keeping up-to-date and easily accessible data.
- Maintained positive working relationship with fellow staff and management.
Reception & Office Administrator
North East Gas Co-Op Ltd.
Bonnyville, Alberta
07.2020 - 07.2022
- Maintained supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies; verifying receipt of supplies.
- Coordinated and managed daily administrative operations of the office.
- Prepared special reports by collecting, analyzing and summarizing information from various sources.
- Greeted visitors warmly upon arrival at the office premises.
- Processed invoices on a timely basis according to established procedures.
- Performed clerical duties such as photocopying, faxing and scanning documents.
- Organized and maintained filing systems, including electronic databases and records.
- Composed correspondence such as letters, emails, memos, reports and other documents.
- Developed strong relationships with clients through excellent customer service skills.
- Answered incoming calls in a professional manner, directed callers to appropriate personnel or department, or took messages as needed.
- Prepared presentations using Microsoft Office applications such as Word, Excel, and PowerPoint.
- Maintained customer confidence and protected operations by keeping information confidential.
- Reviewed documents and obtained additional information to complete accurate paperwork and avoid delays.
- Interacted professionally with customers and inside personnel, answering questions and responding to phone and email inquiries.
- Filtered emails based on importance and escalated issues to leadership.
- Replenished office supplies, placing new orders for restocking to maintain inventory.
- Automated office operations by managing client correspondence and data communications.
- Processed financial documents, contracts, expense reports and invoices.
- Used specialized accounting software to debit, credit and total accounts on computer spreadsheets and databases.
- Checked figures and postings for correct entry and proper codes.
- Resolved customer inquiries and complaints requiring management-level escalation.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
- Produced thorough, accurate and timely reports of project activities.
Education
Excel Level 1
BonnyvilleSkills
- Creative & Great attention to detail
- Database Management
- Clerical Support
- Information Security
- Filing
- Scheduling
- Calendar Management
- Data Entry
- Invoice Processing
- Appointment Scheduling
- Digital Archiving
- Spreadsheet Management
- Microsoft Excel
- Phone call answering
- Customer Service
- Microsoft Word
Affiliations
- Enjoy drawing, coloring, creating
- Enjoy creating posters in Publisher, spreadsheets in Excel
- Enjoy planting, gardening & landscaping
- Enjoy all genres of music (Previously owned & operated a karaoke & DJ company)
Languages
English
Professional
Spanish
Limited
French
Limited
References
References available upon request.
Timeline
Marketing & Service Coordinator
Precision Heat & Cool
04.2021 - Current
Reception & Office Administrator
North East Gas Co-Op Ltd.
07.2020 - 07.2022
Excel Level 1
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