Lori McHale

           5958 Courtney Place, Milford, OH 45150 (513) 716-4141- lorimchale2005@gmail.com

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Work Experience

 

May 2013-2016~ American Modern Insurance Group

FID Client Support Specialist

·      Managed to completion Rewrite Project, per the companies corrective action plan within compliance standards, consisting of tracking Mortgage Fire/Hazard and Liability policies, researching and producing proper documentation for underwriting

·      Rating Analyst verification

·   Internal- Create Reports for Account Managers, Underwriting and & Business Analyst

·   Assist with special projects as assigned

·   Documentation Control- Store, track and manage company documents as required per compliance policy

2011-2013 ~Cincinnati School of Medical Massage

Office Manager / Student Services Coordinator

·               Overall Front-end office management, including incoming calls, mail distribution, outgoing shipments, Office disbursements for uninterrupted daily function, Supplies Ordering, Printer/PC maintenance

·               Daily processing of financial earned in Massage Clinic- Student Tuition Payments, grants

·               Intervention at grade point average if below standards, Strategic Planning

·               Graduate employment placement

·               Effective handling of student complaints, orientation and other key processes

       2007-2011~ System One Holdings LLC- The Hershey Company

Long term self-contractor for the Hershey Company, Marketing/Sales Division, Cincinnati, Ohio

Executive Administrative Assistant to the Central area sales/marketing

 •          Creating/Updating documentation in Excel; Contracts for the Central area customer sales executives, creating new item forms for introduction of new products; Sales Sheets, Show book forms, along with imaging for new and existing product to be distributed for marketing. Assisting the Customer Sales Executive team on a day-to-day basis of any documentation necessary for the sale of product, including communication with customer,

•          Monthly management of senior officer expense reporting.

 

•          Complete tracking and documentation of new customers, along with updating files of existing customers throughout Hershey’s Cincinnati area database.

•          Overall Front-end office management, including incoming calls, mail distribution, outgoing shipments, Office disbursements for uninterrupted daily function, Supplies Ordering, Printer/ PC maintenance

03/2005- 2007~ General Revenue Corporation Cincinnati, Ohio

Responsibilities included federal debt recovery, demonstrating solid verbal and communication skills, Strong knowledge of AS400 and FACS computer systems, telephone technology. I effectively manage accounts by investigating; counseling, resolving disputes and maintaining complete and detailed records for more than 1,000 of our companies’ clientele.

 05/2001-2004~ Village Homes by JPC Properties, LLC Cincinnati, Ohio

Office management, front and back end, working directly with companies’ CEO and COO of construction; Duties included Accounts Receivable/Payables, Customer Service, Collections. Planning/Scheduling for subcontractors beginning phase 1 of ground breaking (plot plans, permits, etc.) to completion of homes. Working closely with clients assisting with detailed selections of home interior and exterior, generating customer satisfaction.

1994-2001~ Friedrich Excavating Goshen, Ohio

Front and back end office management. Duties included invoicing, Accounts Receivable/Payables, Purchase orders, constructing and posting of weekly work schedule for employees for efficient production management. Payroll/ general ledger for profit and loss calculation. Assessing inventory/ordering of materials needed for job completion. Public relations/solicitation for continued acquired business from builders.

Software/Programs Utilized included: Excel, Word, Spreadsheets, Powerpoint, Outlook, Tradepoint, Nielsen Answers, SAP/TRIP, Hershey Graphics, Quickbooks

 Education

1984-1988 Goshen High School Graduate. General Studies.

2009-2010 University of Phoenix, Phoenix, AZ. Courses Taken for Business Management