Karen Culbertson

Experience

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  First Continental Bank

  Jan 1970 - Jan 1984

  Installment Loans

  Was in the Installment Loan department for over 14 years. Started out keeping the books and processing loans. Became an Installment Loan Officer making installment loans and 2nd mortgage loans.

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  Interactive Media Works

  Jan 1995 - Jan 2000

  Office Manager/Account Manager

  Set up and maintained new office for growing interactive promotional company and service bureau. Provided administrative support to the President and Marketing and Sales Staff. Promoted to Account manager setting up and managing client promotional programs.

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  Phone Interactive Communications Corp.

  Aug 2000 - Apr 2001

  Account Manager/Sales Support

  Support the Sales force in the East and Midwest regions remotely from my home to create interactive promotional programs

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  Hampshire Technology Group

  Apr 2001 - Mar 2002

  Account Manager/Sales Support

  Account Manager supporting the Sales and Marketing Department on Web & IVR based promotional programs.

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  The Sunflower Group

  Jun 2002 - Nov 2008

  Research Specialist/Project Manager

  Research Specialist/Project Manager for a promotional services firm that builds brand awareness through targeted product sampling and high-impact promotional vehicles. Managed between 30-60 client programs per week. Never missing a deadline!· Created the Event Report Form in Sunflower's system (ISIS) · Programmed and voiced in the third party IVR (Interactive Voice Response) system · Tested programs on the Web and IVR· Prepared and cleaned the data for final reporting. Specialties: Instrumental in creating Sunflower's new innovative Phone Training system to help demonstrators execute more successful events for clients. · Mentored and trained the Client Experience Team on the new system· Created a step-by-step "How To" manual that was integrated into each new hire training. · Was the go to person to interact with our IVR vendor. Show less

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  Midwest Process Solutions

  Apr 2009 - Apr 2013

  Customer Service Rep/Inside Sales

  This position is the main customer contact communications resource for phone, fax and e-mail communications to customers, salespersons and vendors. The position is the "Director of First Impressions". It is critical to listen effectively to determine customer needs and develop a rapport as needed. · Assist sales with preparation of major capital equipment and systems proposals. · Provide pricing and written quotes to resellers for Bindicator and Kistler Morse equipment. · Receive and process purchase orders in QuickBooks creating purchase orders, order acknowledgements and invoices. · Follow up on mechanical and electrical drawings. Also shipping dates and arrangements with LTL carrier or UPS. · Work with manufacturer to issue return authorizations (RMA's) for defective equipment or equipment needing repairs. · Maintain ACT database, periodic E-mail blasts, and filed all correspondence.· Reorder Inventory Equipment, order office supplies and maintained office equipment. Show less

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  Bank of Blue Valley

  Sept 2013 - Aug 2019

  Executive Administrative Assistant / Office Administrative Professional

  First and foremost I'm the Administrative Assistant to the President, Robert D Regnier of the bank. Catering to all his business and community involvement needs supporting the banks 3 pillars of Community, Philanthropy & Entrepreneurship. *Support 8 other Commercial Loan Officers assisting them with all aspects of investigating and obtaining necessary documentation for making different types of loans such as Construction loans and Lines of Credit or doing renewals & modifications. *Responsible for doing the daily Fed Funds report, weekly rate change reports and quarterly lender performance reports. Putting together loan packets and reports for the Discount/Board meetings twice a month.*Transcribing dictation for letters and fund raising events. Doing weekly welcome letters and the president's comments for the monthly newsletter. Also have done mailers for community events.* Preparing Wire Transfer forms, transferring money from customer accounts to make loan payments, checking overdrafts each morning and weekly following up on exceptions for financial statements, tax returns, insurance or tax receipts.*Assist the Marketing department with community events the bank sponsors and also assisting with the holiday mailing list and working the reception table for the Holiday Customer Appreciation party. *On the United Way committee and also the Social Committee planning bank functions throughout the year. Worked outside events such as STEMS and the Sunset Music Festival*Received the B.O.B. (Bring Out the Best) award 3 times voted by my peers*Was the Pivot person for Accelerent, a business development platform designed to serve the middle market business community. Show less

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  Executive Assistant seeking new opportunities and challenges

  Sept 2019 - now

  Executive Administrative Assistant / Office Manager / Administrative Support Professional

  Executive Administrative Assistant and Support Professional with extensive experience and strong focus on internal/external customer service. Reliable professional who continuously seeks to enhance technical knowledge and work proficiencies. Strong work ethic and high integrity. Positive attitude, flexible and adaptable, learns quickly and a self-starter who needs little supervision. Team player with demonstrated ability to rapidly develop rapport with employees at all levels. Excellent communication skills, both written and verbal; interfaces well with both management and customers. Show less

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  CrossFirst Bank

  Sept 2019 - now

  Director of First Impressions