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KPM - Experience - Skills - Abilities 

Resume' of Karen P. Montez - KPM


Office Manager - - Synergy Restoration & Construction LLC

June 2009 – May 31, 2016

As office manager of a busy restoration & construction business I was responsible for processing A/P, A/R, HR, Payroll, Job Costing, Production Assistance, Sub Contractor review and maintenance, OSHA compliance and safety, Purchasing, Customer Service. Deposits and Bank Reconciliation of various accounts. Attention to detail, always.  Always working in harmony with the owners goals and with the support of the company CPA.

Treasurer / Board of Directors - - GABA Gateway Business Association

1999 - Present

Maintain treasurers data / reports, association checking account. Member of the Board of Directors and member in good standing since 1999. Extensive volunteer effort and community involvement.

Office Manager - - Exceed Builders

March 2008 - September 2009

As a contracted consultant my focus was to reorganize entire office opperations, bring all departments current, efficient and inline with best practices with review and approval of company CPA.  Near conclusion of assignment, recruited, hired and trained office manager for company's forward movement in business.

Personal Lines Insurance Agent - - Various as noted

September 1999 - March 2008

American Family Insurance:  Sept 1999 - 2004 (my own office)

MetLife Insurance:  2004 - 2007 (my own office)

Elliott Powell Baden & Baker Insurance:  2007 - 2008 (via Brokerage office)

While performing the duties of insurance agent I also managed every facet of my own agency with American Family and MetLife for 8+ years (in brokerage for 1 year).  Auto, Home, Boat, Motorcycle, Life, Health policies with specific education of the public with regard to proper protection of their world.  I left insurance after nearly 10 years as I missed business management.

Various Management Positions - - The Loewen Group

October 1995 - September 1999

Mausoleum Administrator - Palm Springs, CA

Administrative Manager - Mission Viejo, CA

Regional Manager - Marketing - Portland, OR

Record keeping, bookkeeping, corporate records maintenance, personnel, payroll, staff management, recruiting, hiring, training, budget creation / maintenace and more.  The Loewen Group was very involved in promotion from within and I was fortunate to have had the opportunity to use all my skills sets in my time with them via several positions.

MY VISION:  "Your New Best Friend"

There's that project that sits on your shelf or desk - maybe it sits in a folder, hidden in a cabinet.  It's been there a while, it's been on your "To Do List" for some time now.  Frankly, you wish it'd just go away.  Thing is, it just won't.  It needs to be completed.  But your work plate is full to over flowing as it is!  That's where I step in, Your New Best Friend.  I'll take those nagging projects and get them done.  I'll take them off your To Do List and happily add them to your To-Done List!   Call for more info today!

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