Kelli Caudill
Summary
Dedicated and detail-oriented professional with extensive experience in administrative support, client services, and project coordination across diverse industries. Demonstrated ability to manage multiple tasks efficiently, including scheduling, documentation, and communication with clients and stakeholders. Skilled in CRM systems, invoicing, and report generation, with a strong focus on enhancing customer satisfaction and operational efficiency. Excellent interpersonal skills, with a commitment to delivering high-quality service and building positive relationships.
Overview
30
30
years of professional experience
Work History
Founder/Virtual Assistant
DarBella Virtual Assistants
Chestertown, MD
09.2023 - Current
- Managed clients' email and calendar scheduling to ensure efficient time management and task prioritization.
- Operated within various CRM platforms as per client preferences, handling customer data, tracking leads, and updating records.
- Provided administrative support, including document preparation, data entry, and report generation to streamline business operations.
- Coordinated communication and managed tasks, ensuring alignment with client objectives and deadlines.
Personal Assistant/House Manager
Dr. Wayne & Lori Andersen
Annapolis, MD
02.2012 - Current
- Managed client communications, prepared welcome packages, and supported daily office operations for the OPTAVIA program.
- Coordinated logistics for meetings, events, and business-related travel, including catering, hotel bookings, and visitor arrangements.
- Oversaw social media management and advertising outlets, ensuring brand visibility and engagement.
- Managed household services, including contractor coordination, appliance maintenance, and supply monitoring for two relocations.
- Provided remote business support to clients and coaches, organizing team events, resolving issues, and facilitating communication.
PT Cashier - Customer Service
Walgreens
Glen Burnie, MD
06.2017 - 05.2018
- Assisted customers with product inquiries, providing support and resolving issues to ensure a positive shopping experience.
- Processed transactions, returns, exchanges, and refunds accurately, maintaining compliance with state and local regulations.
- Recommended promotional and complementary products to enhance sales and customer satisfaction.
- Maintained a clean, organized, and well-stocked sales floor to optimize product visibility and availability.
Legal Administrative Assistant
Hollywood Casino
Charles Town, WV
03.2008 - 07.2011
- Managed property-wide safety programs, distributing daily safety tips and maintaining the safety information board.
- Processed guest and employee incidents, entered data into the STARS program, and tracked workers' compensation claims and OSHA recordable incidents.
- Conducted background checks for driving records and maintained tracking spreadsheets for compliance.
- Led biweekly safety orientations for new hires and annual refresher training for current employees.
Administrative Assistant
Adrian Day Asset Management
Annapolis, MD
11.2007 - 02.2008
- Managed a multi-line telephone system, directing calls and assisting with inquiries.
- Handled mail and packages, including sorting, distributing, and coordinating shipments with various couriers.
- Maintained office equipment and organized filing systems to ensure smooth office operations.
Office Manager / Assistant Property Manager
Real Estate General
Crofton, MD
09.2004 - 06.2007
- Manage incoming calls from home buyers, real estate agents, vendors, and tenants, addressing inquiries and coordinating service requests for repairs.
- Open and sort daily mail, code invoices, and maintain organized job folders for bookkeeping and project tracking.
- Schedule inspections, liaise with subcontractors on job specifications, and order necessary materials for job sites.
- Prepare settlement paperwork for the title company and manage the office calendar for appointments and deliveries.
- Process rent checks and assist the Property Manager with additional responsibilities as needed.
Administrative Assistant
JK Harris
Owings Mills, MD
03.2004 - 09.2004
- Respond to client inquiries regarding account details, payment statuses, and necessary documentation for their cases.
- Maintain a detailed desktop for assigned clients, tracking tasks for each phase of their accounts.
- Communicate regularly with clients to provide updates on their situations and guide them through each step of the program.
- Document all interactions and ensure accurate case information is maintained.
Office Manager
Gibson Technical Services
Crofton, MD
01.2001 - 03.2004
- Track project progress and manage invoice logging, billing, and expense reports using Excel for accurate reporting and client submissions.
- Compile and submit documentation from field technicians, including daily progress reports and relevant information.
- Coordinate employee travel and living arrangements; handle office supply procurement and other administrative tasks.
- Manage office relocation, including researching new office space and overseeing lease arrangements.
Client Service Manager
Research Financial Strategies
Rockville, MD
04.1999 - 12.1999
- Process client requests for account withdrawals and updates to personal information, including address and beneficiary changes.
- Manage paperwork and conduct interviews related to life insurance applications and modifications.
- Support client seminars for existing and prospective clients and collaborate with team members to ensure efficient service delivery.
Accounting Clerk
Modis
Laurel, MD
07.1998 - 04.1999
- Generate invoices for contractors’ labor hours and travel expenses for client billing.
- Communicate daily with the corporate accounting office regarding client billing, timesheets, and receivables.
- Attend off-site client meetings to address invoice-related issues and ensure accurate billing.
Customer Service Rep
Orient Express Courier
Gaithersburg, MD
09.1997 - 07.1998
- Answer phone calls and assist customers with placing orders and inquiries.
- Generate daily and weekly reports on driver productivity, payroll, and delivery verification.
- Provide support to ensure efficient order processing and customer satisfaction.
Legal Secretary
Conrad & Chirumbole
Gaithersburg, MD
03.1996 - 09.1997
- Provide secretarial support for three attorneys, including composing and typing correspondence to clients, insurance companies, court clerks, and judges.
- Plan and arrange depositions, meetings, and mediations; notarize documents and manage phone calls and mail distribution.
- Handle filing, copying, and faxing of legal documents, including occasional hand delivery to various parties.
Sales Coordinator
Masada Security
Beltsville, MD
01.1995 - 03.1996
- Enter sales contracts and conduct credit checks to ensure compliance with company policies.
- Generate sales commission reports and prepare sales documentation for submission to the corporate office.
- Schedule installations and provide front desk support as needed to enhance customer service.
Education
Diploma -
Bladensburg Senior High School
Bladensburg, Maryland1990
Skills
- Client Relationship Management
- Communication Skills
- Document Preparation and Management
- Billing and Invoicing
- Data Entry and Reporting
- Calendar and Meeting Coordination
- Project Management
- Customer Service Excellence
- Administrative Support
- Record Keeping
- Problem-Solving Skills
- CRM Software Proficiency
Timeline
Founder/Virtual Assistant
DarBella Virtual Assistants
09.2023 - Current
PT Cashier - Customer Service
Walgreens
06.2017 - 05.2018
Personal Assistant/House Manager
Dr. Wayne & Lori Andersen
02.2012 - Current
Legal Administrative Assistant
Hollywood Casino
03.2008 - 07.2011
Administrative Assistant
Adrian Day Asset Management
11.2007 - 02.2008
Office Manager / Assistant Property Manager
Real Estate General
09.2004 - 06.2007
Administrative Assistant
JK Harris
03.2004 - 09.2004
Office Manager
Gibson Technical Services
01.2001 - 03.2004
Client Service Manager
Research Financial Strategies
04.1999 - 12.1999
Accounting Clerk
Modis
07.1998 - 04.1999
Customer Service Rep
Orient Express Courier
09.1997 - 07.1998
Legal Secretary
Conrad & Chirumbole
03.1996 - 09.1997
Sales Coordinator
Masada Security
01.1995 - 03.1996
Diploma -
Bladensburg Senior High School