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Customer Service Sales

Location:
Baltimore, MD
Posted:
October 31, 2014

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Resume:

SHELLY LOHMANN

Baltimore, MD ***** 443-***-**** acgkmt@r.postjobfree.com www.linkedin.com/in/shellylohmann

DONOR RELATIONS/DATABASE MANAGEMENT

Motivated and accomplished customer service professional Outstanding management, organizational,

interpersonal, verbal and written skills Proven success in cash collections and conflict resolution Ability

to work effectively with a wide variety of people at all levels Maintains confidentiality at all times

Extremely detail oriented, self-starter and team player Creative problem solver, results driven Thrives in

a fast-paced environment Highly proficient in multi-tasking while meeting deadlines Ability to work

cooperatively with all internal and external contacts in a non-judgmental manner Follows directions with

ease Seeking a mid-level management position where my skills and passion to help others live a more

productive and stress-free life can be utilized.

PROFESSIONAL EXPERIENCE

FIDF – Friends of the Israel Defense Forces, Baltimore, MD Feb. 2014 – June 2014

Director of Development, Baltimore Chapter

Planned and produced Naval Ensemble fundraiser attended by 400 supporters.

Arranged transportation, home hospitality and schedules for six members of IDF Naval Ensemble.

Developed Lone Soldier Family program contacting over 45 families in Maryland.

Coordinated a FIDF Baltimore Board retreat contracting with an outside facilitator.

W&E Baum – a premier designer and manufacturer of recognition and memorial products May 2013 – Jan. 2014

Sales Consultant:

Educated by and trained with company management team on sales and prospecting, ACT software

record keeping, and designing and manufacturing of products.

Developed relationships with over 300 new clients, securing 25 appointments with over $150,000 in

current and projected sales.

THE ASSOCIATED: Jewish Community Federation of Baltimore, MD 1993 to 2012

Addresses charitable, educational, religious, humanitarian, health, cultural and social service needs of the Jewish community

locally, nationally, in Israel and throughout the world. Fundraising $30.0 annually for 18 different agencies.

Director of Donor Relations & Project Associate 2001 to 2012

Cash Collection Manager & Matching Gifts Coordinator 1993 to 2000

Donor Relations:

Pioneered and launched highly successful cash collection plan resulting in $10 million in collections

from outstanding receivables, dramatically improving cash flow.

Reduced shrinkage budget from 4.2% to under 2% resulting in an additional $4 million in

collections.

Presented cash collection plan to a national audience of 100+ financial professionals.

Monitored, communicated and negotiated daily with donors, responding to questions, requests, and

complaints and coordinating with other department to ensure timely and accurate resolutions which

resulted in 90% reengaged prospects.

Owned problem through to resolution of behalf of the customer in real time or if research was

required provided 100% follow through within twenty-four hours.

Managed the data entry team and streamlined the data entry process to increase productivity and

accuracy while cutting costs and capturing biographical information during gift processing.

Audited 20,000 accounts to ensure accuracy of database which included merging duplicate

accounts and inactivating deceased, moved and unable to locate records.

Staffed volunteer Cash Mobilization Chair, writing and reviewing quarterly board presentations and

apprising information and statistics for monthly financial committee meeting.

Served as a “Power User” and trainer for new hires with FR100 (Sage), writing individual reports

and teaching staff to manipulate reports for their individual needs.

SHELLY LOHMANN

Page 2-443-***-****

Coordinated and managed communications with donors to enhance their relationship with

THE ASSOCIATED, including billing, gift acknowledgements and IRS tax letters.

Audited daily gift entries, demographic updates, acknowledgements, billing and direct marketing

lists.

Produced and disseminated analytical campaign reports on a weekly, monthly and as needed

basis.

Project Management:

Increased corporate matching gift contributions from $25,000 - $125,000 in four years.

Consulted with the Hillel of University of Maryland, College Park to streamline donor relations policies,

create database efficiencies and advise on alumni outreach.

Staffed events and assisted in coordinating workshops for family foundations and legacy giving.

Development:

Worked with volunteer leadership to identify and cultivate new donors through engagement,

solicitation and stewardship.

Reengaged and recovered over 10 lapsed donors annually resulting in over $15,000 annually.

Coordinated meetings and solicited prospective donors with giving potential of $1,000+.

Researched dormant philanthropic funds; consulted with donors to reengage their involvement.

Organized, recruited and staffed phonings, managing over 30 volunteers each night.

Technical Skills: Blackbaud, MS Office, MS Word, Excel, Sage, Raiser’s Edge, Donor Perfect

COMMUNITY INVOLVEMENT

Baltimore Hebrew Congregation, Baltimore, MD

Board Member – served a three year term

Committee Chairperson

Created all materials and trained 30+ volunteers to participate in first annual giving phone a thons.

Managed all aspects of many dinners for 350+ people with minimal staff support.

CHANA, Baltimore, MD, Volunteer

Assisted in the support and care of domestic abuse victims.

Advocated for women in state legislature.

Habitat for Humanity, Baltimore, MD, Volunteer

Planning committee for Peace by Piece interfaith build.

Assisted in building homes.

PROFFESSIONAL DEVELOPMENT AND EDUCATION

AFP, Association of Fundraising Professionals, Maryland Chapter

Fundamentals of Fundraising – 2 days course

DFI, Darrell D. Friedman Institute for Professional Development, Baltimore, MD

Strategic Planning and Conflict Management

Motivating Staff in Uncertain Times

Personal Behaviors for Professional Success

Assessing and Applying Your Leadership Style

Fashion Institute of Technology, New York, NY

Marketing and Merchandising



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