Lisa Tanner
Summerville, SC **485
Email: *********@*****.***
SUMMARY OF QUALIFICATIONS
Administrative and Office Management Professional with over 20 years of experience in a financial
environment along with healthcare experience. Recognized expertise in administration, management
reporting, financial analysis and operational efficiencies. Capable of working well under pressure.
Challenge driven with a focus on effectively prioritizing. Self motivated with an exemplary customer
service background. Team player.
PROFESSIONAL EXPERIENCE
Vangent
Chester, VA
2009 to 2011
Project Administrator
Provide administrative support for the Executive Director and two Directors of the Beneficiary
Contact Center for Medicare/Medicaid based on Government Contract guidelines.
Generate, verify and distribute standard reports to Centers for Medicare and Medicaid and
Vangent relating to all functional areas of the Beneficiary Contact Center.
Maintain team project schedule and action item lists.
Create and maintain department SharePoint sites.
Validate and enter requests for internal and external reports and analyses.
Track and coordinate with procurement, purchasing and finance organizations to obtain supplies,
software and other department needs for the call center of 900+ associates.
Assist management with travel planning and expense processing.
Schedule and organize meetings, including creating agendas and setting up conference calls.
Wachovia Banking Corporation Richmond, VA 1989 to 2009
Site Office Manager / Financial Analyst III
Coordinated efficient operation of departments within Wachovia Bank. Departments include,
Securities Information Technology, Lockbox Processing, Servicenter Administration and
Mortgage Servicing.
Provided administrative support for Executive Management, Department Managers and
department staff of 200+, including travel planning and expense processing.
Partnered with property management team coordinating department maintenance and office
conversions.
Managed a $30K budget for office supplies and equipment.
Coordinated and maintained building access and security levels up to 15 associates monthly.
Compiled and distributed performance and management reporting service level agreement reports
for over 30 system applications from eight departments.
Lead the reconciliation for software capitalization for 15 projects monthly totaling up to $1M.
Lisa Tanner Page 2
Collected, organized and reviewed the validity of financial data and communicate data integrity
issues.
Developed, utilized and/or maintained basic financial models and systems needed for analysis.
Performed routine financial analysis, evaluate financial data, compare to assumptions, draw
conclusions, present findings and make recommendations to leaders.
Coordinated and assisted with the installation of department equipment.
Centralized and managed the administrator role of seven systems, streamlining operation and
increasing efficiency by 50%.
Managed the preparation of monthly and annual budget, reporting forecast changes and providing
variance explanations.
Responsible for the logistical plans for the Management Support Business Continuity team.
Coordinated cross-training with five peers to ensure sufficient backup for the five functions.
Ensured collection activity of 15,000+ mortgage loans meeting investor guidelines.
Corresponded with bank officers and attorneys on foreclosure recommendations, composing and
submitting loans for foreclosure approval.
Prepared monthly mortgage delinquency reports for investors, including VHDA, Fannie Mae and
Freddie Mac.
Managed departmental procedures and investor manuals ensuring compliance with mandated
federal and state regulations.
Chippenham Hospital Richmond, VA 1997 to 1998
Registrar
Coordinated timely and accurate registration of up to 32 patients daily.
Interviewed patients for all pertinent account information, including review of HIPAA regulations
and hospital care information.
Verified insurance coverage as necessary.
EDUCATION / PROFESSIONAL DEVELOPMENT
Medical Administrative Assistant Courses, Bryant and Stratton College, Richmond, VA
Associates Degree, Business Administration, John Tyler Community College, Chester, VA
Information Systems Courses, Virginia Commonwealth University, Richmond, VA
Compliance & Ethics, Anti-Money Laundering, Elder Abuse Prevention, HIPAA Privacy, Foundation
of Operational Risks, Operational Services Accounting Control Policy
TECHNICAL EXPERTISE
Microsoft Word, Excel, PowerPoint, Access, Lotus Notes, MS Project, Visio, Outlook, SharePoint