LISA THEIS
Dallas, Texas *****
STRENGTHS:
Self-Motivation
Customer service
Time management
Ability to work under pressure
Excellent verbal/written communication
Enthusiastic, personable; professional in
appearance and manner
EMPLOYMENT HISTORY:
Lead Beneficiary Support Specialist
GUIDESTONE FINANCIAL RESOURCES. Dallas, Texas (January 2011-February 2018)
Main contact for family/beneficiary of deceased participant throughout the process of fund transfer/distribution.
Attention to detail and overall compassion critical to entire process.
Confidentiality of extreme importance when contact with non-beneficiaries.
Trained employers on Survivor Notification and Beneficiary procedures.
Revised all Survivor procedures for department.
Recipient of highest performance bonus several years. Training Coordinator
BIO-RAD LABORATORIES, INC. Plano, Texas (October 2006-December 2010)
Heavy customer contact while scheduling software training.
Main department Stylistic Reviewer for all customer-facing documents and or User Guides.
Accuracy and attention to detail vital to success in all areas of job performance. Purchasing Assistant
DR HORTON Rowlett, Texas (March 2006-September 2006) (LAID OFF)
Analyzed plan specific budgets to verify all materials needed and pricing correct.
Main contact for vendors to request purchase orders or revisions.
Data entry of builder specific purchase orders.
Technical Assistant
LIAISE ENVIRONMENTAL, INC. Dallas, Texas (March 2005-March 2006) (Part-Time)
Assisted in preparing air emissions documentation required by various regulatory agencies.
Prepared required forms and data tabulation from various air emissions analyses.
Accounting tasks included accounts payable, client billing, accounts receivable, and processing payroll.
Generated monthly accounting reports and monthly project management summary reports. Lisa Theis Page 2
Office Aide
ARMSTRONG ELEMENTARY (Garland ISD) Sachse, Texas (August 2002-May 2004)
Assisted Office Staff with various projects including data entry, word processing and spreadsheet construction.
Copied and coordinated worksheets for teachers.
Laminated teacher items as needed.
Stand in for teachers while out of classrooms for meetings. Billing Manager
WOOTEN PRINTING Dallas, Texas (August 1996-August 2002) (Part-Time)
Billing of all client print jobs.
Membership database maintained in Excel for client.
Purchase orders data entry, accounts receivable collection, warehouse product release and shipping in UPS database.
ATM Trainer
BANK OF AMERICA TEXAS Irving, Texas (February 1993-July 1994)
Created ATM training manuals.
Trained Texas employees in operation and balance of ATMs.
Compiled and analyzed ATM production and balance reports for Senior Management and Company President.
Wrote curriculum and assisted in video production of Electronic Customer Pin machine.
Subject matter expert for policies and procedures for entire Electronic Banking Department. Compensation/Benefits Analyst
SUNBELT SAVINGS Irving, Texas (January 1990-February 1993)
Maintained monthly compensation reports and organizational charts.
Monitored salary and performance appraisal program.
Assisted in administration of 401(k) quarterly reports/adjustments.
Assistant liaison between insurance providers and employees.
Conducted benefit enrollment presentations.
Sunbelt was operated by the Resolution Trust Corporation (RTC) for one year and then bought by Bank of America in February 1993.
Human Resource Assistant
FIDELITY INVESTMENTS Irving, Texas (January 1989-February 1990) (Temporary)
Recruiter for all non-exempt employees for various departments.
Responsible for employment advertising, applicant processing, interview coordination, and new employee orientation.
Developed non-exempt and exempt employee skills inventories. EDUCATION:
B.B.A. Human Resource Management
Stephen F. Austin State University, Nacogdoches, Texas