Customer Service Executive Assistant

Lisa M. SCHULTZ

614-***-**** *************@*****.***

Areas of Expertise

Customer Service

Front Desk Administration

Report Production

Records Management

Problem Solving

Project Management

Vendor Management

Inventory Control

Executive Management Support

Relationship Building

Client Management & Relations

Quality Assurance

Policy & Procedure Management

Travel Reservations

Special Event Projects

Contract Management

Accounts Payable

Dispute Resolution

Core Competencies

●15+ years experience in a fast-paced corporate environment requiring strong analytical & problem solving skills.

●Effectively make decisions, especially under tight deadlines and in pressure situations.

●Ability to solve problems with little supervision, while simultaneously focusing on detail & execution.

●Proven commitment to provide the highest quality services possible and to think “outside the box”.

●Capability to develop key relationships with clients, business partners and colleagues.

●Exceptionally strong time management, organizational, multi-tasking, written and oral communication skills.

Professional Profile

Surge Staffing 12/2018 - Present

Customer Service

Quality Assurance

General Office Support

Customer Invoicing

●Responsible for posting all customer payments for all business units

●Assist with generating and auditing of customer invoices

●Posts revenues by verifying and entering transactions from bank deposit forms

●Responsible for assisting with billing auditing for Week Close operations

●Responsible for contacting branches for missing documentation for invoices

●Organizes and sorts invoices for mailing/emailing to customers

●Responsible for scanning documentation for all Week Close operations and payment information for records

●Assists with quality calls when needed for A/R and Collections

●Protects organization’s value by keeping information confidential

●Accomplishes accounting and organization mission by completing related results as needed

●All other duties that may arise to ensure the successful operation of the company

Action Industries/Torsion Group 07/2017 - 12/2018

Customer Service

Scheduling Administration

Front Desk Administration

Quality Assurance

General Office Support

Customer Invoicing

●Greet visitors (face of the company)

●Handles sorting of mail /Distribution of mail

●Secondary phone answering (when Evansville office cannot pick-up/lunch/vacations)

●Opens all invoices/Codes each invoice/Enters into SAP system

●Enter of new vendors

●Entry of expense reports

●Filing of all invoices

●Running of check-run every Thursday

●Stuffing & stamping of checks/invoices

●Matching up the check stubs with the correct invoice

●Emailing customers with outstanding invoices

●Receiving and making calls for the accounts payable department

Signature Billing (Temp) 03/2018 –05/2018

ADMINISTRATIVE ASSISTANT

Customer Service

Customer Invoicing

General Office Support

Quality Assurance

●Called lawyers offices to get status on clients records

●Data entry of insurance information

●Scan, Fax, and email documents

S.A. Comunale (Temp) 08/2017 –12/2017

ADMINISTRATIVE ASSISTANT

●Print and scan resumes

●Fill in for the front desk

●Support diverse projects for other employees

●Internet research

●Put together new hire packets and new hire bags

●Ordering of new hire items

●Schedule interviews and meetings

●Planning and set up of holiday/party events for the company

●Mailing of employee birthday cards each month

●Check people’s references

●Travel for career fairs

●FedEx and UPS packages

●Call to get quotes for projects

●Complete word processing, filing, and faxing

Quality Distribution (Temp) 03/2017 – 08/2017

DRIVER PROCESSOR

Customer Service

Scheduling Administration

Front Desk Administration

Quality Assurance

●Processing Driver Applications

●Speaking with Drivers, Recruiters, and Terminals

●Run and review background checks

●Schedule physicals, drug test and Pulmonary Function Tests (PFT)

●Meet deadlines to complete applications according to DOT & Company

●Scan and index

●Help fill in for the front desk reception

●Verified employment

American Municipal Power 03/2012 – 12/2016

ADMINISTRATIVE ASSISTANT

General Office Support

Vendor management

Inventory Control

IT Department Support

Policy & Procedure Management

Monitoring Financial Statements

Contract Management

Executive Management Support

Quality Assurance

Responsible for maintaining vendor relationships

Managing software and hardware maintenance contracts along with providing support Novatus contract administration system.

Office365 account administration

Assist with SharePoint development and administration.

Buying agent for IT department; includes obtaining quotes, creating purchase orders, as well as ensuring proper allocation of purchases to capital projects and operating expense line items.

Works closely with CIO, and directors for scheduling meetings, conferences and preparing communications and documentation.

Monitors monthly financial statements to ensure IT spend is trending with budgeted projects.

Responsible for writing policies, procedures and memos under the content direction of the CIO and IT Directors.

Provides technical support to the CEO’s Executive Assistant & Board Secretary on the board portal, and acts as the back up in the event the CEO’s Executive Assistant & Board Secretary is unavailable to run the portal for the meeting.

Perform help desk functions such as resetting passwords or creating tickets.

Responsible for completing weekly reports for CIO, CEO, and Board of Trustees.

Maintain inventory database for IT assets and SCADA equipment, including day to day supplies.

Other duties as assigned.

Central Ohio Skin & Cancer 07/2010– 12/2011

FRONT DESK

General Office Support

Customer Service

Customer Invoicing

Scheduling Administration

Front Desk Administration

Quality Assurance

Opening and closing of office locations-Westerville/Upper Arlington/ Powell.

Administered friendly, courteous customer service with patients.

Front desk administration: patient sign in, insurance collection, co-payments, setting appointments, answering phones.

Demonstrated flexibility with constant schedule change needs

Managed rotating physician schedule, assigned daily, frequently 3 physicians a day.

Familiar with imaging document management as a records process.

Managed daily documents including: schedules, fee tickets, checkout sheets, appointment calls, and charts.

Scheduled and managed triage department for surgical issues and appointments.

Waiting room organization and cleanliness.

Exact Software 01/2008 – 02/2010

RECEPTIONIST

Customer Invoicing

Accounts Payable

Sales Support

Specialty Projects

General Office Support

Quality Assurance

Exemplary Customer Service (Face of the company).

Front Desk Administration

Vendor Management of office beverages and catering daily.

Eleven-line phone system.

Back up reception for 4 additional city phone lines

Managed Conference Rooms and Training room schedules

Management of office supplies, fax coordination and distribution, inbound/outbound USPS mail distribution, product shipping, priority shipping.

Accounts Payable invoice purchase order number management.

Resource to Marketing Department with mass mailings and specialty projects.

Managed security badges.

Standard office tasks daily.

The Reserves Network (LUK) 06/2006 – 01/2008

COORDINATOR

Inventory Control

Quality Assurance

Dispute Resolution

Vendor Management

Administrative duties including distribution of mail and customer service.

Dispute resolutions regarding account issues and concerns.

Vendor management

Warehouse order assignment, Quality Assurance projects.

Inventory management order close outs.

Education

Medina Senior High

1999 Graduate

The University of Akron

Attended 2000 - Began core requirements

Computer Skills

Microsoft Office: Word, Excel, Outlook, and PowerPoint

SAP

Oracle Novatus Contract Administration System

Pacifica Red Prairie

OMD CLC Lodging

Avionté Staffing/Recruiting Software

Billing Specialist - Columbus, OH

Administrative Assistant/Receptionist/AP Specialist - Strongsville, OH

Medical Billing Specialist- Medina, OH

HR Administrative Assistant - Barberton, OH

Driver processor - tampa, FL

I.T. Coordinator - Columbus, OH

General Office – Columbus, OH

Front Desk– Columbus, OH

Warehouse Coordinator – Brunswick, OH

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