LISA M. LOMELI
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EDUCATION
Bachelor of Science, Psychology
Certified Professional Coach
RCFE Licensed Administrator
CAREER SUMMARY: Proven effective, driven and collaborative Sales, Marketing, Business Development, Human Resource, Operational Management, Strategic Planning, Fiscal Management, Conflict Resolution, Performance Management, Public Relations, and Executive Level Professional and Leader, spanning public, corporate and private sectors. Thoughtful, decisive, results and solutions driven. Demonstrated results in creating positive, productive, successful efficient team environment and culture.
PROFESSIONAL EXPERIENCE
April 2019 to Present Sales Manager BROOKDALE SENIOR LIVING CHANATE – Santa Rosa, CA October 2017 to April 2019 Business Office Manager – HOME INVESTMENT CONTRACTORS – Santa Rosa, CA April 2018 – April 2019 Marketing Consultant, REDWOOD EMPIRE STEREOCASTERS – Santa Rosa, CA August 2016 to Oct 2018 Marketing Director THE VINEYARD AT FOUNTAINGROVE – Santa Rosa, CA December 2013 to Aug 2016 Interim Executive Director, Business Office Director, Marketing Coordinator FOUNTAINGROVE LODGE – Santa Rosa, CA
January 2005 to Dec 2011 Counseling Admin - CASA GRANDE HIGH SCHOOL – Petaluma, CA December 2001 to Aug 2003 Marketing Comm Specialist, Asst to VP - NEXT LEVEL COMMUNICATIONS - MOTOROLA Feb 2000 to November 2001 Asst to Executive Director, Development Associate - COMMITTEE ON THE SHELTERLESS October 1997 to Jan 2000 Sales Administrator - SCOTT LABORATORIES, INC. Petaluma, CA December 1990 to April 1994 Business Office Director – COMPREHENSIVE HOME HEALTH AND HOSPICE – Novato, CA SALES AND MARKETING SKILLS AND EXPERIENCE
• Develop active referral base; generation, qualification and closure of inquiries, leads and referrals.
• Responsible for Occupancy Growth.
• Creation and development of strategic marketing plan, marketing collateral, presentations.
• Sales staff training, supervision of marketing communications, customer service, concierge, office staff.
• Website management, social media placement and management.
• Public relations, press release copywriting, community outreach, networking
• Event planning, project management.
• Maintain current, accurate and appropriate reports related to census
• Identify overall trends in the marketplace; achieved and maintained budgeted occupancy
• Developed and completed Bi-annual Competitive Market Analysis.
• Trade show planning, coordination and management, creation of management and promotional items.
• Open order status and tracking to ensure efficient delivery to customer.
• Implementation of Policies and Procedures
• Proposals, bids, contract administration.
• Grant writing assistance, analysis and tracking
• Board liaison, creation of donor appeal literature
• Donor outreach and business development.
• Community outreach, networking, to drive traffic LISA M. LOMELI
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OPERATIONAL MANAGEMENT
Prepared and managed annual operational budget; monitor compliance and staffing patterns.
Direction of day-to-day operations of the community in accordance with property policies and procedures, current standards, guidelines, and regulations.
Maintenance of financial records, including billing, payroll, accounts payable and accounts receivables
Responsible for the annual budget and financial performance of the community, operating within the approved budget, meeting or exceeding established outcomes and company’s targeted operating income
Represented the property with outside agencies, including governmental agencies.
Participate in property surveys (inspections) made by authorized government agencies.
Managed all resident and family concerns
Managed entire staff; all departments, manager on duty daily HUMAN RESOURCE MANAGEMENT
New Hires – recruit, interview, background checks, orientation, training.
Administration and operations of the human resource and accounting control functions.
Payroll, Benefits administration
Mentoring, conflict mediation, development for all staff.
Coordinate all risk management activities including worker’s compensation claim reporting and management, maintenance of valid driver’s licenses and certificates of insurance for all employees that drive on company business. Maintain confidentiality in all areas of work responsibility
Conduct monthly staff trainings and development; manage and track online training and certifications for entire staff.
Interpret and enforce the property’s policies and procedures for employees, residents, family members, visitors, government agencies, etc. as necessary
ADMINISTRATION, BUSINESS OFFICE, EXECUTIVE LEVEL MANAGEMENT
Accounts payable/receivable. Bank deposits, reconciliations, collections, and management reports
Worked directly with ED to manage property; act as manager on duty in absence of ED
Managed all calendaring, scheduling, coordinate facility usage. Registrar enrollment, transcripts, counseling referrals
Manage front counseling office, greet and direct students, staff, parents and public
Executive, confidential administrative assistance
Coordinate and Facilitate Home and Hospital
Endorse Official Transcripts. Proofreading, editing. PSAT, SAT, ACT Liaison
Student registration, creation and maintenance of office materials and publications
Creation of Department Newsletter
Event planning - Awards ceremonies, Graduation management and coordination
Maintenance of Tutor References, reports for District Office, Editor of Course Description Handbook, Website management
Travel, meeting and volunteer coordination and management.
Networking and business development
PROFESSIONAL COACHING – MARKETING CONSULTING -
Certified Professional Life, Relationship and Career Coach – April 2012 – present Coaching, counseling and direction, conflict mediation, goal setting, organizational and individual motivational training. Business environmental culture change consulting. Business development, marketing, public relations, branding and operational strategic planning