Client Service Order Processing

Lisa J Passafiume

***** *** ***** ******, *********, NY 11952

Phone: 954-***-****

Email: ****************@*****.***

Professional Summary

Experienced administrative professional who brings trust, precision, and high-level support to every role. Skilled in streamlining workflows, enhancing client service, and helping businesses operate more efficiently. Over 20 years of success in remote and in-office environments.

Professional Experience

ConvergeOne (OneC1) – Remote / Bloomington, MN

Sales Booking Coordinator • July 2011 – June 2025

Managed full-cycle sales order processing across CRM, ERP, and project platforms ensuring compliance with best practices and profitability standards.

Performed detailed QA on all incoming orders to ensure accuracy, margins, discount approvals, and documentation.

Liaised with Procurement and Services teams to ensure smooth project handoff.

Initiated RMAs and generated credits per executive and project manager requests.

Supported executive sales teams with historical order data and documentation for strategic planning.

Summit Brokerage Services – Boca Raton, FL

Registered Sales Assistant to Branch Manager • May 2002 – May 2011

Provided direct operational and administrative support to Branch Manager and Financial Advisors.

Ensured compliance with internal and regulatory policies while maintaining meticulous client records.

Onboarded new clients/accounts, processed investment paperwork, and resolved account issues.

Traveled nationally for special project initiatives and firm events.

Advest Inc. – Boca Raton, FL

Registered Sales Assistant • Jan 2000 – May 2002

Executed securities and mutual fund trades while managing client financial documentation.

Coordinated transactions, ensured regulatory compliance, and handled daily client service inquiries.

Developed system for streamlined mailings and client engagement tracking.

American Factors Group, Inc. – Boca Raton, FL

Account Executive • Nov 1997 – Jan 2000

Managed client accounts, funded receivables, and assessed credit risk through deep analysis.

Built strong customer relationships and led collection efforts for overdue accounts.

Decimal Engineering – Pompano Beach, FL

Purchasing Agent • Jul 1994 – Nov 1997

Ordered and tracked materials, tooling, and office supplies for shop and admin operations.

Designed and implemented an inventory control system, reducing material costs by 15%.

Skills & Tools

Microsoft Office Suite, Smartsheet, CRM/ERP Systems, Order Processing, RMA Management, Client Relations, Financial Documentation, Process Improvement, Remote Team Collaboration

Certifications & Training

FINRA Series 7 & 63 (formerly held)

Internal Systems Training (ERP, CRM, QA)

Ongoing Professional Development in Sales Ops & Remote Collaboration

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