Customer Service Manager

JoAnna Lerma

**** ******* **., #****

The Woodlands, TX 77380

Home: 214-***-****

Objective: Seeking a long-term position with a well established company that offers advancement opportunities.

Experience: Efficient in Windows 2000, XP and Vista, Microsoft Office Word, Excel, Access, Power Point, Outlook Type 75-85 wpm, Ten Key by Touch, Notary Public and Bilingual (Spanish)

Work History:

08/2007-Present Preston Exploration, LLC

The Woodlands, TX

Executive Assistant/Office Manager

• Support for President, General Manager, Legal Counsel, (2) Land Managers, (1) Geologist and the Real Estate Department

• Personal assistant to President

• Manage clerical staff

• Communicate with miscellaneous vendors on a daily basis

• File Annual reports for 30 entities with the Secretary of state for all states

• Approve invoices

• Itemize billing for Federal Express, American Express etc.

• Travel arrangements Domestic/International

• Manage Calendar

• Expense reports

• Coordinate Office lunches/parties

• Order Coffee/Refreshments

• Oversee office equipment (phones, copiers, postage)

• Keeping Corporate Books (30 entities) and real estate files up-to-date (board elections, meeting minutes, tenant files, etc.)

• Miscellaneous Correspondence

• Filing, scanning, faxing, etc.

• Reports on a daily, monthly and yearly basis

Real Estate:

• Rent Rolls: Update rent rolls so that only current tenants are shown on the form for each shopping center. Keep track of what leases are coming up for renewal/vacancy, etc.

• Lease Briefs: Made for all new leases at each shopping center.

• Retail Center Books: Update these books quarterly for all centers. Add new centers to books as they are acquired.

03/2001-02/2007 First Southwest Company

Dallas, TX

Compliance Administrator

• Support for Vice President, Director of Compliance and (5) Compliance Officers

• Handle Registration needs for 200 securities licensed representatives ie: continuing

education requirements, schedule exam, classes, ensure licenses are not expired/transferred etc.

• Employment clearance, Fingerprinting for all employees, including 23 branch offices

• Order supplies

• Interact with State Regulator, exchanges, etc.

• Miscellaneous Correspondence

• Filing, scanning, faxing, etc.

• Handle inquires from various Regulators, FBI, private parties

• Handle Life and Health Insurance Registration ie: continuing education requirements, scheduled exam, classes etc.

• Reports on a daily, monthly and yearly basis

• Update firms Form BD – (Firms registration document) (update as needed)

• Update our Investment Advisor Form ADV – (IA registration document) (update as needed)

• Coordinate Annual Compliance meetings for all registered representatives

• Travel arrangements

• Handle customer phone calls, ie: account information, balance information, etc.

• Help the Clearing Department with customer phone calls or correspondent rep information

• Assist the Legal department with inquiries from various private parties, regulators, customers, etc.

10/00-02/01 Continental Equipment

Dallas, TX

Service Administrator

• Support for Shop Foreman, Field Foreman and Service Manager

• Post daily payroll batch for Service personnel Shop and Field

• Account receivable for all vendors

• Filing; correspondence

• Maintenance for equipment files to make sure all warranty information is filed

• Reception phone relief

• Order Supplies for Service Department

• Customer service – Trouble shoot equipment problems, check on status of equipment work orders, repairs, etc.

08/98-10/00 Greyhound Lines, Inc.

Dallas, TX

Marketing/Scheduling Specialist

• Support Director of Scheduling, General Manager and (4) Scheduling Managers

• Issue Schedule Bulletins for changes in bus routes

• Filing; correspondence

• Order supplies

• Accounts payable to the publisher

• Travel arrangements

• Update miscellaneous reports daily, monthly

• Customer service – schedule information, route information, etc.

• Built PowerPoint presentations for schedule change meetings once a month

• Create Timetables for the Scheduling Department

1994-1998 Baylor Health Enterprises, Inc./MEDCO Construction

Dallas, TX

Administrative Secretary

• Support the Vice President and (4) Project Managers

• Create invoices, check requests, subcontracts, change orders, correspondence, proposals

• Verify insurance for Subcontractors (General Liability, Auto Liability, Workers Comp. and Excess Liability).

• Filing; correspondence

• Travel arrangements

• Update the companies Qualification Statement

• Relief for receptionist

• Customer Service

• Deposits on a daily basis and the end of the week I created weekly reports

• Translate often for Employees Health Clinic, Payroll and Human Resource departments

Education:

1987-1991 H. Grady Spruce High School

1992-1994 Eastfield Community College - Business Management – Mesquite, TX

1993-1994 Executive Secretary School – Certificate in Executive Training

1995-1997 Baylor Medical Center – Computer Training Courses

1998 Executrane – Computer Course Training

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