Alexandria Lomeli
San Antonio
Summary
Customer-focused professional with diverse experience in retail, call center operations, financial counseling, and workforce case management. Skilled in delivering high-quality customer service, resolving issues efficiently, and building strong client relationships. Known for being a fast learner and a dependable, hard-working team member. Seeking opportunities to further develop skills, gain new experience, and contribute to organizational success.
Overview
10
10
years of professional experience
Work History
Financial Counselor and Workforce Case Manager
Family Service Association
San Antonio, TX
09.2024 - Current
- Conducted financial assessments to identify client needs and develop tailored counseling plans.
- Provided education on budgeting, debt management, and credit improvement strategies.
- Collaborated with community resources to facilitate access to financial assistance programs.
- Advocated for policy improvements within the organization to better serve low-income families.
- Monitored client progress and adjusted care plans to improve outcomes and address challenges.
- Monitored ongoing cases closely, adjusting case management strategies as needed based on evolving circumstances or new information.
- Enhanced communication between clients and providers through consistent follow-ups and progress updates.
Intake Specialist
Family Service Association
San Antonio, TX
08.2021 - 09.2024
- Conducted initial intake interview to obtain client information, including biographical data, medical history, presenting problem, legal status, and other pertinent information.
- Provided crisis intervention services as needed to clients in distress.
- Developed individualized treatment plans for each client based on assessment results.
- Documented all patient contact activities in accordance with agency standards and regulations.
- Communicated regularly with clinical staff regarding client progress and changes in condition or behavior.
- Scheduled appointments for clients as needed for outside services such as counseling or medical care.
- Maintained accurate records of all client interactions according to agency policies and procedures.
- Ensured that all necessary paperwork was completed accurately before discharge from program.
- Provided referrals to appropriate resources within the community when necessary.
- Answered and logged incoming inquiries via phone, fax and email.
- Maintained positive attitude and effectively de-escalated clients during crisis situations.
- Issued, gathered and inspected intake forms to confirm correct signatures and information.
Cashier
Buy Buy Baby
San Antonio, TX
04.2020 - 07.2021
- Greeted customers and answered any questions they had about the store's products and services.
- Operated cash register efficiently and accurately, processed payments by cash, check, credit card, gift card or automatic debit.
- Counted money in cash drawer at the beginning of shift to ensure that amounts were correct and have sufficient change.
- Issued receipts, refunds, credits or change due to customers.
- Stocked shelves with merchandise when needed.
- Processed returns and exchanges of merchandise in accordance with store policies.
- Balanced daily transactions on a computerized point-of-sale system.
- Maintained cleanliness of checkout area including countertops, registers, windowsills and floors.
- Ensured compliance with all safety regulations within the store environment.
- Provided excellent customer service while promoting loyalty programs to increase sales potential.
- Identified discrepancies between actual count and register balance; made corrections accordingly.
- Kept records of purchases; maintained orderly appearance of checkout area; restocked supplies as needed.
- Performed other duties as assigned by management.
- Operated cash register or POS system to receive payment by cash, check and credit card.
- Answered customer questions and provided store information.
- Collected payments and provided accurate change.
- Delivered high level of customer service to patrons using active listening and engagement skills.
- Completed daily recovery tasks to keep areas clean and neat for maximum productivity.
- Worked closely with front-end staff to assist customers.
- Processed sales transactions to prevent long customer wait times.
- Preserved appearance of store by arranging and replenishing displays and merchandise racks.
- Scanned merchandise using point-of-sale system for accurate purchase totals.
- Helped with purchases and signed customers up for rewards program.
- Directed trash removal and sanitation procedures to keep aisles and register area organized.
Cashier
Cavenders Western Store
San Antonio, TX
06.2016 - 12.2017
- Greeted customers and answered any questions they had about the store's products and services.
- Operated cash register efficiently and accurately, processed payments by cash, check, credit card, gift card or automatic debit.
- Counted money in cash drawer at the beginning of shift to ensure that amounts were correct and have sufficient change.
- Issued receipts, refunds, credits or change due to customers.
- Stocked shelves with merchandise when needed.
- Answered customer inquiries regarding store policies and procedures.
- Processed returns and exchanges of merchandise in accordance with store policies.
- Balanced daily transactions on a computerized point-of-sale system.
- Conducted price checks for special orders or discounts as requested by customers.
- Assisted customers over the phone regarding store operations, product information and order placement.
- Maintained cleanliness of checkout area including countertops, registers, windowsills and floors.
- Ensured compliance with all safety regulations within the store environment.
- Provided excellent customer service while promoting loyalty programs to increase sales potential.
- Organized promotional displays or arrange merchandise on counters or tables to promote sales.
- Followed company security procedures for handling large sums of money.
- Performed other duties as assigned by management.
- Answered customer questions and provided store information.
- Collected payments and provided accurate change.
- Delivered high level of customer service to patrons using active listening and engagement skills.
Education
High School Diploma -
Lee High School
San Antonio, TX06-2018
Skills
- Consultation and Advisory
- Client Intake
- Data Entry
- Critical Thinking Skills
- Research and Analysis
- Appointment Scheduling
- Patient Scheduling
- High-Energy Attitude
- Coordination
- Customer Service
- Quality Control
- Microsoft Excel
- Microsoft Word
- Typing
Timeline
Financial Counselor and Workforce Case Manager
Family Service Association
09.2024 - Current
Intake Specialist
Family Service Association
08.2021 - 09.2024
Cashier
Buy Buy Baby
04.2020 - 07.2021
Cashier
Cavenders Western Store
06.2016 - 12.2017
High School Diploma -
Lee High School