AnnaLisa (Annie) Schwehr
Billings,MT
Summary
Organized individual with superior skills in client relations and account management. Strong communicator, both verbal and written, and highly effective in assessing client needs. Active listener. Always thinking ahead to provide a better experience for myself, client and employer. Bringing a strong work ethic, excellent organizational and analytical skills to any setting with a high emphasis on detail and accuracy. Accomplished at working under deadlines while meeting goals. Accustomed to working with minimal supervision. Excited to use my skills in a new capacity.
Overview
26
26
years of professional experience
Work History
Account Manager
Vitalant
Billings, MT
06.2024 - Current
- Strategically manage my territory to stay ahead with getting drives scheduled 12 months out and confirmed more than 4 months out in order to reach/exceed my monthly goals.
- Have achieved "Exceptional Awemaker" status for both monthly collections to goal and monthly projection accuracy January thru June 2025
- Have consistently been booked at or exceeding 108% for at least 9 months out.
- Highly capable at forecasting & strategizing so my numbers stay stable.
- Extremely organized and effective at supervising coordinators and volunteers to make blood drives successful.
- Have successfully gained the trust of donors to get them back to consistently donating after bad experiences they have had with long wait times at drives
- Work well with fellow team members and donor care staff.
- Understand the importance of the mission and why each unit of blood product matters which helps guide me when there are obstacles to overcome.
Account Associate
Vitalant Blood Donation
Billings, MT
12.2022 - 06.2024
- Performed regular account associate duties from December 2022 until September 2023, providing support to the two Billings account managers. From September 2023 to June of 2024, successfully maintained a vacant account manager territory in North Dakota for 9 months, until promoted to Account Manager for a Billings territory.
Director of Child Care Food Program
Billings Child Care Association
Billings, MT
10.2021 - 12.2022
- As the only employee, conducted all operations required to manage the non-profit child care food program sponsored by the Billings Child Care Association:
- Compiled monthly food reimbursement claims submitted by each provider and screened for errors prior to submitting my agency claim to the State of Montana.
- Disbursed food program monies to the child care providers monthly.
- Planned, scheduled and conducted required trainings for child care providers regarding child nutrition and program management.
- Performed quarterly in-home reviews of each child care provider to look for discrepancies and fraud.
- Recruited new providers, terminated providers who were found to be out of compliance.
- Created a yearly management & budget plan that required the approval of the State of Montana. Ensured that the program stayed within budget and that projections were accurate.
- Performed all bookkeeping including payroll, accounts payable.
- Procured and maintained insurances, office lease.
- Ensured that the program was being run according to State requirements.
Mortgage Closer Specialist
Wells Fargo Home Lending
Billings, MT
02.2021 - 10.2021
- Prepare and review loan closing packages and paperwork.
- Ensure the accuracy and completeness of all required documents.
- Manage and resolve any concerns, problems, and documentation issues.
- Act as an intermediary between all parties involved in mortgage loan transactions - processors, underwriters, mortgage consultants, borrowers and title agencies.
- Ensure closing details comply with state and federal regulations.
- Coordinate mortgage closing proceedings between borrowers and title agencies.
- Maintain accurate closing schedules.
Retail Advertising Account Executive
Lee Enterprises - Thrifty Nickel, Billings Gazette
Billings, MT
06.2010 - 03.2017
- Outside sales consultant for the local weekly shopper with 28,000 copies distributed weekly. Worked closely with car dealerships to analyze advertising needs and work within budgets. Collaborated via phone, email, and in person to create digital and print ad campaigns.
- Cold called prospective clients and increased my book of business while decreasing churn with current accounts. Wrote new contracts and exceeded company sales goals. Doubled revenue in my territory.
- Created ad copy and worked with in-house graphic artists to produce outstanding display ads in a fast-paced, deadline-oriented atmosphere. Hustled to proofread and re-work ads to client's satisfaction and finalize ads by print deadline. Required strong attention to detail.
- Worked independently with a high priority in building and maintaining relationships with clients and being a trusted advisor. Worked in a high-stress atmosphere and exceeded sales goals, generated high quality ads, and kept clients happy.
- Utilized proprietary software to manage all aspects of creating accounts and contracts, billing, ordering ad space, etc. Amicably settled disputes over ad placement and billing, collected past due balances.
- Highly skilled communicator and extremely organized.
- Fast-paced, detail oriented, customer service driven job.
- Worked with clients to resolve billing and ad placement issues and collect on outstanding balances.
Advertising Sales Consultant
Cox Enterprises - Auto Trader.Com
Billings, MT
04.2007 - 01.2010
- Developed new dealership accounts and & increased revenue within existing accounts by cross selling.
- Highly organized and worked independently out of home office and traveled weekly to maintain accounts in Montana and Wyoming.
- Analyzed client's monthly reports, met with clients via phone, email, and in person to educate them on best practices so they would achieve a high return on their investment with end result of maintaining or increasing their advertising revenue and mitigating churn, which had been a major problem in this territory.
- Worked closely via phone and email with coworkers in Atlanta to get clients' advertising up and running and to troubleshoot and fix problems with billing and technical issues.
- Collected money from clients who were past due on their bills. Resolved billing discrepancies and disputes through research and communication.
- Kept up with constant changes in advertising packages and new products. Used company software in all aspects of the job from setting up the account to analyzing reports and data.
- Job entailed strong communication skills, diplomacy, being very organized and dedicated to customer satisfaction.
Office Manager
self employed - Top Notch Auto Services
Billings, MT
09.1999 - 04.2007
- Managed all office aspects of a small business
- Performed accounts payable, accounts receivable, payroll, worker's comp, quarterly reports, yearly reports, insurance requirements
- Worked with automobile insurance companies regarding auto repair claims and billing
- Ordered auto parts
- Handled all customer relations including resolving customer inquiries and complaints
- Prepared budgets, forecasts and financial statements
- Supervised staff, delegated tasks, organized schedules
- Communicated work procedures and company policies to staff
- Recruited new employees
Education
High School Diploma -
Shepherd High School
Shepherd, MTSkills
- Work well independently - extremely organized and able to prioritize tasks
- Strong communicator both verbal and written
- Outstanding at assessing customer needs and suggesting solutions
- Experienced utilizing Microsoft Office products and adept at learning new software applications
- Very detail- and accuracy-oriented, strongly analytical
- Thrive at meeting deadlines and goals while under pressure
- Highly successful at building & maintaining trusted relationships with clients and coworkers
- Experienced at supervising employees, delegating work, handling personnel issues
Timeline
Account Manager
Vitalant
06.2024 - Current
Account Associate
Vitalant Blood Donation
12.2022 - 06.2024
Director of Child Care Food Program
Billings Child Care Association
10.2021 - 12.2022
Mortgage Closer Specialist
Wells Fargo Home Lending
02.2021 - 10.2021
Retail Advertising Account Executive
Lee Enterprises - Thrifty Nickel, Billings Gazette
06.2010 - 03.2017
Advertising Sales Consultant
Cox Enterprises - Auto Trader.Com
04.2007 - 01.2010
Office Manager
self employed - Top Notch Auto Services
09.1999 - 04.2007
High School Diploma -
Shepherd High School
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