Bernadette Walton
Lehigh Acres
Summary
Client Support and Administrative Professional with extensive experience providing exceptional service, troubleshooting, and account management in high-volume, deadline-driven environments. Skilled at responding to client inquiries via email, phone, and live chat, resolving issues efficiently, and documenting processes for continuous improvement. Known for being proactive, adaptable, and a quick learner, with a strong focus on building positive relationships and supporting cross-functional teams.
Overview
19
19
years of professional experience
Work History
Lead Customer Onboarding Specialist
United Site Services
08.2022 - 06.2025
- Served as a primary contact for onboarding clients, managing inquiries and resolving account-related issues promptly.
- Troubleshot first-line concerns and escalated complex issues to relevant departments, ensuring timely resolution.
- Maintained client data and interaction records in CRM, ensuring accuracy and consistency.
- Collaborated with finance, sales, and operations teams to coordinate account reconciliations and address potential service interruptions.
- Developed and documented procedures for recurring “rainy day” scenarios to improve internal workflows.
Sales and Service Coordinator
Florida Detroit Diesel Allison
07.2015 - 07.2022
- Managed customer inquiries, service orders, and warranty requests, ensuring accurate and complete responses.
- Tracked job progress, billing, and materials, coordinating with multiple departments to resolve discrepancies.
- Maintained detailed service histories, customer files, and internal reports to support operational efficiency.
- Assisted in process improvements and documentation to streamline workflows and enhance client experience.
Administrative Asst/Office Manager
American Friends of Magen David Adom
01.2006 - 06.2015
- Oversaw daily administrative operations, including scheduling, recordkeeping, and coordination with staff and vendors.
- Handled high-volume client inquiries via phone and email, providing prompt and professional support.
- Managed financial documentation, expense reporting, and compliance with regulatory requirements.
- Coordinated and documented events, ensuring all processes were accurately tracked and reported.
Education
Intro to Quickbooks
Alison Online Learning
Galway, Ireland07.2025
Associate -
Florida Southwestern State College
Fort Myers, FL05.2022
Skills
- Client & Customer Support (Email, Phone, Live Chat)
- First-Line Issue Troubleshooting & Escalation
- CRM (Salesforce)
- Documentation & Process Improvement
- Cross-Department Coordination (Finance, Operations, Data)
- Reporting, Reconciliation & Administrative Support
- Time Management & Prioritization
- Professional Written & Verbal Communication
Timeline
Lead Customer Onboarding Specialist
United Site Services
08.2022 - 06.2025
Sales and Service Coordinator
Florida Detroit Diesel Allison
07.2015 - 07.2022
Administrative Asst/Office Manager
American Friends of Magen David Adom
01.2006 - 06.2015
Intro to Quickbooks
Alison Online Learning
Associate -
Florida Southwestern State College
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