Heidi Lacey

Index preparation for oil/gas leasing brokerage. Prepares documentation for leasing approvals. Assisted landmen with obtaining documents for reviews. Ensured indexes were updated frequently. Assisted in the completion of large projects with other team members.

Assisted consumer and business clients with inquiries regarding existing credit cards. Obtained balance information, reviewed transactions, resolved payment issues, updated and maintained card information. Helped bankers with applications, compliance issues, and obtaining correct information for consumer and business cards. Reviewed statements for accuracy. Completed quarterly compliance training. Adhered to strict timing guidelines and procedures within department, per bank regulations, admins, and commercial bankers. Reviewed and verified information to rectify billing disputes and fraud cases. Continually stayed updated in regards to procedures, policies and bank regulations as they were frequently modified.

Serves customers in a bar/casino environment. Serves high volumes of customers. Maintains bar and casino area and keeps these areas clean at all times. Serves bar food. Tips certified. Bartends & attends casino as well cashing tickets and serving drinks and bar food/Tips Certified

(Was asked to come back to this position in July 2023, & currently still work here)

Coordinated HVAC services for residential and commercial customers. Scheduled service and maintenance for property management companies. Dispatched service techs to various jobs. Scheduled and sold maintenance contracts. Entered bills from wholesale companies. Processed payments. Invoiced service calls and sent to customers. Scheduled estimates. Managed 50 or more calls a day from customers and businesses with various inquiries. Assisted service techs, estimators, office staff, and service manager. Ensured strict guidelines from clients were being met as well as maintenance schedules.

Provided customer service in casino as well as restaurant. Cashed tickets for customers in a timely manner. Served drinks and food in casino and bar area adhering to serving guidelines. Stocked, cleaned and maintained bar area. Cleaned both bar and casino areas to provide a safe and clean area for customers to play machines. Made minor repairs to machines as necessary. Ensured money was accounted for at night and beginning of each shift. Notified customers of promotions and encouraged them to participate within state guidelines. Helped maintain a regular customer service base within bar and casino.