JOANNA LEITCH

· Serve as primary client contact, responding to service inquiries via phone, email, and in-person.

· Coordinate service requests, schedule appointments, and manage technician assignments.

· Maintain accurate service records, client files, and documentation using company software.

· Generate reports on service activities and assist with invoicing, billing, and purchase orders.

· Collaborate with internal teams to ensure seamless communication and high-quality service delivery.

· Monitor inventory of service materials and coordinate restocking as needed.

• Established and maintained patient profiles, including medication histories.
• Answered phones and responded to customer questions or requests.
• Received and verified written prescriptions and refill requests.
• Assisted customers with product questions or directed them to the pharmacist.

• Created usage sales reports using Microsoft Excel by region.
• Completed electronic reporting on circuit boards and machine status.
• Processed catalog revision requests using Microsoft Access and internal systems.
• Generated and maintained on-hand inventory reports; prepared purchase orders and return addendums.
• Managed sales backorder logs in Access and Excel.
• Communicated with manufacturers, dealers, and customers regarding order timelines.

• Worked with Title IV administrative processes and financial aid systems (NSLDS, COD, CPS, CampusVue, Salesforce).
• Guided students and parents through FAFSA and financial aid processes.
• Secured required documentation for verification and file completion.
• Counseled students and parents on PLUS loans, including denial options.
• Tracked enrollment progression using Excel and Outlook.
• Ensured regulatory compliance through detailed document review.

• Assisted with facility remodeling, including fixture building and interpreting modification sheets.
• Led a team of 3–5 associates during remodel phases.
• Delegated tasks for receiving and stocking merchandise.
• Processed online site-to-store orders using RF scanners.
• Maintained an organized and accessible backroom.
• Earned Employee of the Month within first 90 days.

• Oversaw daily warehouse operations.
• Performed data entry and order tracking using company software.
• Shipped packages via UPS Worldwide.
• Managed customer service and warehouse staff.
• Handled inbound sales and service calls with local, national, and international customers.