Josh Leone
Neenah,WI
Summary
Accomplished compliance service expert with a strong background in regulatory processes, documentation management, and team collaboration. Skilled in developing training materials and optimizing workflows, ensuring compliance and efficiency that directly benefits client service and operational effectiveness.
Overview
1
1
Certification
21
21
years of professional experience
Work History
Compliance Service Specialist IV
JJ Keller & Associates
Neenah, Wisconsin
01.2016 - Current
- Managed documentation and provided feedback related to client services and regulatory compliance requirements.
- Self maintained deadlines across a large client base.
- Responded to customer inquiries regarding products, services, and compliance issues.
- Collaborated with team members to enhance service delivery processes and efficiencies.
- Developed training materials for new service offerings and process improvements to improve team efficiency and productivity.
- Monitored the legal compliance and status of thousands of client assets.
- Worked with government agencies to maintain a variety of lines of service for clients.
- Cross trained with other teams to be able to better service clients.
- Worked in a team environment to establish optimal workflow procedures.
Inventory Control Manager
Healthcare Direct
Appleton, WI
08.2013 - 01.2016
- In charge of ordering all incoming inventory, ranging from printer paper to Schedule II drugs.
- Responsible for budgeting of products and tracking Inventory shrinkage.
- Led the crediting for all our facilities, including receiving, processing, and restocking.
- Projects such as Yearly Clean-ups, promoting product rotation, regulating database of over 10,000 items daily, and evaluating par levels for inventory.
- Development of Standard Operating Procedures for a wide range of jobs and duties.
- Developed relations with vendors, suppliers, and manufacturers to maintain reliable supply and cost savings.
- Analyzed inventory data to identify trends and optimize stock rotation.
- Managed inventory levels to ensure product availability for healthcare services.
- Forecasted future demand based on historical trends in order volume, sales activity and customer feedback.
- Monitored product import or export processes to verify compliance with regulatory or legal requirements.
Pharmacy Technician
Healthcare Direct
Appleton, Wisconsin
11.2012 - 08.2013
- Scheduled and ensured completion of day to day operations.
- Aided in major policy and staff transitions within the organization.
- Assisted pharmacists in preparing medications and compounding prescriptions efficiently.
- Utilized pharmacy management software to track prescriptions and patient profiles effectively.
- Participated in pharmacy inventory management, including tracking expiration dates and removing outdated medications.
- Promoted
Setup Lead & Banquet Server
Bridgewood Resort Hotel
Neenah, WI
02.2006 - 10.2012
- Assisted customers in friendly and a friendly and a personal manner.
- Cross-trained and provided back-up for other customer service representatives.
- Consistently recognized by management for providing superior customer service and attention to detail.
- Responsible for the setup of all Audio-Visual equipment, ranging from Wi-Fi to microphones.
- Resolved guest complaints by producing Win-Win situations.
- Created repeat business by developing long-term relationships with regular customers.
- Occasionally in charge of ordering certain supplies.
- Set up banquet rooms according to event specifications and layouts.
- Assisted in managing guest inquiries and requests during functions.
- Greeted guests upon arrival and provided assistance throughout the event.
- Provided exceptional service to a high volume of daily customers.
- Collaborated with kitchen staff to deliver food smoothly, adapting service based on customer requests and kitchen readiness.
- Assisted with closing duties such as restocking supplies, wiping down surfaces.
- Served food and beverages to customers.
Education
Computer Support Specialist (AAS) - Some College (No Degree)
Fox Valley Technical College
Appleton, WIHigh School Diploma -
Neenah High School
Neenah, WI01-2008
Skills
- Regulatory compliance
- Service delivery
- Regulatory documentation
- Process improvement
- Data analysis
- Problem solving
- Information security
- Technical writing
- Customer education
- Critical thinking
- Compliance reporting
- Microsoft office expertise
- Client relations
Certification
- Certified Nursing Assistant, 2008
- Senior Patrol Leader - Boy Scouts, 2006
- Vice President - Venture Crew, 2009
Timeline
Compliance Service Specialist IV
JJ Keller & Associates
01.2016 - Current
Inventory Control Manager
Healthcare Direct
08.2013 - 01.2016
Pharmacy Technician
Healthcare Direct
11.2012 - 08.2013
Setup Lead & Banquet Server
Bridgewood Resort Hotel
02.2006 - 10.2012
Computer Support Specialist (AAS) - Some College (No Degree)
Fox Valley Technical College
High School Diploma -
Neenah High School