Summary
Overview
Work History
Education
Skills
Volunteer Work, Art, Physical Fitness
Timeline
Generic

Julie Lortz

West Monroe,LA

Summary

Proven track record in enhancing customer satisfaction and streamlining operations, as demonstrated at GEO Specialty Chemicals, Inc. Expert in database management and relationship building, I've significantly improved efficiency and client retention. Skilled in Microsoft Office and adept at fostering team collaboration, my approach has consistently led to positive outcomes and operational excellence.

Overview

30
30
years of professional experience

Work History

Clerk

Gene Cox
06.2020 - 08.2024
  • Greeted customers at counter to fulfill requests and answer questions.
  • Provided an enjoyable shopping experience for customers by engaging in friendly conversations while efficiently preparing their orders.
  • Restocked supplies and prepared additional ingredients during downtime for expected busy periods.
  • Kept kitchen, counter and dining areas cleaned and sanitized.
  • Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
  • Built relationships with customers to encourage repeat business.
  • Counted money in cash drawers at beginning and end of shifts to maintain accuracy.

Logistics Coordinator

GEO Specialty Chemicals, Inc.
04.1999 - 02.2019
  • Tracked orders and notified customers of status or potential delays.
  • Trained new employees on logistics procedures, promoting a consistent approach across the team.
  • Collaborated with sales and customer service teams to address client concerns and expedite orders when necessary.
  • Ensured compliance with industry regulations, reducing the risk of fines or penalties.
  • Planned and supervised shipments from production to end-user and scheduled daily and weekly routes.
  • Negotiated freight rates with third-party vendors to acquire cost-effective contracts.
  • Enhanced supply chain efficiency by optimizing shipping schedules and routes.
  • Improved order accuracy through meticulous data entry and verification processes.
  • Generated monthly performance reports to track and analyze shipping trends.
  • Maintained excellent working relationships with customers by efficiently responding to inquiries and complaints.
  • Coordinated shipments and tracked progress to facilitate timely delivery.
  • Managed loading, unloading, movement, and sorting of supplies to keep deliveries on schedule.
  • Built and established relationships with staff and vendors.
  • Managed work orders effectively, prioritizing tasks based on urgency and availability of resources.
  • Contributed to continuous improvement efforts through active participation in team brainstorming sessions and problem-solving activities.
  • Maintained a safe working environment by adhering to safety protocols and addressing potential hazards promptly.

Lead Tax Preparer

Fast Tax Service
02.1997 - 04.1999
  • Streamlined tax preparation processes for increased efficiency and accuracy.
  • Conducted thorough research on complex tax issues to ensure optimal solutions for clients.
  • Coordinated efforts among team members during peak season workflows, maintaining smooth operations under pressure.
  • Kept up-to-date with federal and state tax law changes, ensuring compliance for all clients.
  • Developed strong relationships with clients through clear communication and trust-building measures.
  • Provided exceptional customer service, leading to increased client retention rates.
  • Mentored and trained junior staff, improving overall team performance and expertise.
  • Assessed client tax situations to determine best filing options.
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Utilized tax software to prepare returns and meet deadlines.

Secretary/Medical Receptionist

Healthy Lifestyles (Kid Med)
01.1995 - 02.1996
  • Handled sensitive information discreetly, maintaining confidentiality when managing personnel files or financial data.
  • Answered multi-line phone system and enthusiastically greeted callers.
  • Scheduled appointments and conducted follow-up calls to clients.
  • Handled daily scheduling tasks and provided administrative support for entire department.
  • Entered data into system and updated customer contacts with information to keep records current.
  • Provided clerical support to company employees by copying, faxing, and filing documents.
  • Created and updated records and files to maintain document compliance.
  • Promoted a positive image of the organization through clear communication both internally with colleagues and externally with clients.

Education

Certificate - Computer Operations

Career Training Specialists
Monroe, LA
05.1995

High School Diploma -

West Ouachita High School
West Monroe, LA
05.1994

Skills

Telephone Etiquette

Customer Communication & Satisfaction

Excellent Verbal & Written Communication Skills

Proofreading & Attention to Detail

Time Management & Prioritization

Organizational Skills/Problem Solving

Flexible and Adaptable

File Maintenance & Document Management

Mail handling & processing

Administrative Support/Tasks

Database/Spreadsheet entry & management

Microsoft (Outlook, Word, Excel) proficient

Typing Speed, 60 WPM

Data Entry & 10-Key

Office Machine Operation

Office Supply Management

Teamwork and Collaboration/Relationship Building

Scheduling

Record Sorting and Filing

Cash Handling

Volunteer Work, Art, Physical Fitness

I volunteer at my daughter's middle school to benefit the Band program there.  It has been a pleasure to work with fellow band parents while financially boosting the musicians at Good Hope Middle School.  I love to express myself through art as I've recently discovered a talent for drawing that I never realized I had!  I also try to walk three to five miles every day as I find this naturally boosts my mental as well as my physical being.

Timeline

Clerk

Gene Cox
06.2020 - 08.2024

Logistics Coordinator

GEO Specialty Chemicals, Inc.
04.1999 - 02.2019

Lead Tax Preparer

Fast Tax Service
02.1997 - 04.1999

Secretary/Medical Receptionist

Healthy Lifestyles (Kid Med)
01.1995 - 02.1996

Certificate - Computer Operations

Career Training Specialists

High School Diploma -

West Ouachita High School

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Julie Lortz