Julie Vickery
Boerne,TX
Summary
Dynamic Client Services Coordinator with a proven track record at Hill Country Family Services, excelling in financial assistance coordination and client relationship management. Adept at problem-solving and event organization, I leverage strong interpersonal skills to enhance customer satisfaction and drive successful outcomes in diverse environments. Skilled in client service coordination, demonstrating strong customer relationship management and operational oversight. Utilize effective communication skills to address client needs while maintaining high satisfaction rates. Proven ability in implementing procedures that increase productivity and streamline operations. Have made significant contributions to previous roles by improving client retention rate through tailored service strategies.
Overview
21
21
years of professional experience
Work History
Client Services Coordinator/Case Manager
Hill Country Family Services
01.2022 - 01.2024
- Greet clients, guests, donors & volunteers
- Input clients Intake Applications & process all secure documents
- Interview clients to assess their current situation & determine their needs
- Create, submit & distribute vouchers for financial assistance
- Prepare & submit monthly San Antonio Food Bank Report
- Process volunteer applications
- Coordinate, organize & execute plans for organization events
- Maintain clients confidential documents
- Teach Financial Literacy Class
Customer Service/Front Desk/Night Audit
Hilton Property - The Bevy
Boerne
01.2022 - 07.2023
- Manage front desk duties
- Check guests into rooms (reviewing payment and rooms details)
- Assist all other departments (Restaurant, Bar, Housekeeping, Kitchen)
- Perform nightly closeout audit (computer back-up, financial reports)
- Problem solve independently
- Ensure that the quality and integrity of the establishment is maintained
- Completed day-to-day duties accurately and efficiently.
- Contributed innovative ideas and solutions to enhance team performance and outcomes.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Identified needs of customers promptly and efficiently.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Assisted with customer requests and answered questions to improve satisfaction.
- Collaborated closely with team members to achieve project objectives and meet deadlines.
- Maintained updated knowledge through continuing education and advanced training.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
- Worked with cross-functional teams to achieve goals.
- Provided support and guidance to colleagues to maintain a collaborative work environment.
- Exceeded customer satisfaction by finding creative solutions to problems.
Customer Service
Mannapov LLC.
01.2022 - 01.2023
- Register customers to become approved buyers
- Answer day to day questions for customers
- Research history of prospective buyers
- Audit customer accounts
- Cross-train for other departments
- Manage customer distribution list
- Use Google Sheets to record customer data
- Use Excel to track customers spending and balances
Customer Service / Sales / Assistant (Part-time)
Thelma & Louize
01.2012 - 01.2019
- Retail sales
- Assist the transition from QuickBooks to Shopify POS System
- Assist owner in day-to-day operations
- Enter new items into inventory in both QuickBooks and Shopify
- Assist in setting up new online store
- (Retail Store)
Customer Service /Receptionist
Farmers Insurance-Michael Glick
01.2015 - 01.2016
- Answer incoming calls
- Email prospective clients
- Accept payments from clients
- Pick up and sort mail
- Run weekly customer reports
Budget Analyst GS09-GS11
Department of the Army Human Resources Command
01.2005 - 01.2007
- Responsible for budgetary, administrative, and statistical function.
- Responsible for serving as financial advisor to the Chief, Civilian Education Division
- Responsible for monitoring a $21 Million education budget for more than 200 individual accounts
- Provide excellent customer service to customers when dealing with outside accounts
Budget Analyst GS07
Army Acquisition Support Center
01.2004 - 01.2005
- Review estimates to ensure amounts requested were within established guidelines.
- Track funds distribution; reconciling commitments/obligations and reallocating funds.
- Work closely with other departments on a professional level
Budget Analyst GS05
Installation Management Agency
01.2003 - 01.2004
- Prepare annual plan to show projected use of available resources
- Provide reports in a professional and timely manner
- Excellent communication skills in working with other departments and customers
Education
Associate of Arts -
Blinn College
Brenham, TX07-1998
Skills
- Microsoft Word
- Excel
- Access
- Outlook
- Power Point
- Google Sheets
- Google Docs
- QuickBooks
- Shopify
- Client relationship management
- Document processing
- Voucher creation
- Financial assistance coordination
- Data analysis
- Customer communication
- Event organization
- Task prioritization
- Cross-department collaboration
- Problem solving
- Attention to detail
- Interpersonal skills
- Strong organization
- Customer relations
- Scheduling and planning
- Client relationship building
- Time management expertise
- Professionalism and etiquette
- Customer focus
- Client support
- Customer education
- Team leadership
- Work Planning and Prioritization
- Verbal and written communication
References
- Terry Rose, (361) 362-5881
- Father David Read, (210) 883-8283
- Dawn McLendon, (210) 254-2613
- Staci Almager, (210) 218-1330
Other Information
- Extensive experience in Microsoft Word, Excel, Access, Outlook, Power Point, Google Sheets, Google Docs as well as QuickBooks and Shopify
- Ambassador with the Boerne Chamber of Commerce 2012
- American Cancer Society Relay For Life Event Chair 2012
- President of the St. Helena's Episcopal Church school board 2016-2019
- Vestry member (governing board) of St. Helena's Episcopal Church 2017-2019
- President of the St. Helena's Episcopal Church Daughters of the King chapter 2017-present
- Meals on Wheels Kendall County 2022
- Work with Seniors-including reading/describing Facebook to macular degeneration patients/organizing homes
- Graduate of the Kendall County Citizen Law Enforcement Academy Class of 2023
- Graduate of the Boerne Fire Department Citizen Fire Academy Class of 2023
- Graduate of the Leadership Boerne Class of 2024
- Volunteer with The American Red Cross as Disaster Action Response Team 2022-current
Timeline
Client Services Coordinator/Case Manager
Hill Country Family Services
01.2022 - 01.2024
Customer Service/Front Desk/Night Audit
Hilton Property - The Bevy
01.2022 - 07.2023
Customer Service
Mannapov LLC.
01.2022 - 01.2023
Customer Service /Receptionist
Farmers Insurance-Michael Glick
01.2015 - 01.2016
Customer Service / Sales / Assistant (Part-time)
Thelma & Louize
01.2012 - 01.2019
Budget Analyst GS09-GS11
Department of the Army Human Resources Command
01.2005 - 01.2007
Budget Analyst GS07
Army Acquisition Support Center
01.2004 - 01.2005
Budget Analyst GS05
Installation Management Agency
01.2003 - 01.2004
Associate of Arts -
Blinn College