Lakita Richardson
Monroe ,Louisiana
Summary
High-energy talent agent and results-oriented customer service professional skilled in uncovering customer needs, finding solutions, and handling objections. Proven top performer with a track record of consistently meeting and exceeding goals.
Overview
10
10
years of professional experience
Work History
Regional Vice President
PFS Investments
08.2021 - Current
- Directed district managers to maintain seamless communication and teamwork.
- Managed financial performance by setting budgets, monitoring expenses, and identifying areas for improvement.
- Enhanced regional sales by crafting and executing strategic sales initiatives.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Investigation II
Department Of Family Protective Services
11.2018 - 08.2021
- Conducted thorough face-to-face interviews with employers, families, neighbors, friends and suspects and documented all investigative findings.
- Collected, analyzed and interpreted information, documentation and physical evidence associated with investigations.
- Substantiated validity and admissibility of evidence and preserved data integrity for court hearings.
- Ensure child safety and provided need services to families
- Documented findings and prepared detailed reports.
- Tracked hours and expenses for billing purposes.
- Established efficient workflow processes, monitored daily productivity and implemented modifications to improve overall effectiveness of personnel and activities.
- Interacted with customers professionally by phone, email or in-person to provide information and directed to desired staff members.
- Assessed personnel performance and implemented incentives and team-building events to boost morale.
- Kept physical files and digitized records organized for easy updating and retrieval by authorized team members.
Patient Advocate
Phoneix House
04.2017 - 11.2018
- Led supportive group discussion and education sessions with youth recovering from alcohol and substance abuse.
- Administered oral medications, following physician and hospital procedures
- Consulted with clients when developing long term goals and objectives
- Supervised the residential and day treatment children during group outings
- Encouraged clients to get involved in social, recreational and other therapeutic activities to enhance interpersonal skills and develop social relationships
- Researches, compiles and arranges administrative and statistical data; prepares reports on assigned projects, gathering necessary information and summarizing data.
- Completed common office duties
- Worked effectively with staff from all departments to coordinate resolutions.
- Responded to patient concerns and questions with compassionate and knowledgeable service.
- Prepared and distributed team-based communications to foster collaboration and enhance team morale.
- Delivered top-notch administrative support to office staff, promoting excellence in office operations.
- Provided direction, support and ongoing feedback to staff.
- Helped management in identifying training needs and providing ongoing training opportunities as needed.
- Regularly communicated with management to discuss strengths, opportunities, and trends in business.
- Planned and implemented team projects to accomplish objectives.
Texas Work Advisor II
Health And Human Service Commissions
03.2016 - 04.2017
- Interview and evaluate clients for benefits such as SNAP, TANF, and Medicaid.
- Refer clients to appropriate team members, community agencies and organizations to meet treatment needs.
- Assessed, screened and counseled 15 plusclients each day.
- Write summaries, reports and other correspondence.
- Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
- Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Transferred and directed phone calls, guests and mail to correct staff members.
- Managed office inventory by restocking supplies and placing purchase orders to maintain adequate stock levels.
- Assisted coworkers and staff members with special tasks on daily basis.
Advocate I
Kohls Contact Center
06.2015 - 04.2016
- Analyzed call volume and average call time to monitor Customer Service Representative performance and productivity.
- Managed customer calls effectively and efficiently in a complex, fast-paced and challenging call center environment.
- Managed wide variety of customer service and administrative tasks to resolve customer issues quickly and efficiently.
- Analyzed budgets, financial reports and projections for accurate reporting of financial standing.
- Verified credit payments daily.
- Reviewed accounts, to resolve any mishaps
- Drove client satisfaction by identifying maximum adjustments, deductions and credits.
- Conducted financial review of customer lines of credit by assessing company financials and initiating credit application reviews.
- Improved understanding of financial statements, which helped in assessing risk.
- Controlled credit exposure by providing financial order management support to minimize risk and obtain timely payment.
- Performed credit reviews on corporations to assess financial conditions.
Education
Marriage And Family Counseling - Counseling
Walden University
Minneapolis, MN5 2019
BSW - Social Work
Grambling State University
Grambling, LA2015
Associate of Science - undefined
Grambling State University
Grambling, LA2011
Skills
- Organized/Planning
- Passion/Energy
- Leadership/Motivator
- Outgoing/Team player
- Interpersonal abilities
- Dependable
- Flexible/Adaptable
- Quick learner
- Analytical/Researcher
- Records management
- Ethical and honest
- Strategic planning
- Documentation and control
- Scheduling
- Recordkeeping and reporting
- Customer service
- Team leadership
Accomplishments
- PuttingCustomer First/ July 2015
- Family’s First Graduate/ May 2015
Work History
Dallas, TX,Dallas, TX
Timeline
Regional Vice President
PFS Investments
08.2021 - Current
Investigation II
Department Of Family Protective Services
11.2018 - 08.2021
Patient Advocate
Phoneix House
04.2017 - 11.2018
Texas Work Advisor II
Health And Human Service Commissions
03.2016 - 04.2017
Advocate I
Kohls Contact Center
06.2015 - 04.2016
Marriage And Family Counseling - Counseling
Walden University
BSW - Social Work
Grambling State University
Associate of Science - undefined
Grambling State University
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