Lashon Montfort
Martinsburg,WV
Summary
Strategic Shift Leader with extensive experience in finance and accounting, focused on achieving team objectives through effective training and operational solutions. Skilled in balancing customer, company, and employee needs while setting goals and monitoring performance. Communicates effectively with team members and management, fostering a collaborative work environment.
Overview
14
14
years of professional experience
Work History
Access Control Officer
Sitemetric
Frederick, Maryland
08.2025 - Current
- Monitored access points to maintain compliance with security and safety protocols.
- Verified identification of personnel and visitors at entry points consistently.
- Conducted regular patrols of facility to deter unauthorized entry and identify risks.
- Supported implementation of access control policies and procedures to strengthen security.
- Coordinated response with emergency services during security incidents to ensure timely resolution.
- Trained new staff on access control systems and safety measures effectively.
- Reported suspicious activities or threats to management immediately for further investigation.
- Investigated theft incidents in restricted areas, maintaining confidentiality throughout the process.
Shift Supervisor
Coca-Cola Atlanta Syrup Plant
Atlanta, GA
06.2022 - 05.2025
- Supervised production line operations to ensure efficient workflow and quality standards.
- Trained and mentored new employees on safety protocols and operational procedures.
- Facilitated communication between shifts to ensure smooth transitions and maintain operational continuity.
- Conducted safety audits to ensure compliance with company regulations and standards.
- Monitored equipment performance to identify issues and facilitate timely maintenance.
- Ensured accurate delivery verification by monitoring truck movements throughout transport.
- Developed schedules for security personnel to optimize coverage and enhance response times.
- Processed payroll for officers.
- Provided on-the-job training to new staff members.
- Communicated clearly with employees regarding job duties, expectations, and policies.
- Resolved customer complaints and escalated issues to senior management for timely resolution.
Data Entry / document scanner
Iron Mountain
Atlanta, GA
03.2022 - 05.2022
- Operated high-speed document scanning equipment, ensuring timely processing of documents.
- Maintained quality control standards during scanning and data entry, contributing to consistent accuracy.
- Recorded objective and bibliographic information from documents, achieving quality and production levels above expectations.
- Located key data on scanned documents and keyed alphanumeric data into appropriate databases as part of data capture services.
- Converted physical documents into digital formats for seamless system integration.
- Ensured compliance with HIPAA regulations regarding storage and transfer of sensitive patient information.
- enter 1040 and W-2 details into system
Customer Service Representative
TELEPERFOMANCE USA
Griffin, GA
05.2021 - 03.2022
- Assisted customers by addressing inquiries related to Apple products.
- Assisted customers with inquiries and product information using company systems.
- Executed refund and return processing to uphold customer service standards.
Coordinated cancellations effectively, ensuring adherence to policy frameworks.
Improved return workflows to elevate overall service quality. - Managed daily inbound call operations
- Managed refund and return processes to ensure compliance with customer service standards. Streamlined cancellation procedures to adhere to policy requirements. Optimized return workflows to boost service efficiency.
- Initiated investigations to resolve shipping-related issues.
- Coordinated with shipping departments to schedule timely order deliveries, ensuring on-time fulfillment of customer orders.
- Reviewed customer orders to ensure accuracy of product, quantity and pricing.
- ensured protection of client sensitive data adhering to HIPAA standards.
Dispatcher
S&P Towing
Griffin, GA
04.2020 - 11.2020
- Processed impounds for timely releases.
Facilitated efficient management of impounded assets.
Executed protocols for secure release of impounded items.
Ensured compliance with regulations during release processes. - Managed incoming service requests via phone and dispatch software to facilitate prompt response.
- Communicated with drivers to provide real-time updates and instructions.
- Prioritized calls based on urgency and location of incidents.
- Collaborated with local law enforcement to ensure safe towing practices.
- Resolved customer complaints regarding service issues or delays to enhance customer satisfaction.
- Maintained accurate records of dispatched vehicles and service times.
- Assigned drivers to appropriate routes based on customer needs.
- Utilized computer systems to locate addresses and calculate estimated arrival times.
- Monitored dispatch board and adjusted call priorities regularly based on caller needs.
- Scheduled loads according to priority and available equipment.
- Managed job orders according to production schedule
- Processed impounds for timely releases.Facilitated efficient management of impounded assets.Executed protocols for secure release of impounded items.Ensured compliance with regulations during release processes.
Student Support/ Financial Aid Representative
Laureate Inc
Columbia, MD
07.2017 - 02.2020
- Advise students in understanding the financial aid process (Billing, FAFSA, etc.)
- Facilitated timely communication with students via phone and email, ensuring clarity in financial aid processes.
- Managed 40+ incoming calls daily, addressing student inquiries effectively.
- Utilized three or more monitors to navigate multiple systems, including Banner 10, powerfaids, and Salesforce, to access and manage student data.
- Executed verification of student identities (Name, SSN, DOB) and resolved escalations efficiently.
Temp Service
Aerotek
11.2016 - 07.2017
Intake Specialist
Saiontz & Kirk
Baltimore, MD
04.2017 - 06.2017
- Made over 100 calls daily to engage with clients and address inquiries.
- Generated two qualified leads daily using the Velocify system to streamline client acquisition.
- Investigated claims for auto and medical malpractice injuries to assess validity and gather necessary information.
Benefit Verification Specialist
Lash Group
Rockville, MD
11.2016 - 01.2017
- Executed calls to insurance payers for benefit verification, ensuring accurate patient coverage.
- Collect and review all patient insurance benefit information
- Coordinated interactions between clients and insurance providers.
- Managed patient records and insurance coding, maintaining accuracy in PHI, EOB, ICD-10, and DX codes.
- Managed various reimbursement functions.
- Handle returns in an efficient manner
- Medicare finance and accounting
Customer service/Data Entry/receptionist
Century Distributors
Rockville, MD
11.2015 - 11.2016
- Assist customers and sales staff with various issues
- Take and process phone orders
- Cover receptionist during breaks/ days off
- Will Call/ Process customer pickup request
- Execute support tasks to ensure smooth operations
- Create and maintain order guides and labels process Invoices for customer deliveries
- Process item reserves (prebooks)
- Provide credit/return books for sales staff
- Monitored and verified Telxon transmissions to maintain data accuracy
Customer Service Representative
TruGreen Lawn Care
Gaithersburg, MD
03.2015 - 10.2015
- Handled 80+ inbound calls daily for credit/reimbursement accounts, retaining customers and preventing cancellations.
- Oversaw recovery processes for customer accounts, prioritizing retention and ensuring customer satisfaction.
- Delivered daily trackers and role play assignments to address customer lawn concerns and enhance support.
Sales Associate
The Limited
Columbia, MD
07.2014 - 02.2015
- Assisted customers in finding products to enhance their shopping experience.
- Assist customers with their needs
- Executed stocking and cash handling tasks to streamline store operations.
- Opened and closed store while ensuring a clean work environment.
- Help maintain a clean work environment
Sales Associate
Macy's
Columbia, MD
06.2012 - 06.2014
- Provided excellent customer service to foster customer loyalty and satisfaction
- Assisted customers with inquiries and product placement to enhance purchasing decisions
- Maintained a neat and organized sales floor to enhance customer experience.
- Maintained sales goals aligned with daily business needs to drive sales performance
- Handle cash and process payments
Education
BS - accounting
Walden University
Minneapolis, MN04-2026
GED -
Howard Community College
Columbia, MD01-2016
Diploma -
Herzing University
Madison, WI01-2015
Skills
- Salesforce
- Accounts Receivable
- Accounts payable
- Accounting
- Accounting software
- Financial Report Writing
- Microsoft Excel
- Microsoft Word
- Microsoft Outlook
- Office suite proficiency
- Budget Management
- Customer serviceware
- Medical Coding
- Performance Monitoring
Personal Information
- Willing To Relocate: Anywhere
- Authorized To Work: US for any employer
Timeline
Access Control Officer
Sitemetric
08.2025 - Current
Shift Supervisor
Coca-Cola Atlanta Syrup Plant
06.2022 - 05.2025
Data Entry / document scanner
Iron Mountain
03.2022 - 05.2022
Customer Service Representative
TELEPERFOMANCE USA
05.2021 - 03.2022
Dispatcher
S&P Towing
04.2020 - 11.2020
Student Support/ Financial Aid Representative
Laureate Inc
07.2017 - 02.2020
Intake Specialist
Saiontz & Kirk
04.2017 - 06.2017
Temp Service
Aerotek
11.2016 - 07.2017
Benefit Verification Specialist
Lash Group
11.2016 - 01.2017
Customer service/Data Entry/receptionist
Century Distributors
11.2015 - 11.2016
Customer Service Representative
TruGreen Lawn Care
03.2015 - 10.2015
Sales Associate
The Limited
07.2014 - 02.2015
Sales Associate
Macy's
06.2012 - 06.2014
BS - accounting
Walden University
GED -
Howard Community College
Diploma -
Herzing University