Summary
Overview
Work History
Education
Skills
Timeline
Generic

Leann Waltz

South Bend,IN

Summary

Personable professional with exemplary customer service skills. Knowledgeable in tackling issues and concerns with poise. Looking to take a dedicated career as a Customer Service Executive to the next level.

Overview

22
22
years of professional experience

Work History

Delivery Driver

Shipt/Instacart/Amazon Flex
2014.02 - Current
  • Completed on-time deliveries by choosing best and most efficient routes.
  • Delivered packages to customer doorsteps and business offices.
  • Maintained upbeat, positive attitude in busy, customer-focused environment.
  • Completed rush deliveries on tight timetables to satisfy customer needs.
  • Kept detailed mileage and fuel reports to track overall fuel costs.

CSR/Repair/Remote

Lowes Home Improvment
2022.02 - 2022.05
  • Handled customer inquiries and suggestions courteously and professionally.
  • Actively listened to customers, and handled concerns quickly including escalated major issues.
  • Answered constant flow of customer calls with minimal wait times related to repair/service needs for merchandise purchased from Lowes Home Improvement store.
  • Updated account information to maintain customer records.
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Clarified customer issues and determined root cause of problems to resolve product or service complaints.
  • Participated in team meetings and training sessions to stay informed about product updates and changes.

Assistant Store Manager

Stock
2019.12 - 2021.03
  • Lead a team of 31 sales retail employees to drive sales and strengthen brand loyalty.
  • Analyzed sales data, including profit and loss statements.
  • Planned and implemented all seasonal floor sets to ensure they met company standards and deadlines.
  • Supported store manager to increase month-to-month sales.
  • Developed Team Members into productive employees. with excellent product knowledge to achieve exceptional levels of customer service to ensure reaching corporate goals.
  • Protected store assets and merchandise by adhering to company standards of operation.
  • Constructed, and coordinated employee schedules and training programs.
  • Supported sales floor by implementing process improvements.
  • Implemented new recruiting strategies to attract exceptional sales personnel.
  • Reconciled daily sales transactions to balance and log day-to-day revenue.
  • Interviewed, hired, and trained staff associates and equipped to comply with company policies and procedures.
  • Verified inventory counts remained within monthly tolerance levels and compiled financial data in compliance with budget.
  • Provided weekly work schedules to employees to accommodate business demands and vacation requests.
  • Developed and maintained strong relationships with vendors to facilitate timely product delivery.
  • Monitored daily cash discrepancies, inventory shrinkage, and drive-off.
  • Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.

Leasing Agent

Edward Rose & Sons
2016.01 - 2019.01
  • Provided exceptional Customer Service to all prospective and current tenants.
  • Conducted property showings to highlight features, answer questions, and redirect concerns to close contracts.
  • Toured property with prospective tenants and provided wealth of information in regards to its key features.
  • Participated in property inspections to prepare for move-ins and move-outs.
  • Recruited new residents through website advertising and marketing.
  • Used Yardi computer systems to keep records of financial transactions and rental applications.
  • Kept records accurate, detailed, and fully compliant with reporting requirements to meet state, local, and federal housing requirements.
  • Performed background, reference, and credit checks as part of the screening process of prospective tenants.
  • Resolved conflicts between tenants regarding noise, encroachments, and parking.
  • Distributed and followed up on tenant renewal notices.

Teacher's Aide/Cafeteria Worker

St. Anthony's School
2011.08 - 2016.01
  • Worked cooperatively with other teachers, administrators, and parents to help students reach learning objectives.
  • Communicated frequently with parents, students, and faculty to provide feedback and discuss instructional strategies.
  • Kept students on-task with proactive behavior modification and positive reinforcement strategies.
  • Graded and evaluated student assignments, papers, and coursework.
  • Conducted evaluations to measure students' performance and progress, providing guidance for areas requiring improvement.
  • Followed all proper handling procedures for prepared foods, ingredients, and leftovers.

Accountant

Walmart
2006.04 - 2008.10
  • Responsible for processing day-to-day money, including but not limited to collecting money from registrars, counting it, logging it into the system, processing all paper transactions, prepare reset bundles for the next day’s business.
  • Balance cash flow on a day-to-day basis.
  • Search for longs/shorts from registrars and cash office.
  • Prepare audits for longs and shorts from the cashiers.
  • Order change and log it into the system when it comes in.
  • Finalize business for the day, and prepare all related documentation.
  • Completed daily cash functions: account tracking, payroll wage allocations, budgeting, donating, cash, and banking reconciliations.
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Prepared working papers, reports, and supporting documentation for audit findings.
  • Tracked funds, prepared deposits, and reconciled accounts.
  • Collected and reported monthly expense variances and explanations.
  • Helped prepare month-end, quarterly and year-end closings.
  • Produced and distributed invoices and financial documents.
  • Maintained accurate and complete documentation to facilitate accounting and filing functions.

Owner/Operator

Play Park Pals Child Care
2004.10 - 2011.06
  • Established foundational processes for business operations.
  • Managed day-to-day business operations.
  • Prepared all documents and contracts.
  • Taught children the basics of learning at the appropriate age level infants-school aged.
  • Crafts, and activities
  • Field trips

Data Entry Clerk/ Billing/Medical Records/Receptionist

Physicians Clinic
2001.04 - 2004.10
  • File charts, enter documents into the chart, copy and fax medical records.
  • Answer phones, check in patients, take payments, schedule patients' appointments, and process all paperwork.
  • Managed documents by organizing forms, making photocopies, filing records, preparing correspondence, and creating reports.
  • Preserved patient confidentiality.
  • Followed HIPPA laws and rules.
  • Completed data entry tasks with accuracy and efficiency.
  • Organized, sorted, and checked input data against original documents.
  • Sorted documents and maintained an organized filing process.
  • Entered data into various computer systems.
  • Entered numerical data into databases with speed and accuracy using a 10-key pad.

Education

GED -

GED Testing South Bend, IN
South Bend
08.1999

No Degree - Medical Assisting

Davenport University
Grand Rapids, MI

No Degree - CPC Medical Coding

AAPC
09.2023

Skills

  • Sales Support
  • Property Leasing
  • Management/Leadership
  • Profit & Loss
  • Residential Cleaning
  • Personal Assistant Experience
  • Medical Billing
  • Accounts Receivable
  • Marketing and Advertising
  • Hiring and Staffing
  • Vendor Negotiations
  • Product Branding
  • Negotiation
  • Coaching and Mentoring
  • Analytical and Critical Thinker
  • Business Administration
  • Human Resource Management
  • Payroll Preparation
  • Time Management
  • Computer Skills

Timeline

CSR/Repair/Remote

Lowes Home Improvment
2022.02 - 2022.05

Assistant Store Manager

Stock
2019.12 - 2021.03

Leasing Agent

Edward Rose & Sons
2016.01 - 2019.01

Delivery Driver

Shipt/Instacart/Amazon Flex
2014.02 - Current

Teacher's Aide/Cafeteria Worker

St. Anthony's School
2011.08 - 2016.01

Accountant

Walmart
2006.04 - 2008.10

Owner/Operator

Play Park Pals Child Care
2004.10 - 2011.06

Data Entry Clerk/ Billing/Medical Records/Receptionist

Physicians Clinic
2001.04 - 2004.10

GED -

GED Testing South Bend, IN

No Degree - Medical Assisting

Davenport University

No Degree - CPC Medical Coding

AAPC

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Leann Waltz