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
02.2014 - 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
02.2022 - 05.2022
- 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
12.2019 - 03.2021
- 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
01.2016 - 01.2019
- 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
08.2011 - 01.2016
- 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
04.2006 - 10.2008
- 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
10.2004 - 06.2011
- 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
04.2001 - 10.2004
- 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 Bend08.1999
No Degree - Medical Assisting
Davenport University
Grand Rapids, MINo 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
02.2022 - 05.2022
Assistant Store Manager
Stock
12.2019 - 03.2021
Leasing Agent
Edward Rose & Sons
01.2016 - 01.2019
Delivery Driver
Shipt/Instacart/Amazon Flex
02.2014 - Current
Teacher's Aide/Cafeteria Worker
St. Anthony's School
08.2011 - 01.2016
Accountant
Walmart
04.2006 - 10.2008
Owner/Operator
Play Park Pals Child Care
10.2004 - 06.2011
Data Entry Clerk/ Billing/Medical Records/Receptionist
Physicians Clinic
04.2001 - 10.2004
GED -
GED Testing South Bend, IN
No Degree - Medical Assisting
Davenport University
No Degree - CPC Medical Coding
AAPC
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