Summary
Overview
Work History
Education
Skills
Timeline
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Lexi Manzone

Jacksonville,FL

Summary

I am a dynamic professional with a proven track record at Triad Financial Services Inc., excelling in customer service, account management, with experience in sales. I've leveraged my active learning skills and excellent communication to drive revenue growth and establish strong client connections. I am skilled in Microsoft Suite, adept at multitasking, and recognized for mentoring team members, ensuring operational excellence and client satisfaction. I always strive to go above and beyond and put my best foot forward for my clients, team members, and company.

Overview

11
11
years of professional experience

Work History

Commercial Finance Relationship Specialist & Sales

Triad Financial Services Inc.
10.2021 - Current
  • Portfolio specialist overseeing multimillion-dollar accounts for manufactured housing dealers and manufacturers.
  • Recognized as a top performer in the division due to consistently exceeding customer service expectations and driving revenue growth.
  • Established long-lasting connections with new clientele by utilizing effective rapport-building techniques.
  • Generated new business opportunities by actively referring clients to relevant products and services.
  • Recruited new accounts and helped clients through the application and approval process.
  • Mentored junior team members on best practices for relationship management, contributing to overall team success.

Care Coordinator

One Call
02.2019 - 10.2021
  • Located specialists to treat employees that were injured on the job force.
  • Coordinated appointments and authorizations for treatment.
  • Built strong relationships with patients to deliver emotional support and companionship.
  • Developed strong relationships with community partners, facilitating referrals and collaboration on behalf of patients.
  • Used company software and databases to maintain records of services performed and patient conditions.
  • Maintained accurate and up-to-date documentation of patient records in accordance with HIPAA regulations.

Shift Supervisor

Starbucks
10.2015 - 02.2019
  • Managed and planned each shift.
  • Trained new employees and delegated daily tasks and responsibilities.
  • Completed store opening and closing procedures and balanced tills.
  • Managed cash handling procedures, maintaining accuracy in financial transactions and minimizing discrepancies in daily reconciliations.
  • Responded to and resolved customer questions and concerns.

Cashier

Maple Street Biscuit Company
08.2013 - 10.2015
  • Greeted customers entering store and responded promptly to customer needs.
  • Worked flexible schedule and extra shifts to meet business needs.
  • Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.

Education

Florida State College At Jacksonville
Jacksonville, FL

Skills

  • Active learning
  • Customer relations
  • Training and mentoring
  • Problem-solving abilities
  • Multitasking Abilities
  • Reliability
  • Excellent communication
  • Account management
  • Sales proficiency
  • Proficient in Microsoft Suite
  • Teamwork
  • Time management

Timeline

Commercial Finance Relationship Specialist & Sales

Triad Financial Services Inc.
10.2021 - Current

Care Coordinator

One Call
02.2019 - 10.2021

Shift Supervisor

Starbucks
10.2015 - 02.2019

Cashier

Maple Street Biscuit Company
08.2013 - 10.2015

Florida State College At Jacksonville
Lexi Manzone