Lisa Alvarez
Oshkosh,WI
Summary
- Front office professional with extensive experience in providing administrative support.
- Take inbound calls from clinics needing to place an order.
- Sorting and distributing mail.
- Accepting inbound calls and transferring them to appropriate departments.
- Used excel to generate reports to show increase/decrease in sales of the products.
- Promoting new items and products through promotional mailing list.
- Answer incoming calls and logging support tickets for clients.
- Made excel spreadsheets for matching the prices of the products with the competitors.
- Meter mail, deliver mail, make informational packets for tradeshows and transfer calls to the appropriate person or division needed.
Detail-focused Assistant brings hands-on approach and amazing energy to meet task-based needs. Reliable, quick-paced and team-oriented nature streamlines background operations. Focused comprehension to accomplish projects and multi-task to meet concurrent deadlines and expectations.
Overview
18
18
years of professional experience
Work History
Temp Collateral Release Assistant
US Bank
Oshkosh, WI
02.2024 - 04.2024
- Sort, mail, compile, and upload documents pertaining to the release of collateral items for existing business and personal loans.
- Organized and maintained filing systems for documents and records.
- Assisted in the preparation of reports, presentations and correspondence.
- Ensured office equipment was operational, stocked with supplies and maintained in a clean condition.
- Provided administrative support to senior management team.
- Processed incoming mail on a daily basis including sorting, distributing and responding when necessary.
Customer Service Representative
4Imprint
Oshkosh, WI
11.2022 - 11.2023
- Answered customer inquiries and provided accurate information regarding products and services.
- Provided excellent customer service to resolve customer complaints in a timely manner.
- Assisted customers with product selection, ordering, billing, returns, exchanges and technical support.
- Maintained detailed records of customer interactions, transactions and comments for future reference.
- Resolved complex problems by working with other departments to provide solutions that meet customer needs.
- Developed strong relationships with customers by providing personalized assistance and support.
- Tracked orders from start to finish to ensure timely delivery of goods or services.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Customer Care Representative
Network Health
Menasha, WI
01.2021 - 11.2022
- Answered customer inquiries over the phone and via email.
- Provided accurate, valid, and complete information to customers.
- Resolved customer complaints promptly and professionally.
- Built sustainable relationships of trust through open communication with customers.
- Maintained a detailed record of all customer interactions, transactions, comments, and complaints.
- Assisted customers in navigating through website features and functions to locate desired information or products.
- Followed up on customer inquiries not immediately resolved by providing timely updates on the status of their requests.
Claims Processor
WPS
Oshkosh, WI
11.2019 - 01.2020
- Analyzed and evaluated claim forms, medical reports, bills, and other documents to ensure accuracy of data.
- Reviewed and verified insurance policy information to assess coverage and determine appropriate claims processing procedures.
- Adhered to all applicable laws, regulations, and company standards while processing claims.
Paper Product Sales Specialist
Henry Schein Veterinary Solutions
Oshkosh, WI
07.2013 - 09.2019
- Generated leads by cold calling prospective customers and responding to inquiries.
- Identified opportunities for cross-selling additional products or services.
- Developed and implemented product sales strategies to increase customer loyalty.
- Analyzed and reported on market trends, competitor activities, and customer feedback.
- Created promotional materials such as brochures and flyers to advertise products.
- Managed inventory of products, ensuring accurate levels of stock were maintained at all times.
- Negotiated pricing with vendors and suppliers to maximize profit margins.
- Collaborated with marketing team to create campaigns that effectively promoted the product line.
- Utilized CRM software to track progress of sales pipeline from lead generation through close process.
Receptionist
ImproMed
Oshkosh, WI
07.2010 - 07.2013
- Greeted visitors and provided them with assistance.
- Answered incoming calls, took messages, and transferred calls to appropriate departments or personnel.
- Maintained a neat reception area by organizing materials and tidying up furniture.
- Verified visitors' identification cards before allowing access to the building.
- Assisted in maintaining office supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing orders for supplies; verifying receipt of supplies.
Sales Representative
Miles Kimball
Oshkosh, WI
10.2009 - 01.2010
- Provided technical support for customers using the company's products or services.
- Analyzed customer feedback to improve products and services.
- Developed and maintained relationships with existing clients to ensure customer satisfaction.
Server
Red Robin
Oshkosh, WI
03.2008 - 02.2009
- Greeting guests, taking orders, and assisting with basic cleaning.
- Greeted guests and provided menus.
- Assisted in training new servers.
- Provided excellent customer service to ensure satisfaction.
- Maintained knowledge of current menu items, garnishes, ingredients and preparation methods.
- Took orders from customers accurately and in a timely manner.
- Checked food before serving it to customers.
- Delivered food orders promptly and courteously.
- Monitored dining room for cleanliness and proper set-up at all times.
- Responded efficiently to guest inquiries and complaints in a professional manner.
Customer Service Representative
Miles Kimball
Oshkosh, WI
05.2007 - 01.2008
- Answering phone calls and assisting customers with their order.
- Answered customer inquiries and provided accurate information regarding products and services.
- Provided excellent customer service to resolve customer complaints in a timely manner.
- Gathered customer feedback through surveys and used the data to improve customer service.
- Assisted customers with product selection, ordering, billing, returns, exchanges and technical support.
Sales Associate
K Mart
Shawano, WI
05.2007 - 02.2007
- Assisting customers in the store and cashier duties.
- Greeted customers and provided exceptional customer service.
- Assisted customers with product selection, sizing and styling.
- Organized stockroom shelves according to size, color or style.
- Restocked shelves as needed to ensure sufficient inventory levels.
Men’s Attire Sales Associate
Ralph Lauren Polo Outlet
Baraboo, WI
05.2006 - 02.2007
- Assisting customers in the store and cashier duties.
- Greeted customers and provided exceptional customer service.
- Assisted customers with product selection, sizing and styling.
- Provided accurate information about products, prices and services.
- Processed transactions using a point-of-sale system.
- Maintained up-to-date knowledge of store merchandise and policies.
- Built relationships with customers to encourage repeat business.
- Organized stockroom shelves according to size, color or style.
- Restocked shelves as needed to ensure sufficient inventory levels.
- Conducted inventories on a regular basis to track stock levels.
Education
High School -
Herzing College
Madison, WI05.2005
Skills
- Office Administration
- Office Equipment Troubleshooting
- Event Planning
- Administrative Support
- Meeting Support
- File Management
- Team Collaboration
- Document Preparation
- Data Entry
- Mail Sorting and Distribution
Timeline
Temp Collateral Release Assistant
US Bank
02.2024 - 04.2024
Customer Service Representative
4Imprint
11.2022 - 11.2023
Customer Care Representative
Network Health
01.2021 - 11.2022
Claims Processor
WPS
11.2019 - 01.2020
Paper Product Sales Specialist
Henry Schein Veterinary Solutions
07.2013 - 09.2019
Receptionist
ImproMed
07.2010 - 07.2013
Sales Representative
Miles Kimball
10.2009 - 01.2010
Server
Red Robin
03.2008 - 02.2009
Customer Service Representative
Miles Kimball
05.2007 - 01.2008
Sales Associate
K Mart
05.2007 - 02.2007
Men’s Attire Sales Associate
Ralph Lauren Polo Outlet
05.2006 - 02.2007
High School -
Herzing College
Similar Profiles
Edith MaldonadoEdith Maldonado
Client Relationship Consultant at US BankClient Relationship Consultant at US Bank
DANIELLE GILLESPIEDANIELLE GILLESPIE
Legal Process Analyst at US BankLegal Process Analyst at US Bank
Evan DahlEvan Dahl
Custody Operations Analyst at US BankCustody Operations Analyst at US Bank
Kristina WalleserKristina Walleser
Client Relationship Consultant II & III at US BankClient Relationship Consultant II & III at US Bank
Zephan PaulickZephan Paulick
Crew Trainer at Killian Management ServicesCrew Trainer at Killian Management Services