Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Lisa Pernod

Jonesboro,Indiana

Summary

Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.

Overview

30
30
years of professional experience
1
1
Certification

Work History

Customer Experience Representative

ENTERPRISE HOLDINGS, INC
01.2023 - Current
  • Meet and greet customers in a professional, friendly, and prompt manner
  • Provide superior, efficient customer service by understanding and communicating rental terms and conditions, vehicle features and other services, which includes offering optional protection products, upgrades, fuel options and other added equipment
  • Offer additional customer assistance by offering directions, maps, local area information, and proper service information Answer incoming calls for reservations, rate quotes, general questions, provide information and resolution for customers, other branches, and other vendors
  • Place outgoing calls for callback management, and miscellaneous calls as assigned
  • Use problem solving skills to assure complete customer satisfaction with their overall experience
  • Assess condition of rental upon return and document any known customer issues or concerns, any known vehicle problems, any required vehicle maintenance that may be needed

Sr. Tax Associate

ATAX OF YULEE
01.2022 - 01.2023
  • Providing businesses and individuals with sound advice about their financial planning and investments
  • Duties include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize profitability or reduce debts and researching investment opportunities for clients

Hospitality Expert / Fine Dining Server

THE AMELIA ISLAND EQUITY CLUB
10.2021 - 01.2022
  • Greet Club Members, by name, as they arrive, check POS information on the Club Member profile to familiarize yourself with special preferences or food allergies the members may have
  • Make personalized suggestions for members that meet their dietary needs
  • Present the Chef's daily specials and answer questions the guests may have on the dishes featured on the menu
  • Suggest Wines and/or Bar specials that I believe the guests may enjoy
  • Tableside Wine Service which includes a formal presentation of some of the finest Wine’s from various Vinyards
  • Communicate any special needs or requests members may have to the Head Chef
  • Check prepared dishes to ensure preparation was according to the guests' requests
  • Provide an overall exceptional upscale and memorable fine dining experience for the members and their guests to relax and enjoy

Escrow Officer / Closer

ROWLAND TITLE COMPANY
03.2020 - 10.2021
  • Maintained superior service follow-up with the buyer/seller to close the agreement in a timely manner
  • Determined escrow requirements by studying and clarifying the Purchase Agreement, Title Report and the Lender Instructions
  • Obtained title reports, identified and researched items on the preliminary title report to identify and remove any defects or errors that may exists
  • Obtain payoff statement for encumbrances on the property or obtain supporting documents to remove the item from Title
  • Satisfy existing Leans or encumbrances that may be recorded against the property or principals
  • Establish escrow accounts for receiving any money deposited into Escrow for closing
  • Conducted Closings, in office, as well as traveling to facilitate the Closing according to the Purchase Agreement
  • Sign and Notarize the Lenders Loan Documents, package signed documents according to the Lenders requirements for funding
  • Send signed and notarized recording documents to Title for recording
  • Receiving funds, balance final statements and disbursement of the funds
  • Ensure the proper recording of documents

Hospitality / Fine Dining Server

MESHINGAMESIA COUNTRY CLUB
03.2019 - 03.2020
  • Obtained extensive knowledge of some exceptionally Fine Wine’s we had to offer, including knowledge of the Vinyard the Wine came from, to enhance the guest dining experience
  • Presented Dining Room with formal table settings, hand polished glassware and silverware
  • Maintained customer satisfaction providing exceptional service assuring all the guests' requests are as requested
  • Be aware of daily menu changes, answer questions and help the guest select optimal meal choices based on individual preferences
  • Assist with various banquet food stations, set up and service to multiple dining areas
  • Provide quality service for unique events the Club was hosting

Office Manager / Tax Professional

JACKSON HEWITT TAX PROFESSIONALS
11.2018 - 03.2020
  • Prepare Personal and Small Business Tax Returns, Extensions, Bookkeeping and Tax planning calculations and write-ups for all types of organizations and entities, including individuals
  • Provided information about available products and services, including assisted refund and advance refund services, to clients, resulting in increased business opportunities
  • Completed and filed returns with tax departments at local, state and federal levels
  • Reviewed clients tax filing papers thoroughly to determine eligibility for added tax credits or deductions
  • Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits
  • Maintained complete records of client tax returns and supporting documentation in secured areas to protect privacy

Hospitality / Team Lead

PEACE & PLENTY CATERING
03.2016 - 03.2019
  • Improved customer satisfaction scores through application of superior customer service using conflict resolution and problem-solving skills
  • Established and updated work schedules to account for changing staff levels and expected workloads
  • Implemented office structures and processes to promote teamwork and maximize performance
  • Interacted with customers in a professional manner by phone, email, or in-person to provide information of services we offered
  • Oversaw Catering Events, making sure the client and their guests had a positive experience
  • Planning and execution of Catering Events and Private Parties to the customers’ expectations and satisfaction

General Manager

SPARTAN LOGISTICS
01.2013 - 01.2016
  • Enhanced operational success through effective staffing, vigorous training, adherence to safety regulations and well-timed customer service
  • Delivered business strategy and developed systems and procedures to improve operational quality and team efficiency
  • Maintained inventory by ordering precise quantities of stock to fulfill demands
  • Identified and executed corrective actions needed to drive maximum profitability
  • Implemented and perfected internal policies and procedures to support efficiency as well as responsiveness to demands
  • Evaluated suppliers to assess quality, timeliness and compliance of deliveries
  • Maintained cost control and maximized business operational efficiency

Escrow Officer

REMAX
02.2006 - 09.2012
  • Maintained superior follow-ups with customers to close the agreements
  • Determined escrow requirements by studying and clarifying buyer, seller, and lender instructions
  • Obtained title clearances to determine any defects or errors
  • Satisfied existing clients and encumbrances against property or principals
  • Established escrow accounts by depositing funds and supporting records
  • Preformed Closings both in office as well as traveling to Closing, Notarize and package Documents to Lender for funding, receiving funds, balancing final statements and disbursement of funds
  • Ensure the proper recording of documents

Escrow Officer

FIDELITY NATIONAL TITLE
06.1995 - 01.2006
  • Maintained superior follow-ups with customers to close the agreements
  • Determined escrow requirements by studying and clarifying buyer, seller, and lender instructions
  • Obtained title clearances to determine any defects or errors
  • Satisfied existing clients and encumbrances against property or principals
  • Established escrow accounts by depositing funds and supporting records
  • Preformed Closings both in office as well as traveling to Closing, Notarize and package Documents to Lender for funding, receiving funds, balancing final statements and disbursement of funds
  • Ensure the proper recording of documents

Education

Associates Degree - Art & Science

National Institute of Paralegal

Bachelor’s Degree - undefined

University Of Arizona

Skills

  • Call center experience
  • Appointment scheduling
  • Complaint handling
  • Complaint resolution
  • Customer education
  • Returns processing
  • CRM software
  • Retention management
  • Client advocacy
  • Request management
  • Teamwork
  • Policy improvement
  • Teamwork and collaboration
  • Customer service
  • Problem-solving
  • Problem-solving skills
  • Time management
  • Attention to detail
  • Problem-solving abilities
  • Multitasking
  • Calm and professional under pressure
  • Reliability
  • Excellent communication
  • Computer skills
  • Understanding customer needs
  • Customer service excellence
  • Shipping and receiving
  • Calm under pressure
  • Active listening
  • Effective communication
  • Adaptability and flexibility
  • Verbal and written communication

Certification

  • Licensed by the Indiana Department of Land and Title
  • Certified Notary Public / Closing Specialist
  • Certified Tax Professional
  • Certified Tax School Instructor

Timeline

Customer Experience Representative

ENTERPRISE HOLDINGS, INC
01.2023 - Current

Sr. Tax Associate

ATAX OF YULEE
01.2022 - 01.2023

Hospitality Expert / Fine Dining Server

THE AMELIA ISLAND EQUITY CLUB
10.2021 - 01.2022

Escrow Officer / Closer

ROWLAND TITLE COMPANY
03.2020 - 10.2021

Hospitality / Fine Dining Server

MESHINGAMESIA COUNTRY CLUB
03.2019 - 03.2020

Office Manager / Tax Professional

JACKSON HEWITT TAX PROFESSIONALS
11.2018 - 03.2020

Hospitality / Team Lead

PEACE & PLENTY CATERING
03.2016 - 03.2019

General Manager

SPARTAN LOGISTICS
01.2013 - 01.2016

Escrow Officer

REMAX
02.2006 - 09.2012

Escrow Officer

FIDELITY NATIONAL TITLE
06.1995 - 01.2006

Associates Degree - Art & Science

National Institute of Paralegal

Bachelor’s Degree - undefined

University Of Arizona

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Lisa Pernod