Lisa Shifley
Summary
Results-oriented Analyst skillful in managing and breaking down large volumes of information. Proactive at heading off issues in operations, workflow and production by uncovering trends affecting business success.
Overview
34
34
years of professional experience
1
1
Certification
Work History
Analyst
Wells Fargo
06.1999 - 06.2023
- Increased efficiency by streamlining data analysis processes and implementing automation tools
- Identified trends and patterns in large datasets, leading to actionable insights for business growth.
- Enhanced team collaboration by providing clear communication of complex findings through visualizations and reports.
Teller Supervisor
First Citizens Bank
01.1997 - 06.1999
- Enhanced customer satisfaction by efficiently resolving issues and addressing inquiries.
- Streamlined teller operations for improved accuracy and efficiency in transaction processing.
- Increased team productivity with regular coaching and performance feedback sessions.
- Reduced errors by implementing strict audit procedures and monitoring daily transactions.
- Improved cross-selling success through targeted training and employee incentives.
- Maintained compliance with all regulatory requirements, regularly reviewing policies and procedures.
- Fostered a positive work environment by promoting open communication and collaboration among team members.
- Boosted overall branch performance by developing strong relationships with customers and providing personalized service.
Optician/Front Office Manager
Dr. Roger Trudell
01.1989 - 02.1992
- Improved customer satisfaction by providing personalized eyewear recommendations based on individual needs and preferences.
- Increased sales by effectively communicating the benefits of various lens coatings, materials, and frames to customers.
- Reduced wait times for eyewear adjustments and repairs by efficiently managing the in-store lab and equipment.
- Maintained a clean and organized store environment, ensuring optimal product display and easy access for customers.
- Managed staff, conducted interviews and completed all payroll duties.
- Enhanced patient understanding of vision care options through comprehensive explanations of insurance benefits and coverage.
- Streamlined appointment scheduling by implementing an efficient system for booking eye exams and follow-up visits.
- Assisted patients with inserting, removing, and caring for contact lenses through hands-on demonstrations and clear instructions.
Education
Associate of Science - Office Administration
City College-Billings. MT
BillingsNo Degree - Professional Remote Work
Remote Work Certificate Course
Utah04.2024
Skills
- Root Cause Analysis
- Process enhancement
- Risk Mitigation
- Regulatory Compliance
- Information Gathering
- Audit Support
- Documentation And Reporting
- Workflow Tools
- Data Processing
- Multitasking Abilities
- Self Motivation
- Multitasking
Certification
- Certified Analyst, Wells Fargo - June 1999 - June 2023
Timeline
Analyst
Wells Fargo
06.1999 - 06.2023
Teller Supervisor
First Citizens Bank
01.1997 - 06.1999
Optician/Front Office Manager
Dr. Roger Trudell
01.1989 - 02.1992
Associate of Science - Office Administration
City College-Billings. MT
No Degree - Professional Remote Work
Remote Work Certificate Course