Lisa Unfried
La Habra,CA
Summary
Customer-focused professional dedicated to delivering exceptional service and enhancing customer satisfaction. Proven ability to address concerns effectively through strong interpersonal skills. Committed to driving positive outcomes in customer interactions.
Overview
12
12
years of professional experience
Work History
Accounts Receivable Manager
Universal Promotional Advertising Advertising
City of Industry, California
06.2001 - 05.2003
- Oversaw collections and account reconciliations for client accounts.
- Cultivated relationships with key clients to negotiate favorable payment terms and ensure timely collections.
- Negotiated payment plans with past due customers while ensuring full compliance with company policies.
- Streamlined invoicing processes for promotional advertising clients to enhance accuracy and timeliness.
- Trained team members on accounts receivable best practices.
- Collaborated with sales teams to resolve billing discrepancies promptly.
- Researched disputed invoice items for resolution of payment delays.
- Established new procedures within Accounts Receivable department to enhance workflow and accountability.
Realtor Associate
Crane & Associates
Fullerton , CA
02.1999 - 06.2001
- Assisted clients in buying and selling residential properties.
- Prepared and presented property listings using professional marketing materials.
- Coordinated open houses and private showings for potential buyers.
- Negotiated purchase agreements to meet client needs effectively.
- Accompanied buyers during property inspections.
- Conducted market research to determine property values and trends.
- Collaborated with lenders to facilitate financing options for buyers who require mortgages or refinancing services.
- Worked closely with title companies throughout closing processes ensuring accuracy of paperwork prior to signing documents.
Promotional Advertising Customer Service Manager
Universal Promotional Advertising
City of Industry, California
02.1995 - 02.1998
- Coordinated promotional events and campaigns to boost brand visibility and customer interaction.
- Managed customer service team to enhance client satisfaction and engagement.
- Resolved customer inquiries and complaints promptly through effective problem-solving techniques.
- Demonstrated excellent communication skills in resolving product and consumer complaints.
- Established positive rapport with customers, managers and customer service team members to maintain positive and successful work environment.
- Developed training programs for staff to improve service quality and efficiency.
- Monitored staff performance to ensure adherence to customer service standards.
- Streamlined communication processes between departments to ensure seamless operations.
- Implemented feedback systems to gather insights for continuous service improvement.
- Led regular team meetings to foster collaboration and share best practices among staff.
- Reviewed customer feedback and complaints to identify areas of improvement in customer service processes.
Realtor's Assistant
Crane & Associates
Fullerton, California
03.1991 - 02.1998
- Coordinated client communications and scheduled property showings.
- Assisted in preparing marketing materials for listings and open houses.
- Provided administrative support in preparing contracts and closing documents.
- Assisted in the coordination of closing procedures and documentation.
- Posted and updated property listings on various real estate platforms.
- Coordinated with lenders, home inspectors, and pest control operators.
- Handled incoming calls and correspondence related to real estate inquiries.
Skills
- Collections management
- Account reconciliation
- Invoicing accuracy
- Payment negotiation
- Compliance adherence
- Customer relationship management
- Problem-solving
- Conflict resolution
- MS office
Timeline
Accounts Receivable Manager
Universal Promotional Advertising Advertising
06.2001 - 05.2003
Realtor Associate
Crane & Associates
02.1999 - 06.2001
Promotional Advertising Customer Service Manager
Universal Promotional Advertising
02.1995 - 02.1998
Realtor's Assistant
Crane & Associates
03.1991 - 02.1998