Lisha Monroe

Took information from clients for eligibility for services. Scheduled appointments for clients' consultations, performed Annual Review Reports, answered phones while receptionists were absent, reviewed files, transferred cases to different districts.

• Answered phone calls and provided new clients with required paperwork to initiate service.
• Increased customer satisfaction with timely follow-ups, ensuring all necessary documentation was collected and processed promptly.
• Completed intake assessment forms and filed clients' charts.
• Maintained high levels of accuracy and compliance in data entry, ensuring all information was correctly entered into the required systems.

• Served as the primary point of contact, fostering strong relationships between internal teams and external partners.
• Coordinated multiple projects simultaneously, ensuring timely completion and alignment with organizational objectives.
• Maintained up-to-date knowledge of industry trends, sharing insights with colleagues to drive continuous improvement efforts.
• Maintained a high degree of professionalism at all times, representing the organization with integrity in both internal and external interactions.
• Enhanced customer satisfaction by swiftly addressing concerns and providing solutions to various issues.
• Collaborated closely with department heads to identify opportunities for process improvement initiatives.

• Coordinated with other departments to gather necessary documentation for grant application submissions.
• Ensured compliance with internal controls by adhering to established policies and procedures in all financial transactions.
• Maintained organized financial records, ensuring easy access and retrieval for audits and reviews.
• Provided excellent customer service to both internal and external stakeholders regarding finance-related inquiries or concerns.
• Improved cash flow management by monitoring receivables and diligently following up on overdue payments.
• Worked closely with procurement staff to obtain necessary approvals and documentation for vendor payments, ensuring timely remittance.
• Developed custom spreadsheets that improved tracking of expenses and enabled more efficient reporting.
• Streamlined the accounts payable process for increased efficiency and timely payments to vendors.
• Assisted in preparing accurate monthly financial reports, contributing to informed decisionmaking.
• Collaborated with team members on budget development, supporting fiscal responsibility across departments.
• Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
• Maintained clean and organized files by keeping accounts payable records up-to-date.
• Completed financial reports, providing insight into performance, operations, and cash flow.
• Coordinated with external auditors to resolve discrepancies.
• Verified items billed against items ordered and reconciled differences through follow-up with vendor.
• Coordinated office supply ordering to avail materials for streamlined operations.
• Assisted in budget preparation and forecasting to control expenditure and maximize profitability.
• Assisted management with annual expense plans to strategically track income or revenue.

• Connected callers with appropriate professional, department, or business.
• Streamlined administrative tasks such as message-taking and appointment scheduling for increased productivity across multiple departments.
• Managed high volume of calls during peak hours, maintaining composure under pressure while efficiently handling each caller''s needs.
• Delivered excellent customer service through active listening skills and empathetic problem-solving approaches with callers'' concerns or complaints.
• Contributed to positive workplace culture by fostering a collaborative environment and assisting colleagues when needed.
• Assisted in reducing hold times with swift call handling and efficient use of switchboard system features.
• Updated company directory regularly, ensuring accurate contact information for all employees and departments.
• Announced important information and emergency notifications over PA system.
• Strengthened company reputation by upholding confidentiality when dealing with sensitive information during call transfers.
• Directed incoming calls to internal personnel and departments, routing to best-qualified department.
• Supported company initiatives by participating in cross-training opportunities, expanding skill set beyond switchboard operation duties.
• Contributed to a professional atmosphere by courteously greeting callers and providing helpful assistance.
• Created and maintained company phone directory with current extensions and staff information.
• Answered calls on Number ring and engaged customers with friendly, professional demeanor.
• Facilitated emergency response efforts by swiftly connecting callers to relevant personnel or services when necessary.
• Documented messages and forwarded to correct individual.
• Maintained accurate records of all calls, ensuring timely follow-ups and resolution of issues.