Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
ADDENDUM C PANEL QME/AME/PTP FINAL REPORT WAIVER
STATE OF CALIFORNIA Division of Workers' Compensation Workers' Compensation Appeals Board
ADDENDUM B MEDICARE
ADDENDUM A
STATE OF CALIFORNIA DIVISION OF WORKERS' COMPENSATION WORKERS' COMPENSATION APPEALS BOARD COMPROMISE AND RELEASE
DOCUMENT SEPARATOR SHEET
Generic

Liza Tanner

Hemet

Summary

Dynamic retail professional with extensive experience in cash handling, customer service, and transaction processing within fast-paced environments. Recognized for exceptional communication skills and meticulous attention to detail, consistently ensuring customer satisfaction and operational efficiency. Proven ability to manage high-volume transactions while maintaining accuracy and resolving conflicts effectively. Committed to fostering positive customer relationships and adapting to evolving team needs to drive results and enhance service quality.

Overview

20
20
years of professional experience

Work History

Casher

Walmart
02.2015 - Current
  • Greeted customers entering store and responded promptly to customer needs.
  • Welcomed customers and helped determine their needs.
  • Worked flexible schedule and extra shifts to meet business needs.
  • Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
  • Built relationships with customers to encourage repeat business.
  • Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
  • Helped customers complete purchases, locate items, and join reward programs.
  • Restocked and organized merchandise in front lanes.
  • Counted money in cash drawers at beginning and end of shifts to maintain accuracy.
  • Stocked, tagged and displayed merchandise as required.
  • Assisted customers with inquiries and provided exceptional service, resulting in positive feedback from shoppers.
  • Handled multiple payment methods securely, minimizing discrepancies and potential losses.
  • Enhanced customer satisfaction by providing efficient and accurate cash transactions.
  • Contributed to store success by maintaining high standards of cleanliness throughout the facility.
  • Addressed customer needs and made product recommendations to increase sales.
  • Mentored new employees on cashier duties and best practices, improving overall staff performance.
  • Provided backup support for other departments when needed, showcasing versatility within the retail environment.

Newspaper Sorter

Press Enterprise
03.2005 - 07.2006
  • Worked collaboratively with colleagues in fast-paced environment to meet tight deadlines for sorting.
  • Used hand-held scanners to sort items into specific categories.
  • Stacked items according to weights, sizes, types, and picking priorities.
  • Reduced errors in the sorting process by conducting thorough quality checks and maintaining accuracy.

Education

High School Diploma -

Harriet Tubman High Shcool
Compton, CA
06-1979

Skills

  • Customer service
  • Customer assistance
  • Work ethic and integrity
  • Patience and empathy

Accomplishments

  • Trained and mentored [number] employees.
  • Promoted to [Job Title] after only [timeframe] for exceptional performance.
  • Achieved [Result] by introducing [Software] for [Type] tasks.
  • Supervised team of [Number] staff members.
  • Achieved [Result] by completing [Task] with accuracy and efficiency.

Timeline

Casher

Walmart
02.2015 - Current

Newspaper Sorter

Press Enterprise
03.2005 - 07.2006

High School Diploma -

Harriet Tubman High Shcool

ADDENDUM C PANEL QME/AME/PTP FINAL REPORT WAIVER

  • RE: Lisa Tanner v. Walmart, Inc. WCAB Case Number: ADJ17223695
  • I, applicant’s attorney, , on , explained to my client, the applicant, , that she has the right to a final medical report from a Primary Treating Physician, Panel QME, or AME, which would explain the nature and extent of the applicant’s disability and need for future treatment.
  • I also explained that we do not have a final report and therefore the nature and extent of disability and treatment is unknown.
  • The applicant understands, and chooses to settle her case without a final medical report.
  • Applicant Lisa Tanner Dated
  • Attorney for Applicant Humphrey & Associates, Teresa Heitz, Esq. Dated
  • Interpreter State Certificate Number: Dated

STATE OF CALIFORNIA Division of Workers' Compensation Workers' Compensation Appeals Board

  • LISA TANNER, Applicant, vs. WALMART, INC.; ACE AMERICAN INSURANCE COMPANY ADMINISTERED BY SEDGWICK CLAIMS MANAGEMENT, Defendants.
  • ADJ Case No(s).: ADJ17223695
  • DEFENDANT'S AFFIDAVIT RE: RESOLUTION OF LIENS (8 CCR §10888) STATEMENT OF THE PARTIES RE: IDENTIFICATION OF POTENTIAL LIEN CLAIMANTS
  • LIEN CLAIMANT NATURE OF RESOLUTION EFFORTS RESULT
  • No lien claimants of records
  • In addition, the undersigned are the attorneys and/or representatives for the parties in the above-captioned matter. We have reviewed our files and have identified, in addition to the outstanding lien claims listed above, the following potential lien claimants (including medical and other providers from whom the parties have received bills but no liens, and medical providers whom the parties reasonably expect to file liens in the future). The party designated to serve the attached settlement documents hereby agrees to serve them on all lien claimants listed above and all entities identified below. Pursuant to Labor Code §4903.1(b), the parties certify that they are concurrently filing with the WCAB all liens with which they have been served and which do not already appear on the Official Address Record.
  • PROVIDER/POTENTIAL LIEN CLAIMANT ADDRESS
  • We declare under penalty of perjury that the foregoing is true and correct. Executed at Long Beach, California on August 7, 2023.
  • Teresa Heitz, Esq. ATTORNEY/REPRESENTATIVE FOR APPLICANT
  • Amanda Mattocks, Esq. ATTORNEY/REPRESENTATIVE FOR DEFENDANT

ADDENDUM B MEDICARE

  • 1. Applicant is not a Social Security Recipient and does not reasonably expect to receive social security in the next 30 months.
  • 2. This claim does not meet Medicare's current review thresholds as described in the July 11, 2005 and April 24, 2006 Medicare Policy Memoranda. As such, the claim does not require review and/or approval from CMS.
  • 3. The Claimant acknowledges that she understands that if she has received any benefits, at any time, known or unknown, from Medicare or Medicaid for any injuries or conditions, related or not to her industrial accident, she must contact Medicare/ Medicaid to resolve any lien or claim Medicare/Medicaid might have against the proceeds of this settlement. The Claimant acknowledges that any and all known liens or potential liens of Medicare/Medicaid or child support enforcement, have been revealed to the Employer/Carrier and agrees to be responsible for any child support liens.
  • 4. The Employer/Carrier is entering into this agreement on the understanding that the claimant has not received any benefits under Medicare or Medicaid or, if the claimant received such benefits, that the claimant has promised to resolve any claim, lien, or other rights Medicare/ Medicaid might have against these proceeds.
  • Applicant Lisa Tanner Dated
  • Attorney for Applicant Humphrey & Associates, Teresa Heitz, Esq. Dated
  • Interpreter State Certificate Number: Dated

ADDENDUM A

  • PROVISIONS FOR LIEN CLAIMS
  • Without admitting liability, defendants have paid, or will pay, adjust or litigate all liens of record as follows:
  • 1. No lien claimants of record
  • 2.
  • 3.
  • PROVISIONS REGARDING INTEREST, PENALTY AND PAYMENT CONDITIONS
  • Penalties and interest are waived for all accrued benefits or sums due now, or in the future, if payment is made within 30 days of the date of approval of this agreement, approval of any deferred payment subject of this agreement, or approval of any subsequent agreement made between the parties.
  • All parties agreed that this Compromise and Release is fair and reasonable. In further consideration of the payment of the aforesaid sum, the applicant agrees that this Release extends to and covers the executors, administrators, heirs, representatives, successors, assigns, officers, directors, agents, servants and employees of defendants.
  • The parties agree that the Compromise and Release includes any claim for interest or penalty due within 30 days after the Order Approving issues.
  • Additionally, it is agreed that defendant shall have a credit for any permanent disability advances made either prior or subsequent to the execution of this document.
  • It is the specific intention of the parties, for which consideration has been paid to settle by virtue of this Compromise and Release, any claim or claims for penalties relating to untimely payment and/or no payment on temporary disability benefits, permanent disability benefits/advances and/or medical-legal or medical treatment.
  • PROVISIONS RE: SUPPLEMENTAL JOB DISPLACEMENT BENEFITS
  • Applicant’s rights to supplemental job displacement benefits pursuant to Labor Code §4658.7 is in dispute and there is no evidence to support applicant is QIW and does not meet the criteria for eligibility as set forth in Labor Code §4658.7 at the time of approval of this settlement.
  • Accordingly, the right to supplemental job displacement benefits is abrogated by this Compromise and Release. Approval of this agreement releases any and all claims of supplemental job displacement benefits under Labor Code §4658.7, up through and including the date of this settlement. The parties hereby waive the provisions of Paragraph 5, of this agreement. The parties understand that by settling herein, the applicant is barred from any further benefits pursuant to the provision of Labor Code §4658.7.
  • By signing below, applicant’s counsel/representative acknowledges that she has fully explained to the applicant the effect of this settlement on the applicant’s waiver of supplemental job displacement benefits.
  • Applicant Lisa Tanner Dated
  • Attorney for Applicant Humphrey & Associates, Teresa Heitz, Esq. Dated
  • Interpreter State Certificate Number: Dated

STATE OF CALIFORNIA DIVISION OF WORKERS' COMPENSATION WORKERS' COMPENSATION APPEALS BOARD COMPROMISE AND RELEASE

  • Case Number 1
  • Case Number 2
  • Case Number 3
  • Case Number 4
  • Case Number 5
  • SSN (Numbers Only)
  • Venue Choice is based upon: (Completion of this section is required)
  • County of residence of employee (Labor Code section 5501.5(a)(1) or (d).)
  • County where injury occurred (Labor Code section 5501.5(a)(2) or (d).)
  • County of principal place of business of employee’s attorney (Labor Code section 5501.5(a)(3) or (d).)
  • Select 3 Letter Office Code For Place/Venue of Hearing (From Document Cover Sheet)
  • Employee(Completion of this section is required)
  • First Name MI
  • Last Name
  • Address/PO Box (Please leave blank spaces between numbers, names or words)
  • City State Zip Code
  • Employer Information (Completion of this section is required)
  • Insured Self-Insured Legally Uninsured Uninsured
  • Employer Name (Please leave blank spaces between numbers, names or words)
  • Employer Street Address/PO Box (Please leave blank spaces between numbers, names or words)
  • Applicant's Attorney or Authorized Representative:
  • Law Firm/Attorney Non Attorney Representative
  • First Name
  • Law Firm Number
  • Law Firm Name
  • Defendant's Attorney or Authorized Representative:
  • Insurance Carrier Information (if known and if applicable - include even if carrier is adjusted by claims administrator)
  • Insurance Carrier Name (Please leave blank spaces between numbers, names or words)
  • Insurance Carrier Street Address/PO Box (Please leave blank spaces between numbers, names or words)
  • Claims Administrator Information (if known and if applicable)
  • Name (Please leave blank spaces between numbers, names or words)
  • Street Address/PO Box (Please leave blank spaces between numbers, names or words)
  • IT IS CLAIMED THAT:
  • 1. The injured employee, born (DATE OF BIRTH: MM/DD/YYYY), alleges that while employed as a(n) (OCCUPATION AT THE TIME OF INJURY), sustained injury arising out of and in the course of employment at the locations and during the dates listed below:
  • State with specificity the date(s) of injury(ies) and what part(s) of body, conditions or systems are being settled.
  • Specific Injury
  • Case Number 1 Cumulative Injury (Start Date: MM/DD/YYYY) (End Date: MM/DD/YYYY) (If Specific Injury, use the start date as the specific date of injury)
  • Body Part 1: Body Part 2: Body Part 3:
  • Body Part 4: Other Body Parts:
  • The injury occurred at (Street Address/PO Box Please leave blank spaces between numbers, names or words)
  • City , State Zip Code .
  • Body parts, conditions and systems may not be incorporated by reference to medical reports.
  • Case Number 2 Cumulative Injury (Start Date: MM/DD/YYYY) (End Date: MM/DD/YYYY) (If Specific Injury, use the start date as the specific date of injury)
  • Case Number 3 Cumulative Injury (Start Date: MM/DD/YYYY) (End Date: MM/DD/YYYY) (If Specific Injury, use the start date as the specific date of injury)
  • Case Number 4 Cumulative Injury (Start Date: MM/DD/YYYY) (End Date: MM/DD/YYYY) (If Specific Injury, use the start date as the specific date of injury)
  • Case Number 5 Cumulative Injury (Start Date: MM/DD/YYYY) (End Date: MM/DD/YYYY) (If Specific Injury, use the start date as the specific date of injury)
  • 2. Upon approval of this compromise agreement by the Workers' Compensation Appeals Board or a workers' compensation administrative law judge and payment in accordance with the provisions hereof, the employee releases and forever discharges the above-named employer(s) and insurance carrier(s) from all claims and causes of action, whether now known or ascertained or which may hereafter arise or develop as a result of the above-referenced injury(ies), including any and all liability of the employer(s) and the insurance carrier(s) and each of them to the dependents, heirs, executors, representatives, administrators or assigns of the employee. Execution of this form has no effect on claims that are not within the scope of the workers' compensation law or claims that are not subject to the exclusivity provisions of the workers' compensation law, unless otherwise expressly stated.
  • 3. This agreement is limited to settlement of the body parts, conditions, or systems and for the dates of injury set forth in Paragraph No. 1 and further explained in Paragraph No. 9 despite any language to the contrary elsewhere in this document or any addendum.
  • 4. Unless otherwise expressly stated, approval of this agreement RELEASES ANY AND ALL CLAIMS OF APPLICANT'S DEPENDENTS TO DEATH BENEFITS RELATING TO THE INJURY OR INJURIES COVERED BY THIS COMPROMISE AGREEMENT. The parties have considered the release of these benefits in arriving at the sum in Paragraph 7. Any addendum duplicating this language pursuant to Sumner v WCAB (1983) 48 CCC 369 is unnecessary and shall not be attached.
  • 5. Unless otherwise expressly ordered by the Workers' Compensation Appeals Board or a workers' compensation administrative law judge, approval of this agreement does not release any claim applicant may have for vocational rehabilitation benefits or supplemental job displacement benefits.
  • 6. The parties represent that the following facts are true: (If facts are disputed, state what each party contends under Paragraph No. 9.)
  • EARNINGS AT TIME OF INJURY $
  • TEMPORARY DISABILITY INDEMNITY PAID Weekly Rate $
  • Period(s) Paid
  • (Start Date: MM/DD/YYYY) (End Date: MM/DD/YYYY)
  • PERMANENT DISABILITY INDEMNITY PAID Weekly Rate $
  • Period(s) Paid End date
  • TOTAL MEDICAL BILLS PAID $ Total Unpaid Medical Expense to be Paid By:
  • Unless otherwise specified herein, the employer will pay no medical expenses incurred after approval of this agreement.
  • 7. The parties agree to settle the above claim(s) on account of the injury(ies) by the payment of the SUM OF $
  • Settlement Amount
  • The following amounts are to be deducted from the settlement amount:
  • $ for permanent disability advances through
  • $ for temporary disability indemnity overpayment, if any.
  • $ payable to
  • $ requested as applicant's attorney's fee.
  • LEAVING A BALANCE OF $ , after deducting the amounts set forth above and less further permanent disability advances made after the date set forth above. Interest under Labor Code section 5800 is included if the sums set forth herein are paid within 30 days after the date of approval of this agreement.
  • 8. Liens not mentioned in Paragraph No. 7 are to be disposed of as follows (Attach an addendum if necessary):
  • 9. The parties wish to settle these matters to avoid the costs, hazards and delays of further litigation, and agree that a serious dispute exists as to the following issues (initial only those that apply). ONLY ISSUES INITIALED BY THE APPLICANT OR HIS/HER REPRESENTATIVE AND DEFENDANTS OR THEIR REPRESENTATIVES ARE INCLUDED WITHIN THIS SETTLEMENT.
  • Applicant Defendant
  • Earnings
  • Temporary disability
  • Jurisdiction
  • Apportionment
  • Employment
  • Injury AOE/COE
  • Serious and willful misconduct
  • Discrimination (Labor Code §132a)
  • Statute of limitations
  • Future medical treatment
  • Other
  • Permanent disability
  • Self-procured medical treatment, except as provided in Paragraph 7
  • Vocational rehabilitation benefits/supplemental job displacement benefits
  • COMMENTS:
  • Any accrued claims for Labor Code section 5814 penalties are included in this settlement unless expressly excluded.
  • 10. It is agreed by all parties hereto that the filing of this document is the filing of an application, and that the workers' compensation administrative law judge may in its discretion set the matter for hearing as a regular application, reserving to the parties the right to put in issue any of the facts admitted herein and that if hearing is held with this document used as an application, the defendants shall have available to them all defenses that were available as of the date of filing of this document, and that the workers' compensation administrative law judge may thereafter either approve this Compromise and Release or disapprove it and issue Findings and Award after hearing has been held and the matter regularly submitted for decision.
  • 11. WARNING TO EMPLOYEE: SETTLEMENT OF YOUR WORKERS' COMPENSATION CLAIM BY COMPROMISE AND RELEASE MAY AFFECT OTHER BENEFITS YOU ARE RECEIVING TO WHICH YOU BECOME ENTITLED TO RECEIVE IN THE FUTURE FROM SOURCES OTHER THAN WORKERS' COMPENSATION, INCLUDING BUT NOT LIMITED TO SOCIAL SECURITY, MEDICARE AND LONG-TERM DISABILITY BENEFITS.
  • THE APPLICANT'S (EMPLOYEE'S) SIGNATURE MUST BE ATTESTED TO BY TWO DISINTERESTED PERSONS OR ACKNOWLEDGED BEFORE A NOTARY PUBLIC
  • By signing this agreement, applicant (employee) acknowledges that he/she has read and understands this agreement and has had any questions he/she may have had about this agreement answered to his/her satisfaction.
  • Witness the signature hereof this day of , at
  • Witness 1 (Date) Applicant (Employee) (Date)
  • Witness 2 (Date) Attorney for Applicant (Date)
  • Interpreter (Date) Attorney for Defendant (Date)
  • Attorney for Defendant (Date)
  • ACKNOWLEDGMENT
  • State of California County of
  • On before me, (insert name and title of the officer)
  • Personally appeared
  • Who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.
  • I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.
  • WITNESS my hand and official seal.
  • Signature (Seal)

DOCUMENT SEPARATOR SHEET

  • Product Delivery Unit
  • Document Type
  • Document Title
  • Document Date MM/DD/YYYY
  • Author
  • Office Use Only
  • Received Date MM/DD/YYYY