Lori Mata
Round Rock
Summary
Results-driven professional in retail management, customer service, and team leadership. Delivers engaging presentations and conducts data analysis to enhance product offerings. Focuses on building strong client relationships and improving operational efficiency. Demonstrates adaptability and strong interpersonal skills, thriving in independent roles and quickly mastering new challenges.
Overview
1
1
Certification
38
38
years of professional experience
Work History
Branch Manager
Texas Car Title And Payday Loan Services
Cedar Park
09.2025 - 03.2026
- Managed daily operations and staff scheduling for branch efficiency.
- Managed and inspired team members to perform to full potential, driving branch profitability.
- Developed marketing strategies to promote branch services and products.
- Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Resolved escalated customer complaints in a timely manner.
- Provided guidance and support to team members regarding problem resolution and customer service issues.
- Ensured compliance with state regulations and company policies.
- Verified cash by balancing cash drawers and maintaining cash count records.
- Performed regular audits of financial records in order to ensure accuracy.
- Reviewed loan applications to ensure accuracy and compliance with regulations.
- Maintained consistent growth in accounts and receivables by obtaining and retaining loan borrowers.
- Created and updated financial reports on a frequent basis to present information to leadership teams.
- Managed relationships with tax authorities, bankers and auditors.
CSR
Advantage Solutions
Toledo
05.2022 - 03.2023
- Handles inbound and outbound calls effectively, averaging 40-50 calls per week and meets the needs of all customers.
- Resolved customer inquiries and complaints via phone and email, enhancing customer satisfaction.
- Opened and maintained customer accounts by accurately recording account information, supporting efficient account management.
- Processed and submitted customer orders accurately.
- Actively involved in the completion of new item forms to enhance product.
- Manages the creation and distribution of decks to customers.
- Utilizes Microsoft PowerPoint for creating engaging presentations.
- Expertise in developing and delivering presentations, particularly on innovative items.
- Conducted thorough analysis to identify reasons for certain items not being carried by customers, informing product strategy.
CSR
Advantage Solutions
Wharton
05.2021 - 03.2022
- Handles inbound and outbound calls effectively, averaging 40-50 calls per week and meets the needs of all customers.
- Resolve customer inquiries and complaints via phone and email.
- Open and maintain customer accounts by accurately recording account information.
- Processed customer orders efficiently.
- Delivered presentations on innovative items to engage customers and support sales initiatives.
- Developed and distributed presentation decks to effectively communicate product features to customers.
- Analyzed customer inventory to identify reasons for non-carrying of certain items, providing insights for product strategy.
Substitute Teacher
Wharton Independent School District (WISD)
Wharton
08.2019 - 11.2020
- Presented subject matter to students and provided assistance to students with special needs or disabilities.
- Delivered curriculum in the absence of the instructor, enforced administration policies, and monitored student use of equipment.
- Observed and documented performance, recorded data to assess progress, and organized and supervised recreational activities.
Business Owner / Customer Service
Dairy Queen
Wharton
10.1987 - 09.2009
- Started as a cook and cashier, then promoted to manager, and then took over as owner and operator of the business.
- Guided employees on complex tasks, recruited, interviewed, hired, and terminated staff, and created work schedules to ensure smooth operations.
- Evaluated job performance, trained employees, addressed performance issues, and implemented company policies to enhance team effectiveness.
- Resolved customer concerns, reviewed production, payroll, and shipping reports, and supervised store employees.
- Conducted inventory counts for accurate stock levels, managed budget, created bank deposits, ordered supplies, and maintained store cleanliness.
- Conducted monthly safe audits, held monthly staff meetings, and disposed of expired products.
Education
Associate of Science Degree - Health Sciences - Medical Office & Billing Specialist
Ultimate Medical Academy
Fort Lauderdale, FL07-2020
Microcomputer and Business Operations Program -
Wharton County Junior College
Richmond, TXSkills
- Financial services
- Sales Calls
- Customer Engagement
- Customer relations
- Upselling and cross selling
- Team leadership
- Team supervision
- Employee training
- Staff training
- Performance evaluation
- Training development
- Process Improvement
- Data analysis
- Financial reporting
- Documentation
- Expense management
- Presentation Skills
- Upselling and cross selling
Education And Professional Development
- Ultimate Medical Academy, Associate of Science Degree, Health Sciences - Medical Office & Billing Specialist
- Ultimate Medical Academy, HIPAA Essentials for Healthcare Professionals Certificate
- Wharton County Junior College, Richmond, TX, Microcomputer and Business Operations Program
Key Qualifications
- Sales Calls
- Data Analysis And Reporting
- Presentation Skills
- Software Proficiency
- Customer Engagement
- Documentation And Communication
- Process Improvement
Certification
- Life and Health Insurance License
- CPR and First Aide
- TABC Certified
Timeline
Branch Manager
Texas Car Title And Payday Loan Services
09.2025 - 03.2026
CSR
Advantage Solutions
05.2022 - 03.2023
CSR
Advantage Solutions
05.2021 - 03.2022
Substitute Teacher
Wharton Independent School District (WISD)
08.2019 - 11.2020
Business Owner / Customer Service
Dairy Queen
10.1987 - 09.2009
Associate of Science Degree - Health Sciences - Medical Office & Billing Specialist
Ultimate Medical Academy
Microcomputer and Business Operations Program -
Wharton County Junior College