Summary
Overview
Work History
Education
Skills
Work Availability
Accomplishments
Work Preference
Software
Languages
Interests
Timeline
Generic
Lori Planz

Lori Planz

Invoicing /back office associate
Morristown,TN

Summary

Dynamic and results-oriented Invoice/Office Associate with a proven track record at Walmart #0563, where I enhanced office efficiency and customer service success. Skilled in data entry and problem-solving, I streamlined administrative processes, significantly improving project outcomes and confidentiality management. Expert in inventory management and a dedicated team player, I consistently prioritized tasks for optimal productivity and profitability.

Overview

30
30
years of professional experience

Work History

Invoice/Office Associate

Walmart #0563
06.1987 - 08.2017
  • Responded to inquiries from callers seeking information.
  • Completed clerical tasks such as filing, copying, and distributing mail.
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Provided clerical support to company employees by copying, faxing, and filing documents.
  • Kept business, customer and financial records current and accurate to stay on top of changing information and avoid lost data.
  • Maintained accurate filing systems, reducing document retrieval times and enhancing overall organization.
  • Processed incoming correspondence promptly while maintaining an organized workspace.
  • Collaborated inter-departmentally to assist with workflow and gather reports and data.
  • Improved office efficiency by streamlining administrative processes and implementing time-saving strategies.
  • Prepared detailed reports, presenting data clearly and concisely for upper management''s review.
  • Conducted thorough research as needed which contributed significantly towards successful project outcomes.
  • Handled sensitive information with discretion, ensuring confidentiality and maintaining trust within the office.
  • Effectively managed vendor relations, resulting in timely deliveries and a reduction in supply chain issues.
  • Ensured timely completion of projects by effectively prioritizing tasks and delegating responsibilities when necessary.
  • Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
  • Completed daily logs for management review.
  • Followed detailed directions from management to complete daily paperwork and computer data entry.
  • Volunteered to help with special projects of varying degrees of complexity.
  • Increased customer service success rates by quickly resolving issues.
  • Opened and properly distributed incoming mail to promote quicker response to client inquiries.
  • Remained solutions-oriented in face of complex problems to assist management and overall business direction.
  • Directed automation of office procedures such as correspondence management, recordkeeping and online communications.
  • Performed wide-ranging administrative, financial and service-related functions.
  • Planned and coordinated logistics and materials for board meetings, committee meetings, and staff events.
  • Trained and supervised employees on office policies and procedures.
  • Increased profitability and productivity by minimizing downtime and streamlining quality control procedures.

Education

High School Diploma -

Seabreeze High School
Daytona Beach, FL
05.1984

Skills

  • Data Entry
  • File Organization
  • Proofreading abilities
  • Reception duties
  • 10-Key Data Entry
  • Positive Attitude
  • Customer Service
  • Time Management
  • Valid Driver's License
  • Office Management
  • Mail handling
  • Strong Problem Solver
  • Invoice Processing
  • Inventory Management
  • Verbal Communication
  • Dedicated Team Player
  • Office Supplies Management
  • Meticulous attention to detail
  • Mail distribution

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Accomplishments

  • Successfully resolved customer issues in a timely manner .
  • Managed inventory and office budgeting for supplies for busy office of entire store.
  • Achieved monthly and yearly inventories by completing the counts provided from managers with accuracy and efficiency.
  • Documented and resolved vendor claims which effected inventory levels and profitability.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Supervised team of1 staff members.

Work Preference

Work Type

Full Time

Work Location

On-Site

Important To Me

Work-life balancePaid time offHealthcare benefitsCompany CulturePaid sick leave401k match

Software

I worked on Walmart software systems

Languages

English

Interests

I enjoy crafting wreaths

Timeline

Invoice/Office Associate

Walmart #0563
06.1987 - 08.2017

High School Diploma -

Seabreeze High School
Lori PlanzInvoicing /back office associate