Summary
Overview
Work History
Education
Skills
References
Licenses Certificates Training
Work Preference
Timeline
Generic
Open To Work

Lynnette Liseo

Brooksville

Summary

Dynamic professional with extensive experience in project management and customer service, recognized for enhancing client satisfaction at Morgan Auto Group. Proven ability to prioritize tasks and resolve problems efficiently, while maintaining meticulous financial reporting and record-keeping. Adept at fostering team collaboration and training development to drive organizational success.

Overview

24
24
years of professional experience

Work History

Cleaning/Cooking

Pinecrest Camp and Retreat
Moscow
12.2024 - 03.2025
  • Delivered attentive service to customers in person and via phone to foster positive experiences.
  • Addressed customer requests and inquiries to enhance overall satisfaction.
  • Executed daily tasks with precision to ensure smooth operations.
  • Prioritized and organized tasks to efficiently accomplish service goals.
  • Collaborated closely with team members to achieve project objectives and meet deadlines.

Sub Contractor Merchandising

T.A.B. Retail
07.2022 - 09.2022
  • Earned recognition from management for driving sales through dedicated merchandising efforts.
  • Executed store resets efficiently
  • Implemented planogram layouts
  • Achieved project objectives and met deadlines.
  • Executed daily tasks with precision and reliability, contributing to overall operational success.
  • Prioritized and organized tasks to efficiently accomplish service.
  • Worked successfully with a diverse group of coworkers to accomplish goals.
  • Collaborated with diverse teams to enhance workplace productivity and achieve collective objectives.

Cashier/Assistant Manager

Dollar General Store
Wellborn
04.2022 - 07.2022
  • Ensured accuracy in cash register operations and transaction processing to minimize discrepancies.
  • Processed payments from customers using various payment methods such as credit cards or cash.
  • Performed duties of a cashier during peak periods or staff shortages.
  • Maintained accurate records of financial transactions using POS systems or manual registers.
  • Reconciled registers to prepare daily bank deposits.
  • Monitored cashiers to ensure accuracy in transactions and compliance with company policies.
  • Organized daily banking activities including deposits, withdrawals, transfers, and check cashing.
  • Implemented operational procedures such as opening and closing procedures for the store.
  • Supervised counting cash drawers and made bank deposits as part of store opening and closing procedures.
  • Monitored cash drawers in checkouts to verify adequate cash supply.
  • Provided exceptional customer service and resolved inquiries efficiently.
  • Assisted customers with questions, complaints, and issues regarding their purchases or accounts.
  • Resolved customer disputes in a timely manner while adhering to company policies.
  • Connected with customers to provide assistance and collect feedback to optimize operations.
  • Authorized discounts and special actions to resolve customer disputes and maintain satisfaction.
  • Trained new employees on store policies and customer interaction techniques to foster a knowledgeable team.
  • Assisted in daily store operations and staff management tasks.
  • Supported management in scheduling staff shifts to optimize coverage.
  • Collaborated with team to uphold cleanliness and safety standards in the store.
  • Conducted quality assurance checks to ensure that all products were properly priced and labeled before being placed on shelves.
  • Organized merchandise displays to improve customer engagement and optimize shopping experience.
  • Conducted department walkthroughs to assess and remedy factors such as cleanliness, inadequate stock levels and poor merchandising.
  • Inventoried stock and placed new orders to maintain supplies for expected demand.
  • Provided temporary assistance during busy periods.
  • Performed administrative tasks such as filing paperwork or preparing documents for audits.
  • Investigated discrepancies in financial statements or accounting reports.
  • Ensured compliance with relevant laws and regulations related to cash handling operations.
  • Responded to customer inquiries and delivered appropriate information after carefully researching issues.
  • Identified appropriate solutions to minimize issues and quickly solve problems.
  • Used Point of Sale register system to complete transactions.
  • Mentored newly hired staff in upselling techniques to improve sales.
  • Conducted department walkthroughs to assess and remedy factors such as cleanliness, inadequate stock levels and poor merchandising.

Master Territory Merchandiser

Driveline
North Florida and Southern Georgiaia
02.2022 - 06.2022
  • Executed planogram setups to optimize product placement.
  • Created visually appealing product displays, increasing customer engagement and driving sales.
  • Coordinated vendor partnerships to secure timely merchandise deliveries, supporting store inventory needs.
  • Implemented best displays across various retail locations.
  • Executed planogram strategies in collaboration with store management, ensuring consistency and compliance across locations.
  • Regularly monitored store shelves to ensure product availability, restocked and rotated merchandise.
  • Stocked and rotated shelves and built displays to deliver results for stores and suppliers.
  • Organized displays according to company standards and specifications.
  • Built product displays and placed appropriate signage for merchandise.
  • Scanned shelves and product for expired or discarded outdated items.
  • Worked closely with store managers to ensure compliance with corporate policies and procedures related to merchandising activities.
  • Printed labels and tags for merchandise.
  • Followed prepared sketches and planograms to arrange consistent shelves, racks and bins across various locations.
  • Inspected shipments for quality control purposes prior to stocking shelves or racks with merchandise.
  • Provided training and support for new staff members in regards to merchandising operations.
  • Collaborated with suppliers, manufacturers and retailers to properly execute merchandising plans.
  • Cleaned and organized display cases, shelves and aisles.
  • Store Resets and Remodel
  • Placed prices and descriptive signage to enhance displays and promote items.

Client Advisor/Sales Representative

Morgan Auto Group
Lake City
04.2021 - 02.2022
  • Morgan Auto Group Service Dept, Sales Advisor, Sales Advisor and Internet Sales. Honda of Lake City, FL other location Toyota and Ford.
  • Demonstrated vehicle features and benefits during customer test drives.
  • Assisted clients with vehicle selection and financing options.
  • Provided detailed information about vehicle features and services.
  • Coordinated test drives, enhancing client experience and satisfaction through personalized interactions.
  • Maintained up-to-date inventory knowledge to effectively guide client decisions and preferences.
  • Addressed client inquiries promptly and resolved concerns efficiently.
  • Educated clients on vehicle maintenance and warranties available.
  • Built strong relationships with clients to foster trust and loyalty.
  • Identified client needs and provided tailored solutions.
  • Managed customer complaints effectively by utilizing problem solving skills.
  • Advised clients on product features and benefits best suited for their individual needs.
  • Participated in team meetings to discuss strategies for improving customer experience.
  • Kept confidential client information properly protected and only used for official purposes.
  • Cultivated client relationships through regular communication and follow-up to encourage repeat business.
  • Resolved escalated customer inquiries in a timely manner while maintaining high levels of professionalism.
  • Trained new staff members on customer service protocols and procedures.
  • Provided technical support to resolve customer queries quickly.
  • Generated sales leads by attending industry events and networking opportunities.
  • Analyzed customer data to generate reports on trends and insights.
  • Created marketing materials such as brochures, flyers, emails. to promote products and services.
  • Exuded professional expertise and resourcefulness to gain trust and confidence of clients, vendors and other professionals.
  • Informed clients about tax benefits, government rebates or other financial benefits to save clients money.
  • Articulated value of Features and educated clients on benefits of each.
  • Recruited new clients through proactive marketing initiatives and word-of-mouth referrals.
  • Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investment goals and risk tolerance.
  • Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
  • Engaged customers by providing product knowledge and addressing inquiries.
  • Assisted clients in selecting vehicles that fit their needs and preferences.
  • Provided detailed product knowledge to enhance customer decision-making.
  • Maintained up-to-date knowledge of industry trends and competitor offerings.
  • Coordinated with financing teams to facilitate smooth purchase processes.
  • Built strong relationships with clients to ensure repeat business and referrals.
  • Conducted follow-up communications to address client inquiries post-purchase.
  • Resolved client concerns promptly, ensuring a positive dealership experience.
  • Assisted in planning preparation promotional events to attract new customers to the dealership.
  • Developed customized sales techniques to successfully sell and upsell services to new and existing clients.
  • Generated new sales leads through cold calling and networking activities.
  • Maintained accurate records of all sales and prospecting activities.
  • Performed regular follow-ups with prospects to close deals in a timely manner.
  • Created detailed reports on daily, weekly, and monthly sales activity.
  • Reviewed monthly performance against targets set by management team.
  • Researched competitors' products, prices, and sales techniques.
  • Negotiated deals and handled complaints or objections.
  • Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
  • Listened to customer needs to identify and recommend best products and services.
  • Conducted market research to identify selling possibilities and evaluate customer needs.
  • Operated register, handled cash and processed credit card transactions.

Administrator and Director of Safety Fill-i

White Hollow
East Haven
08.2019 - 11.2020
  • Hired as Administrator for temporary project to update documentation and improve storage and retrieval processes for employee files, with a focus on records spanning over 20+ years.
  • Screen calls, assisted with billing, assisted with some tax forms required by IRS and DOT.
  • Filled in as safety director, ensured compliance by maintaining up-to-date documentation and introducing new forms for driver vehicle requirements and drug testing protocols.
  • Maintained organized filing system for documents and records management.
  • Assisted in preparing reports and presentations for internal meetings.
  • Handled correspondence and communication with clients and vendors efficiently.
  • Supported onboarding process for new employees through training materials preparation.
  • Utilized software tools to streamline administrative processes and maintain data accuracy.
  • Managed daily administrative tasks to ensure smooth office operations.
  • Monitored emails, sorted mail and distributed correspondence accordingly.
  • Performed data entry tasks into computer databases from paper documents.
  • Answered incoming calls and responded to customer inquiries.
  • Maintained filing system for important documents such as contracts and invoices.
  • Checked office stock to determine supply levels and maintain inventory.
  • Enhanced office organization by developing efficient filing system and customer database protocols to streamline access to information.
  • Coordinated meetings with drivers to discuss schedules and safety protocols.
  • Developed spreadsheets to track project progress, budgets and other related data.
  • Prepared reports on various projects for management review.
  • Designed forms and templates to streamline workflow processes within organization.
  • Compiled statistical data from various sources for analysis.
  • Conducted performance commended training programs for staff development.
  • Handled correspondence, including drafting emails, memos, and reports for senior management.
  • Managed scheduling and coordination of office events and meetings.
  • Maintained accurate records and organized documentation for easy access.
  • Assisted in preparing reports and presentations for management review.
  • Responded promptly to inquiries via phone, email, and in-person communication.
  • Collaborated with team members to streamline administrative processes effectively.
  • Implemented filing systems to enhance office organization and efficiency.
  • Supported onboarding processes by coordinating training materials and schedules.
  • Provided administrative support to various departments as needed for projects.
  • Provided general administrative support to staff members.
  • Ensured that all paperwork was completed accurately before submission deadlines.
  • Followed up with customer accounts to resolve unpaid or past due accounts.
  • Improved office organization by developing filing system and customer database protocols.
  • Updated databases with new employee information, job changes and terminations.
  • Coordinated meetings, conferences, travel arrangements.
  • Monitored payroll, credit card purchases and invoicing to prevent financial errors.
  • Created presentations with Microsoft PowerPoint for management team members.
  • Compiled data from multiple sources into comprehensive reports for management review.
  • Developed and maintained databases for tracking projects, clients, and financial records.
  • Performed basic bookkeeping tasks such as reconciling accounts receivable and payable.
  • Ensured compliance with health and safety regulations within the office environment.
  • Maintained positive working relationship with fellow staff and management.
  • Identified areas for improvement, narrowing focus for decision-makers in making necessary changes.
  • Set specific goals for projects to measure progress and evaluate end results.

OPS Human Resource, Temporary

Suwannee River Water Management District
Live Oak
10.2018 - 03.2020
  • Organized files and records for department managers, facilitating easy access and sharing via email.
  • Scanned spring assessments with ledger information and all photos of each location.
  • Implemented a spreadsheet to share intercompany from the database and all counties records.
  • Reorganized and cleaned up expired files in preparation for audit compliance.
  • Evaluated merging financial reports in different formats into one spreadsheet.
  • Scanned all water well permits and blueprints into appropriate department packets.
  • Transferred three years of records to assist in the company's efforts of becoming paperless.
  • Verified functionality of all links before launch of company's new public website, ensuring a smooth user experience.

Office Manager

Aluminum Fabricators, LLC
Westbrook
01.2003 - 05.2014
  • Coordinated accounts payable across all departments, generating financial reports on a regular basis.
  • Managed company's files and payroll systems to ensure organization and accuracy.
  • Prepared month-end reports and quarterly and annual profit and loss statements.
  • Performed data entry for bookkeeping, including preparation of P&L and 1099 forms.
  • Stored and retrieved records including performing Audits.
  • Ensured compliance with federal and state regulations.
  • Westbrook, CT

Office Manager

Sherman Trucklines
Westbrook
01.2001 - 04.2014
  • Managed daily office operations and maintained efficient workflow.
  • Processed accounts payable for all departments and generated daily, weekly, monthly, semi-annual, and annual financial reports.
  • Prepared month-end reports as well as quarterly and annual Profit and Loss.
  • Ensured compliance with federal government and state regulations by conducting thorough reviews.
  • Maintained company's files and payroll.
  • Stored and retrieved records including performing Audits.
  • Data entry Bookkeeping P&L plus more.
  • Entered data for profit and loss while serving as a stand-in for the owner.
  • Utilized various software and tools to streamline processes and optimize performance.
  • Collaborated closely with team members to achieve project objectives and meet deadlines.
  • Collaborated with diverse coworkers to meet project goals and resolve service-related issues.

Property Manager

Georgene Sherman
Middletown
01.2007 - 01.2014
  • Implemented all correspondences and coordinated repairs and maintenance of all properties.
  • Facilitated calls and scheduled meet & greets, move-in, and move-out inspections to enhance tenant experience.
  • Collected fees from renters to ensure compliance with leasing agreements.
  • Verified financial income and employment to ensure accuracy.
  • Stored and retrieved records including performing Audits.
  • Middletown, CT

Temp to help cover Office Manager

Galvin & Round Family Dentistry
Glastonbury
01.2009 - 12.2009
  • Managed daily office operations to create a welcoming environment for patients and support smooth workflow.
  • Coordinated patient scheduling to optimize appointment slots and reduce wait times.
  • Handled billing inquiries and processed insurance claims for dental services.
  • Managed daily operations for a busy dental practice.
  • Maintained accurate patient records and confidential information.
  • Facilitated communication between dental staff and patients to improve service delivery and patient satisfaction.
  • Assisted in billing processes and insurance claim submissions regularly.
  • Ensured compliance with health regulations and safety protocols consistently.
  • Maintained impeccable office organization to support efficiency, professionalism and performance objectives.
  • Managed front desk operations including greeting visitors, answering questions or directing them to appropriate personnel.
  • Answered phone calls, responded to emails, routed mail and coordinated courier services.
  • Tracked invoices and payments to ensure accuracy of accounts receivable and payable information.
  • Monitored payments due from clients and promptly contacted clients with past due payments.
  • Performed general bookkeeping duties such as reconciling bank statements and creating journal entries.
  • Reviewed files and records to obtain information and respond to requests.
  • Oversaw receiving and organizing correspondence, answering and forwarding calls and creating business letters and records.
  • Coded and entered daily invoices with in-house accounting software.
  • Resolved customer complaints or answered customers' questions.
  • Organized patient records and maintained compliance with privacy regulations.
  • Coordinated patient scheduling and appointment reminders for dental services.
  • Assisted in covering the front office manager during her leave.
  • Handled insurance claims processing and billing inquiries efficiently.

Independent Contractor - Finance

PTS Financial Planner
North Haven
01.2009 - 05.2009

Assisted clients in developing personalized financial plans.

  • Investment opportunities and market trends for client portfolios.
  • Prepare detailed reports for client meetings.
  • Managed client communications, providing timely updates on financial goals to enhance client engagement.
  • Organized documentation and maintained accurate records of client interactions.
  • Scheduled appointments and coordinated meetings between clients and financial planners.
  • Maintained and strengthened relationships with existing customers while actively pursuing new client opportunities.
  • Managed quality control and maintained high level of customer satisfaction.
  • Provided customer service support by promptly addressing inquiries and efficiently returning phone calls.
  • Reviewed customer requests, resolved questions and defined specifications before completing orders.
  • Resolved customer inquiries promptly via phone or email communication channels.
  • Utilized document management system to organize company files, keeping up-to-date and easily accessible data.

Project Engineer Supporting Visual Media Services

Quest Global Services
East Hartford
  • Worked as a videographer and photographer for the Visual Media Department, capturing key events and projects.
  • Managed multiple video and photos projects simultaneously, ensuring timely completion and adherence to budget constraints.
  • Maintained video and photos production schedules, coordinating personnel to meet project deadlines.
  • Maintained video equipment and completed related documentation to ensure operational readiness.
  • Secured and organized projects and footage using all entries' standardized practices.
  • Reviewed work orders and specifications to plan operational procedures and sequences for setup.
  • Preparation for relocation of Historical Library and all to be reset once relocation is completed.

Education

Skin Nails Hairdressing Cosmetologist CT Licenses

Galmar Academy
North Haven, CT
11-1987

High School Diploma -

North Branford High School
North Branford, CT
06-1985

Dental Assistant - All fields/Front Office/X- ray Certicate

CT Professional Studies f/k/a Dental Institute
Orange, CT

Skills

  • Project management
  • Customer service
  • Financial reporting
  • Problem resolution
  • Time management
  • Task prioritization
  • Communication skills
  • Team collaboration
  • Training development
  • Record keeping
  • Quality assurance
  • Client relationship management
  • Organization and time management
  • Customer relations
  • Organizational skills
  • Written communication
  • Networking
  • Computer skills
  • Good Telephone Etiquette
  • Clerical support
  • Multitasking Abilities
  • Research
  • Dependable and responsible
  • Troubleshooting

References

Kenneth Hatch, Finance, 85 Laurel Street, New Haven, CT, 06512, 860-214-5033

Licenses Certificates Training

  • 03/01/15, Insurance Licenses (Life, Health, Accidental, Credit & Travel), Prometrix State of CT Testing Site
  • 01/01/07, Boat License, Coast Guard
  • 03/01/90, U.S.P.S. Driving Course, USPS Postal Academy
  • 09/01/89, CNA Certificate, Not required at this time

Work Preference

Job Search Status

Open to work

Work Type

Full TimePart TimeContract Work

Location Preference

On-SiteRemote

Salary Range

$45000/yr - $200000/yr

Timeline

Cleaning/Cooking

Pinecrest Camp and Retreat
12.2024 - 03.2025

Sub Contractor Merchandising

T.A.B. Retail
07.2022 - 09.2022

Cashier/Assistant Manager

Dollar General Store
04.2022 - 07.2022

Master Territory Merchandiser

Driveline
02.2022 - 06.2022

Client Advisor/Sales Representative

Morgan Auto Group
04.2021 - 02.2022

Administrator and Director of Safety Fill-i

White Hollow
08.2019 - 11.2020

OPS Human Resource, Temporary

Suwannee River Water Management District
10.2018 - 03.2020

Temp to help cover Office Manager

Galvin & Round Family Dentistry
01.2009 - 12.2009

Independent Contractor - Finance

PTS Financial Planner
01.2009 - 05.2009

Property Manager

Georgene Sherman
01.2007 - 01.2014

Office Manager

Aluminum Fabricators, LLC
01.2003 - 05.2014

Office Manager

Sherman Trucklines
01.2001 - 04.2014

Project Engineer Supporting Visual Media Services

Quest Global Services

Skin Nails Hairdressing Cosmetologist CT Licenses

Galmar Academy

High School Diploma -

North Branford High School

Dental Assistant - All fields/Front Office/X- ray Certicate

CT Professional Studies f/k/a Dental Institute
Lynnette Liseo