Results-oriented professional with expertise in customer service and a history of enhancing team performance. Strong organizational and problem-solving skills enable effective management of multiple projects. Committed to delivering high-quality outcomes and fostering collaboration within teams.
Work History
Business Development Client Relations Coordinator
5 Months
RIZZETTA & COMPANY INC. | 02.2026 - 07.2026
Developed training materials for new team members, fostering knowledge sharing and collaboration.
Led the onboarding and offboarding process for new clients and previous clients serving as the primary liaison with Boards of Directors, developers and prior management companies.
Determine documentation requirements, assess data gaps, and develop solutions for obtaining missing or incomplete records.
Apply judgment in verifying accuracy and completeness of records, ensuring compliance with company standards and legal obligations.
Direct setup of communities in internal platforms (Vantaca, WelcomeLink) assign system permissions, and structure data repositories to optimize operational workflows.
Manage user access for internal systems (Vantaca, Stan AI, etc)
Ensure timely filing and accessibility of governing documents, policies, insurance certificates and board meeting records,
Analyze audit results, identify deficiencies and recommend corrective actions to management teams.
Interpret and apply statutory requirements for HOAs/CDDS when managing records retention, public records requests and operational compliance
Administrative Clerk/Administrative Supervisor
5 Years
RIZZETTA & COMPANY INC. | 07.2021 - 07.2026
Supervised three employees to ensure productivity and team cohesion.
Offers technical support and troubleshoots issues to Homeowners via phone call and Vantaca.
Sorted, opened, and routed mail and deliveries to ensure timely communication and workflow.
Created and updated records and files to ensure document compliance and accuracy.
Entered data into the system and updated customer contacts with information to keep records current.
Input data and processed system changes to generate accurate reports.
Supported day-to-day operations by collaborating effectively with team members.
Assisted with day-to-day operations, working efficiently and productively with all team members.
Adaptable and proficient in learning new concepts quickly and efficiently.
Trained new administrative staff on office procedures, fostering a collaborative work environment.
Increased customer satisfaction with prompt and courteous service while addressing inquiries and concerns.
Membership Desk/Team Leader/Optician
2 Years 5 Months
Sam's Club | 04.2018 - 09.2020
Elevated team performance with expert training and mentoring of new associates
Improved team performance by offering direction and hands-on support.
Guided employees in prioritizing upsell tasks for Credit Cards and Plus Memberships, ensuring daily goals were met.
Focused employees on important tasks such as up sale of Credit Cards and Plus Memberships, prioritizing work to accomplish daily goals
Drove revenue by seeking out cross-sell opportunities aligned with established sales goals
Increased sales by 12%
Improved operational efficiency by working with senior management to implement and enhance policies and procedures
Addressed customer service and billing complaints through effective resolutions, including merchandise exchanges and refunds.
Resolved customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills
Boosted sales by 12% through targeted marketing strategies and customer engagement.
Avoided revenue losses with diligent attention to customers' needs and complaints.
Prepared accurate work orders for labs with information such as prescriptions, lens types, and special coatings required
Protected patients' personal health information in line with HIPAA standards by carefully following requirements
Helped customers meet eye wear needs by delivering best possible solutions
Provided expert eye wear recommendations based on prescriptions, client vocations, and personal needs
Delivered lowest possible prices and highest quality to customers by working closely with laboratories and suppliers
Fit eye wear to clients using hand tools and heat to help bend plastic and metal frames
Aided laboratory in completing accurate work by collecting numerous measurements, including temple length, pupillary distance, and bridge and eye size
Advised clients on lenses, coatings, and frames tailored to their specific needs.
Achieved a 20% sales increase by enhancing customer service and product offerings.
Member Specialist
5 Months
Sam's Club | 02.2018 - 07.2018
Mitigated revenue losses through proactive engagement with customers' needs and complaints
Resolved customer grievances by collaborating with team members to develop effective solutions
Increased sales by 12%
Processed payment transactions with accuracy, ensuring proper record-keeping
Processed payment transactions, maintaining focus on accuracy and proper record-keeping.
Dietary Aide
7 Months
Parkview Community Campus | 10.2015 - 05.2016
Prepared food according to dietary guidelines, noting food sensitivities and allergens
Addressed dietary problems head-on by working effectively with dieticians
Supported patient treatment goals by observing, tracking, and reporting on intake.
Minimized food waste through adherence to proper storage procedures
Collaborated with dieticians to resolve dietary issues promptly
Monitored and reported on patient intake to support treatment goals
Ensured proper organization of dry storage areas to facilitate inventory management. and handling unpacking, dating, and rotating of food and non-food supplies as directed
Assisted in maintaining dry storage areas and handling unpacking, dating, and rotating of food and non-food supplies as directed
Dietary Clerk
9 Years 5 Months
Hudson Hospital and Clinics | 10.2005 - 03.2015
Screened and monitored for change in nutrition risk status in hospitalized patients
Provided courteous and informative customer service in open kitchen format
Quickly and courteously resolved all guest problems and complaints.
Managed cash stock and inventory balances using Microsoft Word and Excel, ensuring accurate financial tracking.
Communicated all merchandise needs or issues to appropriate supervisors
Ensured positive customer experiences by promptly resolving complaints and addressing needs.
Cross-trained and provided back-up for other customer service representatives.
Managed cash stock and inventory balances accurately using Microsoft Word or Excel Spreadsheets
Collected, counted and disbursed money and performed basic bookkeeping to complete banking transactions.
Counted money in cash drawers at beginning and end of shifts to maintain accuracy.
Answered multiple phone lines to assist customers and handle inquiries.
Identified and resolved discrepancies in account balances by conducting thorough research and analysis of financial data.
Improved accuracy of financial reports through daily reconciliation of accounts.
Compiled weekly monetary reports and records for manager using Microsoft Word and Excel
Matched purchase orders with invoices and recorded necessary information.
Supported management by processing invoices and documents with consistent on-time delivery.
Developed monthly, quarterly and annual profit and loss statements and balance sheets.
Kept abreast of rapidly evolving technology
Education
High School Diploma
Great Falls High School | Great Falls, MT | 05-1995
Skills
Data Compilation
Daily Reporting
Records Maintenance
Client assessment
Performance tracking
Policy adherence
Microsoft Excel
Microsoft Word
Following instructions
Self-directed
Client Performance Reporting
CRM Management
Data Integrity Management
Collaborative mindset
Continuous improvement
Office support
Issue resolution
Strategic problem-solving
Regulatory Compliance
Team collaboration
Process Optimization
Decision-making
Problem-solving aptitude
Collaborative mindset
Critical thinking
Written communication
Cross-department teamwork
Certification
CPR, Serve Safe, Food Safety Manager, Vantaca University
<ul><li>Manage three separate teams for which their scope includes middle office support for the client relations community including known population remediations, complex reporting as well as a business manager team executing on efficiencies and development opportunities (eleven individuals both domestic and overseas contingent workers). 13 years of Institutional Relationship experience, 7 of those involving people management</li><li>Currently own and assist with facilitating the client relation pieces of various Management Action Plans (MAP) and internal audits within Revenue Credit Account (RCA) and Service Level Agreement (SLA) areas</li><li>In February 2024 released the first Salesforce Intake system at TIAA after five years of development and advocacy. This build has been noted as the blue print for all future case management intake systems within Salesforce at TIAA providing efficiency and ease for the user while reducing risk for the company</li><li>Worked on advancements and efficiencies within the Service Level Agreement process including salesforce automation. Implemented continuous improvement projects which reduced specific quarterly reporting tasks from days to minutes as well as the inception of a single budget code to pull penalties from rather than dozens of different budget codes</li><li>Through partnership with operations, updated the standard operating procedures for Client Service Managers concerning non bulk Lost Earning Calculations in 2021 to be submitted primary through plan focus unless through special exception. This reduced volumes for my team around lost earning calculations by 22% compared to the year prior while providing a more seamless and straight through process for the external clients</li><li>Continue working through obstacles, avoid duplication of efforts between client relations and other support team within different departments while creating synergy towards “working as one”</li><li>Advanced public speaking skills presenting both in person and virtually to groups as small as senior leadership to hundreds of employees on various forums</li></ul> at TIAA<ul><li>Manage three separate teams for which their scope includes middle office support for the client relations community including known population remediations, complex reporting as well as a business manager team executing on efficiencies and development opportunities (eleven individuals both domestic and overseas contingent workers). 13 years of Institutional Relationship experience, 7 of those involving people management</li><li>Currently own and assist with facilitating the client relation pieces of various Management Action Plans (MAP) and internal audits within Revenue Credit Account (RCA) and Service Level Agreement (SLA) areas</li><li>In February 2024 released the first Salesforce Intake system at TIAA after five years of development and advocacy. This build has been noted as the blue print for all future case management intake systems within Salesforce at TIAA providing efficiency and ease for the user while reducing risk for the company</li><li>Worked on advancements and efficiencies within the Service Level Agreement process including salesforce automation. Implemented continuous improvement projects which reduced specific quarterly reporting tasks from days to minutes as well as the inception of a single budget code to pull penalties from rather than dozens of different budget codes</li><li>Through partnership with operations, updated the standard operating procedures for Client Service Managers concerning non bulk Lost Earning Calculations in 2021 to be submitted primary through plan focus unless through special exception. This reduced volumes for my team around lost earning calculations by 22% compared to the year prior while providing a more seamless and straight through process for the external clients</li><li>Continue working through obstacles, avoid duplication of efforts between client relations and other support team within different departments while creating synergy towards “working as one”</li><li>Advanced public speaking skills presenting both in person and virtually to groups as small as senior leadership to hundreds of employees on various forums</li></ul> at TIAA