Open To Work
Noel Mentzer
Dinwiddie,VA
Summary
Client contact specialist with extensive experience in client relationship management and administrative support at First Command Financial Services. Proficient in MS Office for efficient data management and exceptional customer service delivery. Achievements include enhancing client experiences and optimizing office operations through strong communication and problem-solving skills.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Client Contact Specialist
First Command Financial Services
Colonial Heights, VA
10.2017 - 08.2025
- Acted as Client Contact Specialist for one main Advisor and supported four additional advisors with administrative tasks.
- Promoted exceptional client experience by scheduling and confirming appointments, gathering required information, maintaining client database files, preparing meeting files for Advisor, coordinating with Advisor on activities like appointments and seminars, managing marketing events calendar, assisting with events, and ensuring compliance in office communications and record keeping.
- Coordinated communication between clients and financial advisors.
- Managed client inquiries and provided timely responses.
- Assisted clients in understanding financial services and products.
Assistant to the Office Manager
Commonwealth Power Sports
Prince George, VA
09.2016 - 10.2017
- Maintained computer and physical filing systems, prepared vendor invoices, processed payments, screened and routed incoming calls, created reports, handled business and client requests, met quotas for productivity and accuracy, performed shipping and receiving duties, managed inventory ordering and monitoring, finalized deals in dealership system, processed DMV title and registration through ORLS website, reconciled discrepancies between accounts receivable and trial balance, researched and resolved accounts payable discrepancies, supervised invoice processing, purchase orders, expense reports, credit memos, and payment transactions, balanced monthly general ledger accounts, maintained integrity of general ledger and chart of accounts, analyzed monthly balance sheet accounts for corporate reporting.
- Managed schedules and organized filing systems to support daily office operations.
- Monitored office supplies usage and restocked items.
- Arranged meetings and appointments for management by organizing calendars and logistics.
Waitress
Luca’s Italian Restaurant
Prince George, VA
- Delivered exceptional customer service as full-service waitress, effectively resolving conflicts and prioritizing customer needs in high-energy environment.
- Provided excellent customer service in a fast-paced dining environment.
- Took and processed customer orders promptly and accurately.
- Collaborated with kitchen staff to ensure timely food delivery.
Office Assistant
Warthan Enterprises LLC
Prince George, VA
- Coordinated schedules and meetings for management and team members.
- Assisted in daily office operations and maintained organized filing systems.
- Managed incoming calls and directed inquiries to appropriate departments.
- Composed accounting reports summarizing accounts payable data and monitored client payments, contacting clients regarding past due balances.
Office Assistant
Woodies Restorations
Jamestown, KY
- Handled incoming calls and routed inquiries to relevant departments for efficient communication.
- Supported scheduling of appointments and coordinated meetings for team members to enhance collaboration.
- Sorted office supplies and tracked inventory levels to maintain operational efficiency.
- Maintained organized computer and physical filing systems to ensure easy access to documents, prepared vendor invoices for timely payment processing, and processed incoming payments to support financial operations.
Education
High School -
Thomas Dale High
Chester, VASome College (No Degree) - Art Advertisement
Art Institute of Atlanta
Atlanta, GASkills
- MS Office
- Word
- Excel
- Appointment scheduling
- Database management
- Customer service
- Communication skills
- Problem resolution
- Team collaboration
- Attention to detail
- Administrative support
- Office operations
- Data entry proficiency
- Outlook
- Quick Books
- Oral communication
- Written communication
- Multi-line phone systems
- Filing
- Quality assurance
- Leadership
- Decision making
- Project coordination
- Time management
- Organizational skills
- Proofreading
- Accounting
- Cash accounts reconciliation
- Up-selling
- Customer relations
- Problem resolution
- Client relationship management
- Complaint resolution
- CRM software
- Call handling
- Team collaboration
- Time management
- Problem solving
- Microsoft Office
- MS office
- Phone etiquette
- Conflict mediation
- Complaint investigation
- Teamwork skills
- Cross-functional collaboration
- Shipping procedures
- Data entry accuracy
- Staff education and training
- Brand representation
- Regulatory compliance
- Customer service excellence
- Needs assessment
- Multitasking skills
- Client management
- CRM expertise
- Inbound call answering
- Reliability
- Account updating
- Client assessment
- Work prioritization
- Multitasking
- Customer data confidentiality
- Communication skills
- Conflict resolution
- De-escalation skills
References
- Harry Jaeger, First Command Financial Services, 770-653-4600, hajaeger@firstcommand.com
- Colleen Burnett, First Command Financial Services, 804-520-4045, cmburnett@firstcommand.com
- Guy Browder, Elite Contracting Group, 804-721-5370, service@elitecontractinggroup.com
Certification
Notary
Work Preference
Work Type
Full TimeLocation Preference
RemoteOn-SiteTimeline
Client Contact Specialist
First Command Financial Services
10.2017 - 08.2025
Assistant to the Office Manager
Commonwealth Power Sports
09.2016 - 10.2017
Waitress
Luca’s Italian Restaurant
Office Assistant
Warthan Enterprises LLC
Office Assistant
Woodies Restorations
High School -
Thomas Dale High
Some College (No Degree) - Art Advertisement
Art Institute of Atlanta