Shantel Lochmann
Carnation
Summary
Dynamic Business Office Director with a proven track record in revenue collection and staff management. Expertise in building strong customer relationships and maintaining financial accuracy to drive operational excellence.
Overview
31
31
years of professional experience
Work History
Business Office Director
Cogir of Bothell
Bothell
06.2025 - Current
- Collect revenue and invoice residents
- Resolved customer complaints in a professional manner while maintaining high standards of service.
- Code and forward invoices using P2P
- Reviewed expense reports for accuracy and proper expense disclosure.
- Set up and maintain files for employees, residents, and vendors
- Process new hires
- Keep the GM and other managers aware of financial trends
- Managed 5 Concierge's procedures and schedules
Area Business Office Manager
Aegis Living
Kirkland
01.2017 - 06.2025
- Managed the business office of four communities.
- Worked with Exordium and contributed to setting up a process to make it a smooth transition for outsourcing many of the BOM's duties.
- Prepared communities for state surveys.
- Insured staff were compliant with regulations.
- Built trusting relationships with employees and family members.
Business Office Manager
Sterling Landscaping
Carnation
01.1995 - 11.2014
- I worked for 17 years at a large landscape construction and maintenance business with up to 70 employees that generated up to $7 million in sales.
- Managed an office staff of four, and was responsible for payroll, accounts payable, accounts receivable, bank deposits, and transfers. In addition, I organized and submitted DOR monthly taxes, HR paperwork, employee health benefits, and company insurance.
Education
High School Diploma -
Pierce Community College
Puyallup, WASkills
- Revenue collection
- Invoice processing
- Expense reporting
- Payroll administration
- Staff management
- Customer relationship management
- Knowledge of bookkeeping accounting principles
- Familiar with Yardi, QuickBooks, Peachtree, BW, Kronos, Paylocity, Smartsheet, Kevala, SmartBen, P2P, and Rent Cafe
- Superior leader skills
- Ability to work independently and collaborate with a team
- Decision-making skills and active listening
- Ability to build strong relationships
Timeline
Business Office Director
Cogir of Bothell
06.2025 - Current
Area Business Office Manager
Aegis Living
01.2017 - 06.2025
Business Office Manager
Sterling Landscaping
01.1995 - 11.2014
High School Diploma -
Pierce Community College