Lisa D. Email & Phone Number

Ozark, Mo, Us

Ozark, Missouri, United States

Springfield, Missouri, United States

Assignment at Netwatch Inc in Nixa, MO. Created invoices using data from QuoteWerks quotes and Service Fusion jobs. Received payments in QuickBooks Enterprise Solutions Contractor 23.0 and recorded payment status in Excel spreadsheet for eight account manager's sales funnels.

Rogersville, Missouri, United States

Processed cash and financing paperwork for used car sales which includes, but not limited to, bill of sale, title application, bankers system contract, we owe, buyers guide, notice to cosigner, title guarantee, J.D. Power, and credit score. Verified all necessary documents are accounted for before submitting to the bank or credit union. Entered vehicle costs in Frazer and entered bills and credit card charges in Quickbooks. Filled out title applications for lost, duplicate or new titles as well as accompanying documents such as odometer statements, affidavits, and power of attorney. Optional extended warranty and gap insurance sales and processed cancelations. Communicated with the Department of Revenue when titles we applied for were not received. Created vehicle file folders and printed a copy of Car Fax, AutoCheck, and Recalls for each file folder. Added vehicles to Frazer using the VIN number and filled out a floor form to submit to the bank if the cost of the vehicle was over a certain amount. Reconciled monthly vendor statements. Sold ASC Extended Warranty and Gap Insurance. Interacted with customers and helped them feel welcomed.

Springfield, Missouri, United States

Sold Hilton Grand Vacations packages to Hilton guests handling only inbound calls for multiple leaders in the hospitality industry. Helped customers create memories with their loved ones.

Ozark, Missouri, United States

Sold group life, accident and supplemental health insurance to businesses that had at least 5 employees working at least 28 hours a week. Cold calls and cold walkins to businesses to build rapport with gatekeepers and decision makers. Enrolled employees and provided customer service to the insured.

Springfield, Missouri, United States

Managed all the daily office activities including scheduling appointments, greeting customers, receiving payment for office visits and products, ordered/sold/stocked/shipped products, light cleaning, batched out credit card machine, handled petty cash, prepared daily deposit, light Microsoft Word and Excel projects, created and maintained patient files, made copies and scanned documents and monitored printer maintenance.

Springfield, Missouri, United States

Scheduled appointments, ordered/stocked/sold/shipped products, received payment for office visits and products, managed company's website back office for products sold on the internet, batched out the credit card machine, printed end of day sales report and daily receipts report. Created and maintained patient files,

Springfield, Missouri, United States

Cleared international freight through U.S. Customs. Gathered information from the importer to classify each line item on an invoice. Responsible for making sure all regulatory forms were submitted for U.S. Customs clearance. Identified importer and exporter documentation and shipping terms on invoices and packing slips.