Lisa Eckerson Email & Phone Number

Washington, Dc, Us

Washington, Dc, Us

Title I and Title II Federal grants management support. - Ensure compliance with federal regulations and guidelines. Oversee the allowability of expenditures, collect supporting documentation, and manage procurement processes. - Handle purchasing, payroll, report reconciliation, and audit documentation to ensure accurate financial management and compliance. - Maintain constant communication with officials from both public and private schools, as well as community stakeholders, to facilitate effective program implementation. - Manage office resources efficiently to support grant-funded activities across eight public schools and four private schools in the district. - Conduct data analysis to support program implementation and management, providing insights to improve grant administration and compliance. - Serve as a liaison between office staff and the Department of Teaching and Learning, facilitating the dissemination of information and coordinating interdepartmental activities. - Execute tasks independently, ensuring thorough and accurate information dissemination and compliance with federal program requirements. Develop and implement innovative procedures to enhance the efficiency and effectiveness of the office operations.

Arlington, Virginia, United States

- Engage with students, parents, and community members respectfully and confidentially, adhering to school and district policies and procedures.- Assist the Director of CTAE and leadership staff by managing schedules, coordinating travel arrangements, and handling special administrative projects and reports.- Act as a liaison to other departments, staff, and community members, providing work direction and guidance to staff at various levels.- Obtain, compile, organize, and prepare information and data for reports, meetings, and board agendas, ensuring accuracy and compliance with submission guidelines.- Conduct data analysis and develop reports to support department initiatives and decision-making processes.

Arlington

- Expanded customer relationships by providing assistance, performing transactions, and maintaining accounts. Referred credit products to meet customer needs and balanced cash drawers accurately.- Collaborated closely with management to ensure adherence to regulatory compliance, contributing to a compliant and active learning environment for all associates.- Actively participated in audit functions related to cash controls, compliance, new account controls, proprietary policy, and security to minimize risk.- Recruited new associates and assisted in training new employees on the company’s best practices, fostering a knowledgeable and efficient team.- Managed the vault, ensuring secure and accurate handling of cash and valuables in accordance with bank policies and procedures.

Brasília E Região, Brasil

- Promoted and sold a variety of insurance products to bank customers, effectively communicating benefits and features to meet client needs.Supported branch bankers by providing expert advice on insurance policies, ensuring they could offer accurate and comprehensive information to clients.- Conducted follow-ups with clients after insurance issuance to ensure customer satisfaction and address any concerns or additional needs.- Maintained thorough knowledge of insurance products and industry regulations to provide reliable guidance and support to both clients and colleagues.- Worked closely with insurance companies to manage and expedite claims processing when accidents occurred, providing clients with support and guidance throughout the claims process.

Goiânia E Região, Brasil

- Initiated calls to clients for insurance policy renewals, achieving a high conversion rate of 76% in sales.- Provided support to clients with claims processing, ensuring efficient and satisfactory resolution of their claims.- Conducted regular follow-ups with clients to address their concerns, provide updates, and maintain strong client relationships.- Engaged in direct sales efforts, offering tailored insurance solutions to meet clients' needs and contributing to overall sales targets.