Lisa O'Connor Email & Phone Number

Dedicated to assisting small businesses and employers with a variety of services from training to HRIS administration.● Coach and assist managers and owners regarding matters of business management and human relations including onboarding, termination, and work-related injuries. ● Ensure adherence to HR policies and procedures in compliance with state and federal laws.● Provide recommendations regarding performance management, staffing, recruiting, and employment law. ● Records… Show more Dedicated to assisting small businesses and employers with a variety of services from training to HRIS administration.● Coach and assist managers and owners regarding matters of business management and human relations including onboarding, termination, and work-related injuries. ● Ensure adherence to HR policies and procedures in compliance with state and federal laws.● Provide recommendations regarding performance management, staffing, recruiting, and employment law. ● Records management and clerical support, including establishment and training of CRM and HRIS database systems. ● Prepare, develop, and execute DEIB and Diversity and Inclusion initiatives. Show less

Winchester, Virginia, United States

Gaithersburg, Maryland, United States

New Port Richey, Florida, United States

Volunteer, Annual Family Fun Day Committee Member

Berryville, Virginia

● Processed onboarding documents, including accurate and timely data entry of sensitive employee information into ADP Workforce Now and Kronos Workforce Timekeeper, maintained updates and changes; managed weekly onboarding list, monthly reports and annual EEO reports. ● Worked with HR team to implement new HRIS programs, systems, and processes. ● Assisted with new hire orientations, coordinated trainings, worked closely with employees to improve engagement, increase productivity, and… Show more ● Processed onboarding documents, including accurate and timely data entry of sensitive employee information into ADP Workforce Now and Kronos Workforce Timekeeper, maintained updates and changes; managed weekly onboarding list, monthly reports and annual EEO reports. ● Worked with HR team to implement new HRIS programs, systems, and processes. ● Assisted with new hire orientations, coordinated trainings, worked closely with employees to improve engagement, increase productivity, and improve working relationships by providing sound employee relations advice.● Worked with plant management to organize and implement events, including annual employee recognition event. Provided support for environmental, health, and safety initiatives. Show less

Berryville, Virginia

Dallas, Texas

● Managed incoming patient registration, verified insurance eligibilities, and collected copayments. Reviewed, processed, and verified insurance and other patient record documentation for completion and accuracy. ● Refined and streamlined training and documentation processes with special adherence to HIPPA and internal guidelines.● Established and maintained B2B relationships to increase business and ensure future profitability

Katy, Tx

Katy, Tx

The Woodlands, Tx

● Engaged 50-100 Realtors daily to ensure win/win relationships● Attended prestigious CORE Training Event in Dallas, TX ● Raised over $10,000 for Halloween for a Heart charity event. ● Worked closely with Higham Team and Branch Manager to coordinate, facilitate, and manage “Raving Fan” services and leveraged team activities.

Kingwood, Tx

• Execute company policies, procedures, and guidelines in a fast paced and constantly changing asset based lending environment while acting as a liaison between clients, debtors, and the Account Executive.• Assist with maintenance and management of over 60 high risk client accounts receivable portfolios whose critical need for constant cash flow and lack of general business experience demand the highest levels of time management, customer dedication, problem solving, and consistent… Show more • Execute company policies, procedures, and guidelines in a fast paced and constantly changing asset based lending environment while acting as a liaison between clients, debtors, and the Account Executive.• Assist with maintenance and management of over 60 high risk client accounts receivable portfolios whose critical need for constant cash flow and lack of general business experience demand the highest levels of time management, customer dedication, problem solving, and consistent resiliency. • Review, process, and verify invoices and other relation documentation for completion, accuracy, and satisfaction of Power Funding’s contractual requirements.• Analyze credit risk, evaluate credit worthiness, and set credit limits for new debtor relations; establish and maintain business relationships with AP departments in order to increase business and income. • Demonstrate consistent excellence in monthly collections, ultimately ensuring both short term and long term profitability for Power Funding Show less

• Perform essential classroom duties in 8 different elementary schools with little notice or guidance while maintaining district educational and behavioural guidelines • Develop and maintain positive interactions with students, faculty, and administrators, building a rapport and gaining respect and trust to ensure an environment conducive to learning• Present educational material employing diverse teaching strategies designed to effectively address each student’s learning style and… Show more • Perform essential classroom duties in 8 different elementary schools with little notice or guidance while maintaining district educational and behavioural guidelines • Develop and maintain positive interactions with students, faculty, and administrators, building a rapport and gaining respect and trust to ensure an environment conducive to learning• Present educational material employing diverse teaching strategies designed to effectively address each student’s learning style and ability, including lecture, discussion, demonstration, cooperative learning, and individualized instruction• Provide educational continuity by implementing established lesson plans, while exercising professional judgment to introduce new material when appropriate or necessary Show less

Kingwood, Tx

• Serve as main advertised contact for SIFE team. • Work with University to better integrate SIFE into the University.• Organize and coordinate meetings of the general membership to facilitate project planning or conduct general business. Includes requesting rooms and any AV needed for these meetings.• To initiate contact with outside organizations regarding partnerships and resource sharing.• Provide direction and participate in creation and implementation of yearly Mission and… Show more • Serve as main advertised contact for SIFE team. • Work with University to better integrate SIFE into the University.• Organize and coordinate meetings of the general membership to facilitate project planning or conduct general business. Includes requesting rooms and any AV needed for these meetings.• To initiate contact with outside organizations regarding partnerships and resource sharing.• Provide direction and participate in creation and implementation of yearly Mission and Projects Plan. Update throughout the season as needed.• Maintain the Operating Plan. Responsible for ensuring all procedures are followed as designed. Must revise procedures as needed.• Complete yearly budget.• Conduct weekly leadership committee meeting. Where SIFE changes are voted on a majority rules vote is required. President is granted two votes in case of tie at any officer meeting or meeting he or she is leading.• Daily monitoring and upkeep of e-mail account. Notification via SIFE e-mail account to all general membership of general meeting times and location. Notification via e-mail of any other issues pertaining to SIFE as decided by the Leadership Committee.• To serve as Student Leader representative for SIFE Headquarters, receiving all mailings and distributing information to coordinators. Attend leadership conferences when required. Track all members completed hours and submit registration material to SIFE headquarters.• Assist in correspondence with outside organizations and in the preparation of special competition executive summaries.• Manage all coordinator positions, and assist them wherever needed Assist all officers with meetings with outside organizations and individuals.• Creation and upkeep of a web site (Facebook page).• Organization and coordination of the Business Advisory Board. This includes scheduling and conducting meetings, requesting assistance when needed, and finding new members.• Report SIFE happenings to the Sam Walton Fellow. Show less

Humble, Tx

• Created collections database and sustained efforts, obtaining payments from 80% of accounts in 3 months• Planned, organized, marketed and facilitated 1st Annual Open House & Fall Festival Event.• Established innovative new marketing techniques, increasing enrollment by 15% in 2 months.• Implemented new foundation processes and employee training program to sustain future growth. • Formed solid win/win partnerships with local businesses and SIFE supporting Donors.

Kingwood, Tx

Trick or Treat for UNICEF campaign

Ocala, Florida Area

• Acted as primary liaison to customer base and internal personnel regarding lock issues. Answered pricing questions, offered renegotiations, explained underwriting guidelines, interpreted rates and prices, assessed market trends and process lock extensions and float downs.• Maintained high inbound customer volume using effective communications with internal staff and external brokers/loan officers while providing exemplary customer service • Utilized extensive multi-tasking abilities… Show more • Acted as primary liaison to customer base and internal personnel regarding lock issues. Answered pricing questions, offered renegotiations, explained underwriting guidelines, interpreted rates and prices, assessed market trends and process lock extensions and float downs.• Maintained high inbound customer volume using effective communications with internal staff and external brokers/loan officers while providing exemplary customer service • Utilized extensive multi-tasking abilities to respond and assist internal and external customer base through email while answering calls on the phone que and simultaneously assisting other lock desk members with various procedural and guideline questions.• Expedited last minute changes prior to closing as requested by internal staff working under pressure as a team to meet closing deadlines of verifying pricing and comparing lock to underwriting approval. • Thoroughly comprehended and executed company policies, procedures and investor guidelines in a fast paced and constantly changing financial environment. • Compiled and maintained offsheet pricing distribution, working directly with traders and supervisory team to provide rates to preferred consumers country-wide and account executives.• Appraised, approved and managed long term No Fee Construction contracts with priority bank clientele and lenders; made senior level decisions after researching company background, business practices and overall pull through ratios.• Volunteered for permanent late closing shift position and as department birthday coordinator• Researched, suggested, and implemented new internal procedures and department policies • Motivated and inspired co-workers toward team oriented goals that increased efficiency• Promoted to training new-hires; used self-designed training program for Lock Desk Associate position• Honored with prestigious Employee of the Month awards Show less

Ocala, Florida Area

• Implemented new foundation processes and employee training program to sustain future growth. • Planned, organized, marketed and facilitated 1st Annual Open House & Fall Festival Event.• Created and Implemented official Human Resource policies and practice.• Established innovative new marketing techniques, increasing enrollment by 15% in 2 months.• Formed solid win/win partnerships with local businesses and SIFE supporting Donors.• Completed intense training program… Show more • Implemented new foundation processes and employee training program to sustain future growth. • Planned, organized, marketed and facilitated 1st Annual Open House & Fall Festival Event.• Created and Implemented official Human Resource policies and practice.• Established innovative new marketing techniques, increasing enrollment by 15% in 2 months.• Formed solid win/win partnerships with local businesses and SIFE supporting Donors.• Completed intense training program including operation, navigation/use of TAS programming, message taking process for all types of calls, correct answer phrases and customer service skills• Answered inbound calls promptly and professionally using client specific information/instruction to route calls appropriately and take complete messages.• Routed all supervisory calls to correct supervisor position as mandated, routed all emergency and urgent calls to appropriate dispatch—extensive knowledge of company organizational structure. Show less

Ocala, Florida Area

• Utilized strong communication skills, including phone mannerisms and proper enunciation to present various offers to customers, successful at using product knowledge and rebuttals to turn disinterest into sales• Demonstrated knowledge of products and procedures to consumers and marketing staff while maintaining a superior record and surpassing expected sales goals.• Dedicated to achieving sales targets while providing excellent customer service and accurate product knowledge.… Show more • Utilized strong communication skills, including phone mannerisms and proper enunciation to present various offers to customers, successful at using product knowledge and rebuttals to turn disinterest into sales• Demonstrated knowledge of products and procedures to consumers and marketing staff while maintaining a superior record and surpassing expected sales goals.• Dedicated to achieving sales targets while providing excellent customer service and accurate product knowledge. Maintained enthusiasm, sincerity, and confidence while making 70-100 calls per shift.• Successfully completed developmental sales training program. Topics included cold calling, developing leads, call conversion and attainment, types of consumers, closing the sale and Federal Regulations.• Selected to complete additional intensive training session for high priority energy deregulation client, Econnergy. Topics included Deregulation, Assumptive Sales, History of Econnergy, Using call control/rapport, and Sales continuation. Show less

Ocala, Florida Area

Bachelor Of Science - Bs, Business Administration And Management, General

Associate'S Degree, Human Resources Management And Services

Aas, Management

Activities and Societies: Students In Free Enterprise, President 2010-Present, Phi Beta Lambda, President 2009