Michael Lisowski Email & Phone Number

Newark, Delaware

Wilmington, Delaware

Wilmington, Delaware

Provide day-to-day excellent client service and ensure all trades (subscriptions, redemptions, capital calls, commitments etc) are promptly and accurately executed. Also will complete the required documentation, following strict workflow routines. A liaison with clients, Investment Managers, Administrators and internal departments, and work with individuals at all levels of a large financial institution.

Accurately entered payments into Salesforce and deposited payments into company's bank accountManaged and updated detailed spread sheets including important transaction dates and progress of each active customers' paperworkEfficiently completed a variety of grant applications for customers in Delaware, Maryland, and New JerseyAttentively organized and mailed Interconnection paperwork to customers' utility companies (PECO, Delmarva, Atlantic City Electric, PPL, etc).Accurately recorded hourly employees' hours for the biweekly pay periodsManaged projects by informing customers on the progress of their solar instillationDemonstrated customer service by calling and informing customers of scheduling and payment details and to assist with questions

Assisted the Marketing Department with organizing projects in order to increase clienteleCreated leads and increased clientele by calling potential customers on the telephone

Illustrated project management when creating, organizing and filing documents Portrayed problem solving skills when recovering missing documentsDemonstrated multi-tasking when organizing binders and designing professional covers while filing

Demonstrated customer service by recording reservations and answering telephonesAssisted the fast-paced office by completing required and non-required tasks listed in job responsibilities

Bachelor Of Science, Business Administration; Business Administration, Cumulative Gpa: 3.74

Activities and Societies: Magna Cum Laude, Delta Pi Chapter of Delta Epsilon Sigma, Delta Mu Delta National Honor Society in Business.

Bachelor Of Business Administration (Bba), Business Administration And Management, General

Education record