Lisa Mathis
Jackson Hewitt / RRD Financial
Atwood
34
years of professional experience
Dedicated Office Manager experienced in customer service and office management. Enhanced operational efficiency and client satisfaction through staff mentorship and streamlined processes. Focused on fostering collaboration and achieving compliance while driving continuous process improvements.
Work History
Office Manager
6 Years 9 Months- Prepared federal and state tax returns for individuals and businesses, ensuring compliance with regulations.
- Conducted thorough tax research to interpret complex tax laws and provide accurate guidance to clients.
- Mentored junior staff on tax preparation processes, enhancing team efficiency and knowledge retention.
- Collaborated with clients to gather financial documents, streamlining the data collection process.
Assistant Manager
24 Years 2 Months- Supervised daily operations to ensure exceptional customer service and satisfaction.
- Trained and mentored staff on best practices for food safety and quality control.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Developed strong working relationships with staff, fostering a positive work environment.
- Maintained a clean, safe, and organized store environment to enhance the customer experience.
- Generated repeat business through exceptional customer service.
Deli Manager /Customer Service Cashier
17 Years 8 Months- Managed daily deli operations, ensuring compliance with safety and health regulations.
- Trained and mentored staff on food preparation techniques and customer service excellence.
- Implemented inventory control measures to reduce waste and optimize stock levels.
- Developed promotional displays to enhance product visibility and increase sales.
- Processed customer transactions efficiently and accurately using point-of-sale systems.
- Maintained organized cash drawer, ensuring proper handling of funds and receipts.
- Conducted routine maintenance checks on pumps and equipment for operational efficiency.
- Cleaned up gas and other spills in accordance with spill procedures.
Senior Assistant Manager
3 Years 5 Months- Oversaw daily operations, ensuring compliance with company policies and industry regulations while optimizing resources for maximum output.
- Coordinated administrative processes to streamline operations and enhance team efficiency.
- Evaluated loan applications to ensure compliance with regulatory guidelines and company policies.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Maintained strict confidentiality of bank records and client information.
- Provided exceptional customer service during loan origination, addressing client concerns and ensuring a smooth process from start to finish.
Administrative Receptionist
2 Years 8 Months- Managed front desk operations, ensuring smooth visitor check-in and appointment scheduling.
- Coordinated communication between departments, enhancing workflow efficiency and information sharing.
- Assisted in maintaining office supplies inventory, optimizing resource allocation for daily operations.
- Implemented filing systems that improved document retrieval speed and accuracy.
- Processed incoming and outgoing mail efficiently, ensuring timely delivery to appropriate departments.
- Operated various mail processing equipment, maintaining high standards of safety and performance.
- Conducted regular safety audits and inspections to identify hazards and ensure regulatory compliance.
- Adhered strictly to safety protocols while handling cleaning chemicals and equipment, minimizing accidents or incidents on-site at client facilities.
Education
High School Diploma
Associate of Science - General Business
Associate of Science - Accounting And Finance
Associate of Applied Science - Medical Coding and Billing
Associate of Applied Science - Business Administration And Management
Skills
Office management
Office administration
Document management
Administrative support
Tax preparation
Data management
Customer service
Effective communication
Accomplishments
Phi Theta Kappa Honor Society
Timeline
Office Manager
Jackson Hewitt / RRD Financial
11.2019 - CurrentRead More
Senior Assistant Manager
Security Finance
04.2010 - 09.2013Read More
Administrative Receptionist
Chicago Metallic Bakeware / Bundy Company
02.2005 - 10.2007Read More
Deli Manager /Customer Service Cashier
Little General / Cox Oil Company
06.1996 - 02.2014Read More
Assistant Manager
Kappis Steak House
03.1992 - 05.2016Read More
Solano Community College
Associate of Science from General Business
Read More
Humboldt High School
High School Diploma
Read More
Solano Community College
Associate of Science from Accounting And Finance
Read More
Tennessee College of Applied Technology
Associate of Applied Science from Medical Coding and Billing
Read More
West Tennessee Business College
Associate of Applied Science from Business Administration And Management
Read More