Lisa Mitchell
Ventura CA 93001 |- |-EXPERIENCE
2015-Current
Mitchell Fire Protection
Administrator
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Customer correspondence, phone, creating of estimates, reports, database and follow-up
All office work an coordinating on-call for 4 contractors
Billing and collections through Quickbooks
PDF/DOC conversions, compliance documentation
City/county ordinance research, responsible for all office work and direct work with SBO.
Sept 2015 to
Roxy’s Remedies/Catalyst Beauty
2016 (contract) Administrative Assistant
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Aug 2014 to
January 2015
(contract)
Feb 2014 to
May 2014
(contract)
April 2013 to
March 2014
(contract)
Create/maintain spreadsheets for both companies; inventory, planning, contacts, referrals, products,
testing, etc..
Main correspondent for company inquiries, SEO and SM third-party work and contract-based work
Data-writer and POC for BigCommerce, cloud-based portal for sales, customer analytics, advertising,
promotions, back-end as well as front-end work for both Roxy’s Remedies and Catalyst Beauty websites
Inventory management for shipping, prototypes, samples
Customer follow-up, email and on-site assistance
Assistant to President, COO and CEO
Sage Publications
Systems Analyst, Global Circulation
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Administrative work including meetings, scheduling, posting of documents, sharepoint for Global
Circulation department
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Creating and maintaining process flows, roadmaps and internal documentation
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Implementing processes and setting up new products and product components in internal systems
such as print and online journals
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Creating and maintaining graphs and charts reporting on scope, KPIs and changes in processes on
Confluence, in Cognos and on internal intranet.
Inland Empire Health Plan
Quality Assurance Analyst, Human Resources
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Troubleshoot and test issues with CISCO CRM phone change-over including employee contact information
within databases and internal system syncs.
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Make changes and update templates for Employee request forms.
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Troubleshoot, repair and provide documentation & technical writing for XLS and DBA records within
Human Resources
Med-West Inc
Billing Specialist – UCLA Medical Center doctors’ group
Apr 2012 to
February 2013
(contract)
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Research, find and front-line communication with patients with outstanding bills for elite Medical group of
UCLA doctors.
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Coordinate payment with billing team for payment and offer arrangements with patients.
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Compliance with HIPAA, gathering patient data and updating database/notation.
Bank of America
Quantitative Developer – Special Servicing, Corporate Operations
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Feb 2012 to
April 2012
(contract)
Teradata SQL queries developing and populating weekly, daily and monthly reporting for Reverse
Mortgage and Foreclosure
Creating and training using advanced Excel functionality to create dashboard reports, multifaceted
sourcing of information for Senior Management.
Creating flowcharts, PowerPoint presentational decks and other reporting and quantitative charts for
multiple departments under Operations.
Assisting with implementation of new processes in regards to data structures. Helped with process flow
and change management.
Transamerica Retirement Systems
Installation Administrator – Reconciliation & Data, 401K Services
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Database development and maintenance of static and dynamic data
Spearheading the successful installation of Defined Contribution Retirement Plans using data manipulation
for new plan implementation.
Developing and monitoring installation project plans, managing to agree upon deliverable dates and
timetables, and coordinating internal and external resources during the installation
Responsible for data migration structure, adherence and forming compliance for specifications related to
data warehouse
Managing the preparation of all documentation related to plans and contracts, including employee
disclosure material required to establish a new retirement plan
Assisting in the evaluation of new and potential takeover business, identifying business risks, and
determining compatibility
Consulting with client and Pension Office recommendations regarding compliance
SQL, Access and advanced Excel use for complex data migration
SKILLS
High-level design in Excel including lookups and pivot charts. Advanced functions. Experienced with
BigCommerce, Insightly, Braintree, Mailchimp. Visio, Salesforce, Word, PowerPoint, Publisher, FrontPage, MS
Project, HTML, Confluence, Cognos, Basic SQL knowledge and project life cycle development including
technical writing, charting and graphing detailed processes. High preference in data quality, report
creation/design and and working with people.
Seasoned Administrative Assistant with background as a Data Analyst/Administration with over 10 years of
experience in various business models including finance, business & non-profit.
Excellent interpersonal skills with a high level of technical communication as well as business unit project
management. Excellent dashboard reporting, KPI and other high level metrics development. Social media
knowledge strong in LinkedIn, Facebook and web support and design. Some graphic experience and light
graphic design.
PROFESSIONAL
TRAINING
Continuing education classes in Business Modeling, Listening, Interpersonal Savvy, Business Negotiation,
Communication, Composure and Best Business Practices.