Lisa Goldstein

Post Closing Assistant at Christensen Financial Inc. - NMLS 112516
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Orlando, Florida, United States, US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

5.0

/5.0
/ Based on 2 ratings
  • (2)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

Lisa genuinely cares about the needs of those she comes in contact with, and uses her amazing creative talent and honesty to provide the best possible customer service. Her attention to detail and passion for her work make her an asset in any business setting.

Lisa and I worked together on several craft shows. Her creativity and design skill allows her the flexibility to craft both pieces for clients and from her own imagination.

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Post Closing Assistant
      • Aug 2014 - Present

      Assists post closing team with getting loans sold in the secondary market

    • Owner/Designer
      • Dec 2002 - Present

      Hand made, one-of-a-kind jewelry; either pieces from my imagination, or custom order collaborations. Materials used include sterling silver, copper, vintage items, gold, gemstones, glass, Swarovski crystals, wood and other organic materials. I have recently discovered the art of dread falls, cyber locks and hairfalls as well as clothing modification. In addition, I am an award-winning photographer and avid sketcher.

    • Sales Associate
      • Feb 2012 - Present

      Engages in leading conversations with clients to develop lasting relationships. Educates and informs customers about fine jewelry and luxury time pieces. Assists with visual merchandising and store displays.

    • United States
    • Medical Practices
    • 1 - 100 Employee
    • Patient Relations
      • Apr 2013 - Jul 2014

      Established and confirmed appointments on a multiple provider schedule. Was responsible for tracking appointments set through online resources. Ensured proper forms and information were received in a timely fashion in relation to patients'​ appointment times. Utilized phone and paging system with multiple lines. Filtered incoming phone calls and channels them to appropriate department. Scanned sensitive documents and discretely handled patients'​ personal information. Assisted Financial Adviser with confirming patients' insurance eligibility and payment collection. Worked closely with Office Administrator on daily, weekly, and extraordinary tasks.

    • Repair Manager
      • Mar 2012 - Apr 2013

      Consulted with clients regarding required and recommended maintenance of their fine jewelry and luxury timepieces while liaising with master craftsman pertaining to these repairs. Closely monitored and enforced deadlines for time-sensitive projects. Procured necessary materials, parts and gemstones for refurbishments through dealer memos and direct purchases. Handled high value merchandise and gemstones in accordance with specific security procedures. Prepared parcels for vendor pack-ups and returns as well as receives incoming merchandise. Revised procedures within the position and the related forms utilized to optimize efficiency and practicality.

    • United States
    • Retail
    • 700 & Above Employee
    • Stockroom Supervisor/Seasonal Sales Lead
      • Jun 2000 - Apr 2013

      Responsible for product receiving, processing, and generating weekly supply orders based on store projections. Extensive seasonal reorganization of the stockroom for maximum efficiency, including specific holiday seasons and biannual inventory preparation. Performed new hire training and mentoring of the stockroom staff. Customer service specialist. Ensured the sales floor is up to corporate visual standards through storefront replenishment. Advanced cash register utilization and exceptional cash handling.

    • United States
    • Retail
    • 300 - 400 Employee
    • Operations Team Lead
      • Feb 2010 - Jan 2012

      In addition to general sales, was responsible for educating customers about the origins and benefits of an extensive variety of tea and tea related products. Position specific duties included understock organization and in-store merchandising, receiving products and supply ordering. Managerial duties included motivating and encouraging staff, opening and closing of the store, and Point-of-Sale related functions and submission of daily paperwork.

    • Canada
    • Personal Care Product Manufacturing
    • 700 & Above Employee
    • Seasonal Sales Associate
      • Oct 2009 - Dec 2009

      Sold the best hand-made, animal friendly skincare, bath and body products through hands-on demonstrations and extensive product knowledge. Consistently exceeded sales goals in the company’s North American flagship location. Educated customers about the extensive line of Lush products. Daily store maintenance including cleaning, stocking, and POS functions.

    • Jewelry Design Artist
      • Mar 2008 - Apr 2009

      Created sketches and other visualizations for jewelry redesigns and custom pieces. Helped with the development of the boutique’s private label collection. Educated the customers on basic diamond grading and gemstone attributes to ensure more informed and confident purchases. Performed minor jewelry repairs along with custom bead stringing and knotting. Discretely catered to the needs of high profile clientele.

    • Office Manager/Personal Assistant
      • Jan 2004 - Feb 2008

      Performed order acquisition, processing, invoicing, and accounting duties for handbags and other related accessories. Was responsible for organizing the warehouse and office spaces. Contributed to prototype development including seasonal collection naming, labeling, and design. Assisted in merchandising and layout for booths prior to major industry trade shows. Responsible for archiving previous season's prototypes. Repaired and restored damaged merchandise.

    • Stockroom Supervisor/Produce Assistant
      • Apr 2002 - Oct 2003

      Was responsible for produce inventory, ordering, and preparation. Stocked shelves, rotated inventory, and monitored expiration dates. Provided customers with product knowledge for a variety of specialty foods and supplements regarding specific dietary and health requirements.

    • Assistant Manager
      • Jun 2000 - Feb 2002

      Was responsible for performing daily and weekly inventory reports, nightly deposits, and register settlements. Educated staff and clients regarding specific cultures and meanings represented within the gallery’s collection. Maintained the gallery catalog and rotated stock as required. Performed minor jewelry repair and art restoration. Created and maintained the weekly work schedule for other employees.

Education

  • Kent State University
    Bachelor of Arts, Music-vocal concentration
    1993 - 1997
  • Winter Park Tech
    certification, Jewelry Manufacture Design and Repair
    2002 - 2004
  • Crealde School of Art
    photography
    2001 - 2002
  • Cleveland Heights High School
    1989 - 1993

Community

You need to have a working account to view this content. Click here to join now