1.
PERSONAL DETAILS
Lisa Taglialavore
741Hill Street, Carlstadt
NJ 07072
(551)‐238‐0175
ltaglia65@hotmail.com
AREA OF EXPERTISE
 Customer Service focus
 Team Leadership
 Report generation
 Excellent communicator
 Strong leader
 Accurate and detail‐oriented
 Self motivated
 Account administration
 Regulatory compliance
 Budget control
 Proactive
 Vendor management
 Electronic processing
 Administrative tasks
PERSONAL SKILLS
 Excellent organizational skills
 Excellent communication skills
 Strong presentation skills
 Leadership skills
 Planning and Organizing
 Teamwork
 Problem solver
 Computer literate
 Innovative
ACADEMIC QUALIFICATION
Mount Mary College, Milwaukee, WI,
United States.
Master of Science: Master of Science in Art
Therapy
 Missing one year and practicum
 All pre‐grad psychology prerequisites
completed
University of Wisconsin, Milwaukee, WI,
United States
Bachelor of Arts: FIne Arts
REFERENCES: Available on request
Lisa Taglialavore
Financial services Specialist
PROFESSIONAL HIGHLIGHTS
 Customer‐focused, highly organized self‐starter with effective customer skills
 Results‐oriented, proactive individual with 10+ years experience in accounts payable and client
relations
 Received Outstanding Achievement award from member services team for customer service
excellence.
 Proficient in use of exceptional knowledge of accounting, Microsoft Excel and invoice
management to improve client relations and support financial operations.
 Organized, proactive individual with outstanding record of customer service, performance
quality and cost‐effective accounts solutions
 Exceptional ability to do complex computations
 Profound knowledge of loan systems and principles
 Dedicated employee who is known for working long hours and weekends
 Exceptional computer software skills
 Excellent communication and negotiation skills
 Excels at maintaining good contact with vendors and strong team training skills
CAREER HISTORY
CancerCare,Manhattan, NY May 2008 to Current
Co‐payment Assistance Specialists and Award Determinations
 Screening clients and assist advocates with application process for co‐payment assistance.
 Assisting in billing payment requests, electronic processing of payment information
 Administrative tasks include verification ofphysician contacts, faxing, answering busy
incoming phone line, and issuing correspondence.
 Handle all inquiries including award status & payment history.
 Requires some medical office knowledge as related to oncology and knowledge of social
services also offered by CancerCare and other foundations.
CancerCare Client Access Center ,NY August 2007 to May 2008
Financial Services and Social Support Assessments
 Created social needs reports for social workers via telephone assessments with clients, in a
busy oncology social support center.
 Entered data financial applications for transportation, home careand child care and disbursed
checks for recipients.
 Followed up for missing information and made follow up calls to clients to help them gather
additional financial and social resources.
 Utilized basictechniques in strength based counseling, and escalated calls to social workers as
needed.
America's Credit Union,Fort Lewis, WA May 2006 to July 2007
Loan Administration and Title Perfecting
 Prepared and maintained monthly Loan Activity Reports
 Tracked member services incentives for Executive Team
 Secured and released collateral for vehicle loans and in house fleet department
 Prepared title audit packets, processed payoffs
 Liaison for all title issues in busy Member ServicesE‐Branch
 Balanced General Ledger to report insurance totals to Allied Insurance Company
 Received Outstanding Achievement award from member services team for customer service
excellence.
Kitsap Bank,Bremerton , WA June 2005 to May 2006
Loan Specialist
 Collected credit and varied documents from customer as well as third parties required to
support decision of loan approval.
 Head responsibility for loan processing.
 Ensure loans are processed as per established company procedures and policies.
 Assisted Loan Officer with all administrative tasks including credit bureaus, title examinations,
file perfecting, securing collateral, vehicle and vessel titling.