LISA YEPSEN

8383 Harvell Road, P.O. Box 663

Stanfield, NC 28163
Home: 704.888.5802 Cell: 704-562-4462 l
y10daa12@westpost.net

SUMMARY
An Administrative professional with significant experience in accounts payable,
purchasing / procurement and customer service. Strong organizational skills and
detail orientation. Known for ability to get things done and strong follow throu
gh. Recognized for strong problem solving skills and for stepping up into more a
ctive roles, when needed.

PROFESSIONAL EXPERIENCE
Linden Thomas & Company, Charlotte NC
Administrative Assistant, Client Services Associate
2008 - Present
Responsible for greeting clients, answering phones and timely resolution of clie
nt request's, including issuing checks, sending realized gains and loss reports,
and preparing 1099 reports. Open new accounts for clients, preparing all contra
ct paperwork for client's signature. Maintain client correspondence and files, s
upporting compliance regulations. Facilitate processing of overnight and regular
mail to insure correspondence reaches clients in timely manner.

GE Capital, Charlotte NC
Administrative Support Specialist, Facilities Management
2001 a" 2008
Pay invoices for 4 office locations within GE, handling approximately 100 per mo
nth. Serve as the Facilities Manager in his absence by handling on-site office i
ssues: power failures, security issues, medical situations and maintenance reque
sts. Enter invoice information into Excel separating by site and allocate accrua
ls for payments over $5,000. Identify payments not posted and submit for accrual
, monthly. Clear purchase card entries. Reconcile expense reports. Order office
supplies. Purchase software and hardware for IT group. Analyze terms on vendor c
ontracts making sure they are meeting compliance requirements.
a Helped facilities manager handle 2 office moves often managing 1 site while th
e manager was handling new site.
a Took on invoice payment for a new client including setting up new vendors in t
he system ensuring a smooth transition into our business.
a Trained 2 new employees to do accounts payable and purchasing for their depart
ments.
a Serve on Grand Opening Team going into new Lowes stores for 4 day grand openin
g events. Make travel reservations. Set up application table and manage hostess
group ensuring applications are complete. Enter applications into credit express
system and communicate with customers about credit qualification. Work with fra
ud department and underwriting to qualify customer for credit. Complete report o
f application numbers and status for the 4 day event. (Since 2000).
a Facilitate bi-weekly conference calls for purchasing group
Support Services Associate 1989 a" 2000
Responsible for sorting and opening mail for 300 employees. Delivered overnight
mail and packages. Typed Fed Ex labels and sent out accurately per request. Ran
mail through postage machine and sent out daily. Paid facilities and marketing i
nvoices for 1 site. Labeled and sent files to offsite storage. Took calls for re
ceptionist while on her break. Part of the activities committee, coordinate empl
oyee events.

Customer Service Associate 1979 a" 1988

Processed account requests including credit line increases. Handled address chan
ges and processed new credit applications. Processed instant credit applications
and had authority to assign credit lines to new applications. Resolved and corr
ected issues on problem accounts. Took incoming calls from customers and Lowes s
tore personnel.

AWARDS
a Received productivity award (2007) for managing on-time invoice payments for f
our sites.
a Received Americaas award (2007) for paying departmental and new client invoice
s and paying Marketing invoices until 2 new employees could be hired and trained
.

TECHNICAL SKILLS AND COMPUTER PROGRAMS

Experienced in Microsoft Word, Excel, Oracle Purchasing system, Outlook, Sametim
e,
WebX meetings, Paris (purchase card reconciliation system), PowerPoint, Smart St
ation, and ACT.

EDUCATION
a Graduated with an AA degree, University of Phoenix,
a Completed 30 classes in Business Management and Human Services, Central Piedmo
nt Community College