LISA CARTER ALLAN
Chaguanas
Summary
Seasoned supervisor with a proven track record, excelling in customer service operations and sales management. Demonstrated ability to enhance team performance and achieve significant sales goals through effective leadership and cross-functional collaboration. Skilled in strategic planning and goal setting, with a knack for fostering high customer satisfaction and operational excellence.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Operations Manager
FINMOR Services Limited
Chaguanas
01.2022 - Current
- Researching and comparing mortgage products from multiple lenders to find the best rates and terms.
- Supervised day-to-day workflow of employees in order to maximize productivity and maintain quality standards.
- Monitored progress by establishing plans, budgets and measuring results.
- Addressed customer concerns with suitable solutions.
- Advising clients on suitable loan options, including fixed-rate, adjustable-rate, government-backed, and jumbo loans.
- Submitting loan applications and assisting with necessary documentation.
- Coordinating with lenders, underwriters, and other parties to ensure the loan process runs smoothly.
- Guiding clients through the approval, closing, and funding process.
- Staying current on industry trends, rates, and lending regulations, productivity, and maintaining quality standards.
Supervisor
Unicomer Trinidad Ltd
02.2017 - 12.2021
- Delivered comprehensive training programs and managed performance to meet sales and operational goals.
- Enhanced customer service strategies, resulting in higher satisfaction ratings.
- Drove target achievement through sales incentive programs.
- Conducted performance reviews and fostered a supportive work environment.
- Managed client issues through resolution and maintained thorough records.
- Supervised Telesales and financial transaction verification teams.
- Monitor sales performance and track key performance indicators (KPIs) to identify trends and areas for improvement.
- Prepare and present regular sales reports to executive management.
- Assist in analyzing customer feedback and sales data to optimize sales strategies.
Office Manager
Customs Brokerage Services
11.2016 - 01.2017
- Managed client communication, inquiries, and requests professionally
- Oversaw day-to-day office functions, coordinated schedules, and maintained organized filing systems
- Collaborated with Customs Brokers and team members for seamless service delivery
Supervisor
Digicel Trinidad Limited
06.2015 - 10.2016
- Managed a motivated sales team to achieve project assignments and maintain high customer service standards
- Provided guidance and oversight for the 'Fibre to the Home' project
- Developed strategies for boosting productivity and improving service delivery
- Supported management in special projects and ensured timely reporting
Area Manager
DIRECTV Trinidad Limited
06.2013 - 04.2015
- Led in-store and field retail sales teams to achieve daily objectives
- Executed promotional pricing, marketing, and merchandising strategies
- Cultivated relationships with businesses and alliance partners
- Collaborated with purchasing and commercial teams to optimize sales revenues
- Maintained adherence to internal control protocols
Supervisor
Columbus Communications Ltd
02.2005 - 05.2013
- Managed a large team of customer service and sales representatives
- Implemented successful sales strategies and conducted performance analyses
- Achieved customer acquisition and sales targets through upselling and cross-selling
- Conducted quality audits to ensure customer service standards
Education
Master of Business Administration (MBA) - Digital Technology Management
University of Bedfordshire
10.2022
Diploma - Business Management
Anglia Ruskin University
11.2012
Skills
- Customer Service and Operations Management
- Cross-functional collaboration
- Sales Management
- Excellent Communication Skills
- Contact Center Operations
- Problem-Solving and Decision-Making
- Workforce Management
- Quality Assurance and Control
- Supervisory Management
- Financial Transaction Verification
- Process Optimization
- Office Management
- Team motivation and leadership
- Time management and organization
- Strategic planning and goal setting
Certification
- Supervisory Management Skills - Institute of Training and Development
- Certified Word Processing (101) - Cambridge Information Technology
- Delivering Customer Service Excellence - NCTI Jones
- Diploma Basic Broadband Troubleshooting - NCTI Jones
- Leadership Development - Dale Carnegie
Experience
- Kristal Boodan, Manager, Unicomer Trinidad Ltd, Chaguanas, (868) 338-0379
- Khadija Ramsammy, Regional Supervisor, Unicomer Trinidad Ltd, Chaguanas, (868) 316-7360
References
References available upon request.
Timeline
Operations Manager
FINMOR Services Limited
01.2022 - Current
Supervisor
Unicomer Trinidad Ltd
02.2017 - 12.2021
Office Manager
Customs Brokerage Services
11.2016 - 01.2017
Supervisor
Digicel Trinidad Limited
06.2015 - 10.2016
Area Manager
DIRECTV Trinidad Limited
06.2013 - 04.2015
Supervisor
Columbus Communications Ltd
02.2005 - 05.2013
Master of Business Administration (MBA) - Digital Technology Management
University of Bedfordshire
Diploma - Business Management
Anglia Ruskin University
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