Lisa Adonis 2015

1. Lisa Adonis
2223 Bromley Park Drive
Winston Salem, NC 27103
917-435-1373
[email protected]


Summary: Ardent team leader with over a decade of customer service experience and excellent client
retention. Proven ability to isolate areas of weakness in the business and can implement strategies to improve
department procedures.

EMPLOYMENT HISTORY
Citi Community Capital/Citigroup, New York, NY
Transaction Processing & Know Your Customer Specialist, August 2008 – June 2014
 Served as central point of contact for clients during the underwriting and approval process.
Communicated due diligence requirements and timeliness for completion.
 Coordinated flow of information between client, Underwriting, Origination, Transaction Management,
Asset Management, and other areas of the business as required.
 Created, maintained, and updated online due diligence checklists. Conducted due diligence calls with the
borrower/client and with internal deal team members to facilitate the collection and status of due
diligence.
 Reviewed, coded, and disseminated documents to ensure regulatory and firm requirements are
satisfactory.
 Coordinated completion of due diligence review and prepared underwriting packages required by Fannie
Mae or Freddie Mac.
 Ordered third party reports and verifications required for each transaction, e.g. credit reports, flood
certifications, Mornet, and Patriot Act checks.
 Generated GFC ID numbers to complete CADD and Know Your Customer reports for AML policies
globally and compliance requirements.
 Ensured that key systems remained up to date and contained accurate information and or status
comments of due diligence required.
 Tracked transaction expenses and approved invoices for processing.
 Responsible for compiling quarterly financial data for disclosure reporting, including liaising with
Financial Control and Underwriting.
 Facilitated data inquiries and requests from internal team.

Workman Publishing, New York, NY
Manager of Customer Service, November 2004 – June 2007
 Oversaw the daily operations of the order processing, order entry, fulfillment center, and customer
service representatives.
 Reviewed customer complaints daily to isolate areas of compromise in the business.
 Reviewed daily EDI orders for accuracy pertaining to shipping guidelines to avoid chargebacks.
 Analyzed weekly inventory reports.

2.  Set up all products in data base.
 Oversaw annual reviews for staff of 25 people and maintained all vacation and personal time schedules.
 Implemented various procedures with customer service and quality control team to ensure better
customer satisfaction.
 Negotiated various contracts for internal operations, to insure overall company savings.


Lisa Adonis, Inc. New York, NY
Independent Consulting, May 2001 – November 2004
 SAGA II Shoes – Developed and implemented product strategies that resulted in successful placement
of retail brand name “Miz Mooz” product in television programs, “Shop the World” and “MTV’s
Boiling Point, and Sidney Lumet’s film “Strip Search”.
 Velvet Road Agency (travel company) – Assisted in the company’s expansion to include VIP Concierge
Services for musical award shows, corporate retreats, and elaborate weddings.
 Madison Smallwood – coordinated and oversaw various special events in New York, Miami, and Los
Angeles.
 Underdog Fitness Volunteers – Developed relationships between personal trainers and gyms to facilitate
in volunteer programs: Goddard Home for Seniors, Covenant House, and New York Sports. Created
media awareness of the program through NY 1 News, The Observer, and National Fitness Personal
Training Magazine.

Elektra Entertainment Group, New York, NY
Manager of Financial Operations, December 1993 – May 2001
 Reviewed and maintained steady flow of all marketing, advertising, and overhead correspondence, such
as purchase orders, special project forms, and disbursement request forms. This process consisted of
correcting and completing general ledger codes, dating all events, and logging pertinent information.
 Assisted Ernst & Young in the development of a new Oracle financial data system designed for the
Warner Music Group. This data system enabled buyers to create on line purchase orders that were
electronically forwarded to the Finance department for review and approval.
 Liaison between all internal departments, and Warner Music Group’s Shared Services located in
Burbank, CA.
 Supervised staff regarding daily procedures, scheduled check distributions between departments and
Shared Services, and reported financial issues to VP of Finance and CFO.
 Assisted various departments with budget allocations and special events, i.e. conventions,
promotional/playing tours, and artist parties.

EDUCATION
College for Human Services, New York, NY
Bachelors Degree in Professional Studies, May 1992

SKILLS: proficient in Windows, CADD, DealTRAXX, Intralinks, GOMP, and Oracle Financial Software.
Ability to work with minimal direct supervision.