John Cleland

Experience

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  Independent Asscoiates-Kirby

  Jan 1995 - Jan 1999

  Sales Director/General Manager

  •Giving sales pitch to potential customers•Creating need for the product with the customer•Knocking on doors to get new leads and opportunities for sales•Training new staff members on techniques for giving a successful sales pitch•Working to obtain leads for staff members•Training staff in new ways to show the product•Providing one on one training to any staff member requiring additional guidance or help•Leading daily sales meetings •Taking a crew of 5 team members out and knocking on doors to get the staff opportunities to make sales•Coming behind sales staff once the sales pitch has ended to help with the close of the sale•Pre-qualifying potential leads upon initial contact by asking questions to determine ability to purchase•Obtaining credit applications for customers wanting to purchase•Filling out paperwork for financing and completing sales•Collecting cash payments from customers wishing to pay in full on the spot•Determining by credit application if the lead is likely to be approved and making the determination of delivery on the spot or if delivery needs to pending credit decision•Listening to customers objectives while allowing them to identify barriers that are needed to overcome to make a purchase•Tracking inventory to make sure sufficient units are in stock to meet daily sales needs•Made crew leader after first month and obtaining 24 in home-individual sales in one month•Reporting and tracking daily sales •Recognizing staff members for daily achievements and promoting inter office competitions to help increase sales•Creating schedules for existing team members •Working with recruiters on the needs of the office and making requests for needed staff members•Assisting in payroll reconciliation and helping to pinpoint discrepancies•Tracking employee expense accounts and making sure they are regularly reimbursed Show less

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  Vlassic Farms

  Jan 1999 - Jan 2000

  Harvester

  •Harvested mushrooms to be shipped to various outlets•Distinguished between various mushroom sizes to be harvested to help fill orders•Harvest mushrooms to keep up required hourly quota•Reading daily orders to identify products needing harvested•Ensuring all needed packing cartons available and assembled to crate and ship orders •Assessed rooms for continued viability or if tear down needed to take place•Assisted in training of new team members sharing the information needed to help fill orders•Scheduling hours to make sure full time hours are being met along with filling orders•Tracking daily personal mushrooms harvested to be reconciled with hourly picking incentive Show less

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  Discover Financial Services

  Jan 2000 - Jan 2001

  Senior Collections Rep

  •Placed call to delinquent card holders attempting to collect overdue account payments•Worked with account holders to work on solutions for bringing accounts up to date•Advised customers on various programs offered to help during financial difficulties•Notated all correspondence with customers in database for documenting and communication purposes•Obtained and recorded any needed financial information EX: bankruptcy, divorce, etc.•Recorded and requested all needed documentation involving loss of employment or deceased account members•Deescalated account holders by listening to extenuating circumstances and offering solutions tailored to the individual•Followed up with any account holders needing or requesting additional correspondence•Escalating account holders needing further assistance and communicating any information obtained before the account member is transferred •Pulling credit bureau reports on account members•Reading account member credit bureau reports in an attempt to aid coming to a resolution for delinquent accounts•Set up reoccurring payments for account holders to help bring delinquent accounts up to date Show less

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  Volunteers of America

  Jul 2001 - Nov 2011

  Director Auto Auction and Donations

  •Managed 5 full-time staff, including hiring, training, annual reviews, and performance coaching•Recruited and coordinated schedules and daily tasks for several volunteers throughout the department•Responsible for the hiring, training and orientation of staff •Completed performance evaluations and helped set goals for employees professional development•Worked with Franklin county JFS to help offer training to unemployed people, while obtaining labor at no cost or risk to the organization •Served as department liaison between internal departments and external agencies•Used data to forecast and develop action plans to solve complex problems•Communicated with Marketing and Finance staff to promote the business while staying within budget•Able to double auction crowds while not increasing advertising expenditures•Organized and planned weekly auctions to generate unrestricted revenue for the organization•Efficiently completed administrative tasks of ordering supplies, processing purchase orders, and maintaining a database•Assisted in budget creation based on projections and current market conditions, and reconciled several thousand dollars on a weekly basis after each auction•Oversaw all compliance with Ohio state agriculture laws, the Ohio State Bureau of Motor Vehicles and all aspects involving tax receipts and compliance with the IRS guidelines for donors and non-profit organizations•Coordinated first auto auction ever held by the organization, generating nearly $500,000 in one day •Built relationships with donors and customers to strengthen brand and reputation within the community•Resolved and de-escalated any conflict situations with donors and customers•Used Several Microsoft Office programs for document creation, correspondence and spreadsheets EX: Word, Outlook, PowerPoint and Excel•Wrote formulas in Microsoft Access database to change donor correspondence, donor tracking, sales information fields and any other changes as needed Show less

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  The Ohio State University Wexner Medical Center

  Feb 2013 - now

  Financial Counselor

  •Collects pre-payments and deposits before procedures Piloted program collected $700,000.00 in 6 months•Partners with leadership to identify opportunities for growth and continuous improvement •De-escalate unhappy patients by diagnosing problem and offering quick resolution *Tasked with training all newly hired •Consistently exceeds collection goals by 2 to 3 times personal within the department•Contributes ideas for helping make the department grow •Devised, presented and help implement a departmental employee recognition program•Pre-register surgeries and appointments before patient arrival to reduce errors and lapse time•Aids patients with financial aid process and helps tailor programs to fit individual needs•Pre-determines financial responsibility before final decision made to help collect patient liability upfront•Verifies insurance coverage and patient responsibility before surgery date•Fills out instructions for registration to follow for every patient the day of surgery Ex: Deposits to collect, financial forms to sign and any other correspondence or forms needed •Responsible for the creation of several interdepartmental spreadsheets and documents•Consolidated multiple department functions into one to maintain high quality and improve customer service•Recognized for quickly and effectively resolving all patient questions and concerns*Complete financial assistance charity screenings, HCAP forms and Medicaid eligibility while working from several simultaneous databases (IHIS, MITS, and REVRUNNER)•Resolve outstanding balances by creating patient payment plans and researching unbilled insurance claims•Collaborate with billing, financial counseling, pre-certification and registration to ensure patient information is accurate and verify insurance benefit collection amounts before patient visits•Works with Microsoft Office daily for document, correspondence and presentation creation EX: Word, Excel, Outlook and PowerPoint Show less

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  The Ohio State University

  Aug 2016 - Jul 2017

  Customer Service Representative

  Assists students in understanding billing Cancel refund checks in Access database Locating promissory notes and exit interviews in ECSI Answering Email inquiries about accounts Explaining TOPP payment options to students Communicate with other departments through IBAR access database Evaluating and explaining 1098T’s to students Identifying account problems and working with other departments to come to a solution Answering incoming calls from students and authorized representatives Staying within FERPA guidelines Assisting students and parents walking into office Collect and verify check payments Collect and evaluate Promissory notes Collaborates and builds relationships with customers with special issues Codes and notes accounts according to interaction with student or entity Files paperwork pertaining to student accounts Uphold university policies and procedures Add and remove holds placed on student accounts Working in the student information system (SIS) to analyze accounts Show less

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  Ohio State University Agricultural Technical Institute

  Jul 2017 - now

  Coordinator Student Financial Aid

  • Coordinates Ohio State ATI student financial aid and student employment processes• Budgeting• Dissemination of information regarding financial aid and scholarships• Counsels students and parents individually and in groups in all aspects of financial aid• Manages scholarship processes• Manages developing sources of student financial aid in cooperation with development fund officer, CFAES administration• Develops award criteria• Develops application and award processes in collaboration with administration and relevant departments• Manages emergency loan program• Manages administration of student employment program (wages and Federal Work Study)• Provides institutional data support related to student financial aid for Academic Affairs, Program Excel, Student Success Services• Provides institutional data support related scholarships for Academic Affairs, Program Excel, Student Success Services• Provides institutional data support related enrollment for Academic Affairs, Program Excel, Student Success Services• Collaborates with the Business Office to assist with fee payment process• Collaborates and coordinates efforts with OSU Financial Aid Office and participates in state financial aid associations• Provides back-up support for the Academic Affairs Office• Provide and guide student with ways to pay for schooling• Retain students by solving financial issues• Counsel students in budgeting and loans• Advise parents of additional options to• Analyze FAFSA applications for students and parents advising on changes needed• Researches ISIR to troubleshoot Financial Aid Applications and awarding Show less