DAIESHA LAWRENCE
Arlington,TX
Summary
Highly driven Executive Assistant with a proven track record of delivering high-level support to senior partners and staff, ensuring seamless operations and enhanced productivity. Exceptional interpersonal and organizational skills complement outstanding communication abilities, fostering strong relationships and effective collaboration. Adept at managing diverse responsibilities while embracing change and demonstrating a commitment to continuous learning. Dedicated team player focused on providing client-centered solutions and follow-through that drives success.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Executive Assistant
PwC
Dallas, TX
12.2021 - 03.2026
- Demonstrated technical proficiency in Microsoft Office Suite, provided excellent verbal/written communication, possessed superior organizational abilities along with learning and utilizing new technologies in everyday tasks.
- Leveraged collaboration platforms such as Teams, Zoom, and other client-facing tools.
- Proactively identified and resolved partner and client concerns to enhance satisfaction and trust.
- Facilitated executive support for partners and senior leadership, including on-site assistance at client locations as required.
- Managed complex multiple time zone calendars, while proactively resolving issues to maximize executive productivity and efficiency.
- Planned, executed and participated in team and client events including meetings, conferences, and virtual/in-person social functions, while ensuring seamless logistics and positive engagement.
- Monitored requests and followed up through completion with a high degree of accountability, to maintain exceptional Firm service standards.
- Coordinated extensive domestic and international travel including complete logistics/itineraries/visas & security, while handling all expense reporting using internal financial systems and reconciled, if needed, by collaborating with the Finance team.
- Provided daily detailed time entry including city and country codes for multiple firm and client codes.
- Delivered after-hour support with exceptional responsiveness to address urgent needs.
Financial Rate Analyst / Credentialing Specialist II
HealthSmart
Irving, TX
09.2016 - 12.2021
- Coordinated efforts with network development team and provider relations to design and implement effective provider billing rates.
- Executed credentialing and re-credentialing initiatives for IPA providers, aligning with NCQA, DHS, DMHC, and CMS regulatory requirements.
- Managed practitioner file updates to comply with company guidelines and maintain credentialing accuracy.
- Facilitated preparation of essential reports to support audit processes.
- Facilitated communication with practitioners to promptly address and resolve issues.
- Processed and fulfilled all ACS and facility requests to support organizational needs.
- Conducted thorough online verification processes to ensure accurate credentialing of all practitioner files.
- Designed and implemented process manuals for immediate department while mentoring newly hired specialists through training sessions.
- Managed all incoming telephone calls and emails with promptness and professionalism.
Eligibility Research Specialist II
American Specialty Health
South Lake, Texas
10.2015 - 09.2016
- Monitored client accounts to ensure proper terminations were executed on various health plans.
- Researched and processed complex eligibility claims/disputes while maintaining confidentiality of all claim documents and claim related issues.
- Participated in quick think meetings to recommend changes that could benefit the department in streamlining current processes.
- Made calls to Health plans for status of current coverages for members.
- Demonstrated mastery of customer service call script within specified timeframes and scheduled coaching sessions when assistance was needed.
- Assisted with special projects as needed by management.
Client Services Support
The Bank of New York Mellon
Irving, TX
06.2009 - 06.2014
- Assisted in processing Ginnie Mae (GNMA), Goldman Sachs (GS), Fannie Mae (FNMA), Freddie Mac (FHLMC), and Federal Housing Administration (FHA) bank-owned and private loans. Supported teams in managing loan documentation and compliance requirements.
- Served as primary point of contact for clients, assessing workflow needs to enhance daily production processes.
- Executed daily wire transfer operations to meet client requirements, maintaining punctuality with 9am and 1pm deadlines.
- Worked directly with Ginnie Mae regarding all reporting for client's out of compliance per Bank of New York Mellon's policy and the Ginnie Mae guidelines.
- Executed Ginnie Mae annual pool reconciliation for all Ginnie Mae accounts.
- Assisted in the preparation for all Ginnie Mae Audits.
- Facilitated onboarding meetings for new clients. Conducted webinar training sessions for new and existing clients. Provided guidance on utilizing systems to generate ad-hoc reports and view images via Webex.
- Reviewed loan files and processed any account maintenance on loans as needed according to the exception report.
- Provided communication between client services support and business analyst teams to inform program development based on insights from T-SQL database.
- Collaborated with analysts to execute T-SQL database updates, providing essential testing assistance to mitigate data corruption risks.
- Achieved timely delivery of client projects by effectively managing work plans and adhering to service level agreements. Optimized resource utilization to fulfill client task needs. Maintained meticulous documentation of client trust receipts and loan files, contributing to overall project success.
- Managed daily email correspondence, addressing roughly 400-500 inquiries while ensuring production deadlines were met.
- Worked directly with Relationship Managers providing monthly numbers, documents, and request from clients for billing invoices.
- Performed quality assurance checks, overseeing client loan listing transaction (AD-HOC) reports between BNY and Goldman Sachs (GOLD), Fannie Mae (associated clients) , Merrill Lynch (MERL) & United Built Homes (UBH).
- Acknowledged by peers and associates as a reliable team player committed to providing support whenever needed.
Financial Service Representative
TIAA-CREF
Lewisville, TX
11.2007 - 12.2008
- Processed contributions and rollover requests from alternate carriers as well as internal rollovers.
- Supported and participated in project teams to implement changes that impacted key business systems and processes.
- Handled work-flow distribution and also the daily pipeline report.
- Provided mentoring and coaching for my peers.
- Maintained the business in over $30 Million Dollars in accounts by providing alternative investment avenues to clients within the company.
Loan Servicing Representative
JPMorgan Chase
Fort Worth, TX
02.2002 - 11.2007
- Processed all disputes for consumer auto and home equity products including and not limited to: monetary transactions, interest rate adjustments, HELOC's, and all loan booking discrepancies.
- Prepared and executed all lock requests and new Home Equity Lock contract agreements.
- Assisted with reconciling defaulted & foreclosed loans accounts.
- Processed payments, payment reversals, refund checks, and refunded late charges as needed for mortgage accounts.
- Contacted Department of Motor Vehicle in regards to customer's disputes on titles and trying to perfect the lien.
- Maintained customer service accuracy rating of 100% by using various systems.
Education
High School Diploma -
James Bowie High School
Arlington, TXTarrant County College
Arlington, TXSkills
- Self-starter
- Detail-oriented
- Excellent planner and coordinator
- Microsoft Suite Office
- Well versed in Google
- Sap Concur
- S/4 Hana
- EGFS
- Copilot
- Teams
Certification
- PwC's Inclusive Mindset, May-2023
- PwC's Human-Centered Design, May-2022
- PwC's Digital Accumen, Jan.-2022
Timeline
Executive Assistant
PwC
12.2021 - 03.2026
Financial Rate Analyst / Credentialing Specialist II
HealthSmart
09.2016 - 12.2021
Eligibility Research Specialist II
American Specialty Health
10.2015 - 09.2016
Client Services Support
The Bank of New York Mellon
06.2009 - 06.2014
Financial Service Representative
TIAA-CREF
11.2007 - 12.2008
Loan Servicing Representative
JPMorgan Chase
02.2002 - 11.2007
High School Diploma -
James Bowie High School
Tarrant County College