Danielle Lawlor
Auburn,GA
Summary
Bi-Lingual efficient office assistant with 12 years' experience answering calls and in-person inquiries. Diligent, respectful attitude to dealing with clients and colleagues. Flexible and hardworking approach to streamlining internal processes.
Overview
13
13
years of professional experience
Work History
Office Administrator
Reliable Pro Painters, Inc
Buford, GA
02.2015 - Current
- Developed budgets covering office supplies and job materials to meet organizational demand
- Coordinated schedules, administrative functions, quality assurance and process improvements to boost operational output
- Interacted professional with property management companies and their regional and local directors by answering questions and responding to phone calls and email inquiries
- Maintained company accounting records by entering accounts receivable, accounts payable, invoices and expenses
- Ordered office supplies and materials based on demand and budget restraints
Lead Patient Coordinator
Align Life
Sugar Hill, GA
03.2014 - 02.2015
- Monitored, tracked and conveyed important patient information to healthcare staff to help optimize treatment planning and care delivery.
- Obtained patient vital signs and reported results to staff nurse or physician, noting changes from prior measurements.
- Applied administrative knowledge and courtesy to explain procedures and services to patients.
- Recommended service improvements to minimize recurring patient issues and complaints.
- Taught patients and families to use at-home medical equipment.
- Took copayments and compiled daily financial records.
- Explained plans for treatment and payment options.
- Followed document protocols to safeguard confidentiality of patient records.
- Balanced deposits and credit card payments each day.
Floating Teller
Wells Fargo Bank, N.A.
Monroe, GA
01.2012 - 02.2013
- Educated customers on use of banking website and mobile apps.
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service.
Mortgage Consultant Assistant
Wells Fargo Home Mortgage
Bogart , GA
03.2011 - 01.2012
- Served as point of contact for clients regarding follow-up, meeting scheduling and responses to questions.
- Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
- Coordinated closing process with attorneys, title companies and government clerks.
- Prepared file for final clear-to-close by branch management.
- Reviewed financial statements and contacted institutions and customers to clarify details.
- Handled any conditions sent from underwriting departments.
- Communicated with originator and applicant concerning progress of loan file.
- Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
- Set up, stored and updated customer files, department records and regulatory paperwork.
- Produced and submitted completed loan packages to title and escrow professionals.
Loan Document Specialist II
Wells Fargo Financial Services Company
Athens, GA
10.2010 - 03.2011
- Proofread filenames, titles and submittal details to streamline submittal and avoid rejection.
- Carefully reviewed all documents and reports for completeness and accuracy.
- Scanned, filed and transmitted various documents and adhered to digital filing procedures.
- Filed completed loan applications with underwriting and made approval or denial recommendations.
- Communicated acceptance or rejection to applicants via mail, email, telephone or personal consultations.
- Produced and submitted completed loan packages to title and escrow professionals.
- Verified credit histories, personal references and employment backgrounds for each applicant.
- Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
- Maintained high degree of confidentiality for sensitive information.
- Covered front desk by greeting and directing visitors and guests.
Front Desk Receptionist
Smith-MCgee Insurance Agency
Conyers, GA
10.2009 - 10.2010
- Maintained files and records by implementing effective filing systems that boosted efficiency and organization.
- Answered multi-line phone system to respond to inquiries and transfer calls to correct departments and personnel.
- Routed incoming mail and messages to relevant personnel without delay.
- Welcomed customers with friendly greeting, answered general questions, gathered nature of visit and directed to specific offices.
- Resolved customer problems and complaints.
- Confirmed appointments, communicated with clients and updated client records.
- Collected information from customers and clients for quoting purposes.
- Assisted with reinstating lapsed insurance for customers
- Assisted with payments over the phone and as clients came in.
- Scheduled office meetings and client appointments for staff teams.
- Generated reports and typed letters in Word and prepared PowerPoint presentations.
High School Intern - Teller
Washington Mutual Bank
Atlanta, GA
05.2006 - 05.2008
- Answered telephone inquiries on checking and savings accounts, loans and lines of credit.
- Processed customer transactions promptly, minimizing wait times.
- Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Received loan and utility payments, sending funds to correct destinations.
- Counted, verified and handled bank deposits and armored car transactions.
Education
Program Certification of Completion - Massage Therapy
Atlanta School of Massage
Atlanta, GAHigh School Diploma -
Mill Creek High School
Hoschton, GASkills
- Microsoft Office Suite
- Customer Service Management
- Documentation and Recordkeeping
- Spanish Fluency
- Honesty and Integrity
- Excellent people skills
- Product and service sales
Languages
Spanish
Professional Working
Timeline
Office Administrator
Reliable Pro Painters, Inc
02.2015 - Current
Lead Patient Coordinator
Align Life
03.2014 - 02.2015
Floating Teller
Wells Fargo Bank, N.A.
01.2012 - 02.2013
Mortgage Consultant Assistant
Wells Fargo Home Mortgage
03.2011 - 01.2012
Loan Document Specialist II
Wells Fargo Financial Services Company
10.2010 - 03.2011
Front Desk Receptionist
Smith-MCgee Insurance Agency
10.2009 - 10.2010
High School Intern - Teller
Washington Mutual Bank
05.2006 - 05.2008
Program Certification of Completion - Massage Therapy
Atlanta School of Massage
High School Diploma -
Mill Creek High School
Similar Profiles
Gabriela MaciejewskaGabriela Maciejewska
Office Assistant at Reliable PaintersOffice Assistant at Reliable Painters
Sajidah SajidahSajidah Sajidah
Imaging Assistant at College Pro PaintersImaging Assistant at College Pro Painters
Douglas PetersonDouglas Peterson
House Painter at MT Pro Result PaintersHouse Painter at MT Pro Result Painters