Dawn Colón-Stephens

• Oversee proper handling of administrative requests, ensuring effective allocation of all gifts and pledges, and necessary financial reconciliations.
• Complete projects in alignment with target deadlines and financial objectives.
• Liaise with supervisors, executives to identifying and targeting opportunities for improvements and savings.
• Proficient in Donor Perfect software for reporting purposes, and all data entry.
• Provided assistance to leaders and staff to reach objectives in corporate policies, procedures and regulations
• Administered government-supported community development programs and promoted department programs and services

• Training in claims adjudication, either electronically or manually, of medical claims incorrectly underpaying, overpaying, or denying.
• Adheres to regulatory and compliance procedures regarding notifications to state regulations, and identification, reporting, mitigation and attestation procedures

Covid Pandemic and job insecurity.

• Conferred with clients and other involved parties to gather and track case information
• Participated in professional development initiatives for consistent improvement and up-to-date knowledge of emerging trends and best practices
• Kept up-to-date on case progress by frequently reviewing records and reporting findings to clients
• Produced legal documents such as filing appeals
• Strictly adhered to privacy laws to avert possible information breaches and protect client data
• Assisted with client intakes
• Answered client calls and responded to inquiries, using open-ended questioning skills to attain applicable information
• Performed administrative tasks, including revising and finalizing letters and memos
• Managed accounts and client records of clients, observing confidentiality and extreme discretion
• Researched statutes, decisions, legal articles and codes
• Reviewed case files and reported case progress to clients

• Managed all account profiles and gift activity into newly implemented Donor Perfect database system; correct inconsistencies/errors, update account profiles when changes are made, merge duplicate profiles when needed, validate online entries received
• Data entry of gifts/pledges received from various sponsors throughout U.S. into Donor Perfect database system
• Reconciled monthly bank statements with Donor Perfect and monthly deposits, run financial reports
• Drafted and mailed donor acknowledgments within 48 hours of receipt of gifts/pledges
• Assisted Executive and Director of Development with events management
• Handled all telephone calls, meeting plans and conference organization requirements
• Prepared thorough, accurate and well-edited documents for client communication and internal needs
• Observed strict privacy laws to prevent information breaches and protect client data
• Responded quickly to client calls and inquiries, asking open-ended questions to deliver applicable information
• Diligently performed administrative tasks including answering phones, greeting clients, scheduling appointments and making travel arrangements
• Interpreted and relayed information in clear format for clients
• Efficiently managed office scheduling and kept accurate notes on deadlines, motions and other dates
• Drafted correspondence and documentation and submitted all materials to appropriate parties
• Composed and typed routine letters of correspondence