Heather Poling
San Antonio,TX
Summary
Experienced and dependable general worker with a proven track record of efficiently completing tasks in various settings. Skilled in manual labor, equipment operation, and maintaining a clean and organized workspace. Safety-conscious with a strong work ethic and the ability to adapt to different environments. Ready to contribute to a dynamic team and make a positive impact. Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
27
27
years of professional experience
Work History
Legal Assistant
Poling Law
San Antonio, TX
01.2021 - 12.2022
- Ordered materials needed by attorneys throughout the duration of a case.
- Assisted with document production and deposition preparation.
- Coordinated travel arrangements for attorneys attending out-of-town meetings or conferences.
- Updated databases with new information received from attorneys or clients.
- Processed incoming mail on a daily basis.
- Maintained inventory levels of office supplies necessary for day-to-day operations.
- Answered phones promptly while providing courteous customer service.
- Ensured that all paperwork was properly filed according to established procedures.
- Greeted clients upon arrival at office and provided assistance as needed.
- Provided administrative support to attorneys by managing calendars; scheduling appointments; organizing files; preparing correspondence; filing court documents; and obtaining necessary signatures.
- Mailed and arranged for delivery of legal correspondence to clients, witnesses and court officials.
- Handled telephone calls, meeting plans and conference organization requirements.
- Corresponded daily with clients, insurance adjusters, doctors and attorneys.
- Drafted motions, briefs and other legal documents.
Legal Assistant
Ecke Poling Law
San Antonio, TX
01.2017 - 12.2019
- Ordered materials needed by attorneys throughout the duration of a case.
- Assisted with document production and deposition preparation.
- Compiled financial records related to specific cases.
- Maintained client confidentiality in all matters.
- Researched case law, statutes, regulations and other legal authorities to support assigned tasks.
- Updated databases with new information received from attorneys or clients.
- Processed incoming mail on a daily basis.
- Maintained inventory levels of office supplies necessary for day-to-day operations.
- Ensured that all paperwork was properly filed according to established procedures.
- Conducted interviews with potential witnesses to obtain statements relevant to pending cases.
- Answered phones promptly while providing courteous customer service.
- Scanned physical documents into electronic format for storage in a secure database system.
- Greeted clients upon arrival at office and provided assistance as needed.
- Provided administrative support to attorneys by managing calendars; scheduling appointments; organizing files; preparing correspondence; filing court documents; and obtaining necessary signatures.
- Filed clients' legal documents in relevant courts for processing.
- Mailed and arranged for delivery of legal correspondence to clients, witnesses and court officials.
- Managed office scheduling and kept accurate notes on deadlines, motions, and other dates.
- Filed pleadings and paperwork with court clerk to meet strict deadlines.
- Maintained knowledge on case status by reviewing relevant records and reporting back to clients.
- Handled telephone calls, meeting plans and conference organization requirements.
- Corresponded daily with clients, insurance adjusters, doctors and attorneys.
- Drafted correspondence, documented data and submitted materials to appropriate parties.
- Responded to client calls and inquiries to deliver applicable information.
- Drafted motions, briefs and other legal documents.
- Delivered subpoenas and coordinated law office activities.
- Contacted witnesses and scheduled interviews and evaluations.
Office Manager
TLC Laser Eye Center
San Antonio, TX
08.2000 - 08.2014
- Resolved customer inquiries and complaints requiring management-level escalation.
- Delegated work to staff, setting priorities and goals.
- Mediated conflicts between employees and facilitated effective resolutions to disputes.
- Reviewed completed work to verify consistency, quality, and conformance.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Planned and delivered training sessions to improve employee effectiveness and address areas of weakness.
- Organized team activities to build camaraderie and foster pleasant workplace culture.
- Reviewed employee performance and provided ongoing feedback and coaching to drive performance improvement.
- Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
- Recruited and trained new employees to meet job requirements.
- Planned and led team meetings to review business results and communicate new and ongoing priorities.
- Created and managed budgets for travel, training, and team-building activities.
- Produced thorough, accurate and timely reports of project activities.
- Evaluated individual and team business performance and identified opportunities for improvement.
- Held regular one-on-one meetings with employees to review performance and priorities and provide feedback.
- Analyzed business performance data and forecasted business results for upper management.
- Interviewed prospective employees and provided input to HR on hiring decisions.
- Assigned work and monitored performance of project personnel.
- Proposed or approved modifications to project plans.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Managed, scheduled and coordinated office functions and activities for employees.
- Sustained office efficiency by implementing and planning office systems, equipment procurement and layouts.
- Implemented and maintained company protocols to facilitate smooth daily activities.
- Reviewed files and records to obtain information and respond to requests.
- Administered payroll and maintained proper documentation of employee personnel.
- Used judgment and initiative in handling confidential matters and requests.
- Monitored payments due from clients and promptly contacted clients with past due payments.
- Coordinated office activities and operations to secure efficiency and compliance with company policies.
- Trained and mentored administrative staff members in company policies, daily task execution and industry best practices.
- Interpreted and communicated work procedures and company policies to staff.
- Managed office budget to handle inventory, postage and vendor services.
- Coded and entered daily invoices with in-house accounting software.
- Managed office inventory and placed new supply orders.
- Automated office operations for managing client correspondence, payment schedules and data communications.
- Maintained impeccable office organization to support efficiency, professionalism and performance objectives.
- Handled scheduling and managed timely and effective allocation of resources and calendars.
- Assisted with the preparation of budgets, forecasts and financial statements.
- Provided administrative support to management team including preparing reports and presentations.
- Analyzed data from various sources to identify trends and make recommendations for improvement.
- Tracked invoices and payments to ensure accuracy of accounts receivable and payable information.
- Performed general bookkeeping duties such as reconciling bank statements and creating journal entries.
- Organized company events including holiday parties, team building activities .
- Answered phone calls, responded to emails, routed mail and coordinated courier services.
- Created spreadsheets in Excel to track data such as vacation requests, sick days .
- Resolved customer inquiries in a timely manner while maintaining positive relationships with clients.
- Responded to customer inquiries via phone or email in a professional manner.
- Coordinated meetings, conferences, travel arrangements and department activities.
- Supervised staff members, organized schedules and delegated tasks.
- Processed payroll accurately ensuring all employees were paid on time.
- Provided training to new hires on office policies and procedures.
- Ordered supplies and equipment to maintain adequate inventory levels.
- Maintained filing system for records, correspondence and other documents.
- Monitored inventory levels and placed orders when needed.
- Managed front desk operations including greeting visitors, answering questions or directing them to appropriate personnel.
- Developed effective communication strategies between departments within the organization.
- Provided assistance during laser vision correction surgeries when needed.
- Participated in continuing education seminars regarding advancements in laser vision correction technology.
- Maintained a professional attitude while dealing with challenging situations or difficult patients.
- Adhered to HIPAA regulations when handling confidential patient information.
- Reviewed patient records to ensure all documentation was complete and accurate prior to the surgery.
- Prepared surgical rooms according to protocol and ensured equipment was functioning properly.
- Created reports detailing outcomes of each individual case of LASIK surgery performed.
- Organized patient charts, updated medical histories, and maintained patient files.
- Educated new staff members on proper protocols for preparing surgical rooms for LASIK treatments.
- Scheduled patient appointments for LASIK procedures and preoperative visits.
Office Manager
Spring Woods Eye Center
Houston, Texas
08.1995 - 07.2000
- Repaired broken frames using special tools such as pliers, screwdrivers.
- Managed optical retail business operations including cash register transactions, sales tracking and merchandising displays.
- Maintained patient records by keeping accurate notes on medical history, medications taken, diagnosis and treatment plans prescribed by optometrist or ophthalmologist.
- Educated patients on proper care for their eyewear and vision health.
- Provided post-operative care instructions to patients who had undergone cataract surgery or other procedures involving the eyes.
- Assisted with the pre-testing of patients prior to doctor's examination.
- Instructed patients on how to insert, remove, clean and care for contact lenses.
- Troubleshot technical problems related to various types of eye equipment.
- Provided customer service to clients in selecting appropriate eyeglasses or contact lenses that best fit their lifestyle needs.
- Reviewed insurance claims forms for accuracy prior to submission.
- Fitted contact lenses according to prescription specifications and monitored patient progress during follow-up visits.
- Ordered and maintained inventory of eyewear products, lenses, frames and accessories.
- Inspected spectacle frames for damage before dispensing them to customers.
- Processed payments from customers for services rendered or products purchased.
- Dispensed glasses following physician's prescriptions with accuracy and precision.
- Prepared patients and administered basic eye exam tests.
- Coordinated with external laboratories and vendors for eyewear and contact lens orders.
- Answered phones, scheduled appointments, greeted patients and ordered supplies.
- Verified appointment times with patients, preparing charts, pre-admission and consent forms.
Education
High School Diploma -
Alief Hastings High School
Houston, TX06-1995
Some College (No Degree) -
San Antonio College
San Antonio, TXSkills
- Office Management
- Administrative assistance
- Client Billing
- Client Relations
- Administrative Support
- File Organization
- Billing Statements
- Calendar Management
- Client Support
- Confidentiality
- Payroll Processing
- Fast Learner
- Interviewing Clients
- Client Communication
- Appointment Scheduling
- Patient Relations
- Intake management
- Preliminary testing
- Supply Restocking
- Medical History Documentation
- Supply Management
- Patient support
- Patient Registration
- Billing support
- Payment Processing
- Office Support
- Payment Collection
- Reliability
- Relationship Building
- Patient interviewing
- Stocking supplies
References
References available upon request.
Timeline
Legal Assistant
Poling Law
01.2021 - 12.2022
Legal Assistant
Ecke Poling Law
01.2017 - 12.2019
Office Manager
TLC Laser Eye Center
08.2000 - 08.2014
Office Manager
Spring Woods Eye Center
08.1995 - 07.2000
High School Diploma -
Alief Hastings High School
Some College (No Degree) -
San Antonio College
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