Joanne Davis
Parkersburg
Summary
Dedicated and organized administrative professional with a strong focus on customer relations and the ability to thrive in fast-paced office environments. Known for attention to detail and making informed decisions. Possesses excellent multitasking skills and is self-motivated. Consistently delivers on-time and accurate completion of clerical tasks, whether working independently or as part of a team.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Administrative Assistant
Cathcart Rail / BIP Railroad
02.2023 - 03.2024
- Managed database systems containing customer contact information
- Monitored progress on projects assigned by upper management
- Updated contact lists regularly when changes occur in employee status or contact information
- Composed letters, memos, reports, emails, presentations and other written correspondence as required by management staff
- Answered phone calls and emails to provide information, resulting in effective business correspondence
- Created spreadsheets in Microsoft Excel for record-keeping and reporting
- Prepared expense reports on behalf of executives in accordance with company policies and procedures
- Understood and followed oral and written directions
- Completed day-to-day duties accurately and efficiently
- Responsible for preparing, coding and sending invoices to the accounting department
Escrow Processor
Palmer & Associates
05.2022 - 08.2022
- Communicated with parties involved in the transaction, including buyers, sellers, attorneys, lenders, inspectors, appraisers, surveyors, and contractors.
- Prepared closing documents including deeds, mortgages, and closing disclosure statements, etc.
- Reviewed closing disclosure statements to ensure that fees charged by lenders were reasonable.
- Managed escrow accounts by depositing funds into them and disbursing funds from them as necessary.
Accounting Clerical Assistant
Mancan Temporary Staffing Employment Agency
05.2021 - 09.2021
- Maintained confidentiality of sensitive company information while handling sensitive documents and communications.
- Ensured accuracy in data entry tasks, resulting in improved record-keeping and reduced errors.
- Increased department efficiency by managing correspondence, answering phones, and directing inquiries to appropriate personnel.
- Prioritized daily tasks effectively to meet deadlines consistently without compromising quality or detail.
Personal Injury Specialist
Jan Dils, Attorneys at Law
09.2019 - 11.2020
- Responsible for setting up client files after intake including but not limited to sending letters of representations to the adverse and plaintiff’s insurance companies, requesting police reports and photos, requesting medical records and bills from medical providers.
- Responsible for regularly speaking with and meeting with clients.
- Responsible for preparing, coding and sending invoices to the accounting department.
- Responsible for speaking with insurance providers.
- Responsible for notifying lien holders (including Medicare, Medicaid and private health insurers) of representation and obtaining and negotiating final lien amounts.
- Responsible for review and analysis of medical records and settlement demand preparation.
- Responsible for drafting legal documents.
- Responsible for sorting, naming and filing all mail in the Personal Injury scan folder into the appropriate files.
- Responsible for assisting with leads and intake when there is an overflow in calls.
Permit Agent
West Coast Services
05.2018 - 05.2019
- Primarily responsible for ordering oversize/overweight permits required for the transportation of over dimensional and overweight freight
- Work under pressure and deal effectively with strict customer delivery deadlines
- Effectively escalate time sensitive issues to the appropriate leader in a timely manner
- Interact with internal and external customers in a collaborative manner continually exceeding customer expectations
- Support company retention efforts by treating all drivers with respect
Paralegal/Receptionist
Allen & Baughman, Attorneys at Law
07.2016 - 05.2017
- Drafted documents and correspondence, file motions, interview client, and prepare retainer agreements
- Prepared all probate court inventories, accountings, etc for guardians and estate administrators
- Communicated regularly with judicial staff, clients, opposing counsel, and government agencies
- Maintained attorney calendars, contact list, and status list of open files
Paralegal
Micheli, Baldwin, Northrup LLP
04.2010 - 02.2014
- Reduced attorney workload by drafting routine legal documents such as pleadings, motions, and affidavits.
- Contributed to firm-client relationship building through professional interactions with clients during meetings or phone calls, conveying empathy while maintaining confidentiality.
- Managed scheduling of court calendars and deadlines to maintain smooth flow of firm operations.
- Prepared all probate court inventories, accountings, etc for guardians and estate administrators
- Communicated regularly with judicial staff, clients, opposing counsel, and government agencies
- Maintained attorney calendar, contact list, and status list of open files
Paralegal
Zellar & Zellar, Attorneys at Law, Inc.
09.2001 - 02.2009
- General case management, calendaring of deadlines/hearing dates; prepared all probate court inventories, accountings, etc for guardians and estate administrators
- Drafted and revised pleadings and correspondence
- Communicated regularly with judicial staff, clients, opposing counsel, government agencies, creditors, claims agents, and court personnel; ECF-filing and service of pleadings in bankruptcy and adversary cases, claims review; drafted Chapters 7 and 13 bankruptcy petitions and schedules, as well as Chapter 13 Plans and plan projections, prepared counsel's fee applications, assisted with document review and production
- Participated in client interviews with attorneys
- Managed attorney calendars and travel plans
- Handled incoming calls, scheduled appointments; transcribed dictation, filing, faxing, and e-mailing correspondence, and all other duties as assigned
Education
Associate Degree - Paralegal Studies
Bradford School
Columbus, OH01.1995
Skills
- Highly proficient in Microsoft Outlook/Word/Excel
- Database management
- Data entry
- Understands confidentiality
- Expense Reporting
- Documentation and recordkeeping
- Spreadsheet Management
- Professional and Polished Presentation
- Office administration
- Customer and client relations
Certification
Notary Public, West Virginia
Timeline
Administrative Assistant
Cathcart Rail / BIP Railroad
02.2023 - 03.2024
Escrow Processor
Palmer & Associates
05.2022 - 08.2022
Accounting Clerical Assistant
Mancan Temporary Staffing Employment Agency
05.2021 - 09.2021
Personal Injury Specialist
Jan Dils, Attorneys at Law
09.2019 - 11.2020
Permit Agent
West Coast Services
05.2018 - 05.2019
Paralegal/Receptionist
Allen & Baughman, Attorneys at Law
07.2016 - 05.2017
Paralegal
Micheli, Baldwin, Northrup LLP
04.2010 - 02.2014
Paralegal
Zellar & Zellar, Attorneys at Law, Inc.
09.2001 - 02.2009
Notary Public, West Virginia
Associate Degree - Paralegal Studies
Bradford School
Similar Profiles
Brett Hymore IIBrett Hymore II
Inventory Manager at Cathcart RailInventory Manager at Cathcart Rail
Ronald VollmerRonald Vollmer
Railcar Repair Technician at Cathcart RailRailcar Repair Technician at Cathcart Rail
Samantha GastonSamantha Gaston
Administrative Assistant at Cathcart RailAdministrative Assistant at Cathcart Rail