LUANNE L. DAVIS
Lyndhurst,NJ
Summary
Dynamic administrative professional with a strong background in office management, billing, and scheduling. Recognized for problem-solving abilities and a proactive approach to learning, fostering collaboration and team success. Committed to achieving positive results and advancing organizational objectives with dedication and enthusiasm. Prepared to embrace new challenges and drive impactful contributions in a fast-paced environment.
Overview
22
22
years of professional experience
Work History
Administrative Assistant / Billing Coordinator
Thomas F DiLullo, P.C.
Hackensack, NJ
10.2024 - Current
- Cultivate customer satisfaction through efficient handling of client inquiries and proactive concern resolution.
- Administer client invoicing using sophisticated database tools as required, ensuring timely and precise billing aligned with retainer contracts.
- Oversee client financial status management and collaborated with attorneys to evaluate billing processes
- Execute detailed data entry and maintain database integrity to safeguard essential company records.
- Draft and prepare comprehensive legal documents to ensure compliance with regulations.
- Ensure confidentiality of sensitive information by enforcing stringent privacy policies and establishing secure filing systems
- Manage scheduling of executive meetings and crafted vital documentation to support organizational objectives.
- Direct communication channels to optimize team collaboration and facilitate timely responses to inquiries.
- Engage in special project collaboration as directed by leadership, delivering research findings and overseeing event logistics to enhance project success.
- Facilitate document organization and calendar upkeep for NJ and US tax court cases to ensure timely compliance with court schedules.
- Achieve effective communication by optimizing call routing through a multi-line phone system and delivering messages promptly to staff. Enhanced visitor experiences through professional greetings and attentive support.
Executive Assistant - C Suite Officers
THE LIVE KINDLY COLLECTIVE
New York, NY
11.2021 - 10.2024
- Oversaw sensitive matters with utmost confidentiality and discretion, ensuring alignment with global operational strategies.
- Collaborated in crafting company policies and procedures, promoting a more organized and effective workplace.
- Facilitated effective budget management by tracking and analyzing expenses.
- Coordinated efforts between finance and IT teams to implement purchase order processes within SAP accounting system.
- Acted as a liaison between departments to enhance communication and collaboration across the organization.
- Facilitated team-building events to strengthen relationships and promote a cohesive workplace culture.
- Orchestrated weekly meetings and agenda distribution to strengthen team communication and foster collaboration.
- Directed processing of all correspondence, ensuring timely handling of mail, email, and faxes to support effective communication.
- Managed comprehensive logistics for catering and travel to support effective meetings and events for board of directors and executive leadership.
- Led special projects of varying complexity to enhance team efficiency.
- Welcomed arriving visitors, assessed nature and purpose of visits, and guided individuals to designated locations.
- Created comprehensive presentations, agendas, legal documents, reports, and special projects to facilitate strategic goals of the organization.
- Drafted and prepared correspondence for internal announcements, board meetings and company wide all hands.
- Responded to emails/texts/phone calls, with contact outside normal business hours and maintain high-level business relationships.
ParaProfessional
LYNDHURST PUBLIC SCHOOLS
Lyndhurst, NJ
09.2017 - 10.2021
- Supported student growth and development by working closely with facilitators and classroom teachers to enhance learning experiences.
- Facilitated implementation of individual education plans and monitored student progress.
- Provided targeted assistance to students, fostering engagement in both academic and social settings.
- Applied effective behavior management strategies to enhance student success and engagement.
- Delivered targeted one-on-one and small group academic support to foster student understanding and success.
- Collaborated with educators to design and enhance lesson materials that meet curriculum standards and foster student engagement.
- Enhanced educational experiences by supporting special education teachers in tailoring accommodations and modifications for students with varied learning needs.
- Oversaw student supervision during field trips, managing roll call and group movement to ensure safety in public environments.
- Fostered an inclusive classroom environment to enhance student engagement through modeling respectful behavior and reinforcing constructive interactions.
- Championed school initiatives through active participation in professional development and collaboration with colleagues on best practices.
- Nurtured positive interactions among students, parents, and staff, contributing to a supportive and inclusive school environment.
- Implemented tailored support strategies for students with special needs, promoting their academic and social development.
- Facilitated organization of school events to enhance vibrant school culture.
- Analyzed student progress data and communicated insights to educators, fostering adjustments in teaching approaches.
- Supported student interests beyond the classroom by actively participating in extracurricular activities.
- Provided guidance to students with emotional or behavioral concerns, promoting the acquisition of appropriate social skills.
Substitute Teacher & Secretary
LYNDHURST PUBLIC SCHOOLS
Lyndhurst, NJ
09.2013 - 09.2017
- Approved by BOE as a Substitute-Secretary in 2017 and assists in the main office as needed by answering phones, recording attendance and working with the main secretary to service the students and staff in various areas
- Assist in a secretarial role as needed by answering phones, coordinating meetings, and providing administrative support to all staff members
Account Development Representative
PROPONENT FEDERAL CREDIT UNION
Nutley, NJ
05.2010 - 08.2013
- Analyzed client needs and implemented targeted account strategies to drive additional product and service sales.
- Led initial phone qualification and research efforts on assigned target accounts.
- Developed and delivered impactful product presentations to prospective clients, emphasizing key value propositions and fostering revenue growth.
- Partnered with marketing team to design and produce collateral materials tailored to meet the needs of target audiences across various industries.
- Engaged with customers to ensure informed decision-making and satisfaction during all phases of shopping and purchasing.
- Drove revenue growth by recognizing new business opportunities and strengthening existing client relationships.
- Ensured adherence to company performance standards, policies, and procedures while generating leads and managing high-profile accounts.
- Coordinated efforts among cross-functional teams to develop unique solutions, ensuring customer satisfaction and long-term loyalty.
Compliance, Administrative Assistant
RBC CAPITAL MARKETS
New York, NY
06.2004 - 06.2007
- Supported compliance officers by executing detailed tasks to implement bank compliance policies.
- Drafted and organized emails, documents, and reports to ensure clarity and accuracy in communication.
- Coordinated orientation and training initiatives to ensure effective integration of new hires into the team.
- Streamlined workflow operations to consistently meet established deadlines.
- Managed inventory and upkeep of office equipment to ensure operational efficiency.
Education
B.A. - COMMUNICATIONS
UNIVERSITY OF MASSACHUSETTS
Amherst, MA05.1996
Skills
- Microsoft Outlook
- Microsoft Teams
- Microsoft Word/Excel/Power Point
- Adobe Acrobat
- SAP
- Expensify
- Google docs/sheets
Timeline
Administrative Assistant / Billing Coordinator
Thomas F DiLullo, P.C.
10.2024 - Current
Executive Assistant - C Suite Officers
THE LIVE KINDLY COLLECTIVE
11.2021 - 10.2024
ParaProfessional
LYNDHURST PUBLIC SCHOOLS
09.2017 - 10.2021
Substitute Teacher & Secretary
LYNDHURST PUBLIC SCHOOLS
09.2013 - 09.2017
Account Development Representative
PROPONENT FEDERAL CREDIT UNION
05.2010 - 08.2013
Compliance, Administrative Assistant
RBC CAPITAL MARKETS
06.2004 - 06.2007
B.A. - COMMUNICATIONS
UNIVERSITY OF MASSACHUSETTS
Leadership And Volunteer Positions
- LYNDHURST LITTLE LEAGUE, Secretary, 10/01/16, 10/31/18
- FRANKLIN ELEMENTARY SCHOOL, PTA Treasurer, 08/01/14, 08/31/15
Roles And Responsibilities
Gatekeeping: Acting as the first point of contact, screening calls and visitors.
Billing: Invoicing clients and keeping track of client financial status
Confidentiality: Handling sensitive information with discretion.
Calendar Management: Scheduling meetings, appointments, and events, meeting reminders and agendas, answering and directing phone calls, and managing email correspondence.
Document Management: Drafting and editing emails and letters, creating and formatting presentations, reports, and proposals, compiling and organizing documents for meetings.
Travel Management: Booking flights, accommodations, and transportation, managing travel itineraries and expense reports.
Administrative: Preparing meeting rooms and materials and taking meeting minutes and action items, maintaining filing systems and records, managing office supplies and inventory and coordinating internal and external events.