Summary
Overview
Work History
Education
Skills
Timeline
Licenses
Intern
Mary Doyle

Mary Doyle

Castle Hayne,NC

Summary

Resourceful and dedicated customer service professional with over 11 years experience in client-facing roles including sales, operations, customer success and support. Extensive working knowledge of Microsoft Office Suite, ATS, SaaS, CRM Systems.

Overview

11
11
years of professional experience

Work History

Financial Advisor Representative

Primerica
03.2014 - Current
  • Built reputation for working successfully with clients of diverse backgrounds by establishing effective relationships and simplifying complex concepts
  • Increased client success by identifying needs and strategically guiding their decision-making process
  • Successfully led team by recruiting, mentoring, training, and supporting new representatives
  • Developed financial literacy seminars for local business owners and community members to expand market
  • Increased assets under management by $4 Million on part-time basis

Administrative Legal Assistant

Sloan DeLaney, P.C.
06.2020 - 06.2023
  • Increased customer satisfaction and retention by ~ 15% by creating new system to track client inquiries, ensure follow-up, and communicate solutions
  • Increased revenue stream by ~20% through monitoring client progress and proactive client follow-up
  • Optimizes efficiency by effectively scheduling attorneys and paralegals' daily tasks, maintaining office workflow, and prioritizing activities
  • Proactive accounts receivable caretaker; identifies and resolves overdue balances with 100% success
  • Prepared complex estate planning documents, invoices, and correspondence in timely and professional manner

Office Coordinator

Syracuse University Press
05.2016 - 06.2020
  • Provide high quality administrative support to Director, Business office, Acquisitions, Marketing, Editorial and Production departments
  • Increased department revenue by preparing copyright applications and processing subsidiary requests
  • Reduced department expenses by ~10% through monitoring utilization issues, reorganizing office supplies, and comparing vendors
  • Improved accuracy and efficiency of database management and digital file storage to support operational and recordkeeping requirements
  • Verified and submitted timekeeping information for accurate and efficient payroll processing

Student Registrar and Bursar Coordinator

Syracuse University
09.2012 - 05.2016
  • Managed academic records and financial accounts for over 400 students per semester in accordance with protocols and deadlines
  • Drove resolution for over 20 student inquiries per day utilizing live chat software, CRM tools and data entry
  • Successfully juggled multiple projects, prioritized tasks, and met tight deadlines while adhering to strict protocols and confidentiality
  • Processed tuition payments and fees, providing guidance to students and families on payment options
  • Decreased enrollment disruptions by efficiently resolving registration, student accounts, and billing issues
  • Negotiated re-payment plans by identifying causes of delinquent payments to assist in recovery of debt

Education

Bachelor of Science - Medical Record Administration

SUNY Polytechnic Institute
Utica, NY

Skills

  • Interpersonal skills
  • Persuasion skills
  • Coaching and training
  • Problem-solving
  • Critical thinking
  • Decision-making skills
  • Relationship building
  • Market Growth

Timeline

Administrative Legal Assistant

Sloan DeLaney, P.C.
06.2020 - 06.2023

Office Coordinator

Syracuse University Press
05.2016 - 06.2020

Financial Advisor Representative

Primerica
03.2014 - Current

Student Registrar and Bursar Coordinator

Syracuse University
09.2012 - 05.2016

Bachelor of Science - Medical Record Administration

SUNY Polytechnic Institute

Licenses

  • New York Life, Accident and Health Insurance Licenses
  • New York SIE Certification
  • Series 6, 63, 65 Licenses

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