MARY LLOYD

• Prepared and electronically submitted simple tax returns using ATX software, ensuring accuracy and compliance with federal and state regulations.
• Managed front office operations, including inventory of copy room supplies, to maintain a smooth and efficient workflow.
• Conducted monthly account reconciliations, identifying discrepancies and implementing corrections to uphold financial integrity.
• Enhanced office productivity by organizing filing systems and streamlining administrative processes, resulting in faster turnaround times for client services.
• Demonstrated strong attention to detail and organizational skills in handling sensitive financial data and client interactions.

• Conducted targeted outreach via phone calls and in-person visits to respondents' homes, following a predefined list to gather accurate survey data.
• Recorded responses meticulously into computerized systems and reported findings to supervisors, ensuring data integrity and timely completion of assignments.
• Managed time-sensitive tasks independently in a remote setting, adapting to varying respondent availability and maintaining high levels of punctuality and reliability.
• Applied strong communication skills to build rapport with diverse individuals, facilitating smooth data collection and contributing to the successful completion of the census project.
• Utilized problem-solving abilities to handle unexpected challenges, such as access issues or reluctant participants, while adhering to government protocols.

• Managed member accounts by addressing inquiries on eligibility, benefits, and plan details for Medicare and Medicaid programs across multiple states.
• Handled incoming calls professionally, resolving concerns and complaints with empathy, achieving the highest productivity stats and top customer satisfaction scores.
• Served as a liaison between members and providers, creating orders for durable medical equipment (DME) and coordinating transportation to appointments.
• Assisted with password resets, processed credit card payments, and educated members on plan specifics through clear, informative communication.
• Utilized Microsoft Teams for team collaboration, Salesforce for account management, and in-house programs for efficient operations; attended ongoing training to stay current on healthcare regulations.
• Implemented process improvements that enhanced member experience, reducing resolution times and boosting overall service quality.

• Oversaw daily operations of a small business, including sorting and filing USPS mail, managing electronic and paper records, and maintaining organized file systems.
• Acted as primary liaison with property managers, vendors, and customers, negotiating terms and resolving issues to ensure seamless service delivery.
• Handled payroll using QuickBooks, managed accounts payable/receivable, matched checks to work orders, and processed financial transactions accurately.
• Created detailed estimates by photographing damaged items, compiling reports with attached images, and following up via email and phone to secure approvals and schedule appointments.
• Maintained company calendars for licensing, insurance, and administrative tasks; procured office and job supplies while tracking inventory to minimize costs and downtime.
• Sent personalized thank-you notes post-payment, fostering customer loyalty and contributing to business growth through enhanced relationship management.

• Managed a high volume of incoming calls from customers in distress, using GPS and mapping applications to locate them quickly and assess needs.
• Gathered detailed information to determine service requirements, empathized with callers, and negotiated pricing with providers to deliver efficient roadside assistance.
• Reviewed customer accounts for benefits and pricing, processed credit card payments, and emailed receipts/information while maintaining constant communication.
• Diffused tense situations with strong interpersonal skills, provided quality assurance, and handled VIP clients with discreet, professional service.
• Upgraded accounts upon request, reviewed documents for compliance, prepared reports, and ensured all interactions met high standards of courtesy and efficiency.

• Mastered in-house ordering systems for high-volume data entry and order processing, handling requests for over 100 employees efficiently.
• Recognized for developing an innovative system that streamlined ordering processes, improving management efficiency and reducing errors.
• Copied and distributed documents across departments, ensuring timely dissemination of critical information.
• Applied strong organizational skills to manage workflows, meet deadlines, and enhance overall operational productivity.

Transcribed legal letters and correspondence accurately and efficiently.
Prepared pleadings and filed documents with the court to meet deadlines.
Maintained calendars for attorneys, ensuring effective time management.

• Prepared legal documents including pleadings, motions, responses, and discovery lists; assisted with deposition preparations.
• Transcribed attorney correspondence, printed/faxed/copied documents, and filed motions at the courthouse.
• Managed client files and attorney calendars, maintaining organization and confidentiality in a fast-paced legal environment.