Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Melissa Pulliam

Plano,Texas

Summary

Transitioning from legal support environment, bringing strong analytical and research skills. Effective in managing complex information and maintaining accurate records. Seeking to apply these transferrable skills in new field to contribute to organizational success.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Paralegal Donor Relations

Insight for Living
07.2019 - 02.2021
  • Outgoing phone calls to support the donor relationship
  • Paralegal duties including estate and donation tracking for accounting; maintenance of estate and trust files
  • Prepared Meeting Minutes
  • Contact with attorneys to complete estate paperwork
  • Discerning donor needs and addressing those needs appropriately
  • Update supporters on ministry outreach in other countries, sending correspondence to contacts supporting their needs; completing and verifying and correcting errors in contact information and history in database
  • Special projects as needed such as expense report completion and processes and procedures for lapsed donors

Customer Service Representative

Toyota North America CEC
01.2017 - 07.2019
  • Interface with Toyota owners, dealerships, and field offices regarding inquiries and/or complaints to positively impact owner satisfaction and retention
  • Experience with product knowledge, expectations of Toyota customers, and overall workings of the company
  • Experience in direct interface with Toyota owners by responding to incoming phone calls regarding complaints
  • Analyze customer concerns/inquires (i.e.-requests for financial assistance, concerns that are dealer, sales, service, or product related) and handle accordingly
  • Take ownership of incoming communication; investigates and resolves various questions and concerns that are dealer, sales, service, or product related
  • Combine active listening with proactive decision-making skills to benefit customers
  • Research unique customer requests using online resources and identify opportunities to improve customer satisfaction
  • Accurately code and document all customer contacts

Customer Service Representative

Insight for Living
01.2014 - 01.2017
  • Data base management
  • Customer interaction and support
  • Problem solving
  • Tracking/Research and follow up of customer interactions
  • Cash Journal//Receipting Process
  • Email response to constituent requests

Education

ABA Approved Paralegal Certificate -

Southern Methodist University

Skills

  • Issue Diagnosis
  • Situation Analysis
  • Anger Diffusion
  • Teamwork
  • Exhibit Development
  • Customer Support
  • Discerning Customer Needs
  • Document Development
  • Database Management
  • Legal research
  • Active listening
  • Proficient in MS office
  • Data entry

Accomplishments

  • Documented and resolved customer complaints which led to higher customer satisfaction.
  • Achieved better customer contact through effectively helping with information about current outreach projects.
  • Collaborated with team of 5 in the development of off site training on hospital software using face to face contact and development of PowerPoint presentation and leading the class presentation of the PowerPoint.

Certification

  • ServSafe Food Handler's Certification
  • ABA Legal Assistant Certification
  • Texas Driver's License

Timeline

Paralegal Donor Relations

Insight for Living
07.2019 - 02.2021

Customer Service Representative

Toyota North America CEC
01.2017 - 07.2019

Customer Service Representative

Insight for Living
01.2014 - 01.2017

ABA Approved Paralegal Certificate -

Southern Methodist University

Similar Profiles

CREATE PROFILE
Melissa Pulliam