Morgan Moore
Raleigh,NC
Summary
Detail-oriented professional with a diverse background. Eager to support team objectives and contribute to business success. Demonstrated ability to navigate complex processes and deliver results in fast-paced environments.
Overview
10
10
years of professional experience
Work History
Vehicle Inventory Specialist
Leith Automotive Group
Raleigh
06.2023 - Current
- Manage and maintain accurate records of all vehicles, ensuring proper organization and tracking of vehicle details
- Monitor and reconcile inventory levels, conducting inventory audits, and assessing inventory valuation methods
- Generate detailed project reports, inventory turnover rates, and costs providing insights
- Utilize dealership software to update vehicle information, pricing, and availability in real-time
- Facilitate dealer trades with dozens of stores to optimize inventory and coordinate exchange of vehicles, ensuring a diverse selection
- Record and analyze accounting journal entries related to inventory transactions, contributing to accurate financial reporting and compliance.
Immigration Paralegal
Ogletree Deakins
Raleigh
07.2022 - 06.2023
- Managed client accounts by drafting petitions, structuring data, and advancing applications for various visa types while ensuring eligibility requirements were satisfied
- Proactively engaged with shareholders, clients, and team members to establish clear communication channels, manage expectations, and foster collaborative relationships
- Coordinated document reviews and collaborated with attorneys while closely adhering to client Service Level Agreements (SLAs)
- Communicated regularly with clients and petitioners via phone, email, and portal providing clear updates and addressing concerns promptly
- Proficiently used case file and management systems (iManage, INSZoom, Sharepoint) to streamline workflows, track progress, and improve overall processes
- Recognized potential risks within visa process, implementing risk mitigation strategies to minimize impact on outcomes.
Deal Auditor
Westgate Auto Group
Raleigh
01.2020 - 04.2022
- Posted deals into accounting system (DealerTrack) verifying for accuracy and compliance
- Reconciled several general ledger schedules with AP/AR and Controller
- Account management for reserve statements from various financial institutions
- Analyzed issues and discrepancies identified by sales team
- Prioritized vehicle payoffs with current lien holders
- Provided excellent customer service, resolving a multitude of queries via multi-line phone
- Interpreted data to identify trends for sales improvement.
Events Operations Representative
American Kennel Club
Raleigh
09.2018 - 12.2019
- Executed detailed analysis of information supplied by members and appropriate applications of all regulations and Board policies related to event plans, panels, records, and eligibility
- Provided knowledgeable and proactive support for customers, fostering relationships and ensuring high customer satisfaction
- Evaluated information and data making determinations of validity in relation to organizational procedures
- Accurately entered event related data, regularly performing backups to ensure preservation and integrity
- Managed administrative tasks such as event registrations and financial documentation ensuring compliance with AKC regulations.
Office Manager
Mindpath Health, Inc.
Wake Forest
08.2014 - 05.2018
- Expertly processed prescription refill requests and prior authorizations
- Managed day to day operations, ensuring HIPAA compliance and patient confidentiality
- Project assistant for clinical neuropsychological study for ADHD in children
- Project assistant for launch of Telehealth program, including onboarding patients within new portal
- Scheduled appointments and managed calendar for several providers and executives
- Administered training for new practitioners and staff, leveraging expertise in the EMR system contributing to the skill development and competence of team members.
Sales Specialist
Westgate Auto Group
Raleigh
- Subject matter expert, maintained required certifications on new vehicles and delivery methods
- Assisted new buyers with account creation and onboarding access through Kia Connect portal
- Conducted market research and analyzed sales data to identify opportunities for growth
- Ensured customer satisfaction, building loyalty after completion of sales process
- Maintained customer retention and new opportunities within CRM 'eLead'
- Lead generation via cold calling.
Interoffice Assistant (Traveling administrator)
Mindpath Health
- Successfully provided administrative support for multiple locations in the Triangle, coordinating tasks and processes to ensure smooth operations across various sites
- Proficiency in high call volume from patients regarding appointments, refills, and other inquiries
- Conducted intake interviews for new patients
- First responder to clients calling in crisis
- Project manager for medical records archiving project, coordinating organization and preservation of patient records ensuring compliance with regulations
- Responded to medical records requests from patients, employers, and law offices.
Education
Bachelor of Arts in Psychology -
University of North Carolina at Charlotte
Skills
- IManage
- INSZoom
- Sharepoint
- CRM Systems (DealerTrack, eLead, CDK)
- Google Workspace
- Microsoft Office Suite
- QuickBooks
- Trello
Strengths Skills
- Customer service
- Problem solving
- Detail orientation
- Client relationship management
- Cross-functional collaboration
- Record keeping
- Multi-tasking
- CRM systems
- Workflow optimization
- Market research
- Compliance
Timeline
Vehicle Inventory Specialist
Leith Automotive Group
06.2023 - Current
Immigration Paralegal
Ogletree Deakins
07.2022 - 06.2023
Deal Auditor
Westgate Auto Group
01.2020 - 04.2022
Events Operations Representative
American Kennel Club
09.2018 - 12.2019
Office Manager
Mindpath Health, Inc.
08.2014 - 05.2018
Sales Specialist
Westgate Auto Group
Interoffice Assistant (Traveling administrator)
Mindpath Health
Bachelor of Arts in Psychology -
University of North Carolina at Charlotte
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