Shawn Dooley

Managed multi-line phone system for efficient call routing to staff. Scheduled appointments and maintained medical and production calendars for optimal efficiency. Updated office files and records. Handled incoming mail and packages for timely distribution to staff.

Provided customer support by addressing inquiries and resolving issues for both internal and external clients.

Directed daily accounts receivable and sales support operations for Ramsey+ Financial Peace team, posted and reconciled aged receivables, prepared team reports, maintained resource databases, and conducted audits.

Collaborated with company-wide accounting team to streamline processes and liaised between sales team and fulfillment centers to reduce shipping errors and enhance program delivery and customer experience. Assisted sales team in addressing complaints and grievances while fostering positive relationships with team members, leadership and outside associates.

Executed administrative duties for Executive Director & Manager in Sales, Service & Marketing (SSM) and Powertrain (PT), ensuring confidentiality, discretion, and accuracy. Intellectual & emotional intelligence to interact with diverse customers & multi-level leadership with diplomacy & tact. Maintained team member information systems while overseeing equipment parts and maintenance to support operational efficiency. Responsible for electronically cataloging entire (new) L850 engine parts & processes;

collaborated with cross-functional teams to drive project success and stakeholder engagement.

Coordinated intake process and comprehensive interviews with potential clients to assess eligibility for services. Scheduled initial assessments and ensured completion of necessary paperwork for streamlined onboarding. Provided support in gathering necessary documentation from new clients; communicated effectively with clients regarding their case status. Screened incoming calls and directed inquiries to appropriate staff.

Maintained accurate records of client intakes in electronic database system and adhered to confidentiality guidelines when handling sensitive information about clients. Provided information and resources to individuals, families, and groups seeking assistance. Actively sought out opportunities for professional development through continuing education courses or workshops; assisted in determining appropriate referrals for clients to community agencies, enhancing access to needed resources and support.