Summary
Overview
Work History
Education
Skills
Timeline
Generic

TERRI LEWIS

ROWLETT,TX

Summary

Experienced executive/legal professional with over 20 years of expertise in executive and administrative office procedures. Provides comprehensive support to senior-level executives and/or partners. Highly organized and adept individual known for exceptional multitasking abilities and administrative skills. Demonstrates superior planning capabilities, utilizing sound judgment and discretion in all tasks.

Overview

26
26
years of professional experience

Work History

Office Administrator

Buckingham United Methodist Church
07.2017 - Current
  • Coordinated communications, financial processing, registration, recordkeeping, and other administrative functions.
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Tracked office supplies and restocked low items to keep team members on-task and productive.
  • Maintained electronic and paper filing systems for easy retrieval of information.
  • Assisted in preparation and processing of payroll to facilitate prompt staff payments.
  • Reconciled account files and produced monthly reports.
  • Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.

Co-Owner

By Faith Trucking, LLC
12.2012 - Current
  • Established foundational processes for business operations.
  • Developed key operational initiatives to drive and maintain substantial business growth.
  • Recruited, interviewed and hired new staff members and developed training materials for employees.
  • Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
  • Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
  • Interacted well with customers to build connections and nurture relationships.
  • Scheduled employees for shifts, taking into account customer traffic and employee strengths.
  • Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
  • Assisted in recruiting, hiring and training of team members.
  • Updated and resolved incidents and managed accessorial charges objectively while maximizing profit.

Legal Assistant

Law Firm of Barrett W. Stetson
09.2008 - 12.2012
  • Managed accounts and client records of clients, observing confidentiality, and extreme discretion.
  • Handled office scheduling and made notes for deadlines, motions, and other important dates.
  • Responded to client inquiries, providing accurate legal advice and offering assistance.
  • Revised and finalized letters, briefs, and memos.
  • Communicated pertinent information to clients via phone, email, and mail.
  • Contacted clients to schedule appointments and discuss progress of cases.
  • Analyzed deeds of trust to verify grantor, grantee, trustee and loan amounts for executive leadership.
  • Reviewed Deed of Trust, Title Commitment, and prior bankruptcies documents.
  • Generated leads to meet and exceed revenue goals by identifying new clients.
  • Collaborated with attorneys to develop strategies for each case.
  • Researched and analyzed legal issues and cases to provide accurate advice to clients.
  • Interviewed clients to obtain information relevant to cases.

Legal Assistant

Jordan, Houser & Flournoy, LLP
05.2006 - 08.2008
  • Managed accounts and client records of clients, observing confidentiality, and extreme discretion.
  • Handled office scheduling and made notes for deadlines, motions, and other important dates.
  • Responded to client inquiries, providing accurate legal advice and offering assistance.
  • Revised and finalized letters, briefs, and memos.
  • Researched statutes, decisions, legal articles, and codes.
  • Communicated pertinent information to clients via phone, email, and mail.
  • Contacted clients to schedule appointments and discuss progress of cases.
  • Analyzed deeds of trust to verify grantor, grantee, trustee and loan amounts for executive leadership.
  • Reviewed Deed of Trust, Title Commitment, and prior bankruptcies documents.
  • Generated leads to meet and exceed revenue goals by identifying new clients.
  • Collaborated with attorneys to develop strategies for each case.
  • Researched and analyzed legal issues and cases to provide accurate advice to clients.
  • Interviewed clients to obtain information relevant to cases.

Customer Service Manager

Continental Wireless
07.2002 - 05.2006
  • Resolved customer complaints while prioritizing customer satisfaction and loyalty.
  • Followed through with client requests to resolve problems.
  • Created and reviewed invoices to confirm accuracy.
  • Collaborated with upper management to improve customer service processes and support structures company-wide.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
  • Took ownership of customer issues and followed problems through to resolution.
  • Assisted with pricing questions, inventory availability and changes to existing order and shipping information.
  • Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
  • Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
  • Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
  • Established team priorities, maintained schedules and monitored performance.

Financial Analyst/ Administrative Assistant

Southwestern Bell
06.1999 - 07.2002
  • Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
  • Created and maintained precise and accurate models, charts and reports.
  • Assisted in preparation of presentations, data tables and other documents for investor meetings.
  • Generated comprehensive reports on portfolio performance and risk assessment.
  • Participated in client meetings to discuss financial analysis and investment strategies.
  • Reviewed and analyzed project spending throughout project life cycle.
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Continually sought methods for improving daily operations, communications with clients, recordkeeping, and data entry for increased efficiency.
  • Established administrative work procedures to track staff's daily tasks.
  • Managed filing system, entered data and completed other clerical tasks.
  • Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
  • Supported company leaders by managing budgets, scheduling appointments and organizing itinerary.

Education

Executive Secretary Certificate -

Bradford School of Business
Dallas, TX
02.1986

Office Administration -

Texas Southern University
Houston, TX
08.1985

Diploma in General Studies -

South Garland High School
Garland, TX
02-1983

Skills

  • Office Management
  • Legal Administrative Support
  • Client Relations
  • Accurate Data Entry
  • Financial Accounting
  • Marketing Strategy Development
  • Billing Management
  • Transcription Proficiency
  • Advanced Shorthand Proficiency
  • Data Entry
  • Proficient in Microsoft Office
  • Proficient in Microsoft Word
  • Skilled in WordPerfect Document Management
  • Proficient in PowerPoint
  • Online Research
  • Microsoft Outlook Proficiency
  • Lotus 123
  • Excel Spreadsheet Management
  • Symphony
  • Access
  • AS400
  • Time Matters
  • DBASE III
  • Monarch
  • Oracle
  • Skilled in Utilizing ProDocs
  • Document Scanning
  • Document Transmission
  • Electronic Filing
  • Bookkeeping
  • Billing oversight
  • Mail handling
  • Scheduling
  • Spreadsheet development
  • Telephone reception
  • Office supply management
  • Business correspondence
  • Scheduling appointments
  • Travel coordination
  • Report preparation
  • Human resources
  • Hospitality and accommodation
  • Customer engagement
  • Office administration
  • Financial services support
  • Business administration
  • Payroll and accounts payable and receivable
  • Payroll administration
  • Meeting coordination
  • Inbound phone call handling

Timeline

Office Administrator

Buckingham United Methodist Church
07.2017 - Current

Co-Owner

By Faith Trucking, LLC
12.2012 - Current

Legal Assistant

Law Firm of Barrett W. Stetson
09.2008 - 12.2012

Legal Assistant

Jordan, Houser & Flournoy, LLP
05.2006 - 08.2008

Customer Service Manager

Continental Wireless
07.2002 - 05.2006

Financial Analyst/ Administrative Assistant

Southwestern Bell
06.1999 - 07.2002

Executive Secretary Certificate -

Bradford School of Business

Office Administration -

Texas Southern University

Diploma in General Studies -

South Garland High School

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TERRI LEWIS