Tracy Morris
Dallas
Summary
Detail oriented Administrative Assistant Manager with a proven track record excelling in account management and vendor relations. Demonstrated exceptional attention to detail and conflict resolution skills, achieving 100% audit compliance. Proficient in Yardi and financial statement analysis, driving operational efficiency and enhancing customer satisfaction.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Administrative Assistant /Front Office Operations Manager
South Oxford Management
08.2023 - Current
- Coordinate office operations to enhance workflow efficiency across departments.
- Provide exceptional support to senior management, handling sensitive information with discretion, while maintaining confidentiality at all times.
- Boosted overall customer satisfaction with prompt resolution of inquiries and concerns, reflecting positively on the company''s reputation.
- Account reconciliation: verifying payment details and maintaining accurate records daily. Accounts payable, reconcile customer accounts to ensure that all payments are accurately recorded, and discrepancies are resolved. Ensuring accuracy in invoicing with a payment tracking system. Excellent attention to detail, with numerical skills and managing financial data daily. Perform accurate calculations daily. Reconcile vendor statements, and resolve discrepancies in a timely manner. Prepare and process weekly check runs, ACH payments, and wire transfers. Maintain accurate AP records, and ensure proper documentation for audits. Vendor Relations. Serve as the primary point of contact for vendors regarding billing questions and payment status.
- Investigate and resolve invoice issues, short payments, and pricing discrepancies. Collaborated to achieve 100% audit compliance for the last two years. Help to manage 50 apartment communities in several different states. Responsible for creating new vendor accounts and VendorCafe in Yardi. Successfully work with Yardi customer and operations support in Mojo Help Desk ticket software. Successfully manage internal and vendor support issues.
- Oversee office inventory activities by ordering, requisitions, stocking, and shipment receiving.
- Organize and update databases, records, and other information resources.
- Improved customer satisfaction scores through application of superior conflict resolution and problem-solving skills.
- Built highly-efficient administrative team through ongoing coaching and professional development opportunities.
- Human Resources Support.
Patient Service Rep / Admin Assistant
Dynamic Busies Group
06.2020 - 10.2022
- Facilitated patient scheduling and appointment management using electronic health record systems.
- Assisted patients with inquiries regarding services, insurance options, and billing procedures.
- Collaborated with healthcare providers to streamline communication and enhance patient experience.
- Maintained accurate patient records and ensured compliance with privacy regulations and policies.
- Participated in ongoing training programs related to HIPAA compliance, maintaining up-to-date knowledge on regulatory requirements.
- Verified insurance eligibility and coverage for patients.
- Handled sensitive patient concerns with professionalism and empathy, fostering an atmosphere of trust within the clinic.
- Managed patient registration process, confirming data accuracy and completeness.
- Answered phone calls for the pharmacy from patients, insurance companies, and medical doctor offices. Successfully gather information, research concerns, and provide resolutions. Data entry of insurance information, verification, patient information, and shipping information.
- Placed orders and data entry for pharmaceuticals and supplies. Update patient accounts, phone numbers, addresses, emails, etc.
- Process insurance payments so they resolve to a paid claim. Take credit card and bank payments over the phone.
- Transfer phone calls as needed, for example, to the correct department, pharmacists, insurance companies, and medical doctor offices. Navigate through multiple applications with speed and accuracy.
- Processed payments and adjustments. Navigated through multiple applications with speed and accuracy.
Litigation Legal Assistant
Angel L. Reyes & Associates
04.2019 - 05.2020
- Managed deadlines effectively ensuring timely submission of all required filings and correspondence.
- Contributed to positive team dynamics within the firm by collaborating effectively with colleagues in both legal support roles and attorney positions.
- Contacted witnesses to testify under oath at court hearings.
- Successfully delivered special projects, and completed research.
- Provided excellent-rated performance while collaborating with a team of litigation attorneys and staff.
- Extracted information from medical records, successfully met Mass Tort Case deadlines, and successfully collaborated with clients to gather all the information needed.
Litigation Case Clerk
MacDonald Devin, PC,
01.2011 - 04.2015
- Developed workflows for tracking deadlines and appointments, enhancing overall operational efficiency in the office.
- Collaborated with colleagues to maintain a well-organized work environment, promoting productivity and efficiency.
- Reviewed incoming mail related to casework, distributing relevant items to appropriate parties within the firm promptly.
- Assisted attorneys in preparing for court hearings, ensuring all necessary documents were accurately completed and available on time.
- Streamlined office operations, implementing an effective filing system for easy document retrieval.
- Provided support during trial preparation, assisting attorneys with exhibit organization, witness coordination, and other crucial tasks required for successful litigation outcomes.
- Performed data entry tasks, updating the case management system with accurate information for all cases handled by the firm.
- Answered telephone calls, took messages and transferred calls to appropriate colleagues.
- Reviewed court documents to process subpoenas, motions and pleadings.
- Responded to in-person and telephone requests for information from general public, attorneys and other involved parties.
- Processed checks and audited incoming and outgoing payments for clients and accounts, and helped to successfully win judgments.
Legal Assistant
Eberstein & Witherite
01.2011 - 03.2012
- Managed case files and documentation to ensure compliance with legal standards.
- Conducted legal research to support case preparation and strategy development.
- Facilitated timely resolution of legal matters by preparing and organizing essential documents.
- Handled billing tasks efficiently and accurately, ensuring smooth financial operations for the legal team.
- Enhanced office productivity by implementing efficient document management systems for easy retrieval and storage.
- Assisted with trial preparation, including creation of exhibits, compilation of witness lists, and organization of evidence materials.
- Assisted in trial preparation by organizing exhibits, preparing witness lists, and coordinating trial logistics.
- Conducted background investigations on defendant. Accurately requested certified driver records and police reports needed for the trial.
- Prepared exhibits, added Bates numbers, redacted, and created notebooks for trial. Successfully managed and updated a large number of case files, medical records, daily emails, faxing, filing, scanning, data entry, and receptionist floater duties.
- Navigating through multiple applications with speed and accuracy helped to successfully win million-dollar judgments and awards.
Litigation Case Clerk /Business Office Coordinator
Matthews, Stein, Shiels, Pearce, Knott, Eden & Davis
02.2005 - 06.2010
- Managed case files to ensure compliance with legal standards and deadlines.
- Collaborated with a large team of commercial litigation attorneys and office staff. Excellent management of approximately 600 files; maintained and updated a large file room of open and closed files.
- Successfully trained and supervised new file clerks and the office support team. Receptionist floater duties included administering daily email, faxing, filing, scanning, and data entry.
- Helped to successfully win judgments and awards for clients. Navigated through multiple applications with speed and accuracy.
- Office Coordinator duties include conflict checks, managing inventory of supplies, and ordering from five different vendors on a bi-weekly basis.
Education
High School Diploma -
Franklin Academy
Cedar HillLegal Studies / Psychology DCCCD 106 Credit Hours
Dallas College
Dallas, Texas, TXSkills
- Account Management
- Payment Verification
- Vendor Account Management
- Accounting Ledger Maintenance
- Auditing Proficiency
- Financial Statement Analysis
- Yardi Support Specialist
- GAAP Principles
- Operations Support
- Microsoft 365 Suite
- Human Resources Support
- Mojo Help Desk Ticket Software
Certification
- Paralegal Certificate
Honors & Activities
UNT (Professional Development Institute) 11-2022
Dean's List 2001-2002 Scholarship 2001 Who's Who Among College and University Students
Timeline
Administrative Assistant /Front Office Operations Manager
South Oxford Management
08.2023 - Current
Patient Service Rep / Admin Assistant
Dynamic Busies Group
06.2020 - 10.2022
Litigation Legal Assistant
Angel L. Reyes & Associates
04.2019 - 05.2020
Litigation Case Clerk
MacDonald Devin, PC,
01.2011 - 04.2015
Legal Assistant
Eberstein & Witherite
01.2011 - 03.2012
Litigation Case Clerk /Business Office Coordinator
Matthews, Stein, Shiels, Pearce, Knott, Eden & Davis
02.2005 - 06.2010
High School Diploma -
Franklin Academy
Legal Studies / Psychology DCCCD 106 Credit Hours
Dallas College