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Earlee Dawn Morgan

Objective I look forward to working with a professional group of people whose main goal for their company is success, efficiency, and productivity. I am ex-Army. I have background experience in the medical, legal, administration, accounting, and customer service fields. I am a quick learner and, if allowed, will be a valuable asset to your company.

Experience Primerica May 2023 - Present

Insurance Agent

Agent #2943610

Freelance

Home Depot, Houston, TX April 2022 – Present

Retail Associate

Provide excellent customer service

Process returns as necessary

Pull, adjust, and cancel orders as needed

Provide service to curbside pick-up customers

Perform all cashier responsibilities required

Solomon Edwards Group, LLC

Penny Mac Loan Consultant Nov. 2020 – July 2022

Perform introductory case management for new clients

Act as primary contact for mortgage applicants, manage calls, emails, and chats

Review and validate loan documents, perform data entry and validation of said information

Interact with multiple departments to expedite processing and/or issue resolution

Consistently receive high praise for my company/client interactions

Handle incoming customer service calls from start to finish

Adjust and apply payments

North Dallas Eye Associates, Lewisville, TX Sept. 2019 – Oct. 2020

Control front desk operations for 4 ophthalmologists

Payments, correct misapplied funds and process refunds

Tasks include, but are not limited to: greeting and patient check-in, insurance verification and referrals, scheduling appointments, as well as closing and balancing books Houston, TX, US – Mobile: 214-***-**** – ad1ndw@r.postjobfree.com 2

Northpark Management, Dallas, TX

Concierge/Customer Service Nov. 2011 – Mar. 2020

Provide a high level of customer service and client relations in the luxury shopping mall

Exhibit great communication and interpersonal skills in an often fast-paced environment

Assist in working out totals for cash and other takings at the end of each shift

Prepare the excess cash for regularly scheduled bank deposits

Process and receive customer payments and disperse change as appropriate

Provide transportation assistance, stroller rentals, baggage checks, and wheelchair rentals

Give directions to the shopping center’s stores, restaurants, events and highlights Robert Hinton & Associates, PC, Dallas, TX

Paralegal/Legal Assistant Oct. 2016 – Aug. 2019

Compiled Discovery requests, Production of Documents, and Interrogatories

Prepared motions and court orders under direct supervision

Interviewed clients to determine case merit and viability

Executed terms, reviewed and discussed fees, and discussed case strategies with clients

Demonstrated the ability to meet the diverse circumstances of the clients’ needs Endocrine Associates of Dallas, Dallas, TX

Medical Assistant/Nuclear Medicine Technician Feb. 1991 – Oct. 2016

Performed procedures related to bone mass and thyroid disease

Assisted the doctor in treatments, diagnostic testing, and administering medications to patients

Exhibited commendable bedside manner when appropriate and necessary

Maintained detailed medical records as per State health inspections, often receiving commendations for thoroughness and accuracy

Often met and exceeded any personal or company mandated performance goals

Performed blood draws, finger sticks, and Electrocardiograms (EKG’s)

Help to educate patients with knowledge and understanding of the disease and treatment plan Education and Achievements

Stafford Institute Paralegal/Legal Assistant degree, 3.85 GPA

Certified Medical Assistant from Concord Career Institute

Yearly certification through Texas Dept. of Health and Texas Medical Board of Health Examiners

Texas Insurance & Licensing

CPR/AED certified (exp. 10/26)

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