Lisa Moreland
Indianapolis, IN *****
**********@*****.***
• Looking for my forever job
• Sales, Insurance, Payroll, Bookkeeping, SharePoint, Administration, Electronic Filing and Mortgage
• experience
• Team player with an aptitude for growth
• Professional friendly demeanor
Work Experience
Administrative Assistant
SYNTRICATE TECHNOLOGIES-Boston, MA May 2023 to July 2024
• Reception, processing non-resident agent licenses, managing retaliatory fees, maintaining IDOI website.
Executive Secretary
CREATIVE FINANCIAL SERVICES-Indianapolis, IN
February 2023 to May 2023
(Temp) Wheeler Mission
• Reception, scheduling, preparing documents,
event planning. Accounting Clerk (Temp)
Wilcox Environmental
• File and spreadsheet manipulation, AP, AR
Licensed Health Insurance Agent /UHC
TELEPERFORMANCE-Salt Lake City, UT October 2022 to February 2023
• Data Entry 35 wpm
• Customer Service
• Answered a high volume of calls and emails concerning client's account details
• Answered and forwarded phone calls to staff members
• Maintain records & data
• Have thorough understanding and practical application of both the Indiana Civil Rights Law and Federal Civil Rights Laws Licensed Auto Claims Adjuster
SITEL-Fishers, IN July 2022 to October 2022
• Licensed Claims Adjuster 1st Notice
• Proficiency in understanding, evaluating, and implementing laws in accordance with the Civil Rights Law within relevant areas.
Front Office Assistant PepsiCo -Indianapolis, IN April 2022 to May 2022
• Creating and maintaining the weekly production work schedule
• Data Entry 35 wpm
• Management of the occurrence attendance system and vacation tracking records for the Production department
• Management of the Production resource area (SOPs, manuals, equipment tests, etc
• Provide Kronos system support to the Production supervisor/Frontline team
• Provide Peoplesoft support to Production supervisor
• Take part in a CMP target goal and/or loss reduction project
• Manage frontline personnel daily staffing coverage for the Production Department
Legal Secretary
APPLE ONE-Indianapolis, IN February 2022 to April 2022
• Provide administrative support to one or more lawyers
• Effectively communicate with colleagues and partners
• Produce and file various legal documents such as pleadings or petitions
• Preserve an updated case record system.
• Familiar with both the Indiana Civil Rights Law and Federal Civil Rights Laws in practical applications
• Maintain and update inventories of contact details
• Maintain data in integrated databases that contain client and matter information for multiple legal assignments including, but not limited to, the contact management system, document management system, the docketing system, the knowledge management system, and the electronic mail system complying with established Firm/Practice Group policies and procedures
Fee Collaborator/ Loan Structure Reviewer
INFOSYS-Indianapolis, IN March 2021 to February 2022 Reviewing loans for documents and underwriting instructions, balancing the ALTA, reviewing AUS for compliance, corresponding with Broker and Settlement Agent as needed
Licensed Health Insurance Agent
TELEPERFORMANCE-Salt Lake City, UT October 2020 to March 2021 Expedia
• Travel Representative.
Medicaid-CSR
Blue Cross Blue Shield - MINDLANCE STAFFING SERVICE-Indianapolis, IN July 2020 to October 2020
• Electronic Medical Records.
Adjudicator April 2020 to June 2020
Department Workforce Development-Indianapolis, IN
• Adjudicated Unemployment Claims.
Mortgage Sales Assistant July 2019 to November 2019 1ST SIGNATURE LENDING-Fishers, IN
• Entry level sales through outbound calls
Customer Service Agent / Direct Sales Broker Service Representative UNITED HEALTH CARE-Indianapolis, IN November 2014 to April 2019
• Enroll customers into health plans via telephone and receive tender
• Quoting health insurance products
• Responding to Broker questions on licensing and commissions
• Researching and resolving all procedural, and product, and process questions
• Building positive business relationships with insurance brokers
• Verify ACA certification via CMS
Birth Issuance Specialist
SHORT TERM EMPOYMENT-Indianapolis, IN April 2013 to November 2014
• Retrieved and issued birth and marriage certificates. Research birth records as needed. Data Entry
• Prepped Documents for fiche
• Rose International - QBE Insurance. Target Corporation Administrative Assistant
Volt Management Corporation-United Health Care-Indianapolis, IN July 2012 to March 2013
• Maintained Take Home Vehicle Spreadsheets
• Calculated Mileage Reimbursement
• Reception
• Event Planning
• Payroll Coordination
Special Assistant to Chief Financial Officer
White River State Park-Indianapolis, IN May 2012 to July 2012
• Prepare and manipulate forms
• Maintained records and files
• Assisted CFO in preparation for Audit
Payroll Coordinator Rolls-Royce-Indianapolis, IN March 2012 to May 2012
• Assimilated travel documents via SAP
• Cancel, restored, and reconciled corporate credit cards
• Maintained employee spreadsheet
• General Clerical
Receptionist
Graybar Electric-Indianapolis, IN September 2011 to March 2012
• Inventory Surveillance via SAP
Administrative Assistant Indiana State Police-Indianapolis, IN January 2009 to September 2011
• Data Entry, Verifying and Auditing gun permit applications
• Conducted background checks
• Manned customer service window
• Answered consumer calls
• Resolved issues and concerns regarding gun permits
• Fingerprint verification
Customer Service Agent Indiana State Police-Indianapolis, IN April 2008 to January 2009
• Aided guest in optimizing the visit
• Scheduled reservations, events, and tickets
• Hosting
INDIANA ECONOMIC DEVELOPMENT CORP
Assistant to the Event Planner-Governor Mitch Daniels' Century / Half Century Awards
• Notified recipients of pending award
• Answered logistical questions surrounding the event
• Clarified recipients
• Verified necessary forms
• Coordinated photo shoots and press releases
LT Governor Rebecca Skillman
Office of Community and Rural Affairs-Indianapolis, IN February 2004 to May 2007
Administrative Assistant
• Reception and customer service to constituents by phone and in person
• Managed information pipeline
• Prepared research for program directors
• Coordinated travel, arranged meetings, interviews and conferences
• Set up and monitored budgets
• Maintained spreadsheets and database
• Assimilated research and surveys
• Prepared financial reports
• Accounts Payable
• General Clerical
Mental Health Scheduler
St. Vincent EAP-Indianapolis, IN March 2000 to December 2000
• Electronic Medical Records Manipulation.
Education
Bachelors - Pursuant in Communication
IUPUI -
Indianapolis, IN
2022
High school diploma
North Central High School -
Indianapolis, IN September 1979 to
June 1982
Skills
• Word
• Excel
• Outlook
• PowerPoint
• People Soft
• Confirmit
• Kronos
• Encompass
• SAP