Cathy Wilder Email & Phone Number

Deland, Florida

Answer phones and transfer calls to the appropriate staff member, greet client, accept deliveriesPackage tax returns, assemble and bind financial statementsEdit transmittal letters to accompany financial statements and tax returnsSend out quarterly estimated tax payment reminders to clientsEnter time and billing for monthly invoicing, process in-coming paymentsScan in client correspondence and supporting tax documentsSchedule appointments and update Outlook calendar for managingpartnersPrepare out-going overnight deliveriesMaintain all office supplies, organize staff luncheons

Maitland, Florida

Answer phones, take detailed messages to include pertinent information on potential clientsPersonal Assistant to company owner and principle attorneyPrepare and send out Engagement Letters; follow up and track response statusMaintain weekly and monthly logs of potential client calls and their referral sourceParticipate in daily staff meetings and weekly team meetingPrepare staff correspondence and overnight deliveries as directedProcess mail, adding documents to corresponding share fileOpen new files in PC Law platform and set up on company share driveFiling, maintaining office machines and

Deltona, Fl

Front office receptionist responsible for answering calls and assisting walk-insAssisted Personal Injury Case Manager with case load of 150-200 casesMaintained weekly and monthly logs of potential client calls and their referral sourceSet up new Personal Injury case files in Client Profiles platformPrepared Letters of Representation and other correspondence, obtained coverage limitsRequested medical records, medical billing and health insurance liensVerified client balances and prepared settlement statementsSet up client doctor and diagnostic appointments, followed up as neededForwarded PIP applications and client out of pocket expenses to carrierObtained police reportsFiling, maintained office machines and supply inventory

Deltona, Fl

Processed payments and endorsements for personal lines insurance agency clientsObtained information and prepared comparative quotes for auto and homeowner policiesResponsible for cross selling additional product linesPresented policy quotes to clients and completed binding process

Front line “Point-of-Contact” for potential and existing customersServiced a book of over 3,500 accountsResearched and rectified customer account discrepancies and issuesProcessed payments and made collection calls to maintain customer retentionSecured information necessary for submitting quotes for comparative pricingPrepared Certificates of Insurance, in addition to other Acord forms and applicationsMonitored and processed commercial policy renewalsEstablished and maintained effective recordkeeping system

Provided administrative support to interior design firm “C” level officersDrafted and executed documents, correspondence and Letters of AgreementAnswered busy 8-line phone Served as the first “Point-of- Contact” for clients, contractors and vendors Solicited and compared numerous quotes for in-house services Networked, as liaison to the local Chamber of Commerce, to increase company brandingArranged and coordinated travel and itinerary for management, staff and vendorsMonitored and maintained office inventory and insured replenishment on a timely basisScheduled appointments and responsible for updating company Outlook Calendar

Performed various branch opening, closing and cash settlement proceduresOpened new accounts and promoted additional banking productsImplemented procedures for enacting government legislationAuthorized to sign official checks and make overdraft decisionsPrepared and approved loan applicationsNetworked with local businesses to acquire new accounts

Greeted customers, answered the phones and distributed mailTrained to cross-sell bank products including CD’s, IRA’s, checking and savings accountsSet up new accounts and obtained information using data entryResearched and rectified customer account discrepancies and issuesCross-trained on the teller lineParticipated in the Community Reinvestment Act, (CRA) Program by managing a school bank

Maintained all office inventory and forms for operations center and 9 branch locationsCreated correspondence and followed up on customer complaints Edited the content of the company website and promotional materialsContributed to developing procedures required for enacting government regulations Monitored accounts subjected to garnishments and levies.Organized and coordinated employee training and meetingsProvided switchboard support

Secretarial Diploma Program

Graduated Summa Cum Laude

440 Csr Insurance License

Completed on-line course

Education record

Principles of Banking / College Accounting / Consumer Lending

Commercial Sales Training