Heather Mann Email & Phone Number

• Legal Operations- Manage budget/forecast, invoice processing, and monthly accruals. Prepare QMM, Board, and Budget PowerPoints. Oversee CLM upgrades.• Project Management- Manage name changes and policy approvals. Handle document management, including officer changes, address changes, organizational charts, and DO lists. Participate in ERM committee meetings, reviewing policies and managing risk spreadsheets. Update EMR with NCCCI codes.• Insurance Management- Handle COI requests daily with increased time during renewal months. Conduct general communication and monthly calls for outstanding items, new sites, etc. Manage insurance renewals from December through June.• Compliance and Safety- Review third-party compliance sites for safety data and documentation. Report drug screens and monitor company performance. Set up training for employees at customer sites.• Customer prequalification- Respond to prequalification requests from customers via email and on 3rd party sites.

Hoffman Estates, Illinois, United States

• Verify pricing and accuracy of accounts payable invoices daily• Log and create daily control sheet for invoices to bill customers and pay vendors using Excel macros, lookups and pivot charts• Take requests for price adjustments and fully log in real time for drivers using advanced Excel documents of historical data and either lock in pricing or receive further approval • Use of reports to create POs for product drop off• Update Excel files with Oracle data and pivot charts weekly for Product Managers• Create advanced charts with data for PowerPoint presentations for period and quarterly marketing meetings • Route drivers weekly for product delivery

Dundee, Illinois, United States

• Tested mobile messaging applications for feature functionality including Contact Sync and Mail for Microsoft Exchange products • Used software testing tools, processes, and methodologies for filing and tracking bug and change request activities• Worked closely with the software development team to provide rapid feedback on performance and feature functionality

Newport Beach, California, United States

• Member of the quality assurance team dedicated to testing software for Downey’s Retail Banking System• Led team status meetings when the primary lead was unavailable• Performed maintenance and enhancement of the automation tool by writing and modifying scripts and data input files • Developed a detailed understanding of many areas of the retail banking industry to help assist in the testing of the software changes made to fit business rules• Wrote and executed manual and automated test cases for testing the product• Provided accurate documentation including data values, screenshots, and assumptions made for each test case• Tracked team manual and automated testing totals daily and reported progress to management

Irvine, California, United States

• Invited to work as a Marketing Specialist for a team of three top commercial real estate brokers• Studied for and passed the California Real Estates License exam• Successfully managed and organized all team marketing including marketing materials, progress on current projects, and definition of prospects • Responsible for managing hourly administrative employee• Managed and supported all technology needs for the team

Aliso Viejo, California, United States

• Legal assistance for the managing and founding partner of an Intellectual Property Law Firm• Extensive use of organizational skills in the management of deadlines, daily activities, and projects without direct supervision • Use of engineering education and experience within the technology industry to assist in the legal management of Intellectual Property for each client and company

Tempe, Arizona, United States

• Project Management for the IT department• Successfully administered training, interaction, evaluation, enhancements, and documentation for web-based core operating software• Implementation of the company’s own CRM system, which interacted directly with core application software used daily by all employees• Direct management of the relationship with an outsourced five-person development team for communication of specifications and to help design and test changes• Successfully troubleshot and solved user software issues