Lori L. Pratt Email & Phone Number

St Louis, Missouri, United States

Analyze, abstract and record critical information regarding incoming legal matters; update status of matters throughout the process, gather pertinent data from multiple sources, maintain virtual records systems; generate reports and provide support to leaders with regard to active matters. Manage case settlement process, to include checks and correspondence to outside or opposing counsel, and close settled matters in system. Calendar management (Outlook), travel and accommodations; expense reports and reconciliation (Concur).

St. Louis, Mo

o Executive calendar management (Outlook)o Travel arrangements (Concur and airline apps)o Daily support to Executive Specialist o Handle highly confidential informationo On-demand and PTO coverage for Executive Specialisto Communicate professionally & effectively with all levels of management, across all lines of businesso Communicate with & oversee vendors & service providerso Contract processing (SCM Signature Processing, StarCite and others)o Expense reconciliation & reporting (Concur)o Mitigate risk in all daily operations & interactions, escalating when appropriateo Route all complaints to Complaint Resolution Teams, escalating according to policies and procedureso Handle communications from Financial Advisors and Managers in the field, referring appropriatelyo Develop procedures for: mail handling, complaints management, coordination of duties with Executive Specialist. Train others as needed.o Coordinate internal & external meetings to include venue, logistics, catering, vendors, materialso Assist with Higher Education Conferences: materials production, agendas, mailing, registrationo Schedule owner for conference rooms & guest offices for Executive Suiteo Access coordinator for guests, internal visitors & new hireso Digital archival of documents, as well as preparation of records for off-site storageo Office supplies, equipment maintenance & facilities serviceso Notary, Affiant & Signature Administration (NASA) proxyo Support other Assistants on Executive floor as needed; work harmoniously in a team environmento Manage multiple projects, changing priorities, ad hoc assignments & other dutieso Primary phone support and greeting of guestsMajor Accomplishments:Establish procedure and Visio flow chart for President's mail and, primarily, complaints processingCreate Venn diagram to document responsibilities performed & shared by Sr. Administrative Assistant and Executive SpecialistDocument archival 2003 - 2019

Greater St. Louis Area

o President's Monthly Management Meeting PowerPoint presentationo Salesforce adoption, training and enhancement o Daily Top 100 Trades Reporto Envision© Reportso Stale Annuity Reportso Semi-Annual Service Delivery Scorecardso Compliance Digesto Emergency Contact Cardso Stale Dated Checks (reports/distribution)o Company Lunch & Learn Events o Answer phones & greet guests; o Retrieve & distribute messageso Conference Room Reservations o Respond to questions regarding calendars for multiple business leaders in FCCSo Assist Communications staff with distribution of policy change notices, client impact lists and related communications for various projectso Assist VP Joe Zimmermano Assist Product Manager/Client Growth Teamo Travel arrangements for RM’s and CORT Teamo Ship overnight itemso Order supplieso PowerPoint Presentations, Visio flowcharts, file encryptions, P&P revisions, etc.o Marketing & NBD packet assemblyo Contract & C.A.R. archivalo Any other projects/tasks to support FCCS staffMajor Accomplishments:Created comprehensive electronic file of all existing agreementsCreated database of active clients’ demographic and contact information and index of existing contractsSalesforce adoption all BD clients, CRM dashboards, reportsAssumed responsibility for all daily, monthly and quarterly reports listed above from various FCCS staff Assisted with development of new process outlines, Visio flow charts, revision of Policies and Procedures, archival & organization of various document backlogs

Belleville, Il

Management of President's calendar, appointments, meetings, travel arrangements and accommodationsAccounts Payable, Accounts Receivable & Bank Account Reconciliation Weekly A/R report & outstanding A/R follow-upPayroll processing & Personnel RecordsBackground & reference checks, driver DOT complianceCarrier LOI maintenance/correspondence Quarterly/Annual Reports – IFTA, Federal Hwy Use Tax, multiple state quarterly filings, etc.Vehicle & Warehouse Licensing, various permits, IRP Plates, state & federal regulation compliance, fuel taxes, etc. Software maintenance – TDS, Time Force, Quickbooks, etc. Workers’ Comp and OSHA clerical dutiesEmployee health insurance & 401K administration/clerical IDES correspondence/clerical functionsPostage/Mail Meter, General Correspondence Office Supplies & Inventory Control Other administrative, clerical, correspondence, reception & other duties as required Major Accomplishments:Converted to Quick Books software for checking account reconciliationDesigned phase-in of Quick Books & plan for future phasing in of additional modules, features & functionsClean-up of old A/R data as well as collection of more than $8,000 in outstanding A/RStreamlined & standardized payroll reporting, background requests, 401K reporting & personnel files

Input, reconcile and transmit daily, weekly, monthly, and periodic financial data Accounts Payable, Accounts Receivable, Cash Management, Utilization & Trending Journal entries, Expense reports, Profit & Loss statements & Weekly Operating Reports Client invoicing; account status issues, customer satisfaction follow-up and action plans Inventory procurement & control Catering and Event coordination, scheduling and billing Publication posting to Outlook public folders and Front Page website Point of Sale signage and special event announcements Routine & ad hoc spreadsheets, reports & graphics, both current & historical Internet research, supply procurement, corporate & industry updates & complianceMajor Accomplishments: Implementation of checks & balances on statistical & financial reporting processes Streamlined/improved accuracy, efficiency & timeliness of data collection/reporting Improved promptness, accuracy & efficiency of Inter-Departmental Requisition fulfillment Improved internal and external customer relations & satisfaction with the above improvements Decreased inventory costs (purchasing, inventory control, reduction of waste and loss

Management of Regional Manager's calendar, appointments, meetings, travel arrangements and accommodationsOversight & management of contracting processProvider compliance audits and Quality Assurance Management and support of Network Development data Management of Credential procurement and approval processPowerPoint presentations, spreadsheets, data analysis Database Co-Administrator Provider Relations physician liaison and customer service Marketing and Recruitment support Provider and Member Services customer issue resolutionMajor Accomplishments: Co-development of multi-user database for tracking Network Development activities Network Development/Recruiting process improvement & contract standardization Reduced report compilation time from several days to approximately 4 hours Eliminated backlogged credential applications Improved credential & contracting processes via forms, tracking, procedures, work-flow design and enhanced interdepartmental and provider relationships Improved file access, control & confidentiality by re-structuring filing systems, implementing security measures, new policies and procedures, and training all users on the new database Automated report and correspondence generation via new database

Management of President's calendar, appointments, meetings, travel arrangements and accommodationsOffice management, staff scheduling, driver dispatch Accounts receivable & payable, prep for accountant, Corporate contract recruiting and management All personnel/human resource, accounting, policy/procedure & inventory functions Oversee compliance with local, state and federal regulations & guidelines Administrative decisions, advertising, marketing, public relations, building client base Major accomplishments: Contributed to increased business volume from 1-van operation to 7-van fleet Expanded client base through establishment of corporate contracts Implemented DOT physical and drug & alcohol testing program for drivers

Supervision/scheduling/coaching 10 staff (day/evening/weekend shifts) Medical Staff liaison Management of physician waiver of privileges procedures ("No-Bed List") Oversight/management of record flow processes & staff productivity Update policies & procedures; design and implement process improvements System database management, maintenance and upgrades Major accomplishments: Reduced delinquent history & physical reports by 90% and delinquent record count by 80% Computerized area status reports via Excel software Decreased backlogged filing from 10 linear feet to 4 & eliminated re-growth Exceeded Director's goal to process discharged patient records within 3 days -improved process time from 14 days post-discharge to 1 day post-discharge Achieved Director's goal to process Admission records & data within 3 days post-discharge from existing backlog of 6+ months (Ancillary and In-Patient

Secretary to the Director of Marketing Management of Director's calendar, appointments, meetings, travel arrangements and accommodationsDirector's correspondence, transcription of Director's dictationRecord & transcribe department meeting minutes Assist in planning, coordination and presentation of community programs Research marketing products/vendors/services Process & maintain facility-wide tuition reimbursement & student loan programs Prepare contracts for business clients, clinical affiliations, student loans and fee-for-service providers Stand in for Director in committee meetings Semi-annual, fiscal and calendar year reports Transcribe medical dictation for OccMed Medical Director; support nursing staff Major accomplishments: Computerized the billing, client database, student loan and tuition reimbursement processes to eliminate manual production, maintenance & reporting Eliminated six-month paperwork backlog & re-structured filing systems Contributed to launching OccMed program & CDL pre-employment and random drug & alcohol testing programs