Lori Davis Email & Phone Number

Norwalk, Connecticut, United States

As an experienced Online Business Manager, I specialize in streamlining operations, managing projects and optimizing workflows for businesses. With Proficiency in leadership, strategic planning and systems integration, I help companies enhance their productivity and achieve their goals. It is my goal to help businesses scale efficiently, enhance their operations and achieve sustainable growth.

Norwalk, Connecticut, United States

As a dedicated Virtual Assistant with a passion for optimizing efficiency and supporting clients, I have more than 20 years of experience in offering a wide range of administrative services. My journey as a virtual assistant has equipped me with a diverse skill set, allowing me to excel in tasks such as email and calendar management, data entry, research, and more. I take pride in my strong communication skills, both written and verbal, which have been pivotal in maintaining clear and professional correspondence with clients and team members.In my role, I’ve consistently demonstrated a commitment to detail-oriented work and a proactive approach to problem-solving. I am skilled in managing schedules, project coordination, and handling various administrative responsibilities, enabling my clients to focus on their core objectives. My experience as a Virtual Assistant has not only made me an expert in supporting a range of industries but has also instilled in me a drive to deliver high-quality results. I’m excited to continue collaborating with clients and businesses, helping them streamline their operations and achieve their goals.

Norwalk, Connecticut, United States

* Employee benefits programs (medical, dental, vision, short-term disability, long-term disability, life insurance, EAP and 401k)* New hire and employee onboarding and off boarding process, including sexual harassment prevention and other employee training* Input to the CFO and insurance broker regarding new hire payroll information/benefit elections and employee terminations.* Performance management process for all employees and ensured that deadlines are adhered to.* Leaves of absence by reviewing and determining any actions required and support/assistance to employees through the process.* Unemployment claims and Workers' Compensation cases.* Assisted with the recruitment and hiring processes* Benefit plan audits. Prepared, collected and organized data for outside auditors and actuaries.* Employee personnel files, organization charts and employee lists and compiled records and reports including all HR correspondence. Established and maintained various filing and records management systems including required OSHA, DOT, and I-9 documentation.* Recommended and established HR policies and procedures.* Privileging and credentialing process for licensed employees and independent practitioners.* HR CHCACT meetings for information and updates regarding CHCs* Assisted in the supervision of Operations, front desk and call center

Norwalk, Connecticut, United States

• Reporting to the Chief Executive Officer• Management of travel, administrative duties, schedules and correspondence for CEO and executive team• Liaison for agency communications and maintenance of organization’s master files• Board of directors and board committee meeting logistics and communications support• Assists Director of Marketing and Communications with fundraisers and events• Job postings, review of resumes, interviews, pre-hire physicals, drug screening, background checks and FMLA• Onboarding and orientation of new hires, benefits and 401k plan and internal credentialing of providers

Norwalk, Connecticut

Stamford, Connecticut

• Collaborated with internal and external resources to provide support to the department of Cardiac Surgery and Structural Heart• Operational activities to ensure timely flow of information to and from the Department of Surgery and throughout the organization• Promoted and oversaw the departmental implementation of all hospital policies, regulations, goals and initiatives• Day to day operations, management and coordination of hospital and business related schedules for the physicians, organization of smooth and efficient office workflow and performing appropriate department specific responsibilities related to personnel and other areas of operations• Actively anticipated implications of schedules, communicated and acted to facilitate orderly function of the office.• Directed, participated and monitored quality initiatives, such as patient satisfaction

Danbury, Ct

• Accounts receivable, inventory of equipment, customer service, scheduling and dispatching of service technicians• Insurance certification, permit applications, inspections and warranty management for purchased equipment

Stamford, Ct

• Daily, monthly and annual management of gauge calibration and certification , travelers (paper tracking) and Oracle complaint system for digital and fiber medical scopes returned by United States customers for investigation or repair.• Management of training records and log for all employees• Prepared and assisted with meetings for managers, employees, vendors, visitors and internal and FDA audits.• Assisted and covered for Office Manager and Human Resources• Agency communications and adherence to International Organization for Standardization (ISO) and FDA guidelines and laws

Stamford, Ct

•Daily maintenance of electronic and paper files, accounts receivable, inventory of equipment, customer service, •Calendar management, dispatching of service technicians, scheduling of service, data entry, customer and vendor correspondence, permit applications and inspections, insurance certification and warranty management for purchased equipment, •Special projects/assignments and general administrative duties.

Stamford, Ct

•Liaison for, execution and maintenance of preferred supplier list. Preparation of contracts between UBS and vendors for all departments in search of candidates for various and specific positions. •Tracking of contracts from preparation to execution. Review of invoices from vendors for temporary employee time tracking. •Preparation of various spreadsheets and reports. Preparation of PowerPoint presentations. •Mail merge for mass email. Agency communications and general administrative duties.

Danbury, Ct

• Automated, manual, new account and transfer setup and customer information maintenance• Ordered initial escrow projections to satisfy RESPA requirements, compare the results to the Initial Escrow Account Disclosure and corrections, as needed• Reviewed flood determination forms and notify the Operations Specialist of properties located in flood zones• Prepared mortgage and consumer payoff statements, process payments, internal, general ledger credit and debit transactions, loan advancements/check requests, account maintenance, legal figures/correspondence for collection accounts and return documentation for mortgage and consumer loans within regulatory time constraints• Reviewed daily and monthly reports and processed outstanding items• Monthly review of low balance/maturing loan report to notify loan officers and customers of approaching maturities and call dates• Document control and input of loan review codes in loan system and balancing of branch transactions per schedule• Participated in team projects to satisfy department goals. Provide backup assistance to accommodate department needs including, but not limited to: loan edits, escrow statement requests, automatic payment setup and cancellations, insurance tracking, coupon processing and tax bill verification

Danbury, Ct

• Customer service, accounts payable/receivable, payroll and collections• Maintained bank accounts, employee, commercial and residential client files, health benefits, 401k processing• Calendar management, scheduled projects, liaison for clients, subcontractors, vendors and employees• Reviewed incoming and prepared outgoing correspondence and reports• Organized travel, advertising, maintained office supplies and materials, reimbursements, proposal and estimate preparation

Danbury, Ct

• Supporting Regional Director, Coordinator and Manager of Drug Regulatory Affairs• Calendar management, domestic and international travel arrangements, expense reporting, organization of regional meetings and offsite events• Attendance tracking, creation and maintenance of filing systems, presentations, maintenance of FDA correspondence, guidelines and regulation information typing of confidential reports and meeting minutes

Stamford, Ct

• Agency Communications, managed calendar, and travel for Executive Vice President• Liaison for associates, clients and applicants for employment postings, interviews, requests, complaints and inquiries• Scheduled and coordinated manager’s meetings, various reports, charts and projects, assisted branch operations manager with various tasks, projects, seminars, training, events and fundraisers• Associate recognition and administered comprehensive personality profile exam

Bachelor Of Arts - Ba

Associate Of Arts And Sciences (A.A.S.)