Mallory Feick Email & Phone Number

Roseville, California, United States

Primarily responsible for delivering and coordinating one component of our core product offering – financial wellness education via webinars, on-site classes, or web-based educational courses. Collaborates with internal team members to improve and streamline coordinating workflows for all events. Ensures the planning, procurement and execution of each.

Sacramento, California, United States

Schedule and manage staff appointments with clients. Coordinate client events and seminars. Prepare client policy transactions. Create weekly staff agendas and publish meeting minutes. Manages company database for company newsletter. Manage client files and daily data entry into Company CRM (Customer Relationship Management) software.

Sacramento, California, United States

Delivered legal documents such as summons, complaint, subpoena, order to show cause, notice to quit the premises and certain other documents by personal delivery to the defendant or other person to whom the documents were directed to. Familiar with all areas of Clerk of Courts operations, civil and family case management procedures. Worked with paperwork.

Roseville, CA

Handled customer intake with their insurance verification process. Managed appointment scheduling and processed prescription orders. Organized facsimile paperwork to and from hospitals. Operated multi-line phone system.

Sacramento, California Area

Managed appointment schedules for multiple real estate agents. Prepared home buyer paperwork. Communicated and worked with bank loan officers to get home buyer paperwork to move forward in the escrow process. Operated multi-line phone system.

Associate Of Science - As, Communication, General

General Studies