Megan Lomasney Email & Phone Number

• Set up new matters for clients• Edit invoices with appropriate wording and litigation/activity codes to meet submission requirements for various e-billing vendors and client-based systems• Review billing entries to ensure compliance with client guidelines.• Verify the accuracy of bills and supporting documents as needed.• Manage the submission of e-bills to different e-billing vendors and client-based systems• Monitor, analyze, and report the firm's e-billing… Show more • Set up new matters for clients• Edit invoices with appropriate wording and litigation/activity codes to meet submission requirements for various e-billing vendors and client-based systems• Review billing entries to ensure compliance with client guidelines.• Verify the accuracy of bills and supporting documents as needed.• Manage the submission of e-bills to different e-billing vendors and client-based systems• Monitor, analyze, and report the firm's e-billing activities• Ensure all matters are listed in e-billing vendors' systems for clients requiring matter creation• Address billing-related inquiries promptly and accurately• Resolve issues with unsuccessful electronic bill submissions• Address problems arising from transmitted bills, such as rejections or deductions• Possess working knowledge of LEDES and 98B electronic files• Work with insurance company legal services billing systems such as: Legal eXchange, Legal X, CounselLink, TyMetrix, Quovant Show less

• Provided clients with valuable advice, guidance, and data-driven insights across various facets of their marketing efforts, which encompass: email retention, web design, social media, SEO, Google Ads, Salesforce integration, CRM platform utilization, optimizing their presence on Google My Business, and handling escalation situations when necessary• Oversaw the tasks of sending new invoices to clients and ensured all outstanding invoices are paid in full and on time • Worked closely… Show more • Provided clients with valuable advice, guidance, and data-driven insights across various facets of their marketing efforts, which encompass: email retention, web design, social media, SEO, Google Ads, Salesforce integration, CRM platform utilization, optimizing their presence on Google My Business, and handling escalation situations when necessary• Oversaw the tasks of sending new invoices to clients and ensured all outstanding invoices are paid in full and on time • Worked closely with multiple teams including upper management, client services, sales, developers, and designers to tailor SaaS solutions to client needs, enhancing client satisfaction and product effectiveness• Mastered comprehensive knowledge of the product to efficiently address inquiries and provide swift solutions, while also leading the seamless onboarding process for diverse client profiles, ensuring a smooth transition and fostering successful utilization of the product• Coordinated the successful implementation of SaaS solutions for clients, ensuring projects adhere to quality standards Show less

• Supported the recruitment/hiring process by processing personnel requisitions, sourcing & screening candidates, tracking applications and outcomes, and scheduling interviews with applicable departmental representatives • Maintained records of personnel-related data (employee files, I-9’s, personal information, training documents, database maintenance, payroll and benefit information, employee leaves, turnover rates etc.) in defined formats, ensuring all employment and legal compliance… Show more • Supported the recruitment/hiring process by processing personnel requisitions, sourcing & screening candidates, tracking applications and outcomes, and scheduling interviews with applicable departmental representatives • Maintained records of personnel-related data (employee files, I-9’s, personal information, training documents, database maintenance, payroll and benefit information, employee leaves, turnover rates etc.) in defined formats, ensuring all employment and legal compliance requirements are maintained • Processed weekly/biweekly (and occasional out of sequence) payroll with accuracy and efficiency using payroll software• Entered and maintained employee data within the timekeeping and payroll system • Managed workflow to ensure all payroll transactions are processed accurately and timely • Scheduled meetings, training classes, job fairs, HR and employee events, maintaining the HR Departments agenda and calendar • Performed orientation and onboarding of new hires, to include processing of new hire paperwork through completion • Prepared and submitted worker’s compensation claims and provide relevant data to external vendors • Effectively communicated with internal and external customers of the Human Resources department responding to inquiries, requests, providing service and support in a manner consistent with the organization’s core values Show less

• Ensured smooth day-to-day business operations and administrative support for the management team through various tasks throughout multiple departments within the company• Provided comprehensive assistance to key leadership members so they may focus on their primary responsibilities and maximize effectiveness• Managed the workflows and performed duties in HR, recruiting, billing, project management, and overall administrative support

• Prepared and sent invoices to clients in a timely and accurate manner• Monitored accounts receivable and followed up on overdue payments• Reconciled billing discrepancies and resolved client billing inquiries

Tustin

• Liaison between Outside Loan Agents and marketing department • Created well-defined road maps for projects and ensured all parties and understood the scope and effective strategies needed to complete them • Reviewed all marketing materials for compliance, provided the approval or necessary edits to make the piece compliant, met with legal for anything that gets escalated • Assisted with monitoring and managing marketing queue for requests from branches and executing such requests… Show more • Liaison between Outside Loan Agents and marketing department • Created well-defined road maps for projects and ensured all parties and understood the scope and effective strategies needed to complete them • Reviewed all marketing materials for compliance, provided the approval or necessary edits to make the piece compliant, met with legal for anything that gets escalated • Assisted with monitoring and managing marketing queue for requests from branches and executing such requests • Managed social media accounts, creating/implementing campaigns and increasing engagement • Managed the online print store and processed all print requests throughout the company • Assisted with creating, writing, and maintenance of e-communications • Created personal web pages for newly licensed loan officers • Managed the new hire process of loan officers • Completed side projects within Marketing • Assisted in coordinating various external marketing and internal communication activities • Communicated regularly with clients (loan officers) to provide product updates and support Show less

Lake Forest, California Area

• Oversaw office inventory activities, including ordering and requisitions, stocking and shipment receiving•Communicated corporate objectives across all divisions through regular correspondence and scheduled status updates•Managed CRM database, including troubleshooting, maintenance, updates, and report generation•Trained employees in company and regulatory compliance requirements to promote conformance •Worked with colleagues and executives on special projects as… Show more • Oversaw office inventory activities, including ordering and requisitions, stocking and shipment receiving•Communicated corporate objectives across all divisions through regular correspondence and scheduled status updates•Managed CRM database, including troubleshooting, maintenance, updates, and report generation•Trained employees in company and regulatory compliance requirements to promote conformance •Worked with colleagues and executives on special projects as needed•Scheduled interviews and phone screens, working directly with candidates and hiring managers•Performed reference checks and initiate background checks using E-Verify•Provided administrative support to the Recruiting team and to the Human Resources department as directed•Maintained and updated employee personnel files using ADP/Banner Show less