Lynn Dee Willis

740-973-5080

Lynniebird16@yahoo.com

 

PROFESSIONAL EXPERIENCE

 

SCHNEIDER LOGISTICS, Green Bay, WI; Denver, CO

12/12/11 - Current

·               Identified issues during system conversion through data exceptions reporting

·               Analyzed data to determine problem areas and malfunctioning equipment

·               Created system for high capacity document  scanning and indexing to mitigate payout on claims

·               Master COM, ESR, OTM for problem resolution on missing shipments, missing pieces

·               Handle all aspects of No-Tag Shipment Resolution with GM

·               Create database integration with multiple programs and web-based applications to streamline and automate data entry.

 

KEEBLER & ASSOCIATES, LLP, Green Bay, WI

10/1/10-9/23/11

Office Manager/Executive Assistant

·               Increased efficiency for creating and updating large Powerpoint presentations using VBA coding

·               Prepared balance sheets for high-income clients

·               Supervised clerical staff

·               Created and automated office database for storing contacts and case data

·               Increased efficiency in handling routine correspondence to clients using VBA and merge functions with MS Access and MS Word

·               Processed income tax and estate tax returns

·               Interpret congressional tax updates and write outlines for use during presentations and podcast recordings

·               Preparation of in-house and off-site presentation materials

·               Event management and coordination

·               Assisted with private letter rulings

·               Created database for seminar details, (travel arrangements, presentations, contacts, expenses, etc.)

·               Gift tax calculations for high income clients

·               Travel arrangements

 

SEEK STAFFING/ASSOCIATED BANK, Green Bay, WI

4/6/2010 – 9/21/2010

Temporary Replacement for Senior Business Analyst in Treasury Department

·               Assisted business analysts in preparing charts, spreadsheets for Asset/Liability reporting to Corporate ALCO

·               Researched peer corporation’s 10-K data to report on Associated Banc-Corp’s current ranking in a variety of different areas (nonperforming assets, net interest margin and other key ratios)

·               Researched peer broker data

·               Received incoming calls from financial institutions for adjusting Fed Funds

·               Updated and reported on Fed interest rates using Bloomberg

·               Documented procedures using SQL queries for MWI Funds Transfer Pricing

·               Updated various financial slides using Powerpoint

 

LANDMARK STAFFING, Green Bay, WI

11/1/08 –3/30/2010

Office Manager/Administrative Assistant

·               Office Manager for engineer firm specializing in the oil and gas industry

·               Created & managed cost accounting database utilizing MS Access, Visual Basic, SQL and XML

·               Trained engineers on use of cost accounting database

·               Calculated overhead for past and current projects

·               Created profitability reports

·               Initiated and managed migration from business software system (Businessworks) 

·               Supported and maintained schedules for eight engineers and five staff

·               Greeted incoming vendors and clients

·               Assisted in project planning and status updates

 

CASS INFORMATION SYSTEMS, Columbus, OH

1/2008-9/2008

Administrator

·               Generated a variety of reports from mainframe and web-based programs, MS documents for creating and tracking production of invoices for various clients

·               Tracked invoice payments and processing dates in Excel and Access for reporting purposes

·               Created presentation materials

·               Processed correction and deletion notices for account representatives

·               Tracked balance dues and report to clients

·               Reconciled payments on accounts for multiple clients

·               Tracked receivables

·               Variety of projects as requested using Excel and Access

·               General administrative support for 10 account representatives

·               Drafted correspondence as requested (including mass merge documents)

·               Updated mainframe information on accounts

·               Analyzed statistical information from various resources

 

CLASSIC HANDYMAN, INC., Columbus, OH

4/2005 – 7/2007

Co-Owner/Operator

·               Operated all aspects of home remodeling and repair business

·               Managed 8 to 16 employees including scheduling, coaching and team building

·               Calculated job estimates for bids

·               Conducted daily meetings with employees for job assignments

·               Managed all accounting using QuickBooks

 

INDEPENDENT PARALEGAL, Columbus, OH

3/2003 – 9/2008

Paralegal

·               Provided paralegal services for the following attorneys: 

o             William Underwood (probate)

o             Attorney Lisa Haywood, Attorney (personal injury, family, probate) 

o             Matthew Roth (probate, family, bankruptcy)

o             Phyllis Rowan  (family)

o             Roetzel and Andress (Probate)

o             Ohio Attorney General’s office

o             Franklin County Municipal Court, Judge Andrea Peeples (criminal)

o             Administrator for the Vineyard Legal Clinic (criminal, family, immigration)

o             Provided support for the Columbus Legal Aid Society (probate, family, criminal)

o             Assisted with family business purchase and all bookkeeping activities

             

PECK SHAFFER & WILLIAMS LLP

9/2004 - 3/2005

Paralegal – Bond Law

·               Created a database to determine current unvoted municipal/county debt for various entities preparing to offer bonds

·               Researched and prepared Official Statements (start to finish and out the door) for schools for filing with the state depository

·               Performed research for submitting to the Ohio Municipal Advisory Council regarding various issues required for bond offerings

·               Worked with treasurers of various municipalities

·               Created a complex spreadsheet integration system to determine Tax Incremental Financing

·               Assisted in compiling transcripts

·               Traveled throughout the state to obtain signatures for closings for bond offerings

 

MARK W. KOEHLER, ATTORNEY AT LAW, Columbus, OH 

1/2003 - 7/2004

Probate Paralegal

·               Managed all aspects of the probate business including approximately 40 probate cases and filings in all 88 Ohio counties

·               Prepared correspondence and conducted meetings with clients

·               Created and managed database of all activities on each client

·               Timekeeping; scheduling

·               Accounting for estate accounts

·               Prepared estate tax filings

·               Real estate, stock and other asset transfers

·               Utilized Amicus Attorney 

 

BANK ONE CORPORATION (JP Morgan Chase), Columbus, OH

5/1997 - 5/2002

Sr. Administrative Assistant: IT Finance, SBS Customer

·               Created database to track and reconcile fifty contractors, hours, billing and project time

·               Maintained calendars, schedule meetings, conference calls, conference rooms, made travel arrangements

·               Generate expense reports for executives

·               Prepared and updated Powerpoint presentations, reports, spreadsheets, and org charts

·               Maintained tickler file for manager reviews, quarterly objective reviews

·               Created and updated training database for subordinates as needed

·               Updated records retention schedule

·               Provided support in MS Access training and utilization

·               Generated Executive Management Report, Telesummary Report, Past Due Report, monthly detail of financials and telecom charges for department

·               Interfaced with NDS and Facilities to conduct moves, adds, changes.

 

EDUCATION & SKILL SET

 

THOMSON EDUCATION DIRECT, Paralegal Degree

COLUMBUS STATE COMMUNITY COLLEGE, Business

FRANKLIN UNIVERSITY, Business

COLUMBUS PARAPROFESSIONAL INSTITUTE, Office Professional

MT. VERNON NAZARENE UNIVERSITY, Business

NORTHEAST WISCONSIN TECHNICAL COLLEGE, Business Technology and Database Management

GLOBE UNIVERSITY, Business Technology and Data Management

VISUAL BASIC PROGRAMMING AND SOFTWARE INTEGRATION

MICROSOFT EXCEL AND ACCESS POWER USER AND PROGRAMMING