Experience

Bentwater Yacht & Country Club - Lake Conroe, TX
• United States
• Hospitality
• 1 - 100 Employee
• Accounts Receivable Specialist

  • Sep 2022 - Present


Red Rock Behavioral Health Services

• United States
• Mental Health Care
• 100 - 200 Employee

• Executive Assistant To Chief Executive Officer

  • Dec 2017 - Jun 2021

  • Perform advanced-level administrative duties for CEO and all C-level management • Liaison to the Board of Directors; consider all information confidential using extreme discretion • Proactively anticipate needs of CEO • Represent CEO with high level of professionalism • Guard confidential personal information and oversee Protected Health Information (PHI) • Screen calls, schedule appointments and maintain calendar for CEO • Go above and beyond to deliver on deadlines for critical, time-sensitive requests from CEO • Compose correspondence, reports, proposals and contracts • Partner with Chief Administrative Officer (CAO) to process grants and safeguard their potential renewals • Manage spending account funded for patients with immediate needs to avoid experiencing homelessness • Prepare reports for and record minutes at monthly meetings of the Board of Directors



American Cancer Society

• United States
• Non-profit Organizations
• 700 & Above Employee

• Probate Paralegal II

  • Jan 2008 - Jul 2017

  • Perform paralegal duties as assigned by General Counsel • Review wills and trusts to determine deceased donors’ bequests • Correspond with attorneys and trustees requesting pertinent information required to determine the projected value of legacy • Conclude project by communicating with internal auditors for confirmation and approval • Accelerate revenue by acting with a sense of urgency when communicating with attorneys and trustees • Perform paralegal duties as assigned by General Counsel • Review wills and trusts to determine deceased donors’ bequests • Correspond with attorneys and trustees requesting pertinent information required to determine the projected value of legacy • Conclude project by communicating with internal auditors for confirmation and approval • Accelerate revenue by acting with a sense of urgency when communicating with attorneys and trustees



Crowe & Dunlevy

• United States
• Law Practice
• 100 - 200 Employee

• Paralegal

  • Mar 1988 - Jan 2008

  • Accurately complete tasks as assigned by attorneys • Develop and nurture personal relationships with multi-generational clients and surviving family members • Draft for attorney review: Trusts Asset Transfer Documents Pour-over Wills Probate Pleadings Powers of Attorney for Property and Health Care Form 706 U.S. Estate Tax Returns • Value assets for estate tax returns • Exercise special care and effort to obtain clients’ personal and financial information • Work closely with accountants concerning mutual clients