Rosalyn Smith
Wendell
Summary
Experienced with client onboarding and intake processes, ensuring smooth transitions for new clients. Utilizes strong communication skills and attention to detail to manage and document client information accurately. Track record of fostering positive client relationships and improving satisfaction through efficient and empathetic service.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Intake Specialist
Legal Aid of North Carolina – Nonprofit Law Firm
05.2021 - 06.2025
- Receive incoming calls from clients and begin intake
- Make outbound calls to online applicants and begin intake
- Collect information from caller and input in Legal Server
- Clients then complete the screening process the case is either accepted or rejected case
- Once screening process is complete, client qualifies save intake and open file
- Complete signature email
- Send email to client requesting documentation
- Forward completed signature email and case file to supervisor for review
- Cases assigned to attorneys for processing
Data Collector/Telephone Interviewer (Part Time)
WESTAT
03.2018 - 12.2021
- Outbound/Inbound Calling
- Collecting data from participants
- Conducting surveys using a script
- Entering data into CATI System
Customer Service Representative/Telephone Interviewer
Express Professionals
12.2020 - 02.2021
- Collect information from client and input in Salesforce System
- Collect documents from client and upload to system
- Prepare Rental Agreement for signature by Tenant and Landlord
- Signatures completed by both parties
- Send an approval email to the finance department for payment.
Legal Administrative Assistant - Retired
Wyrick Robbins Yates & Ponton, LLP
05.2013 - 04.2019
- Maintain Attorney Calendar (Outlook)
- Prepare Estate Planning Documents for Signing and Notarize
- Prepare large volume Real Estate Documents
- Open/Close New Client/New Matter files
- Prepare closed files to send off-site for storage
- Transcription backup (dictation, processing, and output)
- Filing hard copies and electronic copies of various documents
Customer Service Representative (Part Time)
NC QuickPass
08.2014 - 02.2018
- Processing payments from customers (i.e., checks, cash and credit card payments)
- Scanning license plates to send invoices for payments
- Entering checks and cash payments onto spreadsheet
Legal Administrative Assistant
Zaytoun Law Firm – Raleigh, NC
04.2012 - 05.2013
- Receptionist/Administrative Assistant
- Maintain Calendar (Outlook)
- Transcription backup (dictation, processing, and output)
- Filing hard copies and electronic copies of various documents
- Download to server, scan, and process Federal & Business Court PDFs
- E-notification Processing upon receipt - open e-filing, name, save to server
- Incoming mail/Outgoing mail processing – upon receipt - rename, save to server and file
- Creating Medical Binders for Experts
- Medical Records/Medical Provider/Lien Requests
- PC Law System – Entry of time for attorneys
- Abacus System – For maintenance & management of contact information
- Open/Close Files
- Conference room prep for meetings, etc. (coffee, water, soda) and subsequent clean up
- Assist staff as needed
Office Administrative Assistant (Temporary)
Progress Energy – Raleigh, NC
01.2012 - 04.2012
- Scanned entire file room of hard copy files (including maps and large diagrams) into system, renamed and saved in folders according to plant location.
Administrative Assistant
Nelson Mullins Riley & Scarborough LLP - Charlotte Office
08.2007 - 11.2011
- Prepare and proofread large volumes of highly confidential legal documents regarding real estate transactions and general business transactions including acquisitions
- Oversee and arrange travel arrangements for team, schedule meetings, prepare reimbursements/check requests, quarterly and year-end team budget reports, publication/subscription billing, track marketing and continuing legal education expense budgets
- Prepare all correspondence/faxes, pleadings, court filings, and electronic filings with various courts.
- DTE System – Entry of time for attorneys
- Open/Close Files
Education
Associate of Arts - Theology
Beacon University Institute of Ministry
Columbus, GASkills
- Possess excellent organization, written and verbal communication skills
- Proficient in Microsoft Office Suite, Windows XP, and the Internet
- Knowledge of legal-related software
- Knowledge of local, state, and federal court rules and procedures
- Multi-line Switchboard - 30 lines
- Typing skills 45 wpm; transcription skills
- Client assessment
Certification
Notary Public
Timeline
Intake Specialist
Legal Aid of North Carolina – Nonprofit Law Firm
05.2021 - 06.2025
Customer Service Representative/Telephone Interviewer
Express Professionals
12.2020 - 02.2021
Data Collector/Telephone Interviewer (Part Time)
WESTAT
03.2018 - 12.2021
Customer Service Representative (Part Time)
NC QuickPass
08.2014 - 02.2018
Legal Administrative Assistant - Retired
Wyrick Robbins Yates & Ponton, LLP
05.2013 - 04.2019
Legal Administrative Assistant
Zaytoun Law Firm – Raleigh, NC
04.2012 - 05.2013
Office Administrative Assistant (Temporary)
Progress Energy – Raleigh, NC
01.2012 - 04.2012
Administrative Assistant
Nelson Mullins Riley & Scarborough LLP - Charlotte Office
08.2007 - 11.2011
Associate of Arts - Theology
Beacon University Institute of Ministry