Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

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, GA

Skills

  • 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
Rosalyn Smith