1. HEATHER L. LOCKARD-WHEELER
3508 Poole St
Baltimore, MD 21211
443.629.7762 - hlynnwheeler@gmail.com
HIGHLIGHTS
* MS Word 2010, MS 2010 Office, Excel, SAP
* Excellent Customer Service Skills
* Excellent Oral and Written Communication Skills
* Strong Organizational and Creative Problem Solving Skills
* Multi-tasked Oriented and Ability to Learn New Things
PROFESSIONAL EXPERIENCE
May 2014 – Current Administrative Coordinator
Center for Imaging Science, Johns Hopkins University - Baltimore, MD
* Manage all administrative duties for Director (drafting, proofing correspondence, preparing meeting folders,
maintaining/updating CV, managing calendar, managing travel and creating travel itineraries)
* Coordinate, organize, plan/execute all aspects in support of meetings, committees, conferences, travel and events
including payments and/or reimbursements
* Coordinate, organize, manage CIS Seminar Speaker Series including developing controls such as letter templates,
internal charts (capturing contact information, travel information/bookings and cost spent on each speaker for budget
planning purposes), manage CIS Seminar budget, utilizing JHU hotels for cost saving measures, and management of
all non-employee travel reimbursements
* Coordinate, organize, manage CIS student intersession program, assisting with new hire process, creating
timesheets, creating group charts to organize and distribute information to all staff and faculty, help develop a coffee
talk series at CIS for team building purposes
* Summer High School student mentor, supervise high school students from the DASSI/Thread organization work at
our center, learn new skills and improve on existing ones
* Served on the JHU Travel Committee, volunteer committee charged with creating new travel program for WSE
while adhering to JHU travel policy and procedures
* Manage time-sensitive projects, determine priorities, maintaining high degree of professionalism and
confidentiality while exercising independent judgment to resolve difficult situations as well as working as a team
member; maintain confidential records and databases
* Maintain staff directory, create email distribution lists, shared calendars, manage/track invoice payment,
procurement card reconciliation, purchasing general office supplies, SAP transaction processing, student time entry,
conference/travel arrangements for all CIS faculty, staff and students while following JHU policy and regulations,
create purchase orders, process travel reimbursements, implemented new tracking / communication system to keep
travelers appraised of reimbursements status
* Pre-awards: work with principal investigators (PI) and departmental staff in preparing COEUS proposal document
such as budget justifications, cost analysis and expense back-up quotes, biosketches (updating PMCID information
where applicable), review application guideline, identify funding opportunities, obtain signatures for PI
Certifications, assist faculty with COI and IRB process to ensure research and university compliance
* Post-Award: Monitor designated non-sponsored budgets to ensure JHU policy compliance and provide reports as
needed, perform account review and reconciliation applying Omni Circular requirements and principles, monthly
procurement card expense allocation, process SAP transactions to resolve financial inconsistencies such as cost
transfers and invoice goods receipt, assist with grant/contract close-out process, maintain files and proper transaction
documentation for grant expenses, assist Admin. Manager with budget projections and financial planning
January 2014 – May 2014 Office Manager/Administrative Assistant/Receptionist
Coale, Pripstein & Associates, PA - Columbia, MD
Administrative Assistant/Receptionist
* Directed incoming calls to staff, answered client questions including portal related questions/problems worked in a
computer help desk capacity
* Assembled and mailed client tax returns
* Scanned and saved client documents to CPA system
* Processed and distributed all company mail
* Created new clients using Practice CS software and setup client portals
* Filed tax returns with federal and local governments, refiled tax returns if errors
* Ran weekly reports
* Maintained CPAPA charts used Excel
* Calendared client visits, ordered office supplies, took and distributed office meeting notes
Office Manager
* Assisted accountants with office protocol and questions
* Streamlined in-house forms and charts
2. * Processed payment checks from clients
* Instructed and supervised evening temporary employee
* Ordered office supplies, created and managed in-house expenses spending chart
February 2009 – July 2013 Paralegal/Administrative Assistant/Receptionist
The Ruckdeschel Law Firm, LLC – Ellicott City, MD
Paralegal
* Filed documents with the court
* Prepared retainers and intake materials for new clients
* Prepared binders per attorney requests
* Prepared medical records binders, abbreviated medical and billing summaries
* Obtained medical records, social security military records and other client records, created charts and/or databases
to track records and related expenses regarding obtaining said records and billing the client
* Obtained client related pathology materials, chain of custody records, tracked pathology sent to experts and
defendants, paid for medical records, kept track of expenses to charge client
* Filed and resolved claims with Medicare
* Created and maintained active case charts for the firm
* Managed time-sensitive projects such as filing Plaintiff Complaints, court correspondence, co-counsel
correspondence and general firm correspondence, determined priorities, maintained high degree of professionalism
and confidentiality, exercised independent judgment to resolve difficult situations, worked as a team member;
maintained confidential records and databases
Office Manager/ Financial
* Managed office in absence of principle attorneys
* Point of Contact for Vendors (contract renewals, new equipment, repairs, and billing)
* Coordinated, organized, planned/executed aspects of meetings, committees, conferences, depositions, travel and
events including payments and/or reimbursements
* Kept track of client expenses for billing purposes (travel and/or related materials such as medical records or
charges for expert reports)
* Sent out settlement paper work to clients, received, processed/logged settlement checks in an accounts
payable/receivable capacity for reporting purposes, sent out demand for payment letters and filled appropriate
documents with the Court when payment was received and/or not received pert settlement terms
* Directed incoming calls, handled other general office duties such as ordering office supplies and assisting with
general payment of bills
May 2006 – February 2009 Office Assistant/Receptionist
Kramon & Graham, P.A. Baltimore, MD
* Created, catalogued, and maintained closing binders
* Covered desks for vacationing legal secretaries
* Edited and proofread documents, used track changes
* Prepared closing materials and binders
* Meeting set-up and breakdown
* Research
* Assisted Paralegal in monthly financial account reconciliation for large client
* Filed client documents with SDAT (Maryland State Department of Assets and Taxation)
* Directed incoming calls and handled other general office duties
* Instructed and supervised student interns
September 2003 - Current Opera Singer
Lyric Opera of Baltimore f/k/a Baltimore Opera Company, Baltimore, MD
* singing, acting and dancing in accordance to the AGMA Union rules
* arriving on time and knowing all music and blocking
* performing at a professional level during rehearsals and performances.
March 2011 – Current Opera Singer
Baltimore Concert Opera, Baltimore, MD
* singing, acting and dancing in accordance signed contract rules
* arriving on time and knowing all music and blocking
* performing at a professional level during rehearsals and performances.
EDUCATION Research Administration for Existing Employees (start Nov. 2016), Masters of Science (Research
Administration), Johns Hopkins – Current, Graduate Performance Diploma (Voice) Peabody Conservatory of Music, Baltimore,
MD, Bachelor of Fine Arts (Music Theatre) The University of the Arts, Philadelphia, PA