Lisa Winder
PROFESSIONAL INSIDE SALES and MARKETING / CUSTOMER and ADMIN SUPPORT
406 Chestnut Court - Baltimore, MD 21222
lwinder430@gmail.com - 443-418-7063
OBJECTIVE
My goal is to pursue a career in a progressive organization where my customer support, inside sales and
marketing will benefit an employer by adding value, working efficiently and achieving business goals.
EDUCATION
Completion Date Institution Qualification Course of Study
01/2007 Univ. of Phoenix 1 Year of College Business
05/1983 Morgan State Univ. 1 Year of College Math, Computer Science
06/1981 Dundalk Sr. High H.S. Diploma Business, College Prep
SOFTWARE SKILLS
CRM - Sales Force
Microsoft Word, Outlook, Excel, Power Point
Legal Research – LexisNexis
Billing and Case Management Software - Abacus, Time Matters, Timeslips; Needles, Tabs
COMMUNICATION and ORGANIZATIONAL SKILLS
• Excellent written and verbal communications
• A proactive nature
• Excellent ability of building rapport with customer
• Dedication to taking care of the customer, anticipating their
• needs and following through with commitments
• Ability to adapt and deal with change
• Solid interpersonal skills -- with both customers and co-workers
• Excellent organizational, judgmental, logical and creative skills
• Ability to multi-task and prioritize multiple responsibilities
• Very good PC skills
• Strong time management skills.
WORK EXPERIENCE
Customer Service/Sales
ICF/Center for Disease Control – Symphony Placements, Call Tact Marketing, Proper Staffing,
RTUI, AFP Global Logistics, Velocity, Virtual Sales Associates - Baltimore, MD
January 2009 to Present
 Making outbound calls in several states, interviewing respondents to gather data that is used by the
healthcare community, researchers and policymakers to implement and help improve health programs
and health choices by the State’s Dept. of Health and the CDC.
 Making outbound calls to businesses to gather socioeconomic status and updating information in
records
 Marketing advertising, trade show logistics, 401k financial educational seminars, insurance plans,
social media
 Generating leads
 Handling all administrative duties related to the customer base
 Qualifying prospects and setting appointments
 Acting as a knowledgeable resource for in-house management and customers
 Processing orders and various requests for customers
 Acting as primary point of contact for customers needing information
 Assisting Account Managers by preparing documents and materials for meetings
Lisa Winder
PROFESSIONAL INSIDE SALES and MARKETING / CUSTOMER and ADMIN SUPPORT
Legal Assistant
Funk & Bolton - Baltimore, MD
August 2008 to November 2008
 Assisting attorneys and clients involving insurance regulations
 Preparing and finalizing pleadings and correspondence for attorneys' review and approval
 Filing documents in court electronically
 Setting up, organizing and maintaining client files
 Reviewing, summarizing and indexing documents
 Preparing trial notebooks
 Maintaining attorneys' calendars
 Maintaining written and verbal contacts with clients and attorneys
 Conducting legal research
 Coordinating and setting up depositions
 Preparing time and billing records
Recruiter
Bioanalytical Systems, Inc - Baltimore, MD
December 2007 to March 2008
 Recruiting and screening volunteers
 Researching and responding to participant inquiries
 Reviewing and updating participant records in data base
 Coordinating clinical trial studies
 Inputting study information into data base
 Setting up physical/medical screening schedule in data base
 Attending study initiation meetings and auditing meetings
Call Center - Public Relations Consultant
Janis Marketing – Baltimore, MD
August 2007 to November /2007
 Making outbound calls and receiving inbound calls from brokers and investors
 Explaining client's/company's history and current status
 Persuading people to get involved in trading company's stock
 Confirmed contact information to send out company brochure
Marketing/Lead Generation Specialist
JVM Inc., Health Insurance Answers – Baltimore, MD
March 2007 to July 2007
 Cold calling businesses
 Qualifying prospects to receive a free 30-day trial of a hardware security box
 Following-up by email and phone calls
 Scheduling appointment for configuration and installation of the Box
 Qualifying customers for health insurance plans
Lisa Winder
PROFESSIONAL INSIDE SALES and MARKETING / CUSTOMER and ADMIN SUPPORT
Legal Assistant
Wilmer Hale - Baltimore, MD
August 2006 to February 2007
 Assisting Attorneys and clients involving real estate and commercial law
 Preparing pleadings, briefs, lease agreements and contracts
 Preparing and finalizing correspondence
 Reviewing, summarizing and indexing documents
 Maintaining written and verbal contacts with clients and attorneys
 Setting up, organizing and maintaining client files
 Maintaining Outlook calendar for attorneys
 Preparing time and billing records
 Making travel arrangements and setting up itineraries
 Scanning documents into pdf format and sending via email
 Preparing mail and fed ex deliveries
 Answering evening phone calls and routing calls to appropriate attorneys
Legal Assistant
Law Office of Julie Landau - Baltimore, MD
September 2005 to July 2006
 Assisting Attorneys and clients involving divorce and child custody cases
 Answering client calls
 Setting up and maintaining client files and office files
 Preparing pleadings
 Preparing subpoenas for service
 Organizing all documents produced
 Coordinating and setting up depositions
 Maintaining attorneys' calendar
 Assisting in the preparation of trial notebooks
 Preparing time and billing records
Legal Assistant
Legg Mason - Baltimore, MD
January 2005 to May 2005
 Assisting attorneys and compliance officers in the Legal and Compliance Department
 Preparing and maintaining various charts in Excel
 Compiling information from various documents into charts
 Assisting with setting up conferences and office events
 Maintaining a calendar of all scheduled meetings
 Setting up various group calendars in Outlook
 Answering up to 15 telephone extensions
Lisa Winder
PROFESSIONAL INSIDE SALES and MARKETING / CUSTOMER and ADMIN SUPPORT
Legal Assistant
Law Office of Alvin Alston - Baltimore, MD
January 2000 to December 2004
January 1991 to August 1994
 Providing legal support to attorney and clients involving criminal, personal injury, and auto accidents
 Preparing and finalizing pleadings and correspondence for attorney's review and approval
 Requesting and organizing medical records and medical bills of treatment
 Taking initial client information
 Conducting in-depth phone interviews to determine the facts of the matter for attorney's review
 Preparing client data sheets
 Answering and following-up on client calls
 Assisting in the preparation of witnesses and clients for trial
 Preparing trial notebooks
 Maintaining attorney's calendar
 Performing other administrative support functions as needed
Legal Assistant
Whiteford Taylor and Preston - Baltimore, MD
April 1995 to December 1999
 Providing legal and administrative support to attorneys and clients involving corporate, litigation,
criminal,
 medical malpractice, workers compensation, and personal injury
 Preparing pleadings and correspondence for attorneys review and approval
 Coordinating and setting up depositions
 Opening and closing files
 Preparing time and billing records
 Maintaining office filing system
 Making travel arrangements and setting up itineraries
 Answering and following-up on client calls
 Sorting and distributing mail
Sales Associate
Ann Taylor – Baltimore, MD
October 1990 to January 1992
 Greeting and serving customers through in-store sales
 Building a personal customer base and notifying customers of ongoing and upcoming sales
 Merchandising store; taking inventory; processing cash and credit card sales
 Opening and closing store
Call Center - Marketing Representative
Center Stage – Baltimore
May 1987 to May 1991
 Making outbound calls to current and prospective members for season tickets and fundraising
Lisa Winder
PROFESSIONAL INSIDE SALES and MARKETING / CUSTOMER and ADMIN SUPPORT
REFERENCES
Call Tact Marketing
Michael Fancher
Vice President
580-657-8441
Jay Witbeck
Regional Sales Manager
Cartvertising
503-707-7097
HoIIy Jones
VP of Business Development
AFP GlobaI Logistics
410-590-1234
Derrik Yarmis, Esquire
Funk & Bolton
410-659-7700
Alvin Alston, Esquire
(previously w/Law Office of Alvin Alston)
410-324-8949
Matthew Lynn, Esquire
(previously w/Siedenman & Sutherland)
410-812-1840 (cell)
Julie Fitzgerald, Office Administrator
Wilmer Hale
202-663-6000
Julie Fitzgerald, Office Administrator
Wilmer Hale
202-663-6000

INSIDE SALES_MARKETING_CUSTOMER and ADMIN SUPPORT

  • 1.
    Lisa Winder PROFESSIONAL INSIDESALES and MARKETING / CUSTOMER and ADMIN SUPPORT 406 Chestnut Court - Baltimore, MD 21222 lwinder430@gmail.com - 443-418-7063 OBJECTIVE My goal is to pursue a career in a progressive organization where my customer support, inside sales and marketing will benefit an employer by adding value, working efficiently and achieving business goals. EDUCATION Completion Date Institution Qualification Course of Study 01/2007 Univ. of Phoenix 1 Year of College Business 05/1983 Morgan State Univ. 1 Year of College Math, Computer Science 06/1981 Dundalk Sr. High H.S. Diploma Business, College Prep SOFTWARE SKILLS CRM - Sales Force Microsoft Word, Outlook, Excel, Power Point Legal Research – LexisNexis Billing and Case Management Software - Abacus, Time Matters, Timeslips; Needles, Tabs COMMUNICATION and ORGANIZATIONAL SKILLS • Excellent written and verbal communications • A proactive nature • Excellent ability of building rapport with customer • Dedication to taking care of the customer, anticipating their • needs and following through with commitments • Ability to adapt and deal with change • Solid interpersonal skills -- with both customers and co-workers • Excellent organizational, judgmental, logical and creative skills • Ability to multi-task and prioritize multiple responsibilities • Very good PC skills • Strong time management skills. WORK EXPERIENCE Customer Service/Sales ICF/Center for Disease Control – Symphony Placements, Call Tact Marketing, Proper Staffing, RTUI, AFP Global Logistics, Velocity, Virtual Sales Associates - Baltimore, MD January 2009 to Present  Making outbound calls in several states, interviewing respondents to gather data that is used by the healthcare community, researchers and policymakers to implement and help improve health programs and health choices by the State’s Dept. of Health and the CDC.  Making outbound calls to businesses to gather socioeconomic status and updating information in records  Marketing advertising, trade show logistics, 401k financial educational seminars, insurance plans, social media  Generating leads  Handling all administrative duties related to the customer base  Qualifying prospects and setting appointments  Acting as a knowledgeable resource for in-house management and customers  Processing orders and various requests for customers  Acting as primary point of contact for customers needing information
  • 2.
     Assisting AccountManagers by preparing documents and materials for meetings Lisa Winder PROFESSIONAL INSIDE SALES and MARKETING / CUSTOMER and ADMIN SUPPORT Legal Assistant Funk & Bolton - Baltimore, MD August 2008 to November 2008  Assisting attorneys and clients involving insurance regulations  Preparing and finalizing pleadings and correspondence for attorneys' review and approval  Filing documents in court electronically  Setting up, organizing and maintaining client files  Reviewing, summarizing and indexing documents  Preparing trial notebooks  Maintaining attorneys' calendars  Maintaining written and verbal contacts with clients and attorneys  Conducting legal research  Coordinating and setting up depositions  Preparing time and billing records Recruiter Bioanalytical Systems, Inc - Baltimore, MD December 2007 to March 2008  Recruiting and screening volunteers  Researching and responding to participant inquiries  Reviewing and updating participant records in data base  Coordinating clinical trial studies  Inputting study information into data base  Setting up physical/medical screening schedule in data base  Attending study initiation meetings and auditing meetings Call Center - Public Relations Consultant Janis Marketing – Baltimore, MD August 2007 to November /2007  Making outbound calls and receiving inbound calls from brokers and investors  Explaining client's/company's history and current status  Persuading people to get involved in trading company's stock  Confirmed contact information to send out company brochure Marketing/Lead Generation Specialist JVM Inc., Health Insurance Answers – Baltimore, MD March 2007 to July 2007  Cold calling businesses  Qualifying prospects to receive a free 30-day trial of a hardware security box  Following-up by email and phone calls
  • 3.
     Scheduling appointmentfor configuration and installation of the Box  Qualifying customers for health insurance plans Lisa Winder PROFESSIONAL INSIDE SALES and MARKETING / CUSTOMER and ADMIN SUPPORT Legal Assistant Wilmer Hale - Baltimore, MD August 2006 to February 2007  Assisting Attorneys and clients involving real estate and commercial law  Preparing pleadings, briefs, lease agreements and contracts  Preparing and finalizing correspondence  Reviewing, summarizing and indexing documents  Maintaining written and verbal contacts with clients and attorneys  Setting up, organizing and maintaining client files  Maintaining Outlook calendar for attorneys  Preparing time and billing records  Making travel arrangements and setting up itineraries  Scanning documents into pdf format and sending via email  Preparing mail and fed ex deliveries  Answering evening phone calls and routing calls to appropriate attorneys Legal Assistant Law Office of Julie Landau - Baltimore, MD September 2005 to July 2006  Assisting Attorneys and clients involving divorce and child custody cases  Answering client calls  Setting up and maintaining client files and office files  Preparing pleadings  Preparing subpoenas for service  Organizing all documents produced  Coordinating and setting up depositions  Maintaining attorneys' calendar  Assisting in the preparation of trial notebooks  Preparing time and billing records Legal Assistant Legg Mason - Baltimore, MD January 2005 to May 2005  Assisting attorneys and compliance officers in the Legal and Compliance Department  Preparing and maintaining various charts in Excel  Compiling information from various documents into charts  Assisting with setting up conferences and office events  Maintaining a calendar of all scheduled meetings  Setting up various group calendars in Outlook  Answering up to 15 telephone extensions
  • 4.
    Lisa Winder PROFESSIONAL INSIDESALES and MARKETING / CUSTOMER and ADMIN SUPPORT Legal Assistant Law Office of Alvin Alston - Baltimore, MD January 2000 to December 2004 January 1991 to August 1994  Providing legal support to attorney and clients involving criminal, personal injury, and auto accidents  Preparing and finalizing pleadings and correspondence for attorney's review and approval  Requesting and organizing medical records and medical bills of treatment  Taking initial client information  Conducting in-depth phone interviews to determine the facts of the matter for attorney's review  Preparing client data sheets  Answering and following-up on client calls  Assisting in the preparation of witnesses and clients for trial  Preparing trial notebooks  Maintaining attorney's calendar  Performing other administrative support functions as needed Legal Assistant Whiteford Taylor and Preston - Baltimore, MD April 1995 to December 1999  Providing legal and administrative support to attorneys and clients involving corporate, litigation, criminal,  medical malpractice, workers compensation, and personal injury  Preparing pleadings and correspondence for attorneys review and approval  Coordinating and setting up depositions  Opening and closing files  Preparing time and billing records  Maintaining office filing system  Making travel arrangements and setting up itineraries  Answering and following-up on client calls  Sorting and distributing mail Sales Associate Ann Taylor – Baltimore, MD October 1990 to January 1992  Greeting and serving customers through in-store sales  Building a personal customer base and notifying customers of ongoing and upcoming sales  Merchandising store; taking inventory; processing cash and credit card sales  Opening and closing store
  • 5.
    Call Center -Marketing Representative Center Stage – Baltimore May 1987 to May 1991  Making outbound calls to current and prospective members for season tickets and fundraising Lisa Winder PROFESSIONAL INSIDE SALES and MARKETING / CUSTOMER and ADMIN SUPPORT REFERENCES Call Tact Marketing Michael Fancher Vice President 580-657-8441 Jay Witbeck Regional Sales Manager Cartvertising 503-707-7097 HoIIy Jones VP of Business Development AFP GlobaI Logistics 410-590-1234 Derrik Yarmis, Esquire Funk & Bolton 410-659-7700 Alvin Alston, Esquire (previously w/Law Office of Alvin Alston) 410-324-8949 Matthew Lynn, Esquire (previously w/Siedenman & Sutherland) 410-812-1840 (cell)
  • 6.
    Julie Fitzgerald, OfficeAdministrator Wilmer Hale 202-663-6000
  • 7.
    Julie Fitzgerald, OfficeAdministrator Wilmer Hale 202-663-6000