Holly Morris

HOLLYM883@GMAIL.COM
285 QUINCY AVENUE, #1
BRAINTREE, MA 02184
617-365-1385

Professional Experience

RC SERVICES, LLC/CRC CLAIMS SERVICE, INC., BRADENTON, FL (part-time from home)

Insurance Transcriptionist September 2006 – October 2011 &
January 2013 to Present

 Type various reports for insurance adjusters, searched database for driver information and address
verification, type BI Evaluation forms. Transcribed reports transmitted digitally via e-mail for insurance
adjusters, including payment requests, surcharge information sheets, photos, entering notes and billing/time
into Filetrac database.

 Work at home for owner transcribing reports, including auto accident, property damage, personal injury and
other insurance claims. Dictation is transmitted digitally via internet and transcribed using Sound Organizer.

LAWRENCE CZECH, CPA, BRAINTREE, MA (part-time)

Administrative Assistant January 2018 to August 2020

 In preparation of tax season, printed organizers for approximately 450 clients, logged clients into a
spreadsheet, created folders, followed-up with clients for missing documents or licenses, entered documents
into ProSeries Accounting Software, scanned all documents and prepared for mailing. In addition, entered
bank statements and reconciled each month, created and edited spreadsheets, entered time into Quickbooks,
printed and mailed invoices, maintained and backed-up client files, as well as answered incoming calls, and
ordered supplies and other tasks as needed.

SMELOFF & ASSOCIATES, MILTON, MA (part-time)

Legal Administrative Assistant – Bankruptcy Dept. January 2017 – June 2018

 Prepared client documents for Chapter 7 and Chapter 13 bankruptcies and built petitions, researched and
printed deeds, recorded mortgages, homesteads, liens, values from registry of deeds; researched and print
vehicle values using Nada; ran credit reports, followed-up with clients for outstanding documents, credit
counseling course management, maintained calendar for scheduling 341 hearings, mailed 341 hearing letters
to clients notifying of upcoming hearing dates, sent documents to trustees according to tracking sheet in
preparation of 341 hearings, maintained client database, including scanning all documents and uploading
into database; contacted law firms for current foreclosure sales and entered into foreclosure watch list,
maintained Excel spreadsheets, including monthly client report detailing total new clients, chapter filed.
Other duties included faxing, copying, scanning and typing letters and various correspondence.

THOMAS ASHMANSKAS, CPA, QUINCY, MA (part-time)

Administrative Assistant September 1997 – June 2015

 Typed letters, invoices, financial reports, data entry, processed payroll, entered and prepared individual,
corporate, federal and state income tax returns, bank reconciliations, created and edited spreadsheets,
answered client phone calls, maintained and backed-up client files, as well as troubleshot computer issues.
Responsible for setting up all vendor and payroll clients into Quickbooks from
SMITH & BRINK, P.C., QUINCY, MA (part-time)
Word Processing Specialist November 1998 – August 2002

 Worked in word processing department transcribing legal documents, including letters, pleadings, deposition
summaries, examinations under oath, with particular focus on insurance fraud, general casualty and special
investigations claims; back-up for receptionist as needed and other general office duties.

Education

NEWBURY JUNIOR COLLEGE, BRAINTREE, MA

Word Processing Concepts May 1985

Completed coursework towards Word Processing Certificate

RANDOLPH HIGH SCHOOL, RANDOLPH, MA

Completed coursework towards Business Courses Graduated 1984

Skills

√ ATX Tax Software √ QuickBooks 2007 through 2019 (minimal QB Online)

√ Excellent Microsoft Office - Word, Excel, Outlook √ Strong Transcription/Digital Voice Editor 2 & 3
√ Sound Organizer √ Pro Series Tax/Accounting Software
√ Excellent Numeric/Statistical Typing √ Creative Solutions Accounting Software
√ Best Case and Pacer Bankruptcy Software √ FileMaker Pro Database Software
√ Pacer √ Dropbox
√ Express Scribe √ FileTrac Client Management Software
√ Windows/Microsoft Office √ Proofreading
√ Outlook √ PowerPoint

References

Lawrence Czech, CPA

1599 Washington Street, Suite 1E
Braintree, MA 02184
Phone: 781-356-1440

Thomas Costa, Owner/Claims Adjuster

CRC Claims Service
Bradenton, FL
Cell: 508-965-2245

Jacqueline Farrell
50 Francis Street, Apt. 34
Holbrook, MA 02343
Cell: 781-901-0982