Summary
Overview
Work History
Education
Skills
Certification
PROFESSIONAL DEVELOPMENT & HEALTHCARE TRANSITION
Timeline
Generic

Dakota Sneed

Florissant

Summary

Administrative and finance professional with 10 years' experience supporting regulated environments across legal, financial, and healthcare settings. Improved record-keeping accuracy by 20% through digitization and audit tracking tools. Trusted for maintaining confidentiality of 100+ client and patient records weekly, optimizing workflow efficiency, and ensuring full compliance with federal and institutional standards. Currently pursuing a Health Sciences degree at St. Louis Community College to transition into healthcare operations.

Overview

1
1
Certification
11
11
years of professional experience

Work History

Legal Assistant

Cordell & Cordell
St. Louis, MO
08.2024 - Current
  • Initiated streamlined communication workflows among 6 attorneys, 100+ active clients, and multiple departments, improving information accuracy and ensuring full HIPAA compliance.
  • Implemented a digital case-tracking system that reduced scheduling errors by 15% and accelerated client response times.
  • Developed standardized templates for legal correspondence and filing, reducing document preparation time by 20%.
  • Collaborated with management to introduce an internal case audit checklist, strengthening quality control and minimizing missed deadlines.
  • Took initiative to train new staff on case management software and data-entry accuracy, enhancing team efficiency and consistency.

Mortgage Assistant / Auditor

U.S. Bank
Earth City, MO
08.2020 - 08.2024
  • Audited and reviewed 30-40 mortgage loan files per week, ensuring 100% compliance with federal and internal regulations and reducing documentation errors by 15%.
  • Verified and validated loan data for portfolios exceeding $5M monthly, maintaining strict confidentiality protocols comparable to HIPAA standards in healthcare.
  • Prepared and submitted weekly audit reports to management, improving readiness for internal and external compliance reviews and contributing to zero audit deficiencies during inspections.

Pharmacy Technician

Walmart Pharmacy
Sunset Hills, MO
11.2018 - 08.2020
  • Processed and filled 250+ prescriptions daily with precision, ensuring adherence to state and federal pharmacy regulations.
  • Verified patient information, insurance coverage, and medication accuracy while maintaining HIPAA compliance.
  • Collaborated with pharmacists to prepare and label medications in a fast-paced retail healthcare environment.
  • Educated patients on prescription procedures, copay questions, and medication safety with professionalism and care.
  • Managed inventory, controlled-substance documentation, and daily reconciliation of insurance transactions.

Store & Business Manager

ACE Cash Express
Bridgeton & Jennings, MO
07.2015 - 11.2018
  • Supervised and trained a team of 5-7 employees, improving compliance audit scores by 20% through consistent coaching on financial accuracy, ethical procedures, and regulatory requirements.
  • Resolved an average of 40+ customer inquiries and disputes per week, achieving a 95% satisfaction rating and reducing repeat complaints by 15% through clear communication and empathy.
  • Maintained daily cash reconciliations exceeding $10,000, identifying discrepancies promptly and implementing documentation workflows that cut reporting errors by 25%.

Education

Health Sciences Student Diagnostic Medical Sonography Program -

St. Louis Community College (STLCC)
St. Louis, MO
01-2027

Skills

  • Healthcare Administration & Compliance
  • HIPAA & Confidential Records Management
  • Financial Reporting & Reconciliation
  • EHR & Data Entry Accuracy
  • Patient & Client Relations
  • Process Improvement & Quality Assurance
  • Insurance Verification & Documentation
  • Microsoft Office (Excel, Access, SharePoint)
  • Scheduling & Cross-Department Coordination
  • Regulatory Adherence & Auditing

Certification

  • Licensed Pharmacy Technician – Missouri Board of Pharmacy
  • CPR and Basic Life Support (BLS) Certified – American Red Cross
  • Notary Public – State of Missouri

PROFESSIONAL DEVELOPMENT & HEALTHCARE TRANSITION

  • Job-shadowed BJC Inpatient Surgical Patient Care Technician and Pediatric ICU teams to gain clinical exposure.
  • Actively pursuing volunteer opportunities in hospital administrative and patient support settings.
  • Dedicated to advancing career in healthcare operations, compliance, and patient care services.

Timeline

Legal Assistant

Cordell & Cordell
08.2024 - Current

Mortgage Assistant / Auditor

U.S. Bank
08.2020 - 08.2024

Pharmacy Technician

Walmart Pharmacy
11.2018 - 08.2020

Store & Business Manager

ACE Cash Express
07.2015 - 11.2018

Health Sciences Student Diagnostic Medical Sonography Program -

St. Louis Community College (STLCC)
Dakota Sneed