Highly-organized professional with 10 plus years combined experience as a Legal Analyst and Legal Secretary. Dependable and able to exercise independent judgment and sound decision-making. Proficient in updating daily logs, investigating discrepancies and managing records. Focused on maximizing service, accuracy and efficiency and capable of working with little oversight.
Overview
14
14
years of professional experience
Work History
Senior Legal Analyst
Braxmeyer Ins Services Elk Grove
Elk Grove, CA
12.2009 - Current
Organized and distributed incoming documents from courts, witnesses and opposing parties
Facilitated communication to enable effective settlement discussions between counsel, defendants and plaintiffs
Managed 3 paralegal professionals working in Workers Compensation law
Used Excel to create useful spreadsheets for tracking information, managing cases and creating graphs
Provided training to new employees focused on performance strategies, company procedures and legal requirements
Consulted with clients, witnesses and legal professionals to define and document case details
Handled travel arrangements for the handling attorney
Organized and executed court calendar with daily cases and supervisor meetings
Managed staff members to ensure optimal productivity, health, welfare and personal well-being
Exceeded specific team goals and resolved time-sensitive issues by partnering with staff to share and implement project initiatives
Participated in client interviews, observed questioning process and took notes to document information
Responded quickly to client calls and inquiries, asking open-ended questions to deliver applicable information
Facilitated efficient communication between judges, court administration, government agencies and attorneys
Participated in client interviews, observed questioning process and took notes to document information
Interpreted, explained and enforced human resources policies to keep staff in compliance with standards
Sorted job applications, vetted candidates and recommended individuals for key positions
Legal Analyst
California Department Of Transportation Caltrans
Sacramento, CA
07.2021 - 01.2023
Maintained docket for hearings, conferences and meetings.
Achieved minimum billing requirements every month.
Coordinated trial preparation, wrote documents and handled discovery.
Attended case conference, supervision, departmental and outside meetings.
Collected, sorted and managed files for each case.
Facilitated communication between opposing parties, the court and mediators.
Filed pleadings and required paperwork with court clerk according to strict deadlines.
Organized exhibits for trial, preparing materials and supporting documentation for easy display and admittance.
Participated in client interviews, observed questioning process and took notes to document information.
Responded quickly to client calls and inquiries, asking open-ended questions to deliver applicable information.
Obtained, reviewed and summarized medical records at direction of trial attorneys, consulting outside experts and arranging for medical examinations when relevant to cases.
Communicated pertinent information to clients via phone, email and mail.
Used state and federal electronic filing systems.
Collected case materials such as evidence, exhibits, motions and subpoenas.
Performed variety of automated support tasks necessary to prepare, organize, index, develop and manage exhibits, evidence and data relevant to cases.
Consulted with attorneys and case teams to establish workflows supporting efficient document reviews.
Coordinated implementation of document databases for legal team document review and production.
Trained, supported and assisted case teams with best practice use of firm's e-discovery technology solutions, coordinating with and managing outside service providers and vendors.
Knowledgeable dealing with pleadings, affidavits, motions and exhibit preparation.
Drafted correspondence, documented data and submitted materials to appropriate parties.
Drafted motions, briefs and other legal documents.
Responded to client calls and inquiries to deliver applicable information.
Legal Secretary
Department Of Justice
Sacramento, CA
11.2019 - 07.2021
Processed and distributed invoices to bill clients.
Assisted in maintaining department attorney personnel files with utmost confidentiality.
Stayed within travel and expense budgets while scheduling attorneys' travel arrangements.
Mailed and arranged for delivery of legal correspondence to clients, witnesses and court officials.
Organized and prioritized case loads of five attorneys.
Drafted and typed grammatically correct office memos.
Drafted letters and prepared legal correspondence for attorneys and legal assistants.
Proofed documents and submitted to attorneys for review.
Recorded and monitored court appearance dates.
Coordinated and scheduled meetings and telephone conferences.
Opened new client files.
Received and disbursed all incoming mail.
Photocopied all correspondence, documents and other printed materials.
Electronically filed documents with all courts.
Composed and revised legal documents, including letters, depositions and court documents.
Processed summonses, subpoenas and complaints.
Maintained office supplies by checking stocks and placing orders.
Education
Associate of Arts - Criminal Justice
University Of Phoenix
Tempe, AZ
10.2020
Bachelor of Science - Public Administration
Unicoi County High School
Arizona City, AZ
Some College (No Degree) - Paralegal Studies
Heald College
Sacramento, CA
Skills
Office Administration
Schedule management
Understands confidentiality
Drafting Legal Documents
Clerical skills
Editing
Attentive listening
Court document processing
Data entry experience
Great eye for detail
Excellent spelling skills
Precise
Performance improvements
Schedule and calendar management
Proofreading and editing
Billing and invoicing
Organization
MS Office proficient
Accomplishments
Legal Administration Tasks
Generated, typed, formatted and edited letters, documents, motions, briefs and client forms
Technical Skills
MS Office
Pro Law
Blue Jeans
Zoom
Outlook
Word
Excel
Quickbooks
Adobe
File Net
Eams Case Search
Additional Information
References:
Jerry C Braxmeyer JD, Hearing Representative and CEO of Braxmeyer Ins Services Elk Grove
8856 Houndstooth Court
Elk Grove, CA 95624 Phone: (916) 849-9689
jerry@braxmeyerinc.com