Overview
Work History
Education
Skills
Timeline
Generic

Atasha Tallie

Phoenix,AZ

Overview

26
26
years of professional experience

Work History

Billing Liaison

Selman Law Firm
07.2023 - 10.2023
  • Recouped/reconciled billing issues that were deemed impaired finances for the law firm
  • Collaborate with the accounting team to reconcile accounts and resolve any discrepancies.
  • Reconcile billing with attorney clients due to various billing discrepancies.
  • Determined cause of monthly billing bolenecking and provided a process improvement to remedy.
  • Create and maintain accurate and up-to-date records of all billing and collection activities in Excel spreadsheets.
  • Manage attorney and attorney client databases and billing databases including LEX, BoomLine, OMEGA, Sergent, Counsel Link, etc.

Realtor

Kenneth James Realty
03.2017 - 10.2023
  • Successfully assisted and worked with buyers and sellers with their real estate needs to buy or sell a home.
  • Successfully communicated with broker internet leads and registered and conducted model tours with guests, identified potential buyers needs and explained features of the residences and build options.
  • Assisted with special events, planned private tours for luxury clients, built rapport, followed-up with potential buyers and worked with buyers to find alternative residences to purchase.
  • Successfully assisted and worked with buyers and sellers with their real estate needs to buy or sale a home.
  • Developed client process for flipping residential resale properties, assisted with procuring and evaluating good wholesale opportunities for remodels.

Legal Assistant

Randstad Staffing
06.2014 - 04.2015
  • Train/re-train incoming temporary staff on processes, statutes and guidelines for ongoing cases.
  • Assist QC group and supervisor with preparation of guidelines and procedures for approval by AG.
  • Research CPSCR/CHILDS for CPS-1065A and PS-042 requests for child maltreatment history and reports in accordance with Arizona statutes, DCSFS policies/procedures and AG training provided efficiently.

Fraud Specialist

American Express
01.2013 - 09.2013
  • Handled management escalations from card members, BBB, financial institutions, merchants and departments within AMEX.
  • Analyzed and evaluated large amounts of information to improve development, training, research, policies and procedural methods for the department.
  • Made decisions, recommendations and provided reports for meetings on processes and procedural changes within the department.
  • Investigated and assisted with identification of fraud trends and patterns in the development of complex organized crime cases.

Legal Assistant

Tiffany & Bosco
06.2012 - 12.2012
  • Composed hearing, trial and litigation documents for attorneys. Transcribed and summarized notes for attorneys. Handled exhibits, motions, E-Filing, court calendaring, E-Discovery.
  • Completed client billing daily for counsel, co-counsel, filing/e-filing fees, effectuation of service by process server, telephone conversations/conference calls using Billing Maers 8.0, Timeslips, Mitratech, CT Tymetrix, Elite, Datacert, Proforma, Access, Bridgeway, and others as requested by vendor/client.
  • Completed SCRA & Pacer Searches for active military and bankruptcy filings. Handled, responded and managed all inquiries from clients and occupants.
  • Worked directly with Judicial Assistants (JA), Court Clerks and Process Servers to ensure court dockets are updated and accurate filings were received.
  • Handled billing and billing for all clients including FNMA, FHLMC, JPMorgan Chase, Wells Fargo, Bank of America and others.

Legal Specialist

Wells Fargo Bank, NA
12.2009 - 06.2012
  • Served as Project Manager during Phase I & II of paperless procedure.
  • Defined project tasks, baseline, deliverables and resource allocation.
  • Maintained project direction and managed project time allocation and milestones for project completion.
  • Compiled files for various financial crimes; including but not limited to money laundering, elder abuse, embezzlement, etc. on a variation of legal orders across a 50 state territory.
  • Negotiated with attorneys, US District Attorney, Special agents of the FBI, DEA, USPS Inspector General, DES, and Police/Sheriff’s offices to ensure appropriate timely resolutions.

Admin. Assistant/Office Manager

Liberty One Lending
06.2006 - 04.2009
  • Maintained relationships with other branches, senior management, title companies, banks, buyers, owners, investors, agents, brokers, notaries, inspectors and others to obtain information for brokers and agents as needed.
  • Facilitated special event registration and execution including but not limited to travel and reservations for training facilities, catering needs, lodging and travel for sales & management.
  • Updated website and mailing lists, composed documents, ordered office supplies, monitored inventory.
  • Answered incoming telephone calls and responded to brokers emails appropriately. (Other duties as assigned.)

Compensation Rep

AIG SunAmerica
10.2005 - 06.2006
  • Provided information regarding commissions on various annuities, IRA’s, 401K’s, and other retirement/investment policies and portfolios.
  • Updated and maintained agent commissions upon review of license and other documents to ensure paperwork is in order.
  • Prepared monthly report for management on commission totals for specific Brokers.

Team Leader - Skip Tracing Dept.

Countrywide Home Loans
06.1997 - 06.2004
  • Supervised and formulated new projects, product/policy updates and changes for the Skip Tracing department and with external vendors.
  • Directed daily workflow, monitored/reviewed performance, coached and counseled team of 16 employees.
  • Enforced disciplinary action and trained new employees.
  • Prepared quarterly and quality analysis reports.
  • Approved time cards and interviewed potential employees.
  • Maintained and developed relationships with clients, employees, contractors, internal and external vendors and consultants.
  • Maintained state and federal laws relating to financial privacy, fair lending, collections, bankruptcy and loan modification while negotiating arrangements with borrowers.

Education

Bachelors - Intelligence Studies

Rio Salado Community College (NAU 90/30 Program)
Tempe, AZ
01.2017

Real Estate Sales Pre-Licensing - undefined

A.S.R.E.B. Arizona School of Real Estate Business
Scosdale, AZ
03.2014

Skills

  • Self-motivation and interpersonal skills
  • Verbal and written communication
  • Legal document preparation
  • Case file management
  • Technical software proficiency
  • Performance evaluation and monitoring
  • Compliance with guidelines and statutes
  • Creative problem solving
  • Analytical thinking and critical evaluation
  • Issue resolution strategies
  • Multitasking and collaboration
  • Process improvement initiatives
  • Attention to detail
  • Written communication

Timeline

Billing Liaison

Selman Law Firm
07.2023 - 10.2023

Realtor

Kenneth James Realty
03.2017 - 10.2023

Legal Assistant

Randstad Staffing
06.2014 - 04.2015

Fraud Specialist

American Express
01.2013 - 09.2013

Legal Assistant

Tiffany & Bosco
06.2012 - 12.2012

Legal Specialist

Wells Fargo Bank, NA
12.2009 - 06.2012

Admin. Assistant/Office Manager

Liberty One Lending
06.2006 - 04.2009

Compensation Rep

AIG SunAmerica
10.2005 - 06.2006

Team Leader - Skip Tracing Dept.

Countrywide Home Loans
06.1997 - 06.2004

Bachelors - Intelligence Studies

Rio Salado Community College (NAU 90/30 Program)

Real Estate Sales Pre-Licensing - undefined

A.S.R.E.B. Arizona School of Real Estate Business

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Atasha Tallie