Trish E. Potts
Fort Worth
Summary
Legal professional and nonprofit leader with experience in child advocacy, volunteer engagement, and legal case coordination. Court Appointed Special Advocate (CASA) with direct experience supporting children involved in the child welfare system. Skilled in stakeholder communication, case documentation, volunteer coordination, and collaboration with courts, CPS, and community partners.
Overview
25
25
years of professional experience
Work History
Legal Secretary
Rideau Law Firm, PLLC
Keller, TX
06.2024 - 01.2025
- Managed case files and maintained organized legal documentation.
- Drafted legal correspondence and prepared meeting materials for attorneys.
- Coordinated scheduling and maintained calendars for multiple attorneys.
- Assisted in the preparation of court filings, ensuring compliance with regulations.
- Facilitated communication between clients and attorneys, fostering strong relationships.
- Maintained strict confidentiality of sensitive information to protect client privacy and uphold professional ethics.
- Organized files for court proceedings.
- Organized and maintained an efficient electronic filing system for easy access to critical documents and data.
- Provided exceptional customer service when greeting clients and answering phone calls, fostering a welcoming environment.
- Managed multiple high-priority tasks simultaneously, meeting all deadlines while maintaining a high level of accuracy.
- Prepared legal correspondence and wrote professional letters for legal assistants and attorneys.
- Assisted in drafting legal documents such as pleadings, motions, and briefs, contributing to successful case resolutions.
- Reduced errors in legal documents by implementing thorough proofreading processes.
Owner/Operator
Veteran Valor, LLC
Keller, TX
05.2021 - 05.2024
- Managed daily operations, ensuring seamless workflow and team collaboration
- Oversaw financial planning, budgeting, and resource allocation for sustainable growth
- Established strong vendor relationships to optimize supply chain efficiency
- Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
- Successfully navigated challenging economic conditions by making informed decisions that protected the business''s financial stability.
- Elevated brand awareness with targeted marketing campaigns, leveraging social media and digital platforms.
Real Estate Agent
eXp Realty, LLC
Fort Worth, TX
01.2020 - 01.2021
- Generate and convert leads
- Assist clients in buying, selling or renting property
- Counsel clients on market conditions, prices and mortgages
- Develop a competitive market price by comparing properties.
- Create lists for real estate sale properties, with information location features, square footage, etc.
- Show properties to potential buyers and renters.
- Present purchase offers to sellers.
- Facilitate negotiations between buyers and sellers.
- Review purchase contracts to ensure terms are met.
- Promote properties with ads, listings, and open houses.
- Prepare loyalty contracts, purchase agreements, rental agreements deeds and other documents for each real estate transaction.
- Maintain real estate license and knowledge.
Staff Accountant
Cook Financial Associates
Lone Tree, CO
01.2009 - 01.2011
- Prepare and final review of financials for 28 Dental offices
- Bank Reconciliations
- Accounts Payable and Receivable
- Journal Entries
- Customer invoicing
- Assist in conversion from accounting systems CSA and Peachtree to ACS
- Process payroll using ACS and Gold leaf
- Year end tax returns, 1099 and W-2
Staff Accountant
Clear Choice Management
Englewood, CO
01.2008 - 01.2009
- Prepare and final review of financials for 33 Clear Choice Dental offices.
- Bank Reconciliations
- Accounts Payable and Receivable
- Journal Entries
- Assisted in implementing budgets
- Credit Card Processing
- Process payroll using Paychecks
- Year end W-2 and 1099
Staff Accountant
Zynex Medical
Littleton, CO
01.2004 - 01.2008
- Supervisor of 15 persons on the Billing team, 3 Accounting Assistants
- Monthly preparation and review of financials
- Bank Reconciliations
- Accounts Payable and Receivable
- Journal Entries
- Assisted in implementing budgets
- Private Patient billings
- Credit Card Processing
- Assist in conversion of Accounting software
- Process payroll using Paychex Preview
- Year end W-2 and 1099
- Hiring, termination and employee reviews
- Assisted in writing and updating employee handbooks
- Coordinated employee benefits
Lead GL Accountant
Hammersmith Management
Englewood, CO
01.2000 - 01.2004
- Supervisor of 6 GL Accountants
- Monthly preparation and final review of financials for over 50 communities
- Implemented budgets for Community managers.
- Journal Entries
- Review all financials for over 150 Communities
- Weekly payroll for all internal and external employees
Education
Bachelor of Science - Paralegal
Bryant Stratton University
04-2026
Bachelors - Legal Studies
American Public University
01-2016
Real Estate License - undefined
Texas Real Estate Commission
01-2020
Complete H&R Block Income Tax Course - undefined
H&R Block
01-2010
Certificate - Medical Transcription
Ashworth University
01-2009
Skills
- Court filing
- Document formatting
- Efficient multi-tasker
- Appointment setting
- Document preparation
- Drafting legal documents
- Administrative support
- Document drafting
- Editing and proofreading
- American association of notaries
- Legal research
- Exceptional communication skills
- Legal documentation and reporting
- Court administrative processes
- Documents and correspondence
- Strong presentation skills
- Case preparation
- Critical thinking
- Legal procedures
- Effective communication
- Courtroom etiquette
- Active learning
- Relationship building
- Proficient in [software]
- Child advocacy
- Case research
- Interview skills
- Child representation
- Case confidentiality
- Teamwork and collaboration
- Attention to detail
- Reliability
- Case management
- Client communication
- Notary public
- Research and data collection
- Legal writing
- Attorney support
- File and records management
- Case summaries
- Records management
- Database research
- Exhibit preparation
- Documenting
- Legal research skills
- Client intake procedures
- Influencing skills
- Meeting facilitation
- Board governance
- Strategic leadership
- Delegation
- Teamwork
- Problem-solving
- Time management
- Problem-solving abilities
- Relationship and team building
- Excellent communication
- Organizational skills
- Team collaboration
- Active listening
- People and culture
- Executive leadership
- Approachable leader
- Goal setting
- Professionalism
Languages
English
Native or Bilingual
ASL
Timeline
Legal Secretary
Rideau Law Firm, PLLC
06.2024 - 01.2025
Owner/Operator
Veteran Valor, LLC
05.2021 - 05.2024
Real Estate Agent
eXp Realty, LLC
01.2020 - 01.2021
Staff Accountant
Cook Financial Associates
01.2009 - 01.2011
Staff Accountant
Clear Choice Management
01.2008 - 01.2009
Staff Accountant
Zynex Medical
01.2004 - 01.2008
Lead GL Accountant
Hammersmith Management
01.2000 - 01.2004
Bachelors - Legal Studies
American Public University
Real Estate License - undefined
Texas Real Estate Commission
Complete H&R Block Income Tax Course - undefined
H&R Block
Certificate - Medical Transcription
Ashworth University
Bachelor of Science - Paralegal
Bryant Stratton University