Cathy Ann Villalobos
San Antonio,Texas
Summary
Dynamic Legal Analyst II at USAA with expertise in project organization and intellectual property management. Proven ability to streamline processes and enhance communication among inventors and outside counsel. Skilled in legal documentation and adept at managing executive calendars, ensuring efficiency and accuracy in high-stakes environments.
Overview
17
17
years of professional experience
Work History
Legal Analyst II
USAA
San Antonio, Texas
12.2016 - Current
- Plan and organize quarterly Guided Innovation sessions with inventors and outside counsel.
- Prepare congratulatory letters to clients regarding their invention, including their U.S. Patent.
- Reviewing music licenses upon request for USAA events.
- Data entry of technology classification, invoices, status of matters in Foundation IP.
- Create and update monthly reports.
- Schedule Disclosure Meetings with inventors, outside counsel and Patent Ops Team.
- Contacted inventors and outside counsel to discuss progress of cases.
- Draft and send decision emails for inventor's New Invention Submissions and Disclosure Meetings.
- Compose emails, letters and memorandums to clients, outside counsel and employees.
- Maintain calendar, corporate card expenses, traveling arrangements and execution of calendar issues, travel packages, etc. for three executives and four attorneys.
- Manage IP's security groups and shared drives (quarterly reviews, add and remove delegates, keep records of review for audits)
- Maintain and assist various budgets: Intellectual Property, Chief Legal Office (CLO) Summer Intern Program, etc.
- Assist with the CLO Summer Intern Program (schedule meetings, coordinate speakers for events, prepare correspondence, etc.).
- Refreshed databases and tracking systems.
- Communicated pertinent information to inventors and outside counsel via phone, email, and mail.
- Balanced multiple projects and prioritized those with highest potential value to company.
Executive Assistant
Phipps Anderson Deacon LLP
San Antonio, TX
08.2013 - 12.2016
- Organize and prioritize caseloads for seven attorneys.
- Responsible for analyzing client documents and drafting litigation pleadings.
- Handled confidential and sensitive information with discretion and tact.
- Filed legal documents in state, federal and bankruptcy courts.
- Reviewed and researched filing rules in state, federal and bankruptcy courts.
- Record and monitor court appearances, depositions and mediations.
- Researched case materials and reviewed deposition transcripts in preparation for trials.
- Prepared binders for upcoming hearings and depositions.
- Created new client account codes for new cases.
- Created spreadsheets to track client billing and expenses.
- Registered attorneys for CM/ECF accounts in many states including preparing and filing Pro Hac Vice applications.
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Organized and coordinated conferences and monthly meetings.
- Processed travel expenses and reimbursements for executive team and senior management group.
- Scanned all correspondence, documents and other printed material to main database.
Legal Assistant
Simon Azar-Farr & Associates
San Antonio, TX
06.2011 - 08.2013
- Answered multi-line phone system and transcribed messages.
- Maintained the master calendar for client appointments and court appearances.
- Prepared packages for pickup and delivery.
- Received, sorted and routed incoming mail and faxes.
- Drafted correspondence to clients on updates and payment.
- Collected payment and updated billing records.
- Organized documents to manage paper and electronic filing systems of clients.
- Prepared and drafted correspondence and legal forms to maintain smooth communications.
- Handled office scheduling and made notes for deadlines, motions, and other important dates.
- Created spreadsheets to track client progress and document billable hours.
- Prepared forms for client file requests to Immigration court.
General Office Assistant
Allen, Stein & Durbin
San Antonio, TX
07.2008 - 06.2011
- Create and maintain legal case files by filing daily correspondence, attorney notes, legal research, and index pleadings.
- Worked alongside attorneys, administrative assistants, and fellow legal assistants on complex cases and legal processes.
- Completed clerical tasks such as filing, copying, and distributing mail.
- Managed daily data entry and kept clerical information accurate and up-to-date.
- Collaborated with various departments to complete assigned tasks.
- Welcomed office visitors and alerted staff to arrivals of scheduled appointments.
Education
Certificate - Paralegal Program
The University of Texas At San Antonio
San Antonio, TX12.2009
Northwest Vista Community College
San Antonio05.2003
Diploma -
John Jay High School
San Antonio, Texas05.2001
Skills
- Notary services
- Project organization
- Court procedures
- Filing procedures
- Appointment scheduling
- Legal research
- Administrative support
- Office equipment operation
- Executive calendar management
- Case management
- Client intake services
- Document preparation
- Litigation assistance
- Spreadsheet management
- Proficient in MS office
- Expense reporting
- Legal documentation
- Switchboard operations
- Intellectual property
- Civil litigation
Accomplishments
- Recognized with an award in 2019 for outstanding administrative and staff support.
Timeline
Legal Analyst II
USAA
12.2016 - Current
Executive Assistant
Phipps Anderson Deacon LLP
08.2013 - 12.2016
Legal Assistant
Simon Azar-Farr & Associates
06.2011 - 08.2013
General Office Assistant
Allen, Stein & Durbin
07.2008 - 06.2011
Certificate - Paralegal Program
The University of Texas At San Antonio
Northwest Vista Community College
Diploma -
John Jay High School
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