Colleen M. Pollutri
Wilmington,DE
Overview
34
34
years of professional experience
1
1
Certification
Work History
Office Manager
Kneisley Eye Care
Newark, DE
10.2023 - Current
- Oversee patient registration, insurance verification, form completion and appointment scheduling to maintain operational efficiency
- Supervise staff members, organize schedules and delegate tasks
- Maintain filing system for records, correspondence and other documents
- Manage office inventory
- Track invoices and payments to ensure accuracy of accounts receivable and payable information.
- Provide training to new hires on office policies and procedures.
Bookkeeper
Stephen Coan, LLC
Collingswood, NJ
08.2022 - Current
- Review financial information in QuickBooks to mitigate annual audit risks
- Keep finances in order by managing accounting ledgers and recording journal entries
- Enter credit card charges and sales entries to facilitate cash management
Certified Health Coach
Independent Work
Wilmington, DE
08.2020 - 12.2023
- Gathered health data from clients using self-assessment tools
- Monitored clients' progress and compared to pre-determined health targets
- Trained new coaches on best strategies for disseminating health-related information
Intermediate Client Onboarding Analyst
Citi
New Castle, DE
07.2015 - 06.2019
- Managed Top 160 Citi clients through Account Opening and Maintenance updates for Corporate cash accounts including compilation of documentation requirements, analysis of documentation, leading client conference calls, advising clients on best course of action and liaising with local branches
- Performed sanctions screening on Legal entities and corporate signers
- Reviewed Know Your Customer (KYC) data
- Performed checker function for Account opening, Maintenance updates as well as Sanctions approvals for the team
- Assisted clients with FINCEN requirements
- Handled multi-country account requests simultaneously
Paralegal/Manager/Assistant Vice President
Citi
New Castle, DE
09.2000 - 06.2004
- Managed premium clients through negotiation and account opening process for global accounts including compilation and analysis of documentation requirements from various countries, leading client conference calls, providing legal documentation to client and advising client regarding the account opening process
- First point of escalation for documentation negotiations for North America Implementation team
- Drafted responses to incoming correspondence on behalf of attorney
- Responsible for all client compliance with Central Bank requirements regarding negotiated documentation
- Developed written criteria for paralegal best practices within organization
- Executed swift and timely follow-up and resolution and to meet and/or exceed clients' expectations
Litigation Paralegal
Kelley, Jasons, McGowan, Spinelli, Hanna & Reber
Philadelphia, PA
05.1991 - 09.2000
- Member of Litigation team dedicated to defense of numerous Toxic tort/Asbestos Litigation matters
- Utilized State and Federal filing systems
- Collected case materials such as evidence, exhibits, motions and subpoenas
- Rendered technical and analytical assistance to support attorney litigation needs
- Consulted with attorneys and case teams to establish workflows supporting efficient document reviews
- Obtained, reviewed and summarized medical records at direction of trial attorneys, consulted outside experts and arranged for medical examinations when relevant to cases
- Tracked, stored and organized data in accordance with proper chain of custody protocols
- Drafted motions, briefs and other legal documents
- Drafted correspondence, documented data and submitted materials to appropriate parties
- Scheduled defense medical witnesses to give testimonies during depositions and court hearings
Education
Paralegal Studies
American Institute of Paralegal Studies
Philadelphia, PABachelor of Science - Management
Rosemont College
Rosemont, PASkills
- Document Coding and Classification
- Information Confidentiality
- Case Summaries and Document Management
- Correspondence and Legal Forms Drafting
- Microsoft Office
- Legal Correspondence
- Project Management
- Financial Institution Regulations
- Customer Support
- Employee Training/Counseling
- Mentoring programs
- Professional development training
Certification
- Notary Public: State of Delaware
Timeline
Office Manager
Kneisley Eye Care
10.2023 - Current
Bookkeeper
Stephen Coan, LLC
08.2022 - Current
Certified Health Coach
Independent Work
08.2020 - 12.2023
Intermediate Client Onboarding Analyst
Citi
07.2015 - 06.2019
Paralegal/Manager/Assistant Vice President
Citi
09.2000 - 06.2004
Litigation Paralegal
Kelley, Jasons, McGowan, Spinelli, Hanna & Reber
05.1991 - 09.2000
Paralegal Studies
American Institute of Paralegal Studies
Bachelor of Science - Management
Rosemont College
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