COURTNEY BOWERS
Orange Park,FL
Summary
Dedicated legal professional with strong skills in writing, organizing, and project managing cases related to workers compensation, premises, social security, medical malpractice, or other injury related practice areas of law. Expertly conducts research and organizes files. Pleasantly assists legal teams in preparing case files and other legal proceedings.
Overview
10
10
years of professional experience
Work History
Legal Intake Specialist
Farah & Farah
01.2024 - Current
- Streamlined intake processes by implementing a standardized questionnaire for potential clients, increasing efficiency and consistency in information gathering.
- Increased attorney productivity by pre-screening potential clients and determining eligibility for services based on specific criteria.
- Elevated the reputation of the firm by consistently providing prompt, courteous service to prospective clients during their initial consultations.
- Optimized workflow by managing multiple tasks simultaneously while prioritizing urgent matters effectively.
- Coordinated appointments between clients and attorneys, ensuring efficient scheduling and time management within the firm.
- Demonstrated empathy towards clients in distressing situations while remaining professional throughout all interactions.
- Collaborated with attorneys to ensure thorough understanding of case details and proper allocation of resources.
- Adapted quickly to new software programs utilized within the firm for data entry, record-keeping, and appointment scheduling.
- Liaised with other paralegals and legal staff to complete common tasks on schedule.
- Communicated pertinent information to clients via phone, email, and mail.
- Monitored changes in laws, regulations, and other legal matters to keep the firm compliant with requirements.
- Interviewed clients to obtain information relevant to cases.
- Conducted detailed client intakes and entered information into company database.
- Contributed to positive work culture by providing support to colleagues as needed, fostering teamwork within the office.
- Maintained up-to-date knowledge of legal trends and developments, enabling accurate assessment of potential cases during initial consultations.
Fraud Analyst
Citibank
01.2023 - 01.2024
- Conducted thorough investigations into suspicious account activity to prevent fraud.
- Coached and trained staff on fraud prevention techniques to increase awareness and reduce risk.
- Evaluated customer data to identify and prevent fraudulent activities.
- Analyzed and interpreted complex data sets to identify trends and patterns indicative of fraud
- Collaborated with law enforcement agencies and financial Institutions to report and resolve fraudulent activities
- Implemented new fraud detection tools and procedures to enhance overall security and risk management
- Monitored customer accounts for suspicious activity and conducted thorough investigations to prevent fraud
- Researched and verified fraudulent transactions to protect customer assets and uphold company policies
- Utilized fraud detection tools to identify and mitigate potential risks in a timely manner
- Provided exceptional customer service while addressing fraud concerns and maintaining professionalism.
Client Service Representative
Merrill Lynch
04.2022 - 01.2023
- Resolved client inquiries and concerns, ensuring satisfaction and retention
- Processed orders, payments, and returns efficiently and accurately
- Collaborated with team members to streamline processes and improve the overall customer experience
- Managed accounts receivable process, ensuring accurate and timely invoicing and collections
- Reconciled customer accounts and resolved any discrepancies to maintain accurate financial records
- Utilized accounting software to track and analyze payment patterns and aging reports
- Communicated effectively with customers and internal stakeholders to resolve any payment issues promptly
- Proficient in operating high-speed check scanning equipment for efficient processing
- Skilled in troubleshooting and resolving technical issues to ensure accuracy
- Experienced in maintaining detailed records and documentation for audit purposes
- Trained in following strict security measures to protect sensitive financial information.
Client Service Representative III
Bank Of America
08.2018 - 04.2022
- Named agent of the month 4 times, showcasing outstanding problem-solving and communication skills
- Informed customers on using self-service technologies for transactions, enhancing self-reliance
- Resolved complex banking issues, including bankruptcies and prelitigation accounts, ensuring professional service
- Achieved first contact resolution, confirming customer understanding and providing additional education as needed
- Expert in navigating a structured call center environment, meeting team goals and sales requirements
- Skilled in performing basic to complex banking transactions, promoting product enhancements and customer satisfaction.
Senior Beauty Consultant
Clairol
10.2017 - 08.2018
- Receive inbound phone calls as well as handling customer emails, chats, and social media
- Responsible for handling customers concerns and questions regarding an extensive line of Clairol Hair Care Products, CoverGirl Beauty Products, and Fine Fragrance
- Possess extensive knowledge of hair care/beauty products to educate customers and offer solutions to needs in addition to suggestive up selling
- Consultant key required skills: Beauty Passion - constantly following beauty fashions/trends, Outgoing Personality - the ability to engage the customer on a positive and enthusiastic level, Probing skills - asking many questions to diagnose, capture, and code consumer issues and complaints
- Capture consumer synopsis in accurate detail while talking and typing
- Greet customers in a courteous, friendly, and professional manner following agreed-upon procedures
- Listen attentively to customer needs and concerns, demonstrate empathy.
- Collaborated with fellow beauty consultants to create promotional events that boosted store traffic and sales.
Customer Service Associate
Check N Go
02.2015 - 09.2017
- Processed an average of 50 transactions each day in a timely manner
- Conducted returns, exchanges, and sales transactions to customers in a timely, courteous, and professional manner
- Ensured transaction check numbers of matched checks in printer and process loan applications per established guidelines
- Answered telephone inquiries in response to frequent questions, customer applications, requests, or other issues
- Placed outgoing customer courtesy calls and appointment reminders in accordance with federal regulations and store operating procedures
- Escalated customer complaints to the Store Manager if unable to resolve the issue directly with the customer
- Assisted in the execution of all Company marketing plans and programs, ensuring precise and timely set-up, excellent execution and within established deadlines
- Responsible for compliance with company/State policy and procedures including Federal regulation where applicable
- Ensured customer counter area and store is clean and stocked with the supplies necessary to conduct daily business
- Ensured store appearance (internal and external) is maintained to company standards
- Called banks to determine if checks returned for non-sufficient funds NSF can be collected.
Cashier
Chick Fill A
05.2014 - 01.2015
- Consistently provided friendly guest service and heartfelt hospitality
- Demonstrated integrity and honesty while interacting with guests, team members, and managers
- Operated drive-through window and sales register quickly and efficiently
- Greeted customers and provided excellent customer service
- Pleasantly and courteously interacted with customers
- Prepared all food orders within 23-minute period
- Verified that prepared food met all standards for quality and quantity
- Prepared variety of foods according to customers' orders or supervisors' instructions, following approved procedures
- Handled currency and credit transactions quickly and accurately
- Followed food safety procedures according to company policies and health and sanitation regulations
- Reconciled cash at end of shift, completes cashier reports, reviews, and analyzes transactions to trace source of discrepancies and reports any shortages or overages
- Ensured all supporting documents like checks, charge card sales slips, guest checks, etc., are in order.
- Greeted customers entering store and responded promptly to customer needs.
Education
Bachelor of Science - Child Psychology
University of North Florida
Jacksonville, FL12.2024
Associate of Arts -
Florida State College
Jacksonville, FL 12.2022
High School Diploma -
Orange Park High School
Orange Park, FL05.2015
Skills
- Microsoft Office Proficient
- Effective communication with team members and supervisors
- Time management skills to meet deadlines
- Adaptability to work in a fast-paced and dynamic environment
- Strong data entry and spreadsheet management abilities
- Both written and verbal, for effective customer interactions
- Client Confidentiality
- Client Communication
- Follow-up skills
- Confidentiality Compliance
- Intake Process Management
- Legal Terminology Proficiency
- Legal Research
- Document organization
Locations
Orange Park
Personal Information
Title: GENERAL HELPER
Volunteer Experience
Guardian Ad-Litem Volunteer, Guardian Ad-Litem.
From January, 2024–Present
Responsibilities of a Guardian Ad Litem Volunteer:
Timeline
Legal Intake Specialist
Farah & Farah
01.2024 - Current
Fraud Analyst
Citibank
01.2023 - 01.2024
Client Service Representative
Merrill Lynch
04.2022 - 01.2023
Client Service Representative III
Bank Of America
08.2018 - 04.2022
Senior Beauty Consultant
Clairol
10.2017 - 08.2018
Customer Service Associate
Check N Go
02.2015 - 09.2017
Cashier
Chick Fill A
05.2014 - 01.2015
Bachelor of Science - Child Psychology
University of North Florida
Associate of Arts -
Florida State College
High School Diploma -
Orange Park High School
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