Danielle Roman
San Jose,CA
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
16
16
years of professional experience
1
1
Language
Work History
Paralegal
Law Offices of Timothy Gill
San Jose, CA
12.2023 - Current
- Correspond with clients, providers, and insurance companies
- Send letters of representation to insurance companies
- Coordinate vehicle repair or total loss payment with the insurance company
- Interview clients and provide updates on case status
- Request police reports and medical records
- Translate for the attorney in meetings/calls with Spanish-speaking clients
- Maintain and update database of clients and their case information
- Type up and file basic legal documents and correspondences
- Schedule meetings/conference calls for the attorneys
- Organize, distribute, track documents according to departmental procedures
- Perform a variety of office related activities to support Department functions including back-up of co- workers and front desk responsibilities
- Prepare and send demand packages
- Scanning, photocopying, faxing and filing documents
- Prepare and process Settlement Statements
- New client intake
- Strengthened communication skills through regular interactions with others.
- Managed time efficiently in order to complete all tasks within deadlines.
- Adaptable and proficient in learning new concepts quickly and efficiently.
- Worked effectively in fast-paced environments.
- Demonstrated a high level of initiative and creativity while tackling difficult tasks.
- Gained extensive knowledge in data entry, analysis and reporting.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Passionate about learning and committed to continual improvement.
- Organized and detail-oriented with a strong work ethic.
- Paid attention to detail while completing assignments.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Proven ability to learn quickly and adapt to new situations.
- Self-motivated, with a strong sense of personal responsibility.
- Edited and proofread legal documents to verify accuracy.
- Researched and analyzed legal issues and cases to provide accurate advice to clients.
- Interviewed clients to obtain information relevant to cases.
- Conducted detailed client intakes and entered information into company database.
- Communicated pertinent information to clients via phone, email, and mail.
- Contributed to firm-client relationship building through professional interactions with clients during meetings or phone calls, conveying empathy while maintaining confidentiality.
- Conferred with clients and other involved parties to gather and track case information.
- Expedited document review process by conducting initial reviews of key documents for relevance and privilege status.
- Contacted clients to schedule appointments and discuss progress of cases.
Secretary
Executive Plan Design
San Jose, CA
01.2016 - 12.2021
- Maintain appointment calendar, schedule appointments, conferences, and meetings
- Operate standard office equipment to include word-processing and data processing equipment, copiers, laminators, etc
- Prepare general correspondences, memorandums, reports, schedules, purchase orders and other materials from rough draft, copy, marginal notes, or verbal instruction
- Prepared all outgoing documents and packages to be shipped via USPS, FedEx, and UPS per expediting standards.
- Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
- Demonstrated strong organizational and time management skills while managing multiple projects.
- Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
- Managed time efficiently in order to complete all tasks within deadlines.
- Paid attention to detail while completing assignments.
- Excellent communication skills, both verbal and written.
- Created and updated records and files to maintain document compliance.
- Maintained office supplies inventory by checking stock and ordering new supplies.
- Scheduled appointments and conducted follow-up calls to clients.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Managed filing system, entered data and completed other clerical tasks.
- Maintained electronic filing systems and categorized documents.
- Entered data into system and updated customer contacts with information to keep records current.
Administrative Assistant
Data Systems
Morgan Hill, CA
01.2010 - 12.2014
- Provide administrative/secretarial support for with answering telephones, assisting visitors, and resolving a range of administrative problems and inquiries
- Sort, review, screen and distribute incoming and outgoing mail and documents; prepare, compose, and ensure timely responses to a variety of routine written inquiries.
- Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.
- Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
- Executed record filing system to improve document organization and management.
- Managed filing system, entered data and completed other clerical tasks.
- Identified and recommended changes to existing processes to improve accuracy, efficiency, and quality service.
- Demonstrated a high level of initiative and creativity while tackling difficult tasks.
- Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
- Demonstrated strong organizational and time management skills while managing multiple projects.
- Applied effective time management techniques to meet tight deadlines.
- Paid attention to detail while completing assignments.
- Provided professional services and support in a dynamic work environment.
- Self-motivated, with a strong sense of personal responsibility.
- Excellent communication skills, both verbal and written.
- Adaptable and proficient in learning new concepts quickly and efficiently.
- Identified issues, analyzed information and provided solutions to problems.
- Scheduled office meetings and client appointments for staff teams.
- Developed strategies to streamline and improve office procedures.
Inventory/Document Control Clerk
Fox Racing
Morgan Hill, CA
01.2008 - 12.2010
- Make certain the availability of minimum number of goods with the organization
- Track the goods to be received and those sent out as well to ensure accurate transit of goods
- Make certain the availability of minimum number of goods with the organization.
- Completed transmittal logs and stored in files for specified durations.
- Managed regulatory requirements and audit support needs by completing and submitting accurate paperwork.
- Promoted efficient document processing by maintaining orderly and clean control room.
- Trained new hires on proper document control procedures, ensuring consistency across the department.
- Managed file archival and information retrievals.
- Provided assistance with inbound and outbound document processes, document sorting, logging, and work order creation.
- Assisted colleagues in locating crucial documents, contributing to timely project completion.
- Developed and maintained courteous and effective working relationships.
- Excellent communication skills, both verbal and written.
Education
AA - Paralegal Studies
Evergreen Valley College
Current
Certificate in Medical Assisting - undefined
BioHealth College
2009
Skills
- Problem solving
- Medical Terminology
- Computer Skills
- Legal Drafting
- Legal Research
- Adobe Acrobat
- Document Management
- Medical Records
- Proofreading
- Languages
- Spanish - Fluent
- Certifications and Licenses
- Certified Medical Assistant
Quote
The mind is everything. What you think, you become.
Gautama Buddha
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Work Preference
Work Type
Full TimeWork Location
On-SiteRemoteHybridImportant To Me
Work-life balanceCompany CulturePaid time off401k matchCareer advancementPaid sick leaveHealthcare benefitsTimeline
Paralegal
Law Offices of Timothy Gill
12.2023 - Current
Secretary
Executive Plan Design
01.2016 - 12.2021
Administrative Assistant
Data Systems
01.2010 - 12.2014
Inventory/Document Control Clerk
Fox Racing
01.2008 - 12.2010
AA - Paralegal Studies
Evergreen Valley College
Certificate in Medical Assisting - undefined
BioHealth College
Similar Profiles
Stella CaseStella Case
Intern at Timothy Black Law LLCIntern at Timothy Black Law LLC
KELLI GAGEKELLI GAGE
Paralegal/Executive Administrator to Managing Partner at Law Offices of Joseph E. Ashmore, Jr. P.C./Ashmore Law FirmParalegal/Executive Administrator to Managing Partner at Law Offices of Joseph E. Ashmore, Jr. P.C./Ashmore Law Firm
Husanpreet KaurHusanpreet Kaur
Legal Assistant at Herman Gill Law Professional CorporationLegal Assistant at Herman Gill Law Professional Corporation