Dawn Schwarz
Thomasville,GA
Summary
Diligent legal professional skilled in fulfilling legal research needs and providing expert case management support. Experience in personal injury, domestic relations, and probate law office environments. Successful at maintaining complex docket systems, tracking deadlines, and coordinating depositions, mediations, and court dates. Adept at managing multiple high priority tasks. Expert in preparing legal documents such as complaints, interrogatories, briefs, motions, and subpoenas. Legal Assistant who adheres to the highest degree of professional standard and maintains strict confidentiality in legal matters. Successfully applies excellent time management skills and expert knowledge of legal procedures. Experienced manager and leader with excellent client and project management skills. Action oriented with strong ability to communicate effectively with technology, executive, and business audiences. Customer-focused Patient Advocate and Administrative Assistant successful in Contract Management and Communication. Quality-oriented and proactive in resolving issues with exceptional organizational and communication skills. Motivated and talented Adjunct Instructor driven to inspire students to pursue academic and personal excellence. Strives to create a challenging and engaging learning environment in which students become life-long scholars and learners. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level [Job Title] position. Ready to help team achieve company goals.
Overview
21
21
years of professional experience
Work History
Loan Analyst
Agricultural Resource Management
11.2018 - 04.2020
- Collaborated with loan officers to effectively communicate complex financial concepts to clients.
- Managed a diverse portfolio of loans while consistently adhering to established company guidelines and policies.
- Served as liaison between borrowers, underwriters, and other relevant parties throughout the entire loan process for seamless coordination of efforts.
- Ensured compliance with regulatory standards by diligently reviewing documentation and loan data.
- Reviewed borrower financial statements, ensuring accuracy of information used in decision-making processes.
- Maintained detailed records of all transactions according to regulatory requirements while ensuring strict confidentiality of client data.
- Improved loan approval process by conducting thorough credit analysis and risk assessments.
- Utilized advanced analytical tools for better understanding of clients'' financial positions, allowing for tailored recommendations based on individual needs.
- Participated in ongoing training programs to stay current on industry best practices, regulations, and emerging trends in loan analysis.
- Supported underwriting team in evaluating collateral values, enabling accurate risk assessment and loan pricing.
- Implemented customer service best practices to provide superior assistance and guidance to borrowers throughout the loan process.
- Provided timely feedback to sales team regarding application status, resulting in improved communication and customer experience.
- Processed loan applications and monitored progress from start to finish.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Developed and maintained relationships with customers, lenders and other third parties.
- Assisted customers with completing loan applications and other paperwork.
- Monitored pipelines to track and log status of loans.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Compiled closing packages for drafting and presentation accuracy.
- Compiled Insurance documents for loan security.
- Conducted crop analysis information.
- Offered Crop Insurance packages.
Office Manager/Paralegal/Legal Assistant
Kelley Law Firm, LLC
08.2017 - 11.2018
- Successfully led key projects which resulted in increased firm client relationships
- Effectively controlled the release of proprietary and confidential information for general client lists
- Prepared motions, complaints, answers, interrogatories, demands, wills, power of attorney's and other legal documents
- Prepared departmental contracts for attorney approval
- Prepared routine legal correspondence and memoranda for attorney
- Conducted analysis to address company theft which led to recovery of funds
- Input information from customer calls and onsite service visits into the company's system using time matters
- Delivered an exceptional level of service to each client by listening to concerns and answering questions
- Reviewed and provided comments on the adequacy of documents and took necessary steps to cure any deficiencies
- Completed legal transcription.
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained computer and physical filing systems.
- Created, maintained and updated filing systems for paper and electronic documents.
- Developed and maintained successful relationships with vendors, suppliers and contractors.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
- Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
- Streamlined office operations by implementing efficient filing systems and organizational strategies.
- Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
- Controlled finances to lower costs and keep business operating within budget.
- Coached new hires on company processes while managing employees to achieve maximum production.
- Managed compliance to keep organization operating within legal and regulatory guidelines.
- Evaluated employee recsubmitted evaluation reports.
- Optimized workspace usage by reorganizing floor plans according to team needs and office layout constraints.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
- Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
- Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
- Reduced attorney workload by drafting routine legal documents such as pleadings, motions, and affidavits.
- Managed scheduling of court calendars and deadlines to maintain smooth flow of firm operations.
- Enhanced case efficiency by organizing and maintaining legal documents, files, and correspondence.
- Assisted counsel in preparing answers, providing documentation, and information for discovery request.
- Edited and proofread legal documents to verify accuracy.
- Contributed to firm-client relationship building through professional interactions with clients during meetings or phone calls, conveying empathy while maintaining confidentiality.
- Communicated with clients, opposing counsel and court personnel to keep all parties informed on case updates.
- Maintained and updated organized client contact information to keep in touch with clients and provide updates on cases.
- Boosted office productivity by maintaining an accurate calendar of appointments, deadlines, and court appearances.
- Helped attorneys prepare for trial by organizing exhibits and calling on witnesses to testify at hearings.
- Improved document organization by implementing a comprehensive file management system for easy access to essential case materials.
- Streamlined communication between clients and legal staff by managing client inquiries promptly and professionally.
- Ensured compliance with court rules and procedures by accurately preparing and submitting legal filings within established timeframes.
- Facilitated timely and accurate billing by recording billable hours, expenses, and other relevant information in the firm''s billing system.
- Assisted in preparation of settlement proposals and agreements to help attorneys negotiate settlement in best interest of client.
- Conferred with clients and other involved parties to gather and track case information.
- Conducted detailed client intakes and entered information into company database.
- Assisted attorneys with trial preparation through thorough research and analysis of relevant laws and regulations.
- Summarized depositions, legal documents and other material to provide attorney with relevant material for cases.
- Expedited document review process by conducting initial reviews of key documents for relevance and privilege status.
- Aided settlement negotiations with effective summary reports outlining key points from discovery materials for use during mediation sessions or pretrial settlement talks.
- Facilitated efficient case resolution by attending depositions, hearings, mediations, and trials as necessary to assist attorneys in the presentation of evidence or arguments.
- Communicated pertinent information to clients via phone, email, and mail.
- Contacted clients to schedule appointments and discuss progress of cases.
- Revised and finalized letters, and memos.
- Interviewed clients to obtain information relevant to cases.
- Collaborated with attorneys to develop strategies for each case.
- Reviewed, edited and proofread litigation for proper grammar, spelling and punctuation.
- Attended court hearings and depositions to take notes and document proceedings.
- Created weekly, monthly, and quarterly expense reports.
- Prepared various exhibits for attorneys for public meetings, zoning commission meetings, and legal resolutions.
- Filed court documents and legal pleadings with court clerk on behalf of attorneys.
- Organized documents to manage paper and electronic filing systems of clients.
- Maintained strict confidentiality, protecting sensitive client information as required by legal ethics and regulations.
- Handled office scheduling and made notes for deadlines, motions, and other important dates.
- Prepared and drafted correspondence and legal forms to maintain smooth communications.
- Improved communication between attorney and clients by scheduling meetings, providing status updates, and relaying critical information promptly.
- Completed electronic filings, initiated billing statements, and managed firm administrative matters.
- Increased client satisfaction by efficiently managing case files and promptly addressing inquiries.
- Managed high-volume workload while maintaining strict attention to detail on every task such as drafting pleadings or summarizing depositions accurately.
- Facilitated timely resolution of legal matters by preparing and organizing essential documents.
- Coordinated with court personnel and attorneys to determine scheduling of hearings and filing documents.
- Managed accounts and client records of clients, observing confidentiality, and extreme discretion.
- Delivered exceptional service to clients by assisting them with routine needs like obtaining copies of pertinent records or directing them to appropriate resources when needed.
- Reduced errors in court filings by meticulously proofreading documents for accuracy before submission.
- Handled billing tasks efficiently and accurately, ensuring smooth financial operations for the legal team.
- Prepared for court hearings by organizing and summarizing documents, preparing exhibits and reviewing evidence.
- Gathered key information during initial client intake interviews that contributed significantly to the formulation of effective legal arguments.
- Assisted with trial preparation, including creation of exhibits, compilation of witness lists, and organization of evidence materials.
- Drafted accurate and persuasive legal correspondence, contributing to successful negotiations and settlements.
- Streamlined administrative processes for better efficiency in handling caseloads, reducing paperwork backlog, and ensuring timely completion of tasks.
- Supported attorneys in achieving favorable outcomes through thorough research and analysis of complex legal issues.
Administrative Assistant/Patient Advocate
VA Medical Center
10.2008 - 06.2016
- Successfully led key projects which resulted in highly efficient facility moves
- Successfully led key projects which resulted in highly efficient work order tracking
- Effectively controlled the release of proprietary and confidential information for general customer lists
- Monitored multiple databases to keep track of furniture and furnishings inventory
- Conducted analysis of facilities management building and plans tracking which led to a successful filing system for multiple plans that ranged from 1926 to 2016
- Input information from customers calls and onsite service visits into the company's systems using Vista and CPRS
- Delivered an exceptional level of service to each customer by listening to concerns and answering questions
- Analyzed and developed customer complaints and trends which resulted in increased customer satisfaction and more efficient system processes
- Reviewed and provided comments on the adequacy of documents and took necessary steps to cure deficiencies
- Provided onsite training.
Adjunct Instructor
Park University
08.2014 - 02.2016
- Completed recordings of classroom lessons, tests, and special instructions for online courses
- Handed out course syllabus and answered student questions regarding standards, material, grading, and progression
- Documented student assignments, attendance and test scores
- Kept appropriate office hours to help students with questions and educational support
- Wrote and filed reports detailing course activities
- Sourced appropriate materials to support student learning needs
- Utilized technology in classroom instruction for a well-rounded and modern approach
- Created and utilized lesson plans that covered all required topics
- Observed and documented behaviors and actions
- Developed, administered and corrected tests and quizzes in a timely manner
- Earned positive verbal/written feedback from students regarding classroom instruction and learning success
- Instructed undergraduate students on management and business skills
- Used variety of teaching techniques to encourage student critical thinking and discussion in undergraduate business courses
- Tracked class attendance and student progress
- Developed and implemented interesting and interactive learning mediums to increase student understanding of course materials
- Provided feedback on individual actions, behaviors and verbal responses.
Intelligence Analyst
United States Air Force
01.1999 - 02.2006
- Assigned to United States Drug Enforcement Administration and United States Marshalls Service
- Logged and filed classified documents
- Coordinated the fielding of all new equipment
- Reviewed and edited correspondence prior to release and submission for signature
- Prepared registered and certified mail for dispatch
- Prepared and served administrative subpoenas
- Analyzed telephone toll records
- Analyzed drug trends
- Analyzed agent information for case prosecution
- Effective decision-maker in high-pressure environments
- Provided intelligence used to seize and secure numerous narcotics
- Analyzed assets for forfeiture
- Analyzed records for fugitive apprehension
- Used multiple mediums to locate and track fugitives
- Effective State Drug Demand Reduction Coordinator
- Effective Presenter on Drug Trends.
Education
No Degree - Doctor of Management in Organizational Leadership
University of Phoenix
Tempe, AZMaster of Science - Human Resource Management
University of Phoenix
Tempe, AZ01.2011
Skills
- Excel in expense control
- Excel in Project management
- Excel in written and verbal communication
- Excel in billing, credit and collections
- Excel in customer satisfaction
- Excellent multi-tasker
- Excel in business development
- Training and development
- Computer proficient
- Quick learner
- Client focused
- File/records maintenance
- Results-oriented
- Microsoft Office
- Reports generation and analysis
- Paralegal
- Excel in business analysis
- Relationship Management
- Loan Origination
- Customer Service
- Attention to Detail
- Customer service-focused
- Decision-Making
- Customer Relations
- Active Listening and Learning
- Microsoft Excel
- Documentation Review
- Credit analysis
Timeline
Loan Analyst
Agricultural Resource Management
11.2018 - 04.2020
Office Manager/Paralegal/Legal Assistant
Kelley Law Firm, LLC
08.2017 - 11.2018
Adjunct Instructor
Park University
08.2014 - 02.2016
Administrative Assistant/Patient Advocate
VA Medical Center
10.2008 - 06.2016
Intelligence Analyst
United States Air Force
01.1999 - 02.2006
No Degree - Doctor of Management in Organizational Leadership
University of Phoenix
Master of Science - Human Resource Management
University of Phoenix
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