Diane Morin
Summary
Innovative and detail-oriented professional with experience in probate matters, compliance, training, state and federal benefits, employee development and supervision. Bachelor’s degree in Human Resources.
Professional with strong background in legal support, equipped to handle variety of tasks in fast-paced environment. Expertise in legal research, document management, and case preparation, ensuring accuracy and compliance. Known for effective team collaboration and adaptability, always focused on achieving results and meeting deadlines. Strong organizational skills and proactive approach to problem-solving make for reliable asset.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Trust & Estate Paralegal
Devine Millimet & Branch, PA
08.2023 - Current
- 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.
Director of Fiduciary Services
Office of Public Guardian (OPG)
06.2022 - Current
- Leads a department consisting of approx
- 20 staff members
- Participates in all Legal, Fiduciary & Property Meetings
- Mentors, collaborates and provides direct leadership to staff in decision making process
- Identifies complex problems and creates solutions to meet desired outcomes for organization and department
- Maintains professional relationships and communicates with outside agencies (Social Security Administration & Department of Health and Human Services, nursing homes, hospitals and mental health providers)
- Effectively manages multiple demands and competing priorities
- Demonstrates commitment to clients and values of organization
- Advises Property Team and Fiduciary Supervisors
- Manages all Human Resource related issues; including hiring, onboarding, performance and retention planning
Probate Paralegal
Office of Public Guardian (OPG)
10.2019 - 06.2022
- Provides paralegal support to lead attorneys and back-up support to Court Intake Coordinator
- Develops and manages and advises on SSA & AAU appeals
- Cases often resolved without a hearing
- Mentors, collaborates and provides direct support to staff in decision making process
- Maintains professional relationships and communicates with government officials and legal representatives
- Works independently and manages risks without excessive supervision
- Demonstrates commitment to clients and values of organization
- In depth knowledge of the NH Court Probate system
- In depth knowledge of State & Federal benefits, appeals, family law, landlord-tenant, small claims actions and highly complex litigation
- Manages entire estate administration caseload on behalf of the office
Paralegal/Non-Attorney Disability Representative
Wyskiel, Boc, Tillinghast & Bolduc, P.A. (WBTB)
01.2014 - 10.2019
- Facilitated coaching and mentoring to other peers and supports their professional development, as well as taught learning modules and presents same to other members of the department
- Conducted new hire interviews and gathers information during the on-boarding process
- Participated in performance management and time management review of other employees, including root cause problem solving sessions
- Conducts trainings for department and assesses training needs
- Provided paralegal and non-attorney representative support to lead attorneys
- Mentors claimants throughout the social security disability process
- Prepares and files online applications to appeals at local, state and federal levels, as well as medical summary and brief preparation
- Extensive interaction with state examiners, judges and attorneys
- Communicates and collaborates with government officials, physician offices and supervisors
- Conducts in-depth telephone interviews and thoroughly documents the file
- Manages the overall claim risk, including the decision to close a claim
- Participates in settlement discussions
- In depth grasp of highly complex claim practices and legal precedents
- Is considered a leader/expert/manager within the department
- Comprehensive knowledge base and highly developed skills for situations that are highly complex
Bank Teller
Citizens Bank
06.2011 - 12.2013
- Lead in training and support for other co-workers
- Provided excellent customer service to customers by creating a friendly rapport with clients
- Processed teller transactions for customers, including servicing client accounts, managing safety deposit box payments, cashing checks, balancing cash drawers, handling night deposits, and correcting discrepancies
- Administered opening and closing of personal and business accounts
- Exceeded sales goals
Education
Bachelor of Science - Human Resource Administration
Granite State College
Skills
- Microsoft Office
- Billing & Accounting Software
- Case Management Software
- Proficient in MS office
Certification
- New Hampshire Notary
- Justice of the Peace
Awards
Paralegal Professionalism Award, 2021
Key Qualifications
- Consistently thinks creatively in developing training and performance management programs and resources
- Mentoring and supervising team members, ensuring employees feel valued, supported, and respected in the workplace
- Excellent interpersonal and emotional intelligence skills
- Ability to build strong relationships and broad networks with key partners and stakeholders
- Considerable problem-solving skills to achieve best outcomes for employees and the organization
- Ability to evaluate workplace issues and conflicts and brings them to resolution
- Improve employee retention and motivate staff through creating employee initiatives
- Communicates effectively, negotiates conflict and influences others to take actions not always consistent with initial objectives
Timeline
Trust & Estate Paralegal
Devine Millimet & Branch, PA
08.2023 - Current
Director of Fiduciary Services
Office of Public Guardian (OPG)
06.2022 - Current
Probate Paralegal
Office of Public Guardian (OPG)
10.2019 - 06.2022
Paralegal/Non-Attorney Disability Representative
Wyskiel, Boc, Tillinghast & Bolduc, P.A. (WBTB)
01.2014 - 10.2019
Bank Teller
Citizens Bank
06.2011 - 12.2013
Bachelor of Science - Human Resource Administration
Granite State College
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