Eriberto Martinez
Lead Legal Assistant
Dallas,TX
Empty your mind. Be formless. Shapeless. Like water.
Summary
I currently serve as the lead paralegal for our bankruptcy department, where I am responsible for conducting all client consultations and overseeing the preparation and submission of petitions to the court. Additionally, I am a full-time reseller, specializing in the sale of a diverse range of items, including trailers, vehicles, and collectible items—a venture I am passionate about.
Overview
7
7
years of professional experience
1
1
Certification
2
2
years of post-secondary education
Work History
Lead Paralegal
Roy Petty & Associates, PLLC
Dallas, TX
08.2022 - Current
- Drafted motions, briefs and other legal documents.
- Met with clients and attorneys to discuss case details and evidence.
- Specialize in the Bankruptcy Department, handling both Chapter 7 and Chapter 13 cases.
- Educate clients on contract details, payment structures, and the overall bankruptcy process, addressing their questions and concerns.
- Prepare and complete bankruptcy petitions, including CAD, Means Test, and KBB evaluations, to determine clients' equity value.
- Gather and organize all necessary documentation for clients' bankruptcy filings.
- Provide direct support to the managing attorney and team lead supervisor, conducting comprehensive analysis and document review for bankruptcy cases.
- Review documents including proofs of claim, bankruptcy plans, various motions, payment change notices, and more.
- Prepare payment histories to verify compliance with confirmed plans, proofs of claim, and federal rules.
- Lead the bankruptcy sales process, conducting consultations, and advising clients on the appropriate bankruptcy chapter to file.
- Conduct nationality (immigration) classes and prepare clients for immigration interviews.
- Maintained and processed invoices, deposits, and money logs.
- Printed out checks using quickbooks
Home Loan Specialist
PennyMac
Plano, TX
06.2021 - 08.2022
- Analyzed applicants' financial status, credit and property evaluations to determine feasibility of granting loans.
- Identified lending risks and implemented strategies to reduce loan defaults.
- Managed a pipeline of 45-60 loans daily, performing routine data entry and validation tasks using Encompass.
- Initiated third-party orders, including title, appraisal, hazard insurance, flood certification, and credit reports.
- Reviewed and validated loan documents, maintaining regular communication with clients to provide updates on their loan applications.
- Handled complex client inquiries via phone, email, and chat with urgency and efficiency.
- Assisted in assigning and distributing workloads in the absence of management, collaborating closely with internal partners across various departments.
Associate Banker
Chase Bank
Dallas, TX
11.2020 - 06.2021
- Managed ATM, Teller Cash Dispenser (TCO), and Teller Cash Recycler (TCR) balancing.
- Processed standard teller transactions, including account servicing, loan payment acceptance, and cash drawer management.
- Provided exceptional customer service, establishing strong rapport with over 50 regular clients.
- Assisted with audits and daily balancing of vaults and ATMs.
- Set up new and regularly serviced existing accounts to bring in maximum revenue.
Senior Maintenance Associate
Metrocare
Dallas, TX
03.2018 - 08.2020
- Created daily, weekly and monthly checklists on building equipment maintenance procedures and kept records of scheduled work.
- Replaced worn and damaged parts to keep maintenance equipment fully functional.
- Completed electrical, plumbing and HVAC maintenance for building occupants.
- Set up and operated machine tools to repair or fabricate jigs, fixtures or tools.
- Inspected main buildings and adjacent structures to check system functionality and assess repair needs.
Education
BBA - General Business
01.2019 - 06.2021
Associate of Science - Business Administration
05-2019
Skills
- Sales expertise
- Customer Service
- Closing sales
- Fluent in Spanish
- Teaching skills
- Cryptocurrency Trader
- Data Gathering
Relationship building
Adapting to Fast-paced environments
Cold calling confidence
Languages
Spanish
Native/ Bilingual
Certification
- Global Collaboration Certificate - X-Culture
Work Preference
Work Type
Full TimeTimeline
Lead Paralegal - Roy Petty & Associates, PLLC
08.2022 - Current
Home Loan Specialist - PennyMac
06.2021 - 08.2022
Associate Banker - Chase Bank
11.2020 - 06.2021
University of North Texas At Dallas - BBA, General Business
01.2019 - 06.2021
Senior Maintenance Associate - Metrocare
03.2018 - 08.2020
- Global Collaboration Certificate - X-Culture
Eastfield College - Associate of Science, Business Administration
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