Summary
Overview
Work History
Education
Skills
Timeline
Generic

Erica Longoria

Houston,TX

Summary

Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.

Overview

13
13
years of professional experience

Work History

Career Break

Family Leave
09.2024 - Current
  • Planned and executed a career break to provide care for family and a newborn.
  • Researched and identified opportunities for administrative, project coordination, and office support roles in preparation for workforce reentry.

Paralegal/Office Manager

J. Nathan Overstreet & Associates, P.C
01.2023 - 10.2024
  • Draft legal documents including affidavits, subpoenas, motions, contracts, complaints, briefs, and deposition notices.
  • Coordinated and assisted with trial preparation, meetings, mediations, hearings, depositions, and settlements to support case progress.
  • Research legal matters to determine precedence or to help build a case.
  • Interview clients and witnesses.
  • Submit documents to state and federal courts.
  • Supported several civil cases, including personal injury, commercial litigation, divorce and custody disputes, administrative law, contract disputes, and collections from lenders and taxing entities.
  • Organized files, e-filed pleadings, prepared and filed notices of hearing, drafted and served letters, managed accounts receivable, invoicing, and billing.
  • Monitor workloads and professional development of paralegals and allocate work with an eye toward achieving an equitable distribution of assignments consistent with client needs.
  • Provide guidance and mentorship to paralegals/legal assistants.

Branch Sales Administrator

Foresters Financial Group / Cetera Investors
01.2019 - 01.2023
  • Ensured accurate processing of all branch transactions.
  • Design and maintain an effective tracking system for all marketing activities in the branch.
  • Provided technical support for branch activities, fostering professional relationships with customers and the sales department to effectively resolve issues.
  • Conducted weekly meetings with the Vice President and the Branch Manager to discuss recruiting and marketing sales production.
  • Perform bi-monthly review of branch and maintain all records of operating expenses in branches.
  • Resolved inquiries, maintained office supply inventory, placed purchase orders, and performed clerical tasks for all sales groups.

Project Coordinator

Consolidated Services of North America
06.2017 - 10.2018
  • Prepared and executed an annual Profit Plan with direct input from the management team.
  • Spearheaded company growth across state lines by executing action plans aligned with business objectives and tactical initiatives.
  • Championed efficiency initiatives and led implementation of cost reduction measures within areas of responsibility.
  • Oversaw budget management including labor, benefits, supplies, company assets, capital investments, depreciation, maintenance and repair and third-party contracts.
  • Evaluated fiscal metrics and adjusted activities to meet or exceed performance expectations.
  • Grew business by anticipating customer needs, determining appropriate solutions to business problems, and providing high level customer service.
  • Established and developed business, social, and civic relationships with customers in assigned territory to maximize profitability.

Project Coordinator

Corporate Move Consulting, Inc
12.2013 - 11.2016
  • Assisted in project planning, budgeting, vendor selection, and quality assurance to ensure project alignment with goals.
  • Monitored timelines and flagged potential issues to be addressed.
  • Allocated projects and resources to departments and individuals to enhance project execution.
  • Assessed vendor products and fostered positive relations to support effective collaboration.
  • Created and managed complex spreadsheets.

Education

Paralegal Certificate -

CENTER FOR ADVANCED LEGAL STUDIES
02-2023

Associates of Arts - Criminal Justice

LONE STAR COLLEGE
05-2021

Skills

  • CRM & Salesforce
  • Microsoft Word & Microsoft Excel
  • E filing
  • Legal drafting
  • Trial preparation
  • Project coordination
  • Office administration
  • Client relations
  • Team leadership
  • Customer relations

Timeline

Career Break

Family Leave
09.2024 - Current

Paralegal/Office Manager

J. Nathan Overstreet & Associates, P.C
01.2023 - 10.2024

Branch Sales Administrator

Foresters Financial Group / Cetera Investors
01.2019 - 01.2023

Project Coordinator

Consolidated Services of North America
06.2017 - 10.2018

Project Coordinator

Corporate Move Consulting, Inc
12.2013 - 11.2016

Paralegal Certificate -

CENTER FOR ADVANCED LEGAL STUDIES

Associates of Arts - Criminal Justice

LONE STAR COLLEGE
Erica Longoria