Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
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Estrellita Velez

Myrtle Beach,SC

Summary

Personable Legal Assistant/Paralegal with customer service and intake skills ready to use compatible job experience, including tech-savvy skills and meticulous attention to detail, at a progressive organization. Ambitious Legal Assistant driven to provide exceptional administrative support and customer service. Strengths include legal research, time management and trial preparation. Clear knowledge of court processes and legal proceedings.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Paralegal

The Bellamy Law Firm under IHT Staffing
Myrtle Beach , SC
02.2022 - 04.2022
  • Assisted with opening and closing of Real Estate transaction cases per contract by submitted conflict checks to attorneys after being approved by managing attorney
  • Aided two paralegals by researching records and documents for case details including client information.
  • Conducted detailed client intakes and entered information into company database
  • Contacted Buyers for Real Estate file information necessary to complete closings
  • Added and proofed title exceptions into Qualia
  • Scanned full copy of all client files ready to be closed into Qualia before submitting to firm’s archives
  • Conferred with clients and other involved parties to gather and track case information
  • Accompanied attorney and paralegal on meeting with clients for their Will signing and assisted with editing and finalizing of those documents

Legal Assistant

Weitz & Luxenberg Under Access Staffing
New York , New York
10.2021 - 12.2021
  • Managed over 30 calls per day in customer service department by servicing new clients on nationwide major mass tort case
  • Managed accounts and client records of clients, observing confidentiality and extreme discretion
  • Worked on email referrals on Salesforce program and inputted documents via Imaging feature on MedLit case management system
  • Guided clients on how to fill out medical release forms in Spanish and English

Ebay Listing Agent

Gadgets4usall LLC
Queens , NY
06.2015 - 12.2021
  • Created descriptions for products to feature most positive qualities of each product
  • Worked with lighting and shades to get best pictures for product listing
  • Researched comparable products to identify and evaluate value of each product
  • Kept track of most marketable seasons and products using Excel

Insurance Agent

Symmetry Financial Group
Queens , NY
03.2020 - 10.2021
  • Scheduled and prepared for meeting with prospective insurance clients
  • Phone calls to warm insurance leads provided by company
  • Updated calendar and notes on candidates for Regional Director when assisting with recruiting on Ziprecruiter
  • Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales by 10%

Home Health Aide

Quality Family Care LLC
Queens , NY
09.2018 - 05.2021
  • Healthcare duties for elderly mom in mornings by keeping company, cooking breakfast and lunch, arranging transportation, accompanying on doctor appointments, taking blood pressure, reminding of supplements and medications
  • Also performed household duties including keeping home clean, washing dishes, organizing and other miscellaneous home duties
  • Increased efficiency of patient's use of time by 30% by implementing to-do lists that are easy to follow

Home Health Aide

A&J Home Health Care Services of NY
Queens , NY
06.2017 - 09.2018
  • Healthcare duties for elderly mom in mornings by keeping company, cooking breakfast and lunch, accompanying on doctor appointments
  • Also performed household duties including keeping home clean, washing dishes, organizing and other miscellaneous home duties
  • Increased efficiency of patient's use of time by 20% by implementing to-do lists that are easy to follow

Executive Assistant

Prompt Personnel/Empire State Development
New York , NY
02.2016 - 04.2016
  • Scheduled and prepared for meeting and telephone conferences for the Executive Vice President of the Innovation & Broadband Department
  • Tracked and prepared expense reports for EVP and Director to ensure chronological and procedural alignment with travel arrangements
  • Managed pre-approval forms and tax-exempt documents, screening of calls and document printing

Consumer Loan Collector

SunTrust Bank
Orlando , FL
02.2015 - 06.2015
  • Contacted customers who were late or delinquent on their home equity line loans
  • Obtained payments via phone along with commitment agreements and/or established repayment plans
  • Followed set policies and procedures when determining suitable collection solutions
  • Accomplished QA score of 98.5%

Legal Assistant

Angiuli & Gentile LLP
Staten Island , NY
10.2014 - 11.2014
  • Assisted intake for Social Security Disability cases (“SSI” cases)
  • Managed files by opening according to set system along with prepared folders
  • Drafted letters and emails to clients for attorney approval before sending
  • Updated medical records and scheduled information for clients with upcoming hearings
  • Various other legal assistant duties

CleanoutSpecialistNY, Listing Assistant/Agent and Student

Wayne Alfred
College Point , NY
01.2012 - 10.2014
  • Created descriptions for products by highlighting most positive qualities of each product
  • Worked with lighting and shades to get best pictures for product listing on eBay
  • Researched comparable products to identify and evaluate value of each

Legal Secretary

Diamond Personnel/Zuckerman Spaeder LLP
New York , NY
10.2011 - 01.2012
  • Partnered with senior corporate/litigation attorney by opening new files and submitting information to Conflicts Department on prospective clients
  • Drafted letters and emails to clients for attorney approval
  • Constructed contact information for office’s marketing and holiday email blasts
  • Mass mailing to all customers about office location change
  • Various other legal secretarial duties
  • Scheduled all appointments, appearances and briefings

Education

No Degree - Operations And Project Management

SNHU
New Hampshire

Skills

  • Exceptional proofreading and editing skills
  • Type 60-65 wpm, transcription machine and fast longhand Software: Concur, Elite, Webview, WordPerfect 80
  • Legal Correspondence
  • Decision Making
  • Proficient in MS Office
  • Case management
  • Document preparation

Certification

Life & Health Insurance License

Languages

Spanish
Limited Working

Timeline

Paralegal

The Bellamy Law Firm under IHT Staffing
02.2022 - 04.2022

Legal Assistant

Weitz & Luxenberg Under Access Staffing
10.2021 - 12.2021

Insurance Agent

Symmetry Financial Group
03.2020 - 10.2021

Home Health Aide

Quality Family Care LLC
09.2018 - 05.2021

Home Health Aide

A&J Home Health Care Services of NY
06.2017 - 09.2018

Executive Assistant

Prompt Personnel/Empire State Development
02.2016 - 04.2016

Ebay Listing Agent

Gadgets4usall LLC
06.2015 - 12.2021

Consumer Loan Collector

SunTrust Bank
02.2015 - 06.2015

Legal Assistant

Angiuli & Gentile LLP
10.2014 - 11.2014

CleanoutSpecialistNY, Listing Assistant/Agent and Student

Wayne Alfred
01.2012 - 10.2014

Legal Secretary

Diamond Personnel/Zuckerman Spaeder LLP
10.2011 - 01.2012

No Degree - Operations And Project Management

SNHU

Life & Health Insurance License

Estrellita Velez