Evelyn Ochoa
Calimesa,CA
Summary
Dynamic Legal Specialist with experience in analysis and processing of legal documents and requests in alignment with operating procedures. Effective in research and collection of complex information, escalating specific requests and supporting timely responses regarding assigned cases.
Overview
6
6
years of professional experience
Work History
Legal Administrative Support
State Farm
06.2023 - Current
- Increased client satisfaction by efficiently managing case files and promptly addressing inquiries
- Facilitated timely resolution of legal matters by preparing and organizing essential documents
- Assisted with trial preparation, including creation of exhibits, compilation of witness lists, and organization of evidence materials
- Prepared and drafted correspondence and legal forms to maintain smooth communications
- Managed accounts and client records of clients, observing confidentiality, and extreme discretion
- Worked alongside attorneys, administrative assistants, and fellow legal assistants on complex cases and legal processes
- Managed incoming mail, invoices, records and filed appropriately
Client Relationship Consultant
U.S. Bank
07.2022 - 05.2023
- Improved client satisfaction by effectively managing multiple projects and consistently meeting deadlines
- Evaluated client needs and expectations, establishing clear goals for each consulting engagement of financial activity
- Identified areas of improvement for clients' operations, implementing targeted solutions to increase productivity
- Educate clients on available deposits and loan products
- Open consumer accounts, personal lines of credit, reserve lines, and credit cards beneficial to the client
- Originate and close consumer loans from pre-qualification to closing
- Process and verify domestic and international wires per client request
- Managing cash shipments and process branch daily audits
- Developed innovative strategies for clients, resulting in increased revenue and business growth.
Branch Rental Manager
Penske Truck Leasing
06.2019 - 06.2022
- Generate new business leads as well as foster existing customer relationships
- Coordinate all aspects of customer’s accounts and ensure complete customer satisfaction
- Arranged hiring, training, and supervised associates to engage in sales and business operations
- Developed and trained associates for future promotions
- Engaged in recruitment events with Human Resources team at multiple universities
- Plan and prepare work schedules, and assign associates to specific duties
- Hosted district team building events and lunch and learns
- Participate in cold-calling to attract new sales leads to increase branch revenue
- Managed account receivables for two offices
- Analyze invoices and process payments to apply correctly on customers statements
- Formulated pricing according to the market
- Proactively participate in weekly team meetings with managers to exchange product information
- Conduct candidate feedback on quarterly basis for associate assessments
- Collaborate with team to complete or resolve any open tasks
- Additional projects or tasks as assigned by district staff
Accounting Assistant
Dataaire Inc
06.2018 - 06.2019
- Maintained clean and organized files by keeping accounts payable records up-to-date
- Processed payments and documents such as invoices, employee reimbursements, and credit card payments
- Completed payroll functions to facilitate accurate and prompt staff payments
- Input financial data and produced reports using AS400
- Serve as a liaison between numerous finance departments on open tasks
Education
Certificate of Human Resources -
California State University - Fullerton
Fullerton, CA2022
Bachelor of Arts - Communication, Concentration: Public Relations
California State University - Fullerton
Fullerton, CA2019
Skills
- Bilingual
- Leadership
- Customer Service
- Time Management
- Training
- Problem Solving
- Legal Research
- Case Management
- Billing and Invoicing
- Document Preparation
- Court Filings
- Office Management
- MS Office
- Salesforce
- AS400
- Adobe Acrobat
- CMS
- Legal Files
- LexisNexis
Timeline
Legal Administrative Support
State Farm
06.2023 - Current
Client Relationship Consultant
U.S. Bank
07.2022 - 05.2023
Branch Rental Manager
Penske Truck Leasing
06.2019 - 06.2022
Accounting Assistant
Dataaire Inc
06.2018 - 06.2019
Certificate of Human Resources -
California State University - Fullerton
Bachelor of Arts - Communication, Concentration: Public Relations
California State University - Fullerton
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