Evelyn Ochoa
Calimesa,CA
Summary
Legal Specialist with extensive experience in case preparation, including file management, factual research, and document preparation. Proficient in vendor coordination and evidence assembly for litigation. Demonstrated ability to enhance collaboration between legal teams and external partners.
Overview
6
6
years of professional experience
Work History
Legal Administrative Assistant
State Farm
Ontario, CA
06.2023 - Current
- Contribute to case preparation by helping open new files and compiling essential facts to support litigation.
- Prepare trial documents, exhibits, and organize evidence materials.
- Coordinate with vendors to obtain case-related records and social media data.
- Draft correspondence and legal forms for vendors and external counsel.
- Schedule IMEs and facilitate the delivery of case records to expert witnesses.
- Collaborate with paralegals, legal secretaries, and claims specialists on complex matters.
- Perform administrative tasks including mail distribution, invoice processing, and organizing claims paperwork.
- Respond to outside counsel inquiries and arrange attorney schedules for depositions and meetings.
Client Relations Specialist
U.S. Bank
Beaumont, CA
07.2022 - 05.2023
- Evaluated client financial needs and set engagement goals to drive business growth.
- Educated clients on deposit and loan products to support informed decision-making.
- Processed domestic and international wire transfers with precision.
- Managed cash shipments and conducted daily branch audits.
- Streamlined client processes to improve banking efficiency and service delivery.
Branch Rental Manager
Penske Truck Leasing
Corona, CA
06.2019 - 06.2022
- Drove business growth through lead generation and customer relationship management while overseeing hiring, training, and supervision of associates to ensure optimal operations.
- Partnered with HR for university recruitment events.
- Cultivated a positive work environment through team-building events and training sessions, boosting morale and employee development.
- Managed accounts receivable and payment processing with attention to financial accuracy.
- Led weekly meetings to analyze product information and resolve open tasks proactively.
Education
Certificate - Paralegal Studies
University of California, Los Angeles
Los Angeles, CA02-2025
Bachelor of Arts - Public Relations
California State University, Fullerton
Fullerton, CA05-2019
Skills
- Client Communication
- Time Management
- Legal Research
- Case Management
- Legal Document Preparation
- Microsoft Office
- Adobe
- Outlook
- LexisNexis
- Westlaw
- Legal Files Software
Timeline
Legal Administrative Assistant
State Farm
06.2023 - Current
Client Relations Specialist
U.S. Bank
07.2022 - 05.2023
Branch Rental Manager
Penske Truck Leasing
06.2019 - 06.2022
Certificate - Paralegal Studies
University of California, Los Angeles
Bachelor of Arts - Public Relations
California State University, Fullerton
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