Heather White
Pinnacle,NC
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Known for adaptability, always focused on achieving results and meeting deadlines. Strong organizational skills and proactive approach to problem-solving make for reliable asset. Proactive and goal-oriented professional with excellent time management, communication skills, and problem-solving skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
33
33
years of professional experience
Work History
Paralegal
Browder, Overby, & Michaud, P.A.
05.2023 - Current
- Reduced attorney workload by drafting routine legal documents such as estate planning documents, processing estates, motions, and affidavits.
- Managed scheduling of court calendars and deadlines to maintain smooth flow of firm operations.
- Managed scheduling of attorney appointment.
- Corresponding and meeting with clients to execute legal forms.
- Enhanced case efficiency by organizing and maintaining legal documents, files, and correspondence.
- Contributed to firm-client relationship building through professional interactions with clients during meetings or phone calls, conveying empathy while maintaining confidentiality.
- Assisted counsel in preparing answers, providing documentation, and information for discovery request.
- Communicated with clients, opposing counsel and court personnel to keep all parties informed on case updates.
- Boosted office productivity by maintaining an accurate calendar of appointments, deadlines, and court appearances.
- Helped attorneys prepare for trial by organizing exhibits and calling on witnesses to testify at hearings.
- Facilitated timely and accurate billing by recording billable hours, expenses, and other relevant information in the firm''s billing system.
- Conferred with clients and other involved parties to gather and track case information.
- Conducted detailed client intakes and entered information into company database.
- Promoted a positive work environment by providing training and guidance to junior paralegals or interns as needed.
- Bolstered firm's reputation by consistently maintaining high standards of confidentiality and professionalism.
- Increased client satisfaction with thorough research and prompt response to inquiries.
- Improved team productivity by coordinating with attorneys to prioritize and delegate tasks effectively.
- Communicated pertinent information to clients via phone, email, and mail.
- Contacted clients to schedule appointments and discuss progress of cases.
- Revised and finalized letters, briefs, and memos.
- Researched and analyzed legal issues and cases to provide accurate advice to clients.
- Generated leads to meet and exceed revenue goals by identifying new clients.
Paralegal
Elizabeth M. O'Neal, Attorney At Law
11.2015 - 05.2023
- Reduced attorney workload by drafting routine legal documents such as real estate packages, estate planning documents, and estate forms.
- Enhanced case efficiency by organizing and maintaining legal documents, files, and correspondence.
- Edited and proofread legal documents to verify accuracy.
- Maintained and updated organized client contact information to keep in touch with clients and provide updates on cases.
- Boosted office productivity by maintaining an accurate calendar of appointments, deadlines, and filing deadlines.
- Improved document organization by implementing a comprehensive file management system for easy access to essential case materials.
- Ensured compliance with court rules and procedures by accurately preparing and submitting legal filings within established timeframes.
- Conducted detailed client intakes and entered information into company database.
- Bolstered firm's reputation by consistently maintaining high standards of confidentiality and professionalism.
- Assisted in drafting legal documents, ensuring compliance with court requirements and deadlines.
- Increased client satisfaction with thorough research and prompt response to inquiries.
- Improved team productivity by coordinating with attorneys to prioritize and delegate tasks effectively.
- Communicated pertinent information to clients via phone, email, and mail.
- Contacted clients to schedule appointments and discuss progress of cases.
- Revised and finalized letters, briefs, and memos.
- Researched statutes, decisions, legal articles, and codes.
- Reviewed Deed of Trust, Title Commitment, and prior bankruptcies documents.
- Analyzed deeds of trust to verify grantor, grantee, trustee and loan amounts for executive leadership.
- Reconciled multiple trust accounts
- Maintained monthly accounting records for invoices paid and due.
- Prepared and issued payroll to employess.
Retail Personal Banker
Capital Bank
04.2013 - 06.2015
- Managed risk exposure by closely monitoring account activity and taking appropriate action when necessary, safeguarding both clients'' and bank''s interests.
- Contributed to the development of staff training materials that improved overall branch performance metrics and employee engagement levels.
- Conducted regular audits to ensure compliance with bank policies and regulatory requirements, maintaining a low error rate throughout tenure.
- Provided exceptional customer service by resolving complex issues quickly, earning multiple commendations from satisfied clients.
- Reduced customer wait times by efficiently managing the queue and addressing client concerns promptly.
- Participated in regional meetings focused on sharing best practices and driving continuous improvement within the retail banking sector.
- Mentored new hires on company policies, systems, and best practices to ensure successful integration into the team.
- Increased new account acquisitions through effective cross-selling of bank products and services.
- Analyzed customer feedback to identify opportunities for enhancing client satisfaction, implementing improvements accordingly.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Promoted financial products by maintaining excellent service offering knowledge.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Cross-sold bank products and services to meet customer needs and provide options.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Processed deposits, withdrawals and ACH transfers accurately.
- Expanded client base by promoting new financial products.
- Followed up with customers to gather feedback and provide additional assistance.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Compiled and analyzed data to determine approaches to improve sales and performance.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
Lead IT Analyst
NGIC
06.1992 - 10.2005
- Instituted comprehensive disaster recovery plans, safeguarding business continuity during unforeseen events or outages.
- Optimized network performance with thorough analysis and strategic upgrades, resulting in improved connectivity and user experience.
- Mentored junior team members on technical skills and best practices, fostering a collaborative work environment for continuous improvement.
- Evaluated emerging technologies to identify opportunities for innovation, making recommendations for strategic investments that supported organizational growth goals.
- Developed custom applications tailored to unique business needs using advanced programming techniques that maximized functionality without sacrificing usability or aesthetics.
- Assisted in the development of IT budgets, providing accurate forecasts for expenses/resources needed to achieve desired outcomes while minimizing waste.
- Ensured seamless integration between disparate systems through careful planning/testing efforts that minimized disruption during the transition periods.
- Created comprehensive training materials/manuals that empowered end users to maximize their use of technology tools and resources effectively.
- Troubleshot incidents reported by end-users to schedule system changes and identify permanent solutions.
- Analyzed existing systems and databases and recommended enhancements to solve business needs
- Performed internal system acceptance to deliver well-tested enhancements and meet business requirements.
- Provided to technical support for internal employees and external customers for NGIC software navigation.
Education
Bachelor of Science - Business Administration
University of North Carolina At Greensboro
Greensboro, NC05-1996
Skills
- Legal research
- Document drafting
- Case management
- Client communication
- Billing administration
- Interpersonal skills
- Task prioritization
- Office administration
- Notary public
- Document preparation
- Calendar management
- Administrative support
- Multitasking
- Customer service
Timeline
Paralegal
Browder, Overby, & Michaud, P.A.
05.2023 - Current
Paralegal
Elizabeth M. O'Neal, Attorney At Law
11.2015 - 05.2023
Retail Personal Banker
Capital Bank
04.2013 - 06.2015
Lead IT Analyst
NGIC
06.1992 - 10.2005
Bachelor of Science - Business Administration
University of North Carolina At Greensboro
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