Holly A. Roman
Summary
Skilled at learning new concepts quickly while working well under pressure. Function admirably without oversight as well as being essential for a team. Exceptional interpersonal skills. Able to prioritize while remaining focused. Possess clear and professional written and verbal communication. Able to easily adapt to new environments and expectations. Maintain composure and professionalism during tense situations.
Capable of prioritizing a diverse range of tasks and managing large caseloads. Strong organizational and time management skills with the ability to meet deadlines. Dedicated and reliable with excellent communication skills to meet client and company needs
Overview
22
22
years of professional experience
Work History
Paralegal, Legal Assistant & Lead Receptionist
Slater Slater Schulman, LLP
04.2019 - Current
- Interviewed clients to obtain information relevant to cases.
- Assisted attorneys with reviewing and organizing medical records pertaining to cases.
- Conducted detailed client intakes and entered information into the company database.
- Liaised with other paralegals and legal staff to complete common tasks on schedule.
- Collaborated with attorneys to develop strategies for each case.
- Trained several receptionists while maintaining a lead reception position for several years
- Answered and routed incoming calls on a multi-line telephone system while maintaining initial client daily greetings in a professional matter
- Directed flow of mail, faxes, and deliveries to reach the intended recipient
- Assisted clients with information on their cases with appropriate updates, confirmations, and documents
- Assisted each partner and attorney's time-sensitive needs in the office
- Coordinated with assigned paralegals and attorneys to request medical records and bills from client's medical providers
- Requested and obtained Employment verifications on living and deceased cases.
- Requested and obtained medical records, bills, and other requests needed for cases.
- Ensured the accuracy of medical records and bills while updating case management software with total charges, payments, alterations, and balances found in medical bills.
- Assist in multiple departments to meet deadlines
- Enhanced case efficiency by organizing and maintaining legal documents, files, and correspondence.
- Streamlined communication between clients and legal staff by managing client inquiries promptly and professionally.
- Improved document organization by implementing a comprehensive file management system for easy access to essential case materials.
- Expedited document review process by conducting initial reviews of key documents for relevance and privilege status.
- Saved firm resources by conducting cost-effective legal research using both traditional library resources and online databases such as LexisNexis or Westlaw.
- Promoted a positive work environment by providing training and guidance to new hires and colleagues as needed.
Receptionist
Milber Markris Plousadis & Seiden LLP
01.2018 - 04.2019
- Answered and routed incoming calls on multi-line telephone system while maintain initial client and visitor's daily greetings
- Maintained and scheduled conference rooms for staff
- Standard clerical duties which consisted of scanning, photocopying, faxing, and filing documents
- Handled and sorted all incoming mail while locating each case name/index number/ file number to be given to attorney's paralegal or legal assistant
- Handled all incoming checks and settlement ledgers to be scanned and filed to bookkeeper.
Administrative Assistant & Sales Representative
Congregation Emanu, El of NYC
09.2013 - 09.2017
- Maintained clerical duties/tasks while arranging burial arrangements with funeral homes and clients
- Facilitated clients' requests and needs through instruction and education
- Prepared contracts and agreements for entry into cemetery data system (HMIS)
- Investigated and resolved matters relating to Genealogy Research
- Responded to sales inquiries while implementing established methods of client contact and follow-up
- Participated in various office administration duties, including facility and general services at cemetery by supporting office/facilities managers
- Oversaw and upheld processing flow of documents, making sure that checks and cash sent to cemeteries are properly recorded and stored for the bookkeeping department
- Scheduled appointments and meetings for General Manager
- Organized and distributed incoming correspondence and mail
- Answered telephones, directed callers and visitors to appropriate parties.
Childcare Provider
Precious Moments Daycare
09.2003 - 01.2009
- Cared for children in main nursery room with age ranging 6 weeks to 5 years old
- Maintained records on each child, including daily observations and information about activities, meals, medications, diaper changes, bathroom use, and nap times,
- Instructed children in health and personal habits such as eating, resting, and toilet habits, and preparation for preschool
- Coordinated and lead activities such as reading, songs, simple crafts, painting, and drawing
- Other duties included assisting in preparation of meals and refreshments for children, organizing and storing toys and materials to maintain order in activity areas, sterilizing bottles, and making formula.
Front Desk Receptionist
Al's Best Electric & Co
01.2002 - 01.2004
- Handled incoming and outgoing client's phone calls
- Received all incoming materials for job sites and collected invoices for manager
- Sorted general complaints and issues of workers and clients
- Calendared appointments for managers and clients per request, with due consideration to their schedules
- Coordinated with staff to schedule meetings and conferences
- Gathered messages, postal mail and faxes and answered according to directions
Education
GED -
LaGuardia Community College Adult Center
Long Island City, NYSkills
- Customer/Client relations
- Correspondence distribution
- Professional demeanor
- Documentation and reporting
- Office Administration
- Multi-line Telephone Systems
- Administrative support
- Organization skills
- Telephone skills
- Time management
- Case Management
- Multitasking
- Confidentiality Maintenance
- Attention to Detail
- Team Collaboration
- Client Communication
- Relationship Building
- Critical Thinking
- Filing System Organization
- Document Management
- Good Judgment and Decision Making
- Billing Statements
- Flexible Schedule
- Employee Training
- Deadline Monitoring
- Appointment Scheduling
Timeline
Paralegal, Legal Assistant & Lead Receptionist
Slater Slater Schulman, LLP
04.2019 - Current
Receptionist
Milber Markris Plousadis & Seiden LLP
01.2018 - 04.2019
Administrative Assistant & Sales Representative
Congregation Emanu, El of NYC
09.2013 - 09.2017
Childcare Provider
Precious Moments Daycare
09.2003 - 01.2009
Front Desk Receptionist
Al's Best Electric & Co
01.2002 - 01.2004
GED -
LaGuardia Community College Adult Center
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