Detail-oriented team player with strong organizational skills, excellent time management skills and the ability to handle multiple projects simultaneously with a high degree of accuracy seeking a full-time position that offers professional challenges.
Overview
15
15
years of professional experience
Work History
Paralegal/Office Manager
Adams, Jordan & Herrington, P.C.
11.2014 - Current
Enhanced case efficiency by organizing and maintaining legal documents, files, and correspondence.
Assisted attorneys with trial preparation through thorough research and analysis of relevant laws and regulations.
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.
Reduced attorney workload by drafting routine legal documents such as pleadings, motions, and affidavits.
Boosted office productivity by maintaining an accurate calendar of appointments, deadlines, and court appearances.
Ensured compliance with court rules and procedures by accurately preparing and submitting legal filings within established timeframes.
Increased collaboration among team members by coordinating meetings, conference calls, and video conferences with internal staff and external parties involved in cases.
Aided settlement negotiations with effective summary reports outlining key points from discovery materials for use during mediation sessions or pretrial settlement talks.
Managed complex cases efficiently using specialized software programs designed for paralegal work to track information related to multiple parties over long periods of time.
Facilitated timely and accurate billing by recording billable hours, expenses, and other relevant information in the firm''s billing system.
Promoted a positive work environment by providing training and guidance to other staff members as needed.
Contributed to firm-client relationship building through professional interactions with clients during meetings or phone calls, conveying empathy while maintaining confidentiality.
Managed scheduling of court calendars and deadlines to maintain smooth flow of firm operations.
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.
Conducted detailed client intakes and entered information into company database.
Communicated with clients, opposing counsel and court personnel to keep all parties informed on case updates.
Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
Oversaw facility maintenance requests, coordinating with building management to address repairs or improvements efficiently.
Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
Communicate with Medicare, Medicaid and all other healthcare companies regarding client policy information and subrogation claims.
Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
Maintained computer and physical filing systems.
Improved financial accuracy by reconciling accounts and identifying discrepancies in financial records.
Reduced errors in financial reporting by conducting thorough reviews and ensuring accurate data entry.
Assisted with budget preparation and monitoring, contributing to better expense control.
Maintained accurate records of all transactions, ensuring compliance with company policies and applicable regulations.
Collaborated with external auditors to facilitate the annual audit process, providing necessary documentation as required.
Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
Supported year-end closing procedures by preparing adjusting journal entries as needed.
Maintained and processed invoices, deposits, and money logs.
Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
Identified accounting errors when cross-referencing documents and database information.
Utilization Review Coordinator
YORK Risk Management
06.2009 - 04.2014
Increased efficiency of the utilization review process through regular communication with insurance companies for timely authorizations.
Enhanced patient care quality by conducting thorough utilization reviews and coordinating with healthcare providers.
Reduced hospital readmissions by implementing effective discharge planning and ensuring appropriate post-acute care.
Ensured compliance with regulatory guidelines by maintaining accurate documentation and records for all utilization review activities.
Facilitated interdisciplinary team meetings to discuss patient progress, treatment plans, and coordination of care for improved outcomes.
Collaborated with case managers on patient assessments, identifying opportunities for improvement in care transitions and reducing avoidable delays.
Managed complex cases involving multiple medical conditions, coordinating care among various specialists while adhering to strict timelines for decision making.
Evaluated medical necessity criteria using evidence-based guidelines to ensure that services provided were both clinically appropriate and cost effective.
Maintained confidentiality and security of patient data, adhering to all relevant privacy laws and regulations.
Identified potential areas of risk or non-compliance through regular audits, implementing corrective action plans as needed to mitigate concerns.
Obtained authorizations from multiple insurance carriers for various levels of care.
Submitted cases for criteria failures and helped facilitate resolutions and approvals.
Completed some Workers Compensation certification courses.
Bank Teller Supervisor
Chase Bank
11.2008 - 06.2009
Managed daily operations for optimal performance, ensuring smooth workflows and timely completion of tasks.
Enhanced team productivity by providing ongoing training, coaching, and mentoring to staff members.
Enhanced branch operations through effective management of daily bank teller activities and workflow prioritization.
Improved customer satisfaction by efficiently managing teller transactions and addressing customer inquiries.
Reduced errors in transactions by providing ongoing training and coaching to bank tellers on best practices.
Promoted cross-selling efforts by educating staff on bank products and services, resulting in increased sales.
Managed risk effectively by monitoring teller activities, ensuring compliance with banking regulations and policies.
Ensured high-quality customer service by regularly evaluating employee performance and providing constructive feedback for improvement.
Maintained a secure work environment by enforcing safety protocols and conducting regular audits of vaults, cash drawers, and security systems.
Increased account retention with proactive outreach efforts targeting existing customers facing potential account closure or dissatisfaction issues.
Built trusting relationships with customers through attentive listening skills, insightful problem-solving abilities, and empathetic service approach.
Enhanced the overall customer experience by working closely with the team to identify and address specific areas for service improvement.
Counted cash drawers and made bank deposits.
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Maintained strong knowledge of bank products, services, procedures and regulatory requirements to assist staff members with questions and difficult or complex tasks.
Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Researched and resolved customer issues on personal savings, checking, and line of credit accounts.
Examined tellers' reports of daily transactions for accuracy.
Promoted bank's products and services by consistently cross-selling to customers.
Education
Bachelor of Science - Criminal Justice -
California State University, San Bernardino
San Bernardino, CA
12.2013
No Degree - Criminal Justice
Riverside Community College
Riverside, CA
12.2010
No Degree - Criminal Justice
California State University, Long Beach
Long Beach, CA
06.2008
Skills
People oriented with excellent interpersonal skills as well as oral and written communication skills
Communication skills with a Focus on customer service
Strong organizational skills and excellent time management
Proficient in Microsoft Office which includes: Word, Excel, Outlook, PowerPoint and Publisher
Ability to multi-task effectively and process high volumes of tasks given on a daily basis
Hardworking, energetic and reliable, acknowledged for assuming additional responsibilities
Ability to grasp new concepts quickly
Type 70 WPM
Proficient in QuickBooks
Timeline
Paralegal/Office Manager
Adams, Jordan & Herrington, P.C.
11.2014 - Current
Utilization Review Coordinator
YORK Risk Management
06.2009 - 04.2014
Bank Teller Supervisor
Chase Bank
11.2008 - 06.2009
Bachelor of Science - Criminal Justice -
California State University, San Bernardino
No Degree - Criminal Justice
Riverside Community College
No Degree - Criminal Justice
California State University, Long Beach
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