Jacqueline Juarez

Assistant Office Manager

• Organized documents to manage paper and electronic filing systems of clients.
• Filed court documents and legal pleadings with court clerk on behalf of attorneys.
• Prepared and drafted correspondence and legal forms to maintain smooth communications.
• Improved communication between attorneys and clients by scheduling meetings, providing status updates, and relaying critical information promptly.
• Maintained strict confidentiality, protecting sensitive client information as required by legal ethics and regulations.
• Increased client satisfaction by efficiently managing case files and promptly addressing inquiries.
• Managed high-volume workload while maintaining strict attention to detail on every task such as drafting pleadings or summarizing depositions accurately.
• Delivered exceptional service to clients by assisting them with routine needs like obtaining copies of pertinent records or directing them to appropriate resources when needed.
• Handled billing tasks efficiently and accurately, ensuring smooth financial operations for the legal team.
• Enhanced office productivity by implementing efficient document management systems for easy retrieval and storage.

• Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
• Developed and maintained strong customer relationships, providing exceptional service and advice.
• Educated customers on features and benefits of banking products and services.
• Increased client satisfaction by providing tailored financial advice and personalized banking solutions.
• Strengthened customer relationships through attentive service and prompt resolution of inquiries.
• Collaborated with team members to consistently meet or exceed branch sales targets and objectives.
• Developed and implemented strategies to reduce risk and increase profitability.
• Continuously updated knowledge of industry trends, regulations, and competitor offerings to maintain a competitive edge in the banking market.
• Maintained friendly and professional customer interactions.
• Assisted customers with banking needs and inquiries.