Jacquelyn Winsor
Carver,MN
Summary
Accomplished Office and Case Manager adept at handling high caseloads without sacrificing quality of care for clients and staff. Operates exceptionally well in high-pressure environments optimizing my management, communication, organization and operational skill. Recommends and establishes the best resources and courses of action to benefit client's concerns and needs as well as the firm and continued growth.
Overview
10
10
years of professional experience
Work History
Lead Litigation Paralegal
Attorney Office
Roseville, MN
03.2024 - Current
- Assisted with trial preparation, including organizing exhibits, preparing witness files, and drafting jury instructions.
- Conducted legal research and drafted memoranda summarizing the results.
- Performed factual investigations to obtain background information on parties involved in litigation proceedings.
- Supervised junior paralegals on projects assigned by attorneys.
- Maintained an organized file system for all case related materials.
- Communicated regularly with opposing counsels regarding settlements or other matters.
- Proofread documents prior to submission to ensure accuracy and completeness.
- Collaborated with clients to gather information about their cases.
- Analyzed medical records to identify pertinent facts that could be used in a court proceeding.
- Coordinated service of process among all parties involved in litigation matters.
- Participated in client conferences as needed to assist attorneys with strategy development.
- Investigated potential sources of evidence such as public records or online databases.
- Managed document production process, including identifying relevant documents, locating witnesses and obtaining necessary authorizations.
- Attended hearings, mediations and depositions as needed to support attorneys' work product.
- Organized large volumes of data into databases for use in document reviews or case management systems.
- Used state and federal electronic filing systems.
- Interviewed clients on interrogatories and recorded answers in writing, reviewing answers with attorneys and preparing answers in final form for submission.
- Tracked data, created graphs and completed calculations using Microsoft Excel.
- Trained, supported and assisted case teams with best practice use of firm's e-discovery technology solutions, coordinating with and managing outside service providers and vendors.
- Aided senior leadership during executive decision-making process, meeting with clients to research cases, collect data, prepare settlement packages and interpret information for daily report generation.
- Met with clients and attorneys to discuss case details and evidence.
- Contacted witnesses and scheduled interviews and evaluations.
- Processed closing documents and transactional documents for legal review.
- Booked travel arrangements for firm attorneys and support staff.
- Organized exhibits and arguments to present evidence on behalf of clients.
Office Manager
Architect & Interior Design Firm
Minneapolis , MN
08.2022 - 03.2024
- Maintain office organization to support efficiency, professionalism and performance objectives.
- Manage office inventory.
- Organized venues, budgets, guest lists, catering and event timelines.
- Attended and participated in industry events.
- Reserved space, equipment and personnel needed to facilitate events.
- Booking travel accommodation (hotels, flights, rental cars, meeting rooms, etc.).
- Processed employee hires, rehires, transfers, and terminations.
- Coordinated benefits processing, including enrollments, terminations and claims.
- Reviewed employee enrollments to verify accuracy, inputting information into company database.
- Maintained positive working relationship with fellow staff and management.
- Coordinated and celebrated milestones within the company for employees.
- Manage multiple calendars for the Principals and myself.
- Networked with industry leaders and investigated partnerships.
- Gathered timesheets to prepare weekly payroll data for processing by payroll coordinator.
- Calculated accurate wages, including overtime, salary increases and bonuses.
- Prepared bank deposits by verifying and balancing receipts and sending cash and checks to banks.
- Reconciled computer reports with manually maintained ledgers.
- Recorded debit, credit and account transactions in computer spreadsheets and databases.
- End of month reports for budgeting, payroll, banking, and credit cards.
- Manage and pay monthly billing for all office related needs.
- Manage, review and complete staff monthly expense reports.
- Complete and file Architect Licenses, Firm Licenses and Annual Reports for several states to uphold all licensing.
- Complete applications and record for Women Business Owned Certifications.
- Investigate past and current licensees to perform record checks.
- Coordinates and prepared the agenda for the Executive Committee.
- Complete yearly Affirmative Plan.
- Manage and completed employee surveys, peer surveys, and principal input for staff annual reviews.
Paralegal I Case Manager
Remote
Burnsville, MN
07.2020 - 12.2022
- Settlement demands.
- Arbitration filings.
- Medical summaries.
- Review and organize medical records
- Medical bill reports including payments/adjustments.
- File reviews.
- Case handling/direction.
- Wage loss.
- Drafting and submitting correspondence.
- Expense reports and tracking.
- Working directly with Firm Partners on other tasks as needed.
- Assisted with set up of Wills and Trust Accounts.
- Juggled multiple projects and tasks to ensure high quality and timely delivery.
- Identified and analyzed legal documents, discoveries and contracts.
- Participated in client interviews, observed questioning process and documented information.
- Reduced financial discrepancies by accurately managing accounting documentation.
- Wrote professional business correspondence to maintain strong line of communications.
- Maintained up-to-date case records with case activity status.
Office and Case Manager
Florin Roebig
Edina, MN
04.2015 - 03.2021
- Maintained accurate case records and documentation according to agency guidelines.
- Participated in professional development activities related to case management best practices.
- Monitored client progress through regular follow-up contacts.
- Assisted in recruiting, onboarding and training new employees.
- Tracked invoices and payments to ensure accuracy of accounts receivable and payable information.
- Maintained filing system for records, correspondence and other documents.
- Created spreadsheets in Excel to track data such as vacation requests, sick days .
- Monitored inventory levels and placed orders when needed.
- Developed effective communication strategies between departments within the organization.
- Responded to customer inquiries via phone or email in a professional manner.
- Processed payroll accurately ensuring all employees were paid on time.
- Assisted in developing budgets for departmental expenses.
- Ensured compliance with applicable laws regarding employment practices.
- Organized company events including holiday parties, team building activities .
- Reviewed contracts for accuracy prior to signing off on behalf of the company.
- Developed and implemented office policies and procedures.
- Maintained confidential records relating to personnel matters.
- Performed general bookkeeping duties such as reconciling bank statements and creating journal entries.
- Answered phone calls, responded to emails, routed mail and coordinated courier services.
- Coordinated meetings, conferences, travel arrangements and department activities.
- Provided training to new hires on office policies and procedures.
- Resolved customer inquiries in a timely manner while maintaining positive relationships with clients.
- Monitored payments due from clients and promptly contacted clients with past due payments.
- Trained and mentored administrative staff members in company policies, daily task execution, and industry best practices.
- Developed marketing materials for outreach initiatives.
- Collaborated with agency partner marketing divisions to design and conduct joint marketing events, strategically improving lead generation outcomes.
- Developed marketing campaigns targeting specific audiences.
- Created marketing materials to attract new candidates.
- Developed marketing materials for prospective clients.
- Tracked and measured marketing outcomes including marketing activities, response, leads, sales, retention, and ROI.
- Maintained a calendar of appointments for the CEO, ensuring that all commitments were met on time.
- Provided support to other executives within the organization as required.
- Created agendas for senior management meetings and took minutes during those meetings.
- Assisted the CEO with administrative tasks such as scheduling, travel arrangements and expense reports.
- Organized events hosted by the CEO, including planning logistics and coordinating catering services.
- Responded promptly to inquiries from internal staff members regarding any issues related to their roles or responsibilities.
- Coordinated executive communications, including taking calls, responding to emails and interfacing with clients.
- Streamlined processes related to onboarding new employees into executive positions.
- Ensured that confidential information was kept secure at all times according to corporate policies.
- Managed special projects as assigned by the CEO in a timely manner.
- Acted as an intermediary between the CEO and other departments or outside organizations when needed.
- Opened, read and replied to e-mails, letters and correspondence on behalf of executives.
- Tackled and addressed top-level, high-priority issues with professional administrative discretion.
- Coordinated meeting and work schedules for staff teams and executives.
- Managed daily invoices, reports and proposals.
- Entered customer information and updates in database system to track leads, interactions, relationships and propel sales opportunities.
Education
High School Diploma -
Cambridge Isanti High School
ViltoftCambridge2005
Skills
- Excel
- Outlook
- Microsoft Word
- Trial Works
- Word Perfect
- Time Management
- Client Management
- PC Law
- File Center Professional
- FileMaker Pro
- Closing Statement Program
- Adobe
- Concur (Expense tracking)
- Ajera
- Payentry
- Legal Drafting
- Negotiation
- Interviewing
- Case Management
- Office Management
- Establish Protocols and Firm Policies
- Drafted/Managed Merge Templates
- Event Planning
- Client Meetings
- Effective Client Communication
- Leadership
- People Skills
- Data Management
- Bank Reconciliation
- Accounts Payable and Receivable
- Bookkeeping Proficiency
- Journal Entries
- Month-End Close
Timeline
Lead Litigation Paralegal
Attorney Office
03.2024 - Current
Office Manager
Architect & Interior Design Firm
08.2022 - 03.2024
Paralegal I Case Manager
Remote
07.2020 - 12.2022
Office and Case Manager
Florin Roebig
04.2015 - 03.2021
High School Diploma -
Cambridge Isanti High School