Hardworking, dependable, detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
24
24
years of professional experience
Work History
Paralegal/Office Manager/Bookkeeper
Johnson Carroll Norton & Kent, P.C.
02.2021 - Current
Complete intake information for new clients
Prepared legal briefs, motions, and pleadings.
Edited and proofread legal documents to verify accuracy.
Liaised with other paralegals and legal staff to complete common tasks on schedule.
Improved document organization by implementing a comprehensive file management system for easy access to essential case materials.
Conferred with clients and other involved parties to gather and track case information.
Summarized legal documents and other material to provide attorney with relevant material for cases.
Facilitated timely and accurate billing by recording billable hours, expenses, and other relevant information in the firm''s billing system.
Communicated pertinent information to clients via phone, email, and mail.
Maintained and updated organized client contact information to keep in touch with clients and provide updates on cases.
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.
Helped attorneys prepare for trial by organizing exhibits and calling on witnesses to testify at hearings.
Contacted clients to schedule appointments and discuss progress of cases.
Manage the day to day operations of the firm.
Manage and track the daily, monthly and yearly revenue generated by the attorneys.
Prepare all daily bank deposits.
Pay all outstanding bills owed by the office.
Track and log all employee hours worked, vacation and sick time.
Prepare weekly payroll for staff and monthly payroll for attorneys.
Prepare all needed documents for the end of the year and tax preparations needed for the CPA.
Communicate weekly with CPA.
Facilitate the needs of the office and staff.
Contract any third party contactor needed for office maintenance.
Assist in covering other office task unable to be completed by other staff.
Maintaining all needed supplies are stocked and ordered.
Legal Assistant
Duff Law, LLC
02.2017 - 02.2021
Handled incoming phone calls to the office.
Completed data entry of client's intake information into case management software systems.
Transcribed information from dictation and confirmed accuracy and correct formatting of documents.
Preparing legal documents, motions, pleadings, orders, agreements etc.
Communicate via phone or letter regarding the status of their matter.
Schedule and maintain case management.
Maintain and track attorney's calendar for client conference and hearing dates.
Proven ability to learn quickly and adapt to new situations.
Prepare daily bank deposits into operating and trust accounts.
Order all supplies for the office.
Contact building manager if issues with the office needed attention.
Personal Banker
German American Bank
03.2015 - 02.2017
Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
Activated new accounts and issued customer identification numbers.
Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures.
Backed up teller team by handling needs of new and existing customers at main counter.
Presented new and additional products and services to existing customers.
Monitored accuracy of customer information in system.
Assisted in the development of marketing strategies to increase awareness of bank products and services within the local community.
Boosted sales of bank products through effective cross-selling and up-selling techniques.
Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Personal Banker
Fifth Third Bank
04.2011 - 06.2012
Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
Activated new accounts and issued customer identification numbers.
Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures.
Presented new and additional products and services to existing customers.
Monitored accuracy of customer information in system.
Boosted sales of bank products through effective cross-selling and up-selling techniques.
Assisted in the development of marketing strategies to increase awareness of bank products and services within the local community.
Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Maintain and reach monthly sales goals.
Brokerage Assistant
Allstate Financial, LPL
05.2009 - 03.2011
Open and close office.
Answer all incoming calls, assist the client with information needed.
Maintain and schedule all brokerage appointments.
Contact client's regarding products and services.
Complete financial documents such as 529 Plans and Annuity Contracts for client's signature.
Communicate and work with property and casualty agents to boost revenue.
Bank Teller
First National Bank Of Carmi
09.2006 - 05.2009
Disbursed cash and checks accurately while maintaining security of cash drawers.
Contributed to a welcoming branch environment by maintaining a clean and organized workspace for both staff members and customers alike.
Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
Turned in excess cash to maintain drawer security.
Trained new hires on customer service policies and procedures.
Handled various accounting transactions.
Assisted customers with compromised debit cards and issued new credentials.
Executed wire transfers, stop payments and account transfers.
Calculated fees due, interest and change for customer transactions.
Logged cashier's checks and other transactions to maintain accurate account records.
Balanced and maintained both the vault and ATM.
Personal Banker/Mortgage Lender/Office Manager
Fifth Third Bank
02.2000 - 09.2006
Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures.
Spearheaded efforts to drive process enhancements that led to improved teller accuracy rates over time.
Explained account terms and conditions to customers.
Open and Closed the branch.
Open new bank accounts, debt cards, installment loans and credit cards.
Trained staff on cross sell opportunities.
Assisted in daily reports for possible fraud and outages.
Generate new mortgage clients.
Build relationships with realtors for referrals.
Education
High School Diploma -
Mater Dei High School
Evansville, IN
05.1999
Skills
Proofreading
Communication
Document Editing
Pleading drafting
Case Summaries
Correspondence and Legal Forms
Family Law
Criminal Law
Legal and Court Processes
Legal Compliance
Client Support
Corporate Law
Effective Multitasking
Notary Public
Records Management
Critical Thinking
Meeting Preparation
Client Billing
Administrative Support
Court transcription
Deadline Monitoring
Case Management
Employee Training
Decision-Making
Civil Law
Risk Management
Office Administration
Organization
Excellent Communication
Attorney Support
Filing System Organization
Document drafting
Timeline
Paralegal/Office Manager/Bookkeeper
Johnson Carroll Norton & Kent, P.C.
02.2021 - Current
Legal Assistant
Duff Law, LLC
02.2017 - 02.2021
Personal Banker
German American Bank
03.2015 - 02.2017
Personal Banker
Fifth Third Bank
04.2011 - 06.2012
Brokerage Assistant
Allstate Financial, LPL
05.2009 - 03.2011
Bank Teller
First National Bank Of Carmi
09.2006 - 05.2009
Personal Banker/Mortgage Lender/Office Manager
Fifth Third Bank
02.2000 - 09.2006
High School Diploma -
Mater Dei High School
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