Results-driven legal professional with significant experience in litigation processes and case management. Known for dependable collaboration, adaptability to changing needs, and delivering high-quality work under pressure. Skilled in legal research, document preparation, and client communication, ensuring efficient and effective support for legal teams.
Overview
18
18
years of professional experience
Work History
Litigation Paralegal
Goodleap
Roseville, CA
06.2024 - Current
Conducted legal research to support case preparation and strategy development.
Drafted and organized legal documents, ensuring compliance with court requirements.
Managed case files and documentation for high-volume litigation cases.
Coordinated with attorneys and clients to gather necessary information for proceedings.
Assisted in discovery processes, including document review and data management.
Maintained timelines for case milestones, ensuring adherence to deadlines and schedules.
Trained junior paralegals/ Legal assistants on best practices in litigation support functions.
Implemented process improvements that enhanced efficiency in case management workflows.
Managed high-volume caseloads effectively by creating organized systems for tracking deadlines and prioritizing tasks.
Increased case efficiency by streamlining document management and organization processes.
Ensured accurate record-keeping by maintaining up-to-date case files, both physical and electronic formats.
Assisted in obtaining key evidence through subpoenaing records from various sources such as financial institutions or medical providers.
Supported attorneys during trial proceedings, ensuring the availability of key exhibits and witnesses when needed.
Drafted clear and concise correspondence on behalf of attorneys to clients, opposing counsel, and court personnel.
Maintained litigation database and document organization.
Organized evidence, exhibits, motions, and subpoenas to support cases and prepare for trial.
Drafted pleadings, motions, and briefs in compliance with court rules, leading to successful outcomes in numerous cases.
Used document review tools to discover and inspect records.
Assisted in securing favorable settlements for clients by drafting persuasive settlement proposals and negotiating terms.
Reduced discovery costs by implementing efficient e-discovery strategies and utilizing technology to review documents.
Contributed to the development of firm-wide best practices for paralegal work through active participation in team meetings and training sessions.
Collaborated closely with attorneys to develop case strategies that aligned with client objectives, resulting in positive outcomes for clients.
Identified critical information within extensive documentation through meticulous attention to detail during document review process.
Facilitated timely resolution of cases through effective communication with opposing counsel and court personnel.
Fostered a positive work environment by contributing to a collaborative atmosphere among colleagues and providing mentorship to junior paralegals.
Developed comprehensive database of legal resources, significantly reducing research time for future cases.
Enhanced firm's reputation by contributing to high success rate in case resolutions.
Managed document review for high-profile cases, ensuring thoroughness and accuracy in evidence compilation.
Contributed to team knowledge by organizing regular training sessions on legal research tools and techniques.
Collaborated with attorneys to develop strategies for each case.
Client Support Manager Supervisor
Goodleap
Roseville, CA
02.2023 - Current
Helped grow and supervise the newest level 3 legal compliance team at Goodleap assisting in resolving demand letters and conflict resolution.
Ensured compliance with industry regulations and company policies throughout all aspects of client support activities.
Monitored team KPIs regularly, adjusting strategies as needed to consistently meet targets related to response time, resolution rates, and customer satisfaction.
Collaborated closely with cross-functional teams for seamless service delivery.
Maintained detailed records of client interactions for easy reference during future engagements or escalations.
Coordinated regular team meetings to discuss progress, challenges, and best practices in client support management.
Implemented metrics-driven performance evaluations to recognize high-performing team members and address areas for development.
Streamlined client support processes by implementing efficient ticketing and communication systems.
Spearheaded initiatives aimed at improving overall customer satisfaction ratings through exceptional service delivery.
Identified opportunities for process improvements, driving increased efficiency and reducing response times.
Handled escalated cases effectively, demonstrating empathy and professionalism while resolving complex issues.
Referred clients to appropriate team members, community agencies and organizations to meet treatment needs.
Oversaw daily operations of the department, ensuring smooth workflow and timely completion of tasks.
Monitored workflow to improve employee time management and increase productivity.
Evaluated employee performance and coached and trained to improve weak areas.
Enhanced communication within the team by holding regular meetings and encouraging open dialogue among all members.
Client Support Manager
Goodleap
Roseville, CA
06.2020 - 02.2023
Collaborated closely with cross-functional teams for seamless service delivery.
Managed a diverse portfolio of clients, delivering personalized solutions tailored to individual needs.
Ensured compliance with industry regulations and company policies throughout all aspects of client support activities.
Worked collaboratively with sales teams to provide pre-sales assistance, ensuring smooth onboarding experiences for new clients.
Reduced client churn by proactively addressing concerns and identifying areas for improvement within the support experience.
Established strong relationships with Multiple clients across the platform, maintaining open lines of communication at all times.
Conducted thorough root cause analyses to pinpoint recurring issues and develop targeted solutions.
Handled escalated cases effectively, demonstrating empathy and professionalism while resolving complex issues.
Analyzed trends and data to inform decision-making and program development.
Accounts Receivable
Infinity Energy
Roseville, CA
11.2017 - 06.2020
Upheld high standards of professionalism by adhering to established accounting policies, procedures, and ethical guidelines throughout daily tasks.
Reduced late payments by maintaining strong relationships with clients and implementing effective follow-up procedures.
Improved financial accuracy by thoroughly reconciling accounts and identifying discrepancies on a monthly basis.
Expedited financial close process with diligent preparation of supporting documentation for month-end reconciliations.
Directed day-to-day collections functions.
Exceeded monthly targets consistently as a result of strong negotiation skills combined with effective account management strategies.
Serve as the liaison between the company and consumers . In charge of observing accounts to identify overdue payments, report collection activity, address client queries, and develop repayment plans.
Licensed CSR Office Manager
AllState
Roseville, CA
05.2016 - 11.2017
Managed high call volumes, maintaining a professional demeanor during peak hours and effectively multitasking in a fast-paced environment.
Demonstrated empathy and active listening skills, resulting in a higher rate of customer satisfaction and repeat business.
Answered customer telephone calls promptly to avoid on-hold wait times.
Answered constant flow of customer calls with minimal wait times.
Developed strong relationships with clients by understanding their needs and preferences, fostering long-term loyalty.
Delivered outstanding problem-solving skills in addressing recurring issues that resulted in improved operational efficiency.
Working with mortgage companies to finalize new business policies.
Working with multiple brokered agencies to finalize and service new policies. Cross selling and cold calling for sales leads.
Legal Secretary
Roseville Paralegal Service
Roseville, CA
06.2007 - 11.2017
Maintained strict confidentiality of sensitive information to protect client privacy and uphold professional ethics.
Facilitated communication between clients and attorneys, ensuring prompt responses to inquiries.
Arranged for delivery of legal correspondence to clients, witnesses, and court officials.
Organized files for court proceedings.
Organized and maintained an efficient electronic filing system for easy access to critical documents and data.
Received and placed telephone calls to clients and prospective clients.
Managed multiple high-priority tasks simultaneously, meeting all deadlines while maintaining a high level of accuracy.
Prepared legal correspondence and wrote professional letters for legal assistants and attorneys.
Assisted in drafting legal documents such as pleadings, motions, and briefs, contributing to successful case resolutions.
Filed documents with courts on behalf of attorney.
Transcribed legal documents and phone conversations.
Reduced errors in legal documents by implementing thorough proofreading processes.
Created, indexed, and maintained client binders.
Scheduled all appointments, appearances and briefings.
Developed and maintained filing and retrieval systems.
Scheduled and made appointments for 3 attorneys.
Coordinated meetings, conferences, and travel arrangements for attorneys, ensuring seamless scheduling across the firm.
Developed strong relationships with court personnel to ensure smooth filing processes and adherence to regulations.
Contributed to positive client experiences by offering attentive support during consultations with attorneys.
Completed data entry of legal documents into electronic filing systems.
Developed and maintained positive relationships with clients and colleagues.