Highly motivated and accomplished individual seeking to contribute a combined 15 years of experience in both the legal field and banking industry.
Overview
14
14
years of professional experience
Work History
Domestic Scheduling Case Manager
Planet Depos
05.2021 - Current
Use meticulous attention to detail to schedule depositions, trials and other legal proceedings for law firms nationwide, including regular same-day and next-day requests.
Regularly book conference room locations and secure resources, such as interpreters and notary publics, in line with client requests.
Responsible for sending company owners and department management daily audits and next-day calendar reports on a weekly basis.
Consistently exceed monthly email and response time goals set for case managers by management.
Digital Reporter II, Legal Videographer
Planet Depos
08.2018 - 05.2021
Performed professional technical work to capture clear audio recording to be transcribed into a legal transcript for use in court proceedings.
Set up, adjusted and operated audiovisual equipment for audio/video conferences and deposing witness with stenographer.
Proficient in programs such as Aiseesoft MTS Converter and Adobe, as well as Zoom H6 recording equipment, DVD writing and film equipment.
Responsible for monthly reconciliation of both out-of-pocket expenses and company-provided American Express credit card statements.
Audio Transcriptionist, Scopist, Proofreader
Self-Employed
03.2017 - 08.2018
Provided services to multiple court reporting and audio transcription agencies in the United States concurrently.
Responsible for reviewing audio, transcribing audio in its entirety and scoping/ proofreading completed transcript thoroughly before submission.
Attention to detail, discretion with confidential information and time management/ organizational skills utilized daily to ensure quality and efficiency.
Clerical Supervisor
Sequoia Financial Services
01.2018 - 06.2018
Supervised five data entry team members, including providing training on data entry policies and procedures while consistently ensuring all client accounts are up to date.
Responsible for checking in daily shipment of physical files and scanning the data in an organized manner to be keyed in.
Accurately entered data received from various clients while keeping sensitive customer or company information confidential.
Stenographic Court Reporter
Barrister Reporting Service
11.2015 - 03.2017
Responsible for creating verbatim transcripts of legal testimony, court proceedings and witness depositions.
Deftly experienced in using current real-time software programs and technologies to transcribe single and multi-person interactions at 180+ WPM with 98% accuracy.
Proficient in scoping and proofreading transcripts and consistent in delivering completed work to the appropriate parties on or prior to due date.
Brokerage Processing Coordinator
Capital One Investing
10.2012 - 10.2015
Daily reconciliation of annuity, life insurance and mutual fund commission statements.
Creation of spreadsheets and pulling reports from system as necessary to track movement of company’s operating funds.
Communicated with Capital One financial advisors throughout the country via telephone and e-mail to ensure a positive and flawless execution of sales to customers and accurate commission payments monthly.
Lead Teller
Capital One Bank
02.2011 - 10.2012
Supervised seven bank tellers, including coaching on individual referral goals, verifying amounts for large deposits/withdrawals and auditing teller’s currency in the event of a discrepancy.
Answering questions in person or on the telephone for both clients and coworkers while maintaining professional relationships.
Processed transactions such as receiving deposits and loan payments, cashing checks, checking and savings withdrawals, recording night and mail deposits, selling cashier's checks and Series E bonds.
Education
AOS Court Reporting Certification -
Long Island Business Institute
Commack, NY
10.2015
Bachelor of Arts Degree -
Stonehill College
Easton, MA
06.2010
Skills
Adept in the use of CASE Catalyst, Microsoft Office Suite and Mac software
Organization and Multitasking
Email and Telephone Etiquette
Comfortable with using online resources to assist in research and solving various issues