Summary
Overview
Work History
Education
Skills
Certification
Personal Information
Timeline
Generic

Jordan Romo

Rockwall,TX

Summary

I have the excelled in managing and mentoring client medical treatment, ensuring timely and efficient inquiries, scheduling, and case updates. Collaborating with multiple teams across each city, while successfully learning and training in Filevine. I have taken a part in the role of Educating new employees and demonstrating daily tasks and rolls for New Hires. Growing from a four member department and having a hand in expanding to elleven team members, I believe I can successfully continue growing and mange this department.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Client Care Coordinator

Witherite Law Group
04.2023 - Current

Currently excelling on the Dallas teams and have taken the lead of changing the Medical department on the Litigation teams in Chicago as the Client Care Coordinator. I have been the CCC for more than elleven teams across each location. I have direct contact with client's and produce great medical treatment/results.

Legal Assistant/Office Manager

Heath Grob Principal Law Firm P.C.
10.2021 - 02.2023
  • Apart of being one of two paralegal's my roles were
  • Screening New Client's
  • Setting up retained Client's profiles and requesting all documents pertaining to the case
  • Drafting Petition's, Answers to Petition's and Discovery
  • E-File and E-Serve
  • Setting Hearings and Trials Hours worked on the case each month
  • Using Excel and Adobe Software
  • Including all of the tasks above I was trained in the billing department of the firm to produce Invoice's for each Client

Office Manager/Bookkeeper

Power Stride Athletics
09.2020 - 05.2021
  • Working as the head Office Manager for PSA, I was in charge of running the entire physicality accordingly, accommodating incoming and current clients
  • Handled day to day book keeping including payroll using QuickBooks and Jackrabbit Membership software
  • In charge of all social media accounts for advertising and member communication
  • Handled daily front desk duties, In charge of ordering supplies and reconciling inventory supplies

Legal Assistant

Vice & Henley, PLLC
08.2018 - 11.2020
  • As a legal assistant working towards my paralegal license, I helped with any and all work that regarded starting, updating and settling cases
  • Such as starting/setting up clients files, getting them seen by a physician under an LOP, processing cases until a demand was sent out and settlement was agreed upon or if it become a legation case
  • I have worked under Personal injury, family law, and civil law attorneys

Office Manager

Planet Cheer
05.2014 - 07.2015
  • Maintained complete knowledge of all office operations including coaching services, cheer team packages, day camp and afterschool programs
  • While preforming billing, collecting payments and organizing records
  • Interacted with customers professionally by phone, email or in-person to provide information and direct to desired staff members
  • Enhanced collaboration between team members by preparing meeting materials and taking clear notes to distribute to stakeholders
  • Coordinated a efficient daily schedule that prevented any overlays or schedule inconveniences that prevented over timing on the gym floor or afterschool programs

Head Cashier

Cavender's
06.2013 - 01.2014
  • As Head Cashier I was responsible for the supervision of a team of cashiers, to provide training, money management, monitoring, assistance with operational issues and to ensure each customer's experience ends positively
  • Performed store opening, closing and shift change actions, including completing accurate shift change logs, to keep operations efficient and current
  • Restocked, arranged and organized merchandise to keep products clean and well kept during store hours
  • Delegated tasks evenly to all the cashiers such as.
  • Monitoring dressing rooms, keeping each department clean and shoppable, thoroughly cleaned bathrooms

Education

Associate of Science - Business Administration

Trinity Valley Community College
Terrell, TX

Associate of Science - Business Administration And Management

Blinn College
Bryan, TX

License and CPR certification - License and CPR certification

Elite Dental School
Forney, TX

High School Diploma - undefined

Forney High School
Forney, TX
01.2013

Skills

  • Highly efficient
  • Willingness to help
  • Organized
  • QuickBooks
  • Customer service
  • Administrative experience
  • Case management
  • Accounts receivable
  • Scheduling
  • Organizational skills
  • Team supervision
  • Care consultation

Certification

Texas Notary Public, Active Notary Certificate in the State of Texas

Personal Information

Work Permit: Authorized to work in the US for any employer

Timeline

Client Care Coordinator

Witherite Law Group
04.2023 - Current

Legal Assistant/Office Manager

Heath Grob Principal Law Firm P.C.
10.2021 - 02.2023

Office Manager/Bookkeeper

Power Stride Athletics
09.2020 - 05.2021

Legal Assistant

Vice & Henley, PLLC
08.2018 - 11.2020

Office Manager

Planet Cheer
05.2014 - 07.2015

Head Cashier

Cavender's
06.2013 - 01.2014

Associate of Science - Business Administration And Management

Blinn College

License and CPR certification - License and CPR certification

Elite Dental School

High School Diploma - undefined

Forney High School
Texas Notary Public, Active Notary Certificate in the State of Texas

Associate of Science - Business Administration

Trinity Valley Community College
Jordan Romo