Overview
Work History
Education
Skills
Timeline
Generic

Joseline Escareno

West Haven,Utah

Overview

9
9
years of professional experience

Work History

Paralegal

Carlson Injury law
03.2023 - Current
  • Communicating with clients and attorneys.
  • Responding to clients and providing updates on case status.
  • Organizing and maintaining case files and documents.
  • Managing deadlines and tracking case progress.
  • Scheduling depositions.
  • Ensuring accuracy and completeness of legal documents.
  • Drafting legal documents such as disclosures and discovery requests.
  • Drafting demands and complaints.

Member Service Representative

America First Credit Union
09.2021 - 12.2022
  • Answered member telephone questions and concerns.
  • Researched and resolved concerns promptly and professionally
  • Provided information to members on accounts, payments, mortgage payments, savings investment programs.
  • Helped member with payment and making changes on their accounts.
  • Actively and professionally did cross-sells on Credit Union products and services.

Insurance Assistant

Advance Insurance Group
11.2016 - 08.2019
  • Offered auto and home insurance to potential clients.
  • Offered insurance policies that fit clients' needs, coverage, and budget.
  • Explained insurance policies and terms clearly and concisely to clients.
  • Determined the specific insurance needs and financial situations of potential and existing clients.
  • Assisted clients in making claims.

Financial Advisor

Equitable Finance
01.2016 - 11.2016
  • Reviewed loan applications for accuracy and completeness, ensuring compliance with lending policies and regulations.
  • Determined loan eligibility through credit risk, loan defaults, and other potential risks associated with auto and personal loans.
  • Managed and organized documents, ensuring timely and accurate processing.
  • Generated leads and achieved sales.
  • Handled collection calls.
  • Provided great customer service, addressed clients questions and concerns.

Education

CNA Certification -

Ogden-Weber Technical College
Ogden, UT

High School Diploma -

Ben Lomond High School
Ogden, UT
2013

Skills

  • Customer Service
  • Attention to detail
  • Filevine
  • Greenfiling
  • Adobe Acrobat
  • Microsoft Excel
  • Microsoft Word
  • Bilingual (Spanish)

Timeline

Paralegal

Carlson Injury law
03.2023 - Current

Member Service Representative

America First Credit Union
09.2021 - 12.2022

Insurance Assistant

Advance Insurance Group
11.2016 - 08.2019

Financial Advisor

Equitable Finance
01.2016 - 11.2016

CNA Certification -

Ogden-Weber Technical College

High School Diploma -

Ben Lomond High School

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Joseline Escareno