Joseline Escareno
West Haven,Utah
Overview
9
9
years of professional experience
Work History
Paralegal
Carlson Injury law
Syracuse, UT
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
Roy, UT
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
Ogden, UT
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
Ogden, UT
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, UTHigh School Diploma -
Ben Lomond High School
Ogden, UT2013
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