Kathryn LaPointe
Asset & Funding Specialist, Estate Planning Paralegal
Linden,MI
Summary
Experienced with analysis of personal financial statements, consolidation of information and coordination of team resources to successfully complete high-level estate planning. Maintain in-depth knowledge of industry-standard practices and acts as a resource to clients and coworkers alike. Offers input for improvement, tracks contact information and resources to add value to the department. Proven dedication and adaptability in projects and workload. Eager to learn and grow within the company. Ready to use and develop problem-solving and organizational skills in a new role.
Overview
27
27
years of professional experience
3
3
Certifications
2
2
Languages
Work History
Asset Specialist & Paralegal, CDP
Mannor Law Group
07.2005 - 02.2025
- Collaborated with cross-functional teams to develop strategies for maximizing returns on investments.
- Developed customized reports for senior leadership, providing crucial insights into portfolio performance and trends.
- Maintained extensive knowledge of industry regulations, ensuring full compliance in all asset management activities.
- Streamlined processes for asset tracking, resulting in more accurate reporting and improved decision-making capabilities.
- Regularly reviewed and updated internal policies and procedures related to asset management, maintaining alignment with best practices and industry standards.
- Negotiated contracts with vendors to secure favorable terms for asset acquisition or disposition efforts.
- Coordinated support within overall asset areas of props, products and gear and followed-up to completion.
- Recommend improvements in security systems and procedures.
- Streamlined communication between clients and legal staff by managing client inquiries promptly and professionally.
- Facilitated timely and accurate billing by recording billable hours, expenses, and other relevant information in the firm's billing system.
Business Office Mgr & Accounts Receivable
Ciena/Regency
11.2014 - 07.2015
- Maintain daily census, processing payments, collections, verify insurance, maintain the resident trust account, filing Medicaid applications.
- Updated reports, managed accounts, and generated reports for company database.
- Resolved financial discrepancies and customer billing issues with timely attention.
- Safeguarded sensitive company information by establishing comprehensive data security protocols that complied with industry best practices.
- Managed financial operations for the business, ensuring accurate budgeting and timely invoice processing.
- Contributed to a successful annual audit by preparing thorough documentation in accordance with regulatory requirements.
- Ensured compliance with company policies and industry regulations through regular audits and process updates.
- Streamlined invoice processing to ensure timely payments to suppliers, improving relationships and trust with key partners.
- Oversaw daily operations, identifying bottlenecks and implementing solutions to enhance workflow and productivity.
Business Office Mgr & Accts Receivable
Nextel/Durand Senior Care
02.2014 - 11.2014
- Accounts receivable, maintaining daily census, processing payments, collections, verify insurance, maintain the resident trust account, filing Medicaid applications
- Updated reports, managed accounts, and generated reports for company database.
- Resolved financial discrepancies and customer billing issues with timely attention.
- Streamlined invoice processing to ensure timely payments to suppliers, improving relationships and trust with key partners.
- Enhanced customer satisfaction by addressing inquiries promptly and resolving issues professionally.
Customer Service Supervisor & Personal Banker
First Merit/Citizens Bank
08.1998 - 02.2014
- Conducting interviews, coaching team members (to improve customer service, build client relationships and increase revenue), adhering to strict audit controls, submitting research to Loss Prevention and Fraud to ___, conducting staff meetings and maintain record-keeping and reporting at the branch
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Coached team members to deliver hospitable, professional service while adhering to set service models.
- Managed escalated calls with diplomacy, successfully deescalating situations while ensuring satisfactory resolutions for both parties involved.
- Evaluated individual performance metrics to identify areas of improvement, providing targeted coaching to boost results.
- Enhanced team productivity through regular coaching, feedback, and performance evaluations.
- Maintained up-to-date knowledge of company products and services, effectively communicating changes to the team for seamless customer support.
- Improved customer satisfaction by addressing and resolving escalated issues promptly and professionally.
- Coached employees through day-to-day work and complex problems.
- Demonstrated exceptional problem-solving abilities in navigating challenging customer scenarios and finding solutions that met their needs as well as aligned with company policies.
- Created, prepared, and delivered reports to various departments.
- Actively supported service associates by quickly responding to questions via phone and email and finding appropriate solutions to customer issues.
- Streamlined workflow processes for increased efficiency in handling customer inquiries and complaints.
- Developed and maintained strong relationships with customers to maintain loyalty and satisfaction.
- Championed a customer-centric approach within the team, consistently encouraging empathy and understanding when interacting with clients.
- Implemented effective scheduling strategies to optimize staff coverage during peak hours and minimize wait times for customers.
- Created customer support strategies to increase customer retention.
- Conducted training and mentored team members to promote productivity and commitment to friendly service.
- Collaborated with other departments to address recurring customer concerns, improving overall service quality.
Education
Certified Dementia Practitioner - undefined
06.2023 - 06.2025
BBA - Finance
05.2001 - 12.2004
Citizens Bank Supervisors Essentials Program - undefined
- Graduated
- Inaugural program designed to build skills in leading high performing teams
- Received special recognition for perfect attendance
GED -
05.2001 - 05.1991
- Graduated with honors
- Michigan Competitive Scholarship Recipient
CPR And AED Certification- Adult & Infant -
11.2022 - 11.2025
Skills
Microsoft Office Suite
Word
Excel
Access
PowerPoint
Windows
Outlook
Teller Insight
Banker Insight
Onbase
Harlan
M & I Host
BIC reporting
Point Click Care
CHAMPS
Time Matters
Smokeball
Google docs
Trello
Lexis Nexis
Teamwork and collaboration
Multitasking Abilities
Crime prevention
Excellent communication
Data management and protection
Self motivation
Time management abilities
Investigation techniques
Adaptability and flexibility
Effective communication
Organizational skills
Attention to detail
Problem-solving aptitude
Client relations
Incident reporting
Analytical thinking
Relationship building
Task prioritization
Professionalism
Fraud detection
Personnel management
Reliability
Staff training
Information security
Goal setting
Loss prevention
System enhancement
Regulatory compliance
Disaster recovery planning
Written communication
Continuous improvement
Interpersonal communication
Conflict resolution
Building auditing
Business continuity planning
Reporting and documentation
Recognition
- FirstMerit (formerly Citizens Bank) - Selected as an Integration Ambassador to aide in systems integration during the acquisition.
- FirstMerit (formerly Citizens Bank) - Received numerous recognitions and awards for referrals/sales, balancing, attendance and operational excellence.
- Mannor Law Group - Selected to attend CCC in Orlando, Florida to gain insight in offering a client maintenance program.
- Mannor Law Group - Created a resource library and met with high-value clients to make Trust Funding a profitable department.
Affiliations And Organizations
- Tall Pine Council Boy Scout Pack 158, Treasurer, 2003-2005
- Volunteering, Lake Fenton and Linden School districts, Fenton Farmers Market, Fenton Business Expo, American Cancer Society, Big Brothers Big Sisters, Adopt-a-Family, Christmas Angel Tree Program, Food Bank of Eastern Michigan
Education Licensing Appointments
- Certified Dementia Practitioner, 06/01/23, 06/01/25
- Basic Life Support (CPR and AED) Program- Adult & Infant, American Heart Association, 11/10/22, 11/30/25
- Resident Producer for the State of Michigan, 0383042, LI & V, 12/01/13
- Notary Public, Genesee Co., Michigan Dept. of State, 12/05/25
- American Sign Language, Heartland Community Schools/Adult Ed
- Citizens Bank Supervisors Essentials Program, 05/01/12
- Bachelor of Business Administration in Finance, University Of Michigan-Flint, 12/01/14
- High School Diploma, Linden High School, 05/01/91
Accomplishments
- Managed more than [Number] client cases per week.
- Promoted to Senior Paralegal after [Number] years of employment.
- Achieved [Result] through effectively helping with [Task].
- Used Microsoft Excel to develop inventory tracking spreadsheets.
Certification
Notary
Timeline
- Certified Dementia Practitioner,
06.2023 - 06.2025
American Heart Association - CPR And AED Certification- Adult & Infant,
11.2022 - 11.2025
Business Office Mgr & Accounts Receivable - Ciena/Regency
11.2014 - 07.2015
Business Office Mgr & Accts Receivable - Nextel/Durand Senior Care
02.2014 - 11.2014
Asset Specialist & Paralegal, CDP - Mannor Law Group
07.2005 - 02.2025
University Of Michigan-Flint - BBA, Finance
05.2001 - 12.2004
Linden High School - GED,
05.2001 - 05.1991
Customer Service Supervisor & Personal Banker - First Merit/Citizens Bank
08.1998 - 02.2014
- Citizens Bank Supervisors Essentials Program,