Marisol Palafox
Turlock,CA
Summary
Dynamic bilingual legal assistant with a proven track record at the Law Offices of Mark S. Nelson, excelling in client communication and confidentiality management. Enhanced client satisfaction through effective case updates and streamlined intake processes, while leveraging strong legal research skills to support successful outcomes. Committed to optimizing workflows and fostering collaborative environments.
Overview
22
22
years of professional experience
Work History
Bilingual Legal Assistant
Law Offices of Mark S. Nelson
04.2006 - 03.2025
- Maintained strict confidentiality, protecting sensitive client information as required by legal ethics and regulations.
- Responded to client inquiries, providing accurate legal advice and offering assistance.
- Managed accounts and client records of clients, observing confidentiality, and extreme discretion.
- Gathered key information during initial client intake interviews that contributed significantly to the formulation of effective legal arguments.
- Streamlined communication between legal team members, fostering collaborative work environment.
- Improved client satisfaction with prompt and effective communication regarding case updates and inquiries.
- Communicated pertinent information to clients via phone, email, and mail.
- Interviewed clients to obtain information relevant to cases.
- Thorough knowledge of auto insurance
- Handle the intake process, as well as audit potential cases
- Schedule and monitor client treatment
- Open insurance claims and conduct proper research in order to clear lability/coverage
Bank Teller
World Savings Bank
01.2003 - 04.2006
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Processed customer transactions promptly, minimizing wait times.
- Resolved customer issues promptly, fostering positive relationships between the bank and its clients.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
Education
Associate of Arts -
Humphreys University
5172 Kiernan Ct. Sutie D, Salida CA 95368High School Diploma -
Patterson High School
200 N 7th Street05-2003
Skills
- Client communication
- Legal research
- Confidentiality management
- Document preparation
- Bilingual communication
- Insurance claims
- Client intake
- Customer service
- Time management
- Attention to detail
- Problem solving
- Conflict resolution
- Workflow optimization
Timeline
Bilingual Legal Assistant
Law Offices of Mark S. Nelson
04.2006 - 03.2025
Bank Teller
World Savings Bank
01.2003 - 04.2006
Associate of Arts -
Humphreys University
High School Diploma -
Patterson High School
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