Summary
Overview
Work History
Education
Skills
Timeline
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Marivelis Ortiz

Jacksonville,NC

Summary

Experienced Mass Torts/Civil Litigation Certified Paralegal with 6 years of expertise in case preparation, research, fact investigation, and records management. Skilled in effectively communicating with all parties involved to craft compelling narratives from evidence and related documents. Detail-oriented and organized team player with the ability to manage multiple projects simultaneously with precision

Overview

10
10
years of professional experience

Work History

Mass Torts/Litigation Paralegal

Watts Law Firm
02.2022 - Current
  • Case Management, Document Drafting, and Trial Preparation of complex litigation matters, including Personal Injury and Mass Torts/Medical Devices claims.
  • Ensure compliance with laws, regulations and requirements including, but not limited, to Release of Protected Health Information-HIPAA, Claims Processing and Appeals; and drafting policy and procedure.
  • Identified critical information within extensive documentation through meticulous attention to detail during document review process.
  • Organized evidence, exhibits, motions, and subpoenas to support cases and prepare for trial.
  • Drafted clear and concise correspondence on behalf of attorneys to clients, opposing counsel, and court personnel.
  • Supported attorneys during trial proceedings, ensuring the availability of key exhibits and witnesses when needed.
  • Drafted pleadings, motions, and briefs in compliance with court rules, leading to successful outcomes in numerous cases.
  • Managed high-volume caseloads effectively by creating organized systems for tracking deadlines and prioritizing tasks.
  • Contacted clients to schedule appointments and discuss progress of cases.

Risk Analyst

Oriental Bank
09.2021 - 02.2022
  • Assessed emerging risks through ongoing research and monitoring of transactions, proactively addressing potential threats before they materialized into significant issues.
  • Streamlined risk reporting procedures for improved communication with stakeholders and senior management.
  • Developed short-term goals and long-term strategic plans to improve risk control and mitigation.
  • Reviewed third-party vendor contracts to ensure adequate risk transfer provisions were in place, protecting the organization''s interests in case of unforeseen events.
  • Analyzed large datasets using statistical software tools, uncovering hidden patterns and correlations that informed strategic decisions.
  • Reduced financial losses due to effective identification and mitigation of potential risks in the portfolio.

Legal Assistant

Sanders Phillips Grossman LLC
07.2020 - 09.2021
  • Organized documents to manage paper and electronic filing systems of clients.
  • Managed high-volume workload while maintaining strict attention to detail on every task such as drafting pleadings or summarizing depositions accurately.
  • Scheduled appointments, court appearances, and depositions for busy law firm.
  • Improved communication between attorneys and clients by scheduling meetings, providing status updates, and relaying critical information promptly.
  • Maintained strict confidentiality, protecting sensitive client information as required by legal ethics and regulations.
  • Streamlined the discovery process for quicker resolution of cases by meticulously organizing and reviewing medical records.
  • Developed strong relationships with medical providers, streamlining record requests and expediting treatment information for cases.

Telephone Banking Consultant

Banco Popular
06.2019 - 04.2020
  • Worked with customers to procure updated financial information on continuous basis.
  • Extended and sustained relationships with customers to maintain and grow business.
  • Contacted prospective clients to generate new loans, deposits, and business to achieve company production goals.
  • Delivered exceptional customer service, resolving complex issues promptly and maintaining strong relationships with key clients.
  • Educated customers on features and benefits of banking products and services.
  • Opened, closed, and updated accounts for customers.
  • Evaluated client financial positions and identified most appropriate banking products.
  • Communicated lending decisions to customers.

Legal Assistant

Sanders Phillips Grossman LLC
01.2015 - 06.2019
  • Organized documents to manage paper and electronic filing systems of clients.
  • Handled office scheduling and made notes for deadlines, motions, and other important dates.
  • Increased client satisfaction by efficiently managing case files and promptly addressing inquiries.
  • Improved communication between attorneys and clients by scheduling meetings, providing status updates, and relaying critical information promptly.
  • Maintained strict confidentiality, protecting sensitive client information as required by legal ethics and regulations.
  • Responded to client inquiries to provide accurate legal advice and offer assistance.
  • Worked alongside attorneys, administrative assistants, and fellow legal assistants on complex cases and legal processes.
  • Conducted legal research, compiled and organized evidence and identified relevant legal articles and statutes to use for legal proceedings.

Education

Master of Arts - Public Administration

Ana G Mendez University
Orlando, FL
05.2025

Bachelor of Arts - Criminal Justice

NUC University
Bayamon, PR
12.2021

Skills

  • Microsoft Office
  • Motions preparation
  • Litigation review
  • Document organization
  • Legal Research
  • Court filings
  • Proofreading
  • Discovery Management
  • Trial Preparation Assistance
  • Multitasking Abilities
  • Time management abilities
  • Bilingual (English/Spanish)

Timeline

Mass Torts/Litigation Paralegal

Watts Law Firm
02.2022 - Current

Risk Analyst

Oriental Bank
09.2021 - 02.2022

Legal Assistant

Sanders Phillips Grossman LLC
07.2020 - 09.2021

Telephone Banking Consultant

Banco Popular
06.2019 - 04.2020

Legal Assistant

Sanders Phillips Grossman LLC
01.2015 - 06.2019

Master of Arts - Public Administration

Ana G Mendez University

Bachelor of Arts - Criminal Justice

NUC University
Marivelis Ortiz