MICHELLE VALDEZ
Paralegal
Carlsbad,CA
Summary
Paralegal motivated to continually improve and extend personal skills and knowledge to attain increased responsibility and opportunities for professional growth.
Overview
16
16
years of professional experience
4
4
years of post-secondary education
1
1
Certification
Work History
Paralegal
Mckenzie, Ryan And Mena
Carlsbad , CA
06.2022 - Current
- Prepared legal briefs, motions and pleadings.
- Assisted counsel in preparing answers, providing documentation and information for discovery request.
- Surpassed specific company objectives by cooperating with staff to implement project initiatives.
- Researched state statutes, decisions, legal articles, codes and documents.
- Investigated facts and laws to determine causes of action and to prepare cases.
- Created highly researched and articulate legal paperwork such as pleadings, contracts and briefs.
- Maintained ongoing communication with opposing parties from discovery to trial phase to facilitate expeditious litigation.
- Collected, drafted and maintained resources to provide comprehensive materials accessible to all firm lawyers.
- Conferred with clients and other involved parties to gather and track case information.
- Communicated with outside vendors on behalf of attorneys and legal departments.
Chief Operating Officer
Savon Pavers
Carlsbad, Ca
06.2014 - 03.2022
- Created and reviewed contracts for both residential and commercial paver projects with homeowners and general contractors
- Created and implemented QuickBooks accounting software to track expenses and invoices as well as reviewing reports to view profitability and sales trends
- Created and implemented processes through mobile applications for project management to ensure efficiency and accountability
- Created and monitored marketing relationships to ensure new projects were in sales pipeline
- Answered business lines and scheduled all appointments for new projects as well as follow up and repairs
- Implemented a payroll system and submitted payroll for approximately 15 employees as well as addressing all human resource issues such as workman’s compensation insurance and taxes
- Developed safety plans for OCEA and submitted payroll through Department of Industrial Relations for Public Works projects
- Created corporation through State of California and ensured compliance for all aspects such as corporate minutes and filing through the state of CA
Pediatric Optician
Rady’s Children’s Hospital
Escondido, Ca
05.2008 - 06.2014
- Assisted up to 5 pediatric ophthalmologists by choosing and adjusting eyeglass frames for pediatric patients ranging from ages 3 months to 18 years
- Prepared all documents to bill vision insurance online
- Set up appointments with eyeglass sales representatives to ensure eyeglass inventory was current as well as returning defective frames
Account Executive
Marcolin Eyewear
San Diego, Territory
05.2007 - 05.2008
- Traveled throughout San Diego territory to sell most current eyeglass frames to optometry and ophthalmology offices
- Responsible to create and submit sales reports reflecting sales activity monthly
- Responsible to meet with District and Regional Managers to ensure customer service and sales standards.
Loan Processer
Temecula
09.2006 - 05.2007
- Prepared loan files to submit to banks or mortgage lenders for approval
- Adhered to strict deadlines to close loans
- Ensure all documents and signatures are in order prior to submission
- Interviewed, assessed, and researched loan applicants
Education
Bachelor Of Science - Psychology
California Lutheran University
Thousand Oaks, CA 09.1993 - 08.1997
Paralegal Certificate - Legal Studies
California State University San Marcos
San Marcos, CA 03.2022 - 06.2022
Skills
Document filing
Proficient in MS Office
Litigation support
Document preparation
Case management
Administrative support
Legal Research
E-filing
Legal calendaring
Certification
Mortgage Training Institute Completion Certification
Timeline
Paralegal
Mckenzie, Ryan And Mena
06.2022 - Current
Paralegal Certificate - Legal Studies
California State University San Marcos
03.2022 - 06.2022
Chief Operating Officer
Savon Pavers
06.2014 - 03.2022
Pediatric Optician
Rady’s Children’s Hospital
05.2008 - 06.2014
Account Executive
Marcolin Eyewear
05.2007 - 05.2008
Mortgage Training Institute Completion Certification
09-2006
Loan Processer
09.2006 - 05.2007
Bachelor Of Science - Psychology
California Lutheran University
09.1993 - 08.1997