Morghan Veteto
Granite Shoals
Summary
Seasoned collaborator experienced in meeting needs, improving processes and exceeding requirements in team environments. Diligent worker with strong communication and task prioritization skills. Results-driven professional skilled in researching legal case information and preparing necessary correspondence with strong understanding of legal terminology and processes. Adept in maintaining confidential records and client information. Pleasantly assists attorneys in preparing for trials and other legal proceedings. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
7
7
years of professional experience
Work History
Human Services Technician
Texas Department of Family Protective Services
11.2023 - Current
- Adhered to strict client confidentiality laws and site-specific procedures to uphold privacy and provide best experience possible.
- Prepared documents for review and completion by service applicants, supporting completion and responding to questions.
- Inputted information and obtained quantitative and qualitative data on client details to provide services requested.
- Established positive relationships with aid recipients and assessed goals, working hard to address individual needs and tailor services to suit them.
- Acted as mandatory reporter of abuse.
- Utilized complex client management systems, both digital and manual and maintained sensitive information in highly encrypted databases.
- Described procedures, requirements, and benefits to clients and interested parties.
- Kept and established comprehensive case files to support proper documentation and record retention.
- Enhanced client satisfaction by providing efficient and empathetic support in addressing their needs.
- Promoted a respectful environment by modeling appropriate behaviors and reinforcing positive interactions among clients.
- Maintained confidentiality of client information according to legal and ethical standards, ensuring trust between clients, families, and staff members.
- Managed caseloads effectively by prioritizing tasks based on urgency and complexity, ensuring timely delivery of services to all clients.
- Participated in ongoing professional development opportunities to enhance skills and stay current on industry trends.
- Documented client progress and activities in accordance with agency policies and procedures.
- Collaborated with other professionals to plan and coordinate care for clients.
- Developed and maintained strong relationships with community resources for successful referrals.
Legal Assistant
John M. Kuker PLLC
05.2023 - 11.2023
- Organized documents to manage paper and electronic filing systems of clients.
- Filed court documents and legal pleadings with court clerk on behalf of attorneys.
- Prepared and drafted correspondence and legal forms to maintain smooth communications.
- Managed accounts and client records of clients, observing confidentiality, and extreme discretion.
- Handled office scheduling and made notes for deadlines, motions, and other important dates.
- Scheduled appointments, court appearances, and depositions for busy law firm.
- Completed electronic filings, initiated billing statements, and managed firm administrative matters.
- Prepared for court hearings by organizing and summarizing documents, preparing exhibits and reviewing evidence.
- Coordinated with court personnel and attorneys to determine scheduling of hearings and filing documents.
- Responded to client inquiries to provide accurate legal advice and offer assistance.
- Prepared and managed attorney travel itineraries to optimize scheduling.
- Contacted clients to schedule appointments and discuss progress of cases.
- Revised and finalized letters, briefs, and memos.
- Reviewed, edited and proofread litigation for proper grammar, spelling and punctuation.
- Assisted attorneys with reviewing and organizing witness reports.
- Attended court hearings and depositions to take notes and document proceedings.
- Created weekly, monthly and quarterly expense reports.
- Developed polished motions and briefs to support litigation processes and court proceedings.
- Prepared various exhibits for attorneys for public meetings, zoning commission meetings, and legal resolutions.
- Reviewed Deed of Trust, Title Commitment and prior bankruptcies documents.
- Managed general clerical needs such as opening and closing files, scanning sheets and faxing documents.
- Scheduled and coordinated meetings between legal teams and clients.
- Kept office efficient and organized by managing tasks such as supply restocking and general upkeep without oversight.
- Created and submitted weekly legal summary to managers, covering current cases, records requests and collections statuses.
- Created spreadsheets to track client progress and document billable hours.
- Monitored changes in relevant laws to stay abreast of procedures and provide legal updates to clients.
- Communicated professionally with clients, colleagues and legal partnership verbally and in writing.
- Prioritized and handled multiple assignments and maintained firm commitment to deadlines.
- Created and printed legal documents for attorneys to review.
- Completed data entry of legal documents into electronic filing systems.
- Maintained strict confidentiality, protecting sensitive client information as required by legal ethics and regulations.
Sales Associate
Mike's Floorcovering. INC.
01.2023 - 05.2023
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Helped customers locate products and checked store system for merchandise at other sites.
- Prepared merchandise for sales floor by pricing or tagging.
- Answered customer questions about flooring materials.
- Engaged with customers to build rapport and loyalty.
- Provided positive first impressions to welcome existing, new, and potential customers.
- Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
- Solved customer challenges by offering relevant products and services.
- Accurately processed POS transactions, returning coin, currency, payment cards, and receipts to customers.
- Assessed customer needs and utilized suggestive selling techniques to drive sales.
- Educated clients on current promotional offerings and products using persuasive selling tactics.
- Generated new sales leads to achieve and exceed monthly sales goals.
- Answered customer questions about products and services, helped locate merchandise, and promoted key items.
Escrow Assistant
Highland Lakes Title Company
10.2021 - 06.2022
- Maintained open communication with lenders, brokers and borrowers.
- Scheduled signings and gathered required paperwork.
- Returned executed loan packages to lender for review and approval in accordance with lender instructions.
- Scheduled closing appointments for seller and buyer or arranged for delivery of documents for out of area closings.
- Examined purchase and sale agreement for potential items of concern and addressed immediately.
- Forwarded title clearing documentation to title officer for approval.
- Obtained documents such as proof of insurance and HOA statements.
- Followed-up on status of releases, policies, and return of recorded documents.
- Prepared and delivered projected HUD-1 settlement statements to lender upon request.
Document Review Specialist
PiersonPatterson, LLP
09.2020 - 10.2021
- Coordinated with teammates, customers and external contacts to gather documentation.
- Used electronic systems for data entry, tracking and analysis.
- Assisted in creating and maintaining internal Access databases supporting office's internal processes.
- Reviewed and validated details of loan applications and closing documentation.
- Stayed up to date on loan regulation changes, processing loan applications in compliance with current laws.
- Reviewed Deed of Trust and Promissory Note for accuracy.
- Reviewed Survey and Field Notes for accuracy or any issues that may arise for the borrower and lender
- Reviewed Title Commitment Schedules A, B and C to verify borrower names, vested names, schedule b exceptions and schedule C items.
- Assisted in training new employees.
Teller
First United Bank & Trust
12.2019 - 04.2020
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Educated customers on use of banking website and mobile apps.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Monitored and reported suspicious activity in line with bank security policies.
- Followed up on customer complaints and provided solutions to enhance customer satisfaction.
- Maintained accurate records of customer transactions in line with bank procedures.
- Maintained friendly and professional customer interactions.
- Assisted customers with banking needs and inquiries.
- Counted, verified and handled bank deposits and armored car transactions.
- Educated customers on online banking and mobile banking applications.
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Handled various accounting transactions.
Note Department Specialist
Security State Bank And Trust
07.2018 - 12.2019
- Greeted all customers cheerfully and asked open-ended questions to ascertain needs.
- Attended regular training sessions to keep updated on trends, competitive markets and ways to improve brand recognition.
- Maintained departmental personnel records and recorded adjustments and additions to keep updated files.
- Performed data entry for targeted reports to facilitate dissemination of knowledge about departmental operations.
- Followed detailed directions from management to complete daily paperwork and computer data entry.
- Proofread and edited documents for accuracy and grammar.
- Reviewed all Notes and Loan documents for accuracy.
- Input all loan information into computer system.
Education
GED -
Marble Falls High School
Marble Falls, TXBachelor of Paralegal Studies - Paralegal Studies
Liberty University
Lynchburg, VA07.2024
Skills
- Case Management
- Quality Control
- Patents and Trademarks
- Legal Document Preparation
- Motion Preparation
- Database Management
- Document Control Support
- Writing and Editing
- Project Management
- Legal Research
- Document Preparation
- Organizational Efficiency
- Westlaw and LexisNexis
- Court Document Filing
- Payroll Processing
- Fluent in Legal Terminology
- Legal Research and Writing
- Client Relations
- Contract Oversight
- Interviewing Clients
- Billing Statements
- Legal Processes
- Office Management
- Task Prioritization
- Confidentiality Understanding
- Order and Request Filing
- Exceptional Telephone Etiquette
- Meeting Preparation
- Client Billing
- Administrative Support
- Legal and Court Processes
- Correspondence
- Scheduling
Timeline
Human Services Technician
Texas Department of Family Protective Services
11.2023 - Current
Legal Assistant
John M. Kuker PLLC
05.2023 - 11.2023
Sales Associate
Mike's Floorcovering. INC.
01.2023 - 05.2023
Escrow Assistant
Highland Lakes Title Company
10.2021 - 06.2022
Document Review Specialist
PiersonPatterson, LLP
09.2020 - 10.2021
Teller
First United Bank & Trust
12.2019 - 04.2020
Note Department Specialist
Security State Bank And Trust
07.2018 - 12.2019
GED -
Marble Falls High School
Bachelor of Paralegal Studies - Paralegal Studies
Liberty University
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