Rachel Guajardo
Grand Prairie,TX
Summary
Dedicated legal professional with a focus on client communication and case management. Skilled in legal research and document preparation, contributing to effective litigation support and efficient office operations.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Legal Secretary Assistant
Law Office of Alvino Guajardo PC`
09.2020 - Current
- Assisted in preparing legal documents and correspondence for attorneys
- Managed scheduling of appointments and court dates to optimize attorney availability
- Organized and maintained electronic filing systems for efficient document retrieval
- Conducted preliminary research on case files to support legal team initiatives
- Drafted routine correspondence, including letters and memos, for internal communications
- Provided administrative support by managing office supplies and equipment inventory
- Supported litigation teams during trials with seamless organization of exhibits and witness testimony materials.
- Prepared legal correspondence and wrote professional letters for legal assistants and attorneys.
- Received and placed telephone calls to clients and prospective clients.
- Scheduled and made appointments for attorney.
- Created and printed legal documents for attorneys to review.
- Prepared and processed invoices for attorney billing.
- Transcribed information from typed or handwritten notes, shorthand or dictation and confirmed accuracy and correct formatting of documents.
- Assisted with preparation of trial materials and documents.
- Conducted research on legal cases and prepared summaries for attorneys.
- Client & Case Management
- Conduct client intake interviews and set up new cases.
- Manage and organize and electronic case fileson Clio( documents, evidence, photos).
- Maintain client contact, providing, updates and verifying treatment compliance.
- Draft and send representation letters, demand letters, and medical releases.
- Prepare pleadings, motions, and other legal documents for attorney review.
- Act as liaison between clients,adjusters, medical providers.
- Schedule client appointments, phone conference and attorney meetings.
- Investigation & Discovery request and follow up on police reports, medical records and property damage estimates.
- Assist in gathering evidence and organizing discovery responses.
- General office duties, including data entry and maintaining Inventory contact list.
Shipping and Receiving Supervisor
Xact Xpressions
01.2018 - 03.2020
- Supervised shipping and receiving operations to ensure accurate inventory management.
- Coordinated logistics for inbound and outbound shipments, optimizing delivery schedules.
- Trained staff on safety protocols and efficient material handling techniques.
- Implemented process improvements that enhanced workflow efficiency in warehouse operations.
- Developed standard operating procedures for shipping processes to ensure compliance with regulations.
- Managed inventory control systems to track stock levels and reduce discrepancies.
- Conducted regular audits of shipping documentation to maintain accuracy and accountability.
- Evaluated employee performance regularly, providing constructive feedback that led to improved productivity and job satisfaction among team members.
- Oversaw loading dock operations, maintaining a safe environment and preventing accidents or delays during peak hours.
- Coordinated with multiple departments for seamless order fulfillment, enhancing cross-functional collaboration within the company.
- Ensured compliance with all relevant regulations by maintaining up-to-date knowledge of industry standards.
- Developed strong relationships with carriers to secure competitive rates for transportation services.
- Worked with vendors to schedule daily pickups and weekly deliveries.
- Handled high-volume paperwork and collaborated with administrators to resolve invoicing and shipping problems.
- Processed returns and updated accounts.
- Reviewed paperwork to determine priorities and set schedules.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Supervised team of helpers, laborers and material movers to efficiently complete tasks.
- Trained new staff on job duties, company policies, and safety procedures for rapid onboarding.
- Inspected work areas to keep free of hazards and maintain proper function of safety equipment.
Branch Manager
Texan Credit Corp.
01.2015 - 2017
- Managed daily branch operations, ensuring compliance with financial regulations and policies.
- Led team in delivering exceptional customer service, resolving inquiries effectively and efficiently.
- Developed training programs for staff, enhancing product knowledge and sales techniques.
- Analyzed branch performance metrics, implementing strategies to improve service delivery and operational efficiency.
- Maintained friendly and professional customer interactions.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Complied with regulatory guidelines and requirements.
- Examined customer loan applications for loan approvals and denials.
- Optimized branch inventory management practices for improved product availability and reduced stock obsolescence costs.
- Coordinated marketing campaigns tailored towards target audience segments resulting in increased brand awareness within the local community.
- Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
- Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
Education
High School Diploma -
America's National Christian Academy
Arlington TexasSkills
- Teamwork orientation
- Court filing procedures
- Client communication
- Legal research
- Experience in personal injury and MVA law
- Experience in Family Law
- Proficiency in legal software, MS Office
- Strong Organizational, communication, and multitasking skills
Certification
Notary Public- State of Texas
Languages
English
Spanish
Professional Working
Timeline
Legal Secretary Assistant
Law Office of Alvino Guajardo PC`
09.2020 - Current
Shipping and Receiving Supervisor
Xact Xpressions
01.2018 - 03.2020
Branch Manager
Texan Credit Corp.
01.2015 - 2017
High School Diploma -
America's National Christian Academy