Roseann Gonzales
Arlington,Texas
Summary
Legal professional with extensive experience in providing top-tier administrative and legal support. Proven track record of managing case files, conducting thorough legal research, and assisting in trial preparation. Highly reliable team player with strong focus on efficiency and adaptability in fast-paced legal environment.
Overview
37
37
years of professional experience
Work History
Legal Assistant
Virtue & Najjar
02.2003 - 04.2004
- Prepared government contracts for housing. Prepared legal documentation for clients presented on behalf of the attorney (lobbyist).
- Managed multiple high-priority tasks simultaneously while maintaining strict deadlines and attention to detail.
- Monitored current legislation for proposed bills for attorney (lobbyist).
- Reviewed governmental contracts for housing authority proposals.
Litigation Legal Assistant/Paralegal
Quintairos, Prieto, Wood & Boyer, P.A
11.2021 - Current
- Conducted legal research to support case preparation and documentation.
- Drafted and reviewed legal documents, ensuring compliance with regulations.
- Organized and maintained case files, enhancing accessibility for attorneys.
- Assisted in trial preparation by compiling evidence and witness materials.
- Managed scheduling of court dates and attorney appointments efficiently
- Reduced attorney workload by drafting routine legal documents such as pleadings, motions, and affidavits.
- Managed scheduling of court calendars and deadlines to maintain smooth flow of firm operations.
- Enhanced case efficiency by organizing and maintaining legal documents, files, and correspondence.
- Assisted counsel in preparing answers, providing documentation, and information for discovery request.
- Edited and proofread legal documents to verify accuracy.
- Liaised with other paralegals and legal staff to complete common tasks on schedule.
- Maintained and updated organized client contact information to keep in touch with clients and provide updates on cases.
- Boosted office productivity by maintaining an accurate calendar of appointments, deadlines, and court appearances.
- Helped attorneys prepare for trial by organizing exhibits and calling on witnesses to testify at hearings.
- Improved document organization by implementing a comprehensive file management system for easy access to essential case materials.
- Ensured compliance with court rules and procedures by accurately preparing and submitting legal filings within established timeframes.
- Facilitated timely and accurate billing by recording billable hours, expenses, and other relevant information in the firm''s billing system.
- Facilitated smoother trial preparations, organizing exhibits and coordinating witnesses.
- Enhanced case preparation efficiency by organizing and maintaining comprehensive digital filing system.
- Optimized legal proceedings with precise preparation of trial notebooks and evidence.
- Revised and finalized letters, briefs, and memos.
- Reviewed, edited and proofread litigation for proper grammar, spelling and punctuation.
- Assisted attorneys with case preparation and document management.
- Handled office scheduling and made notes for deadlines, motions, and other important dates.
Legal Secretary
Carlock & Gormley
03.2018 - 08.2018
- Meet and greet clients. Prepare and mail billing for clients. Receive and process payments from clients. Review and organize discovery. E-file pleadings with courts. Maintain constant contact with clients, courts, and other entities on behalf of the firm and clients. Prepare attorneys for trial. Maintain client files.
- (Family Law)
Office Administrator/Legal Assistant
Law Offices of Paul S. Grand
05.2010 - 08.2014
- Maintained the attorney's calendar, maintained client files, managed accounts receivable and accounts payable, managed end-of-the-month reports, managed staff, prepared and distributed payroll, filed all pleadings with the District and Appeals courts, managed discovery for the attorney, prepared pleadings for the attorney, prepared all correspondence for the attorney, maintained all discovery and expert testimony for trial, and managed financial matters for the firm.
- (Insurance Defense)
- Managed office operations, ensuring smooth workflow and efficient communication among staff and clients.
- Streamlined document management system, enhancing retrieval speed and reducing processing time for legal documents.
- Implemented new filing protocols, increasing organization and accessibility of case files for attorneys.
Legal Assistant/Paralegal
Patrick A. Casey, P.A.
06.2008 - 05.2010
- Maintained the attorney's calendar, maintained client files, filed all pleadings with the courts, prepared pleadings for the attorney, and prepared all correspondence for the attorney. Conducted research for case matters, received discovery, managed discovery, and prepared discovery for trial and the attorney's review and expert testimony for trial.
- Gathered key information during initial client intake interviews that contributed significantly to the formulation of effective legal arguments.
- Managed correspondence with clients, courts, and opposing counsel, maintaining professionalism and confidentiality.
- Assisted in trial preparation by organizing exhibits, preparing witness lists, and coordinating trial logistics.
- Contacted clients to schedule appointments and discuss progress of cases.
- Assisted attorneys with trial preparation through thorough research and analysis of relevant laws and regulations.
Legal Assistant
The Jones Firm
10.2006 - 03.2008
- Maintained the attorney's calendar, maintained client files, filed all pleadings with the courts, prepared pleadings for the attorney, and prepared all correspondence for the attorney. Conducted research for case matters, received discovery, managed discovery, and prepared discovery for trial and the attorney's review and expert testimony for trial.
- Assisted in drafting legal documents and correspondence to support case preparation.
- Organized and maintained case files, ensuring accurate and up-to-date information.
- Coordinated communications between clients, attorneys, and court personnel efficiently.
- Managed scheduling of appointments, meetings, and court dates for legal team members.
- Handled office scheduling and made notes for deadlines, motions, and other important dates.
- Reduced errors in court filings by meticulously proofreading documents for accuracy before submission.
- Assisted with trial preparation, including creation of exhibits, compilation of witness lists, and organization of evidence materials.
Escrow Assistant
American Title Company
02.2003 - 04.2006
- Prepared title binders for closings for the Escrow Officer. Ordered covenants and restrictions. Prepared financial documents for closings, including taxes and liens on properties. Prepared Title Insurance documents for closing.
- Coordinated schedules and meetings for team members, enhancing communication efficiency.
Loan Reconciliation Technician
Community Bank
12.1998 - 10.2001
- Reconciled all general ledgers on consumer and mortgage loans. Maintained certificates of deposits for the entire bank. End-of-the-month reports on loans and certificates of deposits. Trained the CFO and the Lending Department on escrow analysis. Trained accounts receivable personnel. Maintained ordering supplies for all branches.
Mortgage Loan Officer
Fleet Mortgage
11.1996 - 04.1997
- Constant client contact. I received and organized all financial documentation, prepared the file for underwriters for approval, and verified financial information while qualifying borrowers for loans.
- Managed mortgage applications, ensuring compliance with regulatory requirements and internal policies.
- Developed tailored loan solutions for clients, enhancing customer satisfaction and retention rates.
- Analyzed credit reports and financial documents to assess loan eligibility and risk factors.
Consumer Loan Officer/Float Manager
Los Alamos Credit Union
05.1992 - 05.1995
- Constant client contact for consumer loans. Received and organized all financial documentation for consumer loans. Pre-qualified borrowers for loans. Closed branch offices as needed.
- Evaluated loan applications to determine eligibility and risk assessment.
- Advised clients on loan options, terms, and repayment plans.
- Reviewed credit reports thoroughly before making lending decisions, ensuring that all relevant information was considered when assessing risk levels associated with a specific borrower profile.
Senior Collection Specialist/Senior Insurance Specialist
PriMerit Bank
08.1988 - 02.1992
- Maintained and received all insurance documentation on mortgage and consumer loans with the bank. Tracked all insurance coverage. Worked with the Escrow analysis team for all loans to adjust payments. Managed force-placed insurance on loans.
- Escrow analysis.
- Managed collections process to ensure timely payments and reduced outstanding debts.
- Developed strategies for effective communication with delinquent accounts, enhancing customer relationships.
- Analyzed account data to identify trends and implement targeted collection tactics.
- Negotiated re-payment plans by identifying causes of delinquent payments to assist in recovery of debt and meet realistic timeframes.
Education
High School Diploma -
Valley High School
Las Vegas, NV06-1988
Skills
- Excel/Microsoft Office/Word/Outlook many other programs too man
- Case file management
- Trial preparation
- Calendar management
- Evidence organization
- Discovery management
- Document proofreading
- Client communication
- E-filing procedures
- Exhibit preparation
- Court procedures knowledge
- Scheduling coordination
- Financial documentation
- Scheduling/Planning
- Microsoft office
- File organization
- Administrative support
- Document preparation
- Notary public
- Legal/Court processes
Work Experience
- Legal Experience: (Plaintiff, Insurance Defense (Medical Malpractice))
- General office duties.
- Currently a Texas Notary.
- Draft court documents, including but not limited to pleadings, correspondence and discovery.
- Prepare, manage and make agendas for attorneys, court deadlines, and pleading deadlines.
- Research, review, maintain and analyze all documentation for files.
- Research and located documents and witnesses necessary in discovery phases, prepare and assist attorneys during trial phases.
- Independently monitor caseloads and case management.
- Trial preparation, not limited but including, deposition line designations, trial exhibits, diapositive motions and litigation.
- Constant contact with clients and courts, including but not limited to Magistrate, Municipal, District and Federal Courts.
- Electronic filing with the Courts.
- Research mineral rights for clients and attorneys. Prepare for clients and attorneys.
- All other duties as assigned.
- Familiar with both New Mexico and Texas litigation
- Financial Experience:
- Continuous client relations, analyze collateral, financial statements, assets, income and other documentation required for loan approval.
- Prepare documentation and submit loan package for loan approval.
- Contact with underwriter, insurance agents and escrow officers.
- Prepare and hand all Accounts Receivable and Accounts Payable. Trained and support of Accounts Payable.
- Completed research for Accounts Payable and Certificate Interest checks for the financial institution.
- Prepare and distribute payroll.
- Reconcile bank accounts.
- Assist CFO in duties.
- Research property issues and taxes.
- Handle and collect pm charged off credit cards.
- Train and assist loan department in Escrow Analysis.
- Escrow analysis on property insurance and property taxes. Research issues.
- Organize reports and set up for the Finance Department.
- Balance checks reports to Travelers Express.
- Order all supplies for branches and three departments.
- Office Management Experience:
- Maintain payroll, quarterly taxes, gross receipt taxes and all other company accounts with government or vendors.
- Maintain all records relating to clients and employees.
- Maintain any employee issues and/or client issues.
- Maintain office maintenance and office supplies.
- Prepare all reports for CPA and maintain all corporate fees and license, government requirements.
- Research company improvements and analyze policies, upgrade policies.
- Resolve all company issues.
Timeline
Litigation Legal Assistant/Paralegal
Quintairos, Prieto, Wood & Boyer, P.A
11.2021 - Current
Legal Secretary
Carlock & Gormley
03.2018 - 08.2018
Office Administrator/Legal Assistant
Law Offices of Paul S. Grand
05.2010 - 08.2014
Legal Assistant/Paralegal
Patrick A. Casey, P.A.
06.2008 - 05.2010
Legal Assistant
The Jones Firm
10.2006 - 03.2008
Legal Assistant
Virtue & Najjar
02.2003 - 04.2004
Escrow Assistant
American Title Company
02.2003 - 04.2006
Loan Reconciliation Technician
Community Bank
12.1998 - 10.2001
Mortgage Loan Officer
Fleet Mortgage
11.1996 - 04.1997
Consumer Loan Officer/Float Manager
Los Alamos Credit Union
05.1992 - 05.1995
Senior Collection Specialist/Senior Insurance Specialist
PriMerit Bank
08.1988 - 02.1992
High School Diploma -
Valley High School