Dynamic paralegal with expertise in legal proceedings and exceptional writing skills, honed at Gregory Sreenann PA. Proven track record in preparing compelling legal documents and managing case files efficiently. Adept at client communication and trial preparation, ensuring successful outcomes through meticulous organization and strategic collaboration.
Overview
38
38
years of professional experience
Work History
Paralegal
Gregory P. Sreenann PA
06.2018 - 06.2024
Conferred with clients and other involved parties to gather and track case information.
Conducted detailed client intakes and entered information into company database.
Assisted counsel in preparing answers, providing documentation, and information for discovery request.
Prepared legal briefs, motions, and pleadings.
Helped attorneys prepare for trial by organizing exhibits and calling on witnesses to testify at hearings.
Edited and proofread legal documents to verify accuracy.
Managed scheduling of court calendars and deadlines to maintain smooth flow of firm operations.
Assisted in preparation of settlement proposals and agreements to help attorneys negotiate settlement in best interest of client.
Liaised with other paralegals and legal staff to complete common tasks on schedule.
Communicated with clients, opposing counsel and court personnel to keep all parties informed on case updates.
Summarized depositions, legal documents and other material to provide attorney with relevant material for cases.
Maintained and updated organized client contact information to keep in touch with clients and provide updates on cases.
Communicated pertinent information to clients via phone, email, and mail.
Revised and finalized letters, briefs, and memos.
Assisted attorneys with reviewing and organizing witness reports.
Produced legal documents such as briefs, pleadings and appeals.
Wrote and filed pleadings with Type court on schedule to maximize case success.
Reviewed, edited and proofread litigation for proper grammar, spelling and punctuation.
Analyzed deeds of trust to verify grantor, grantee, trustee and loan amounts for executive leadership.
Prepared various exhibits for attorneys for public meetings, zoning commission meetings, and legal resolutions.
Generated leads to meet and exceed revenue goals by identifying new clients.
Developed polished motions and briefs to support litigation processes and court proceedings.
Contacted witnesses to testify under oath at court hearings.
Attended court hearings and depositions to take notes and document proceedings.
Collaborated with attorneys to develop strategies for each case.
Conducted background investigations on defendant.
Executive Assistant and Accountant
Joseph J. Portuondo, Esq.
06.1991 - 04.2018
Gathered financial information, prepared documents, and closed books.
Used advanced software to prepare documents, reports, and presentations.
Handled day-to-day accounting processes to drive financial accuracy.
Prepared and filed tax forms to meet needs of customers.
Maintained integrity of general ledger and chart of accounts.
Trained new employees on accounting principles and company procedures.
Found tax solutions to complicated tax issues or errors from incorrect tax filings.
Initiated comprehensive account assessments to check viability, stability, and profitability of business operations.
Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
Prepared working papers, reports and supporting documentation for audit findings.
Compiled general ledger entries on short schedule with 100% accuracy.
Diminished outstanding debts by analyzing accounts for issues.
Kept up-to-date with tax changes and industry trends by participating in professional organizations, opportunities, and networks.
Provided journal entries and performed accounting on accrual basis.
Collected and reported monthly expense variances and explanations.
Collaborated with accounting manager to comply with governing bodies and limit regulatory risks.
Tracked funds, prepared deposits and reconciled accounts.
Developed financial models to assess and analyze financial performance of clients.
Used accounting software to issue tax returns and prepare consolidated reports.
Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
Reconciled accounts and reviewed expense data, net worth, and assets.
Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
Detected and corrected mistakes early on and implemented systems to avoid recurring issues.
Executive Assistant and Customer Service Rep.
Franks Distributers
06.1986 - 05.1991
Enhanced customer loyalty by designing tailored discount strategies.
Monitored cash drawers in multiple checkout stations and maintained adequate cash supply.
Maintained up-to-date knowledge of product and service changes.
Promptly responded to inquiries and requests from prospective customers.
Executive Business Administrator at BILL GREGORY EXCAVATING / GREGORY LAND HOLDINGSExecutive Business Administrator at BILL GREGORY EXCAVATING / GREGORY LAND HOLDINGS
Various Teaching Positions in Grades 4-12 at Springfield, PA & Pittsburgh, PA Districts, UofPghVarious Teaching Positions in Grades 4-12 at Springfield, PA & Pittsburgh, PA Districts, UofPgh