Summary
Overview
Work History
Education
Skills
Timeline
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SARA NELSON

McKinney,TX

Summary

Results-driven legal assistant with a strong background in analytical research, documentation, and organizational skills. Well-versed in conducting thorough legal case research and proficiently preparing necessary correspondence. Possesses a deep understanding of legal terminology and processes. Known for fostering cooperative and supportive relationships with peers, superiors, and clients. Dedicated to assisting attorneys in trial preparation and other legal proceedings.

Overview

7
7
years of professional experience

Work History

Legal Assistant

McCarthy And Holthus
12.2022 - Current
  • Managed a high volume of complex cases by gaining extensive knowledge in data entry, analysis and reporting
  • Evaluated foreclosure litigation paperwork and post-sale documents
  • Enhanced communication with clients by providing regular updates on the status of their foreclosure cases
  • Developed customized strategies for each client's unique situation to expedite the resolution of their foreclosure
  • Improved team productivity by promoting collaboration, training opportunities, and ongoing communication.

Legal Assistant

Berry Appleman And Leiden
06.2019 - 11.2022
  • Handled office scheduling and made notes for deadlines, motions, and other important dates.
  • Managed high-volume workload while maintaining strict attention to detail on every task such as drafting pleadings or summarizing depositions accurately.
  • Reduced errors in court filings by meticulously proofreading documents for accuracy before submission.
  • Piloted a program with Google where we turned physical records into digital interface records, with productivity going up %70.

Claims Coordinator

Statefarm Insurance
01.2018 - 05.2019
  • Mitigated clients claim exposures through strategic management of claims
  • Maintained up-to-date knowledge of industry regulations, keeping compliant with state requirements while processing claims.
  • Oversaw appointment scheduling and itinerary coordination for both clients and personnel.
  • Handled litigation, complex claims and high-profile cases involving large settlement values.

RERFERRAL MANAGEMENT COORDINATOR

CONCENTRA
11.2017 - 09.2018
  • Obtained authorization for Specialist referrals and scheduled appointments accordingly
  • Multitasked and met performance requirements to complete daily assignments with accuracy
  • Built lasting relationships with clients through exceptional service delivery combined with a deep understanding of their unique needs resulting in increased repeat business rates by 10%.

Education

Associate of Arts - Project Management

Collin County Community College District
Plano, TX

DIPLOMA - GRADUATE

PENN FOSTER HIGH SCHOOL
MCKINNEY, TX

Skills

  • Case Files Organization
  • Proficient in MS Office
  • Attention to Detail
  • Data Management
  • Research and data collection
  • Evidence analysis
  • Case support
  • Critical Thinking
  • Scheduling/Planning
  • Legal Document Preparation
  • Client Communication

Timeline

Legal Assistant

McCarthy And Holthus
12.2022 - Current

Legal Assistant

Berry Appleman And Leiden
06.2019 - 11.2022

Claims Coordinator

Statefarm Insurance
01.2018 - 05.2019

RERFERRAL MANAGEMENT COORDINATOR

CONCENTRA
11.2017 - 09.2018

Associate of Arts - Project Management

Collin County Community College District

DIPLOMA - GRADUATE

PENN FOSTER HIGH SCHOOL
SARA NELSON