Sonia Lopez Ocasio
Pasadena,CA
Summary
Results-driven professional in Business Intake & Conflicts with a strong track record in conducting comprehensive conflict searches and corporate investigations. Expertise in aligning actions with firm policies while adhering to rigorous risk management standards. Proven ability to collaborate with attorneys and team members to identify and resolve conflicts of interest, delivering detailed analyses that facilitate informed decision-making. Committed to enhancing departmental processes and technologies, driving improvements that reduce risk and increase operational efficiency.
Overview
16
16
years of professional experience
Work History
Business Intake Analyst
Lewis Roca
Glendale, California
06.2020 - Current
- Responsible for opening new client matters in the conflicts database on an exception basis.
- Streamline business intake processes through data analysis and process optimization, ensuring compliance, and risk assessment for enhanced efficiency.
- Performs conflict database searches as required for data analysis, troubleshooting, and problem-solving.
- Create new clients and matters, and update client information in our accounting database.
- Communicate with various personnel within the firm to obtain the requisite information to process new clients and matters.
- Conduct thorough client documentation reviews, and maintain quality control measures while managing complex business intake workflows.
- Partner with legal teams to evaluate new business opportunities, resolve conflicts, and implement standardized intake procedures.
- Drive improvements in client onboarding systems while maintaining strict adherence to regulatory requirements and firm policies.
- Optimized business intake workflows through data-driven analysis, enhancing client onboarding efficiency while maintaining strict compliance with regulatory standards.
- Conducted comprehensive conflict database management and client documentation reviews, ensuring accurate data entry and risk assessment protocols.
- Researched potential clients entering the firm.
Receptionist /Senior Front Office Assistant
Lewis Roca Rothgerber Christie
Glendale, CA
01.2016 - 06.2020
- Welcomed visitors and customers in a professional manner.
- Handled high-volume, multi-line phone switchboard calls seamlessly.
- Prepared technical resources including sound systems, computing devices, and presentation tools for events.
- Organized logistics for yearly professional development gatherings.
- Managed inventory effectively by tracking stock and replenishing as needed.
- Assists attorneys with networking events.
- Maintained daily calendars, set appointments with clients and planned daily office events.
Receptionist /Senior Front Office Assistant
Christie, Parker, & Hale LLP
Glendale, California
04.2009 - 01.2016
- Coordinated order reception and communication with various external partners.
- Managed clerical tasks including document duplication, fax distribution, and file organization for HR Director.
- Produced comprehensive guides and materials for team onboarding and development.
- Organized and scheduled office meetings for attorneys, effectively accommodating hectic agendas, and ordering catered lunches for meetings.
- Rerouted incoming calls to appropriate internal personnel and departments.
- Sustained an orderly environment for strong first impressions.
- Answered telephone calls to field inquiries from clients, vendors, and various other callers seeking information.
- Greeted incoming visitors and customers professionally, and provided friendly, knowledgeable assistance.
- Managed high-intensity, multi-line call environment with professionalism and accuracy.
- Collaborated with team members on accounting-related projects.
- Facilitated arrangements for professional networking gatherings.
Education
Some College (No Degree) -
Allan Hancock College
Santa Maria, CASkills
- Data Confidentiality
- Prospective Client Investigation
- iManage Workspace Creation
- Proficient in 3E Site Configuration
- Data Management Skills
- Intapp Proficiency
- Blackbooks
- 3E - Elite
- Lexis Nexis
- Westlaw
- Skilled at Managing Multiple Tasks
- Conflict Search Expertise
- Detail-Oriented Approach
- Legal Research Proficiency
- Ethical Standards
- Collaborative Teamwork
- Legal Document Review
- Conflict resolution skills
- Problem-solving abilities
- Organizational skills
- Conflict management
- Analytical thinking
Timeline
Business Intake Analyst
Lewis Roca
06.2020 - Current
Receptionist /Senior Front Office Assistant
Lewis Roca Rothgerber Christie
01.2016 - 06.2020
Receptionist /Senior Front Office Assistant
Christie, Parker, & Hale LLP
04.2009 - 01.2016
Some College (No Degree) -
Allan Hancock College
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