Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Stephanie Cruz

Charlotte,NC

Summary

Seeking employment that allows me to grow professionally, while being able to utilize my skills for the betterment of the organization with the best use of my dedication, determination and resourcefulness.

Overview

8
8
years of professional experience

Work History

Paralegal/Legal Assistant

Price Petho & Associates
08.2021 - Current
  • Perform interviews with new client intakes
  • Gather new client intakes and set them up in legal software
  • Communicate with clients, medical providers, insurance companies, and other relevant parties
  • Managing cases; including scheduling, manage case assignments, monitor progress, maintain organized case files, obtaining, and summarizing medical records in legal software
  • Assemble demand packages and sent out to insurance companies
  • Assist attorneys translating with clients (spanish)
  • Prepare closing documents

Paralegal/Legal Assistant

Tulsa Health Department
02.2020 - 07.2021
  • Performs administrative duties in support of Department attorney and other staff within the department including file maintenance, calendaring, scheduling meetings and other executive administrative functions as needed
  • Oversees and maintains databases for case management, legal matters, risk management and HIPAA investigations
  • Drafts and prepares various legal documents including contracts, reports, memoranda and correspondence
  • Initiates renewal of contracts, maintains contract log and files; transmits contracts to agencies after approval, and follows up on contracts
  • Reviews contracts and contract summaries for completeness, accuracy, and conformance to standards
  • Organizes, prioritizes and appropriately handles time-sensitive, confidential information and ensures actions required are addressed in a timely manner
  • Compiles, reviews and organizes documents for meetings, legal work and other agency matters
  • Maintains files, records and reports; updates information, purges or stores outdated files for retention in accordance with established Health Department record retention guidelines
  • Maintains and administers systems for tracking requests for legal services
  • Posts and sends open meeting notices and agendas for meetings of the Board of Health, Tulsa Food
  • Advisory Council, and environmental advisors to City-County Library, City of Tulsa and Tulsa County offices in accordance with the Oklahoma Open Meeting Act
  • Informs City of Tulsa, Tulsa County offices, and Tulsa City-County Library by December deadline each year of the meeting schedule for the Board of Health, Tulsa Food Advisory Council, and environmental advisors
  • Completes required training in support of duties and responsibilities of this position
  • Other duties as assigned including those required to fulfill activities in support of public health operations.

Receptionist/Legal Assistant

Truskett Law
01.2017 - 02.2020
  • Receptionist duties: Projects (Excel, Word, and PowerPoint)
  • Program: Needles
  • Filing through paperwork
  • Answer phone calls
  • Inventory orders
  • Talk to clients/status updates on case
  • Help out attorney when needed
  • Housekeeping
  • Sorting through mail
  • (Promoted to legal assistant after a year)
  • Legal assistant:
  • Interview clients in Spanish/translating documents
  • Calling insurance companies and speaking to adjusters about property damage/bodily injury
  • Calling medical providers requesting medical records/bills
  • Settlement sheets

Shift Manager

Wendy's
03.2016 - 12.2016
  • Managing employees
  • Assigns tasks to kitchen and customer service workers and making sure they are doing them properly and efficiently
  • Provide breaks to crew members
  • Ensure positions are covered as each worker rotates through
  • If crew calls in sick or fail to report to work, must provide/find replacement
  • Ensures customers are served quickly
  • In charge of opening and closing register drawers for crew members
  • Count drawers, required to make cash accountability reports
  • Also responsible for safe while on duty
  • In charge of opening or closing the store
  • Maintain list of cleanliness throughout the store
  • Cash handling

Crew Member

Wendy's Carolina Restaurant Group Inc
03.2015 - 03.2016
  • Assist customers
  • Prepare food
  • Taking orders at front counters and drive-thru window
  • Cleaning duties such as seating areas, restrooms, or kitchen if assigned
  • Work alongside with managers
  • Promoted to Shift Manager

Education

Bachelor of Arts - Transfer, Criminal Justice

UNC Charlotte
Charlotte, NC
12.2024

High School Diploma -

Hopewell High School
Charlotte, NC
02.2016

Skills

  • Effective and attentive speaking and listening
  • Adapts to changes quickly
  • Highly organized, detail oriented
  • Legal Document Preparation
  • Prospecting Clients
  • Project Organization
  • Case Management
  • Order and Request Filing
  • Administrative Support
  • Meeting Preparation
  • Client Relations
  • Database Management
  • Quality Control
  • Interviewing Clients
  • MS Office Proficiency

Languages

Spanish
Native or Bilingual

Timeline

Paralegal/Legal Assistant

Price Petho & Associates
08.2021 - Current

Paralegal/Legal Assistant

Tulsa Health Department
02.2020 - 07.2021

Receptionist/Legal Assistant

Truskett Law
01.2017 - 02.2020

Shift Manager

Wendy's
03.2016 - 12.2016

Crew Member

Wendy's Carolina Restaurant Group Inc
03.2015 - 03.2016

Bachelor of Arts - Transfer, Criminal Justice

UNC Charlotte

High School Diploma -

Hopewell High School
Stephanie Cruz