Susane Savedra
Atascosa,TX
Summary
Legal professional with experience in supporting attorneys and legal teams. Experience in financial, business and legal environments. Skilled in managing case files, drafting legal documents, and conducting research. Strong focus on team collaboration, reliable under changing needs, and results-driven. Known for communication skills, organizational abilities, and confidentiality.
Overview
14
14
years of professional experience
Work History
Compliance & Risk/Legal Analyst
FirstMark Credit Union
05.2021 - 03.2023
- Case Management of deceased accounts, reviewing all legal documents, POA's, Letters of Testamentary, Small Estate Affidavits, and Trust Accounts
- Verified compliance, legal correspondence, and closure of accounts
- Maintained professional relationships with attorneys and external counsel for legal matters
- Processed subpoenas, garnishments, IRS levies, holds and freezes on accounts
- Audited business accounts for compliance, verifying required documents, managing holds and closures
- Legal research, Lexis Nexus, Finsen, other platforms
- Closed deceased and business accounts, process checks on accounts
- Drafted and reviewed legal correspondence, ensuring accuracy and professionalism
- Conducted administrative tasks document scanning, calendaring, notary services and correspondence
- Managed incoming calls from clients, e-mails and faxes
- Maintained confidentiality, professionalism, and strong attention to detail in fast-paced environment
- Provided empathetic communication to clients regarding sensitive account matters
Member Service Coordinator
FirstMark Credit Union
08.2009 - 05.2021
- 1st point of contact for all guests and members, provided excellent level of customer service
- Provided administrative business support to members, guests and all levels of organization, including executive team and board members
Education
UTSA PARALEGAL CERTIFICATION - Paralegal Studies
UTSA
San Antonio, TXSkills
- Bilingual Paralegal
- Case file management
- Excellent communication skills
- Legal document preparation
- Legal research skills
- Multi-tasking abilities
- Organizational efficiency
- Proficient in MS Office
- Professional, detailed oriented
- Self-Motivated
Timeline
Compliance & Risk/Legal Analyst
FirstMark Credit Union
05.2021 - 03.2023
Member Service Coordinator
FirstMark Credit Union
08.2009 - 05.2021
UTSA PARALEGAL CERTIFICATION - Paralegal Studies
UTSA
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