Summary
Overview
Work History
Education
Skills
Timeline
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TABITHA MONTGOMERY

Shawnee

Summary

Paralegal motivated to continually improve and extend personal skills and knowledge to attain increased responsibility and opportunities for professional growth.

Overview

16
16
years of professional experience

Work History

Paralegal

Wilson Law Firm, PLLC
07.2023 - Current
  • Managed scheduling of court calendars and deadlines to maintain smooth flow of firm operations.
  • Edited and proofread legal documents to verify accuracy.
  • Maintained and updated organized client contact information to keep in touch with clients and provide updates on cases.
  • Communicated with clients, opposing counsel and court personnel to keep all parties informed on case updates.
  • Preparing answers, providing documentation, and information for discovery request.
  • Prepare filings such as Motions, Orders, Applications, Witness & Exhibit Lists, Subpoenas, and other legal documents.
  • Conferred with clients and other involved parties to gather and track case information.
  • Helped attorneys prepare for trial by organizing exhibits and calling on witnesses to testify at hearings.
  • Prepare Pardon and Parole Board Applications for submission.

Deputy Court Clerk

Pottawatomie County
10.2021 - 07.2022
  • Answer incoming calls and provide quality customer service not only via telephone, but in person as well
  • I do this by fulfilling the customer's request or inquiry
  • Collect court fines and fees and receipt the transaction
  • Reconcile cash drawer at end of day with receipts
  • Updates Court schedules for Probate, Guardianship, Forcible Entry, and Small Claim Dockets
  • Maintains high level of professionalism and confidentiality
  • Open new cases, collect filing fees &/or service fees, file new case
  • Process paperwork for cases including File Stamp &/or Certify Stamp and Seal
  • File and upload all paperwork for the following case types: Juvenile Deprived, Juvenile Delinquent
  • Mental Health, Divorce, Child Support, Grandparent Rights, Adoption, and Paternity
  • Retrieve signatures from Judges on Orders to file
  • Transfer cases to and from other county jurisdictions
  • Research case management system to retrieve court case information
  • Issue Summons
  • Issue Marriage License
  • Opens and verifies mail; receipt every mail-in payment transaction; scan into the appropriate file and save image
  • Respond to any requests in a timely manner including certifying documents
  • Receive and route calls to appropriate department when needed

Stay at Home Mother
05.2017 - 10.2021
  • Oversaw day-to-day activities of children in home accurately and efficiently
  • Worked with children to improve life choices.

President's Assistant & Loan Assistant

First United Bank & Trust
10.2016 - 05.2017
  • Provided administrative support to loan officers and Branch President
  • Rapid 10-Key Data Entry
  • Banking Financial Software
  • Social Perceptiveness
  • Compliance, Banking Laws and Regulations
  • Active Listening
  • Critical Thinking
  • Excellent Communication Skills
  • Exercising Discretion
  • Financial Services
  • Hospitality and Accommodation
  • Supervising Tellers
  • Fraud Identification
  • Team Cooperation
  • Sorting and Filing
  • Policy and Procedure Adherence
  • Customer Loan Processing including closing and booking loans, preparing loan worksheets, collecting and ordering necessary documents such as title work, liens
  • EFS, and UCC, commercial paperwork
  • Worked on Exception list to clear
  • Reviewed all loan documents to ensure proper signature(s), dates, and other relevant data
  • Answers inquiries concerning loan processing and account information
  • Provided NADA values to customers
  • Uploaded and funded closed loans

Loan Assistant

BancFirst
09.2016 - 10.2016
  • Assisted lending staff with daily responsibilities such as document collection, closing loans, and telephone/personal interaction with customers and third party vendors -Produced loan documents using Decision Pro -Maintained open communication with lending staff and third party vendors and customers on the status of loans -Reviewed closing documents prior to funding to ensure any pending items were addressed -Corresponded with borrower and/or insurance agency for lapsed or expired insurance -Coordinated with borrower to ensure financial statements and other financial information is kept up in file -Worked on clearing exceptions for lenders

Dean's Assistant

Oklahoma Baptist University
11.2015 - 09.2016
  • Provide administrative support to the Dean of the Business College and all
  • Faculty members
  • Answer telephone, take accurate messages and distribute appropriately or resolve problems/inquiries
  • Reserve classroom, auditorium, computer labs, and conference rooms and keep calendar updated
  • Make deposits, enter purchase orders, and check requests to guarantee bills are paid
  • Proctor exams for professors
  • Set up and arrange lecturers, forums, and luncheons
  • Prepare and send out Alumni Newsletter
  • Maintain classroom schedule including creating, deleting, and updating courses and classroom assignments
  • Open, sort, distribute mail to the appropriate faculty member
  • Schedule appointments for the Dean

Client Advisor Assistant

Arvest
04.2013 - 11.2015
  • Asset Management
  • Enter, review, report, and analyze data in proprietary client databases
  • Create and maintain client files containing highly sensitive and confidential client information
  • Seek solutions to assist with the resolution of issues
  • Provide administrative support for the Client Advisor during meetings with clients for periodic investment performance reviews and on client file maintenance request
  • Implement such changes with AAM, Arvest Bank, and third party wholesalers to ensure accurate records
  • Answer telephones and take accurate messages, or resolve/refer problems and inquires as appropriate
  • Open, sort, collect, send and distribute mail for the Client Advisor and/or the department
  • Transcribe and type letters, memos, reports, etc
  • For the Client Advisor and other department
  • Schedule requested appointments for the Client Advisor as well as followup appointments
  • Assist in setting up and arranging client seminars under supervision of Advisor
  • Prepare all paperwork and process for client meetings or any telephone requests

President's Assistant & Loan Service Representative

First State Bank
04.2010 - 09.2012
  • Underwrote, produced documents, and closed loans
  • Uploaded loans into computer system
  • Prepared correspondence letters for loan officers
  • Prepared and filed Lien, EFS, and UCC filings
  • Ordered Force Placed Insurance policies, cancellations, maintenance, and claims
  • Safe Deposit Box Attendant
  • Answered phones and dispersed calls to appropriate department
  • Notary Public
  • Prepared monthly Rate Sensitivity & Dependency Ratio report
  • Produced loan denials and mail to customers
  • Pulled credit reports
  • Ordered appraisals, abstracting, flood determinations, attorney opinions, title reports, and home inspections
  • Prepared Pre documents including Good Faith Estimate for Real Estate loans
  • Generated pending denials or counter offers on Real Estate loans and mail to customer
  • Filed mortgage releases
  • Filed mortgage extensions
  • Pulled Property Taxes for Real Estate loans
  • Worked with closer and produced final Real Estate Documents for closing
  • Ordered and maintenance debit cards

Financial Service Representative

Arvest Bank
11.2008 - 04.2010
  • Contributed in the achievement of branch sales goals by selling products to new and existing customers
  • Provided customer service by identifying problems, needs, and opportunities for customers and fulfilling their requests
  • Opened, closed, and maintenance accounts for customers and processed paperwork with accuracy
  • Handled customer transactions quickly, accurately, and efficiently adjusting speed to traffic flow whether in teller line or at FSR desk
  • Ordered and maintenance debit cards
  • Filed disputes on customers accounts
  • Produced stop payments on customer accounts

Lockbox Clerk

Arvest Bank
07.2008 - 11.2008
  • Sorted mail, processed accounts, and prepared deposit tickets to meet daily and hourly deadlines
  • Opened mail and extracted contents according to customer specific instructions
  • Accurately processed and deposited checks and invoices received by mail
  • Securely emailed all scanned parts of deposits and Estimation of Benefits to customers as well as mailed originals to customers

Assistant Branch Manager

Arvest Bank
12.2007 - 07.2008
  • Worked directly with customers and/or associates to handle complaints and objections
  • Managed schedule and time off requests for seven tellers
  • Prepared and presented 90 day and annual employee evaluations
  • Monitored use of policies and operating procedures
  • Opened, closed, and maintenance new accounts and deposit services and completed corresponding paperwork
  • Assisted customers to reconcile accounts and resolve inquiries on all types of accounts
  • Performed teller audits, vault audits, and ATM audits
  • Assisted Branch Manager with monthly branch audit
  • Balanced vault and teller drawer daily with accuracy
  • Ensured the efficiency and effective operation of the branch in absence of Branch Manager

Commercial Teller

Arvest Bank
05.2007 - 12.2007
  • Answered customer inquiries regarding account balances, transaction history, services charges and interest rates
  • Processed customer transactions promptly, minimizing wait times
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches
  • Answered telephone inquiries on checking and savings accounts, loans and lines of credit
  • Identified sales opportunities and referred customers to branch partners in financial services
  • Stocked supplies for customers and personal teller station
  • Maintained friendly and professional customer interactions
  • Counted, verified and handled bank deposits and armored car transactions
  • Established rapport with new clients to increase satisfaction and loyalty.

Education

High School Diploma -

Dale High School
05.2002

Skills

  • Microsoft Word, Excel, Power point(20 years)
  • Word Perfect
  • Mortgage Loan
  • Lending
  • Administrative Assistant
  • Filing
  • Outlook
  • Scheduling
  • Bookkeeping
  • Asset Management (Financial Advisor Assistant)
  • Account Reconciliation
  • UCC Law
  • Underwriting
  • Typing (20 years)
  • Front desk
  • Communication skills (20 years)
  • Notary Public (5 years)
  • Certifications and Licenses (prior NMLS)
  • Driver's License
  • Assessments
  • Retail customer service — Proficient
  • Comprehending and responding to retail customer needs
  • Managing the candidate sourcing and selection process
  • Development in any professional field
  • Reading Comprehension
  • Identity Checks
  • Strong Sense of Banking Ethics
  • Cash Handling Expertise
  • Financial Transactions
  • PROFESSIONAL SUMMARY
  • Dedicated administrative professional with successful experience in fast-paced office settings Hardworking team player with expertise in completing various clerical tasks and offering staff support Responsible, punctual and productive professional when working with little to no supervision

Timeline

Paralegal

Wilson Law Firm, PLLC
07.2023 - Current

Deputy Court Clerk

Pottawatomie County
10.2021 - 07.2022

Stay at Home Mother
05.2017 - 10.2021

President's Assistant & Loan Assistant

First United Bank & Trust
10.2016 - 05.2017

Loan Assistant

BancFirst
09.2016 - 10.2016

Dean's Assistant

Oklahoma Baptist University
11.2015 - 09.2016

Client Advisor Assistant

Arvest
04.2013 - 11.2015

President's Assistant & Loan Service Representative

First State Bank
04.2010 - 09.2012

Financial Service Representative

Arvest Bank
11.2008 - 04.2010

Lockbox Clerk

Arvest Bank
07.2008 - 11.2008

Assistant Branch Manager

Arvest Bank
12.2007 - 07.2008

Commercial Teller

Arvest Bank
05.2007 - 12.2007

High School Diploma -

Dale High School

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TABITHA MONTGOMERY