Dedicated legal assistant who learns quickly and brings a positive attitude to the job. Highly skilled at communicating with clients on the phone and in person, with a priority on delivering exceptional customer service in every interaction. Comfortable learning and using new technology that simplifies and improves business operations. Previously worked in other professional services settings and eager to build a long-term career with a law firm.
Overview
12
12
years of professional experience
Work History
Legal Assitant
Zbinden & Curtis Attorneys At Law
Portland , OR
02.2023 - Current
Create virtual and physical files for every signed case
Conduct intake interviews with clients to obtain information for case file
Open up claim with insurance carriers, locate adjuster and contact info
Draft and send representation letters to auto insurance adjuster, health insurance company and medical providers
Follow protocols to obtain policy limits from defendant’s carrier
Send welcome letter to new clients
Work with client to locate and schedule treatment
Care call to client every 20-35 days
Request, and follow up, to obtain, review, and “clean” medical records
Obtain & review police reports, witness statements, and photos
Obtain property damage estimate & photos
Obtain Wage Loss verifications
Obtain PIP liens, health insurance liens, and provider liens
Draft Demand letter with attachments
Managed accounts and client records of clients, observing confidentiality, and extreme discretion
Organized documents to manage paper and electronic filing systems of clients
Administrative Assistant
PNW Neighbors
Portland, OR
01.2018 - 02.2023
Conferred with escrow companies, lenders, home inspectors and pest control operators on adherence to terms and conditions of purchase agreements before closing dates
Prepared documents such as representation contracts, purchase agreements, closing statements, deeds and leases
Coordinated property closings, overseeing signing of documents and disbursement of funds.
Created and maintained databases to track and record customer data.
Assistant Manager
Limpiadoras PDX
Portland, OR
01.2014 - 01.2018
Analyzed market and competitor trends to assess customer needs
Resolved customer complaints and handled refunds and returns to promote satisfaction
Communicated with clients to address questions, concerns and needs and provide quality customer service
Handled employee discipline and termination according to company policies.
Developed loyal and highly satisfied customer base through proactive management of team customer service strategies.
Made hiring recommendations to increase company's productivity and profitability with quality workers.
Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
Successfully managed budgets and allocated resources to maximize productivity and profitability
Intern
Chamber of Commerce
Sisters, OR
01.2012 - 01.2015
Handled conflict proactively and professionally
Met people from different backgrounds and life experiences and heard their stories
Networked at events and meetings where local businesses have presence
Conducted assessments to identify needs of both established businesses and start-ups
Connected business owners/managers to community resources and made referrals to partners
Emphasized outreach to underserved populations of minority, women, and veteran-owned businesses.
Education
High School Diploma -
Sisters High School
Sisters, Oregon
01.2018
Business Administration -
Central Oregon Community College
Bend, OR
01.2013
Skills
Bilingual
Detail Oriented
Software
Customer Inquiries
Administrative Management
Excellent Leadership
Communication
Track Record of Exceeding Tasks/Goals
Data Management
Client Service and Support
Interviewing Clients
Case Management
Task Prioritization
Organizational Efficiency
Payroll Processing
Client Support
Correspondence
Personal Information
Age: 29
Hobbies and Interests
Theology, Hiking
References
Available upon request
Timeline
Legal Assitant
Zbinden & Curtis Attorneys At Law
02.2023 - Current
Administrative Assistant
PNW Neighbors
01.2018 - 02.2023
Assistant Manager
Limpiadoras PDX
01.2014 - 01.2018
Intern
Chamber of Commerce
01.2012 - 01.2015
High School Diploma -
Sisters High School
Business Administration -
Central Oregon Community College
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