Multitasking Office Manager/Paralegal with executive-level administrative management and financial, business and operational leadership expertise. Multidisciplinary professional exhibits essential and developed techniques in policy, procedure and process improvement initiatives. Active support to minimize labor, increase productivity and maintain quality in all aspects of administration.
Skills
Budgetary Planning
CRM and office management software
Training and coaching
Quickbooks
Accounts payable and receivable
Experience
01/2019 to Current
Business OwnerFirst National Bank Texas – South Houston, TX,
Filed, faxed, copied and scanned documents and pictures into database.
Provided proof of service and affidavits.
Served court orders, including summonses and subpoenas.
Recorded time and place of delivery of each court order.
Participated in skip tracing activities to track down defendants.
Managed communication with courts regarding status of petitions and granted orders.
Revised documents, organized travel arrangements, submitted billable hours and coordinated court documentation for timely filings.
Gathered and organized pre-trial discovery, records and evidence, including witness interviews.
Provided administrative support services for senior partners and firm associates for various types of litigation.
Displayed superior confidentiality in all mail, telephone and in person communications.
04/2013 to Current
Office Manager/ParalegalLands' End – Fairfax, VA,
Oversaw day-to-day office operations, including receiving and organizing correspondence, answering and forwarding calls and creating business letters and records.
Distributed memos and updates to apprise departments and divisions of corporate objectives and developments.
Handled scheduling and managed timely and effective allocation of resources and calendars.
Wrote professional business correspondence to maintain strong line of communications.
Reduced financial discrepancies by accurately managing accounting documentation while maintaining case costs and billing processes.
Coordinated office activities and operations to secure efficiency and compliance with company policies.
Reduced financial discrepancies by accurately managing accounting documentation in QuickBooks while maintaining case costs and billing processes.
Entered invoice data into company database and updated details, including customer contacts and delivery dates to keep information current.
Streamlined back office services for clients to promote proper functionality and positive user experience.
Coordinated travel arrangements by booking hotel rooms, car rentals and flights for staff.
Elevated customer satisfaction ratings by resolving client and case issues effectively.
Developed long-term budgets covering office supplies and equipment maintenance to meet organizational demand.
Directed and oversaw office personnel activities.
Managed office inventory and placed new supply orders.
Managed office budget to handle all needs, including inventory, postage and vendor services.
Prepared clients for appointments, depositions and testimony.
Identified and analyzed legal documents, discoveries and contracts.
Identified and solved complex problems to elevate legal team and business direction.
Participated in client interviews, observed questioning process and documented information.
Researched documents and publications to establish case-altering details and evidence.
Coordinated subpoena services and other support activities for legal office.
Reduced workflow downtime by effectively organizing and managing client billing and case management files.
Entered client data into Clio to manage records and customer relationships
Partnered with attorneys to provide detailed performance reports for corrective action planning.
Organized exhibits for trial by preparing materials and supporting documentation.
Interviewed clients and obtained vital case information to support associates.
Organized client calendars, prepared mailings and handled high call volumes.
Filed pleadings and paperwork with court clerk to meet strict deadlines.
01/2010 to 03/2013
Personal BankerNetapp – Petach Tikva, IL,
Helped customers open and close accounts, apply for loans and make sound financial decisions.
Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services.
Expanded customer relationships by maintaining regular follow-up processes and rapport.
Increased teller efficiency by developing and implementing improved service methods
Promoted diverse array of financial products by continuously acquiring new industry knowledge.
Maximized branch revenue by optimizing daily operations.
Created strategic financial solutions to suit individualized client needs.
Met with clients to facilitate budget management and financial guidance.
Processed 8 transactions per day, including money transfers, deposits and withdrawals.
Exercised judgment when dispensing information to maintain confidentiality of sensitive information.
Alleviated issues quickly by getting in touch with customers and explaining steps for successful resolution.
Compiled information on new accounts, entering into computers and filing related forms and other documents.
Compiled information regarding new accounts and entered information into computers and file related forms.
06/2007 to 12/2009
Store ManagerTakken Shoes – City, STATE,
Resolved customer problems by investigating issues, answering questions and building rapport.
Improved store status by implementing process improvements and identifying performance gaps for corrective action.
Processed daily paperwork, balanced register drawers, produced staffing schedules and prepared deposits.
Exceeded team goals and resolved issues by sharing and implementing customer service initiatives.
Prioritized sanitation, safety and health standards in work areas to meet OSHA requirements.
Balanced sales, reconciled cash and made bank deposits to facilitate opening and closing duties.
Assessed, optimized and elevated operations to target current and expected demands.
Delivered excellent customer service and adhered to standard practices to maximize sales and minimize shrinkage.
Oversaw inventory management through cycle counts, audits and shrinkage control.
Boosted sales by 38% by cultivating customer rapport and delivering superior customer service.
Generated repeat business by responding to customer concerns with friendly and knowledgeable service.
Managed inventory tracking and physical inventory counts to minimize loss.
Oversaw all store operations while generating $30,000 in monthly sales.
08/1999 to 12/2007
Sales RepresentativeCoast Auto Center – City, STATE,
Sold pre-owned cars and trucks to meet aggressive monthly sales goals.
Partnered with employees to develop relationships with customers and enhance sales processes.
Developed and expanded wholesale database to maximize proceeds and meet business plans.
Helped customers sign up for loyalty programs and submitted completed paperwork.
Education and Training
Expected in 06/2021
Associate of Arts: Behavioral Sciences College of The Redwoods - Crescent City, GPA:
Expected in 06/1998
High School Diploma: Del Norte Highschool - Del Norte, CO, GPA:
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