Highly motivated with extensive experience and knowledge in customer services. Positive attitude and exceptional problem solving skills. Proactive in resolving cases in a peaceful and efficient manner. Self starter with a team player attitude.
Paralegal08/2016 to CurrentKenneth T Haan Law OfficeLos Angeles, CATranscribed all official court records during civil trial court proceedings. Prepared for trial by organizing case exhibits and evidence. Accurately entered client data into a company-based software program. Researched documents and publications for details that would establish evidence. Drafted judicial correspondence and handled all court mailings. Worked with attorneys and case reviewers to resolve legal complaints. Submitted letter briefs to the office of the attorney general under the supervision of attorneys seeking authority to withhold public documents.
Sr. Licensing Coordinator09/2015 to 07/2016Farmers Financial SolutionsAgoura Hills, CA
Perform financial statement audits of security broker dealers for purposes of SEC/FINRA purposes.
Prepare financial and regulatory reports required by laws, regulations or boards of directors.
Prepare and coordinate Kaizen event for the Licensing and Registration Department along with Compliance Department to bring on board RegEd System (main project)
Process disclosure letters
Process employment verification letter
Process U4s and U5s.
Legal Assistant10/2014 to 09/2015Lee Counsel, APLCLos Angeles, CA
Calendar deadlines for federal and state cases
Draft discovery responses
Draft civil cover sheet and summons
File amendments, answers, and complaints with OneLegal, RapidLegal, CM/ECF
Fill out different legal forms for filing
Perform legal research
Assistant Compliance Officer10/2012 to 10/2014AXA AdvisorsLos Angeles, CA
Maintained confidential information, such as pay rates, bonus targets and pay grades.
Performed field audits on wide variety of clientele using Quick Books System
Process applications, payments, corrections, endorsements and cancellations
Pursue continuing education and training programs to continue professional development
Submitt up-to-date activity and production logs to agency management for review
Bachelor of Arts: Cognitive Psychology2012University of CaliforniaIrvine, CA
Minor in Criminology and Law
Event Coordinator for Korean Student Organization (KSO)
Senior Adviser for Corean Organization Associates (COA)
Member of Pre-Law Society
Biology2009Boston UniversityBoston, MA
Member of Korean Business Student Organization
Member of Habitat for Humanity
Member of Shakespeare Society
High School Diploma2007Bishop Alemany HighschoolMission Hills, CA
Graduated top 5%
Graduated with National Honor Society Recognition
Graduated with California Honor Society Recognition