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Paralegal Resume Example

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PARALEGAL
Summary

Strategic Paralegal with 10 years of successful experience analyzing and mitigating risk. Insightful independent thinker with sound judgment and courage to perform control role and maintain effective working relationships. Well-versed with finance and branch operation tools to support risk reduction and adept at training colleagues to avoid risk.

Experience
WELLS FARGO BANKAugust 2016 to CurrentParalegal - Complex Subpoena Team
Charlotte, NC
  • Identify and manage risks by making sound decisions and performing extensive research in various Wells Fargo systems
  • Negotiate production by analyzing requests and making suggested revisions
  • Partner and collaborate with leaders of internal Wells Fargo operations and compliance clients to retrieve responsive documents
  • Train new Paralegals upon onboarding and serve as subject matter expert to ensure trainees receive daily feedback and coaching
  • Manage and triage incoming escalations from operations client, Legal Order Processing
  • Serve as Quality Assurance Reviewer to audit final responsive documents to be produced on legal orders.
WELLS FARGO BANKApril 2015 to August 2016Operations Legal Specialist-Legal Order Processing
Charlotte, NC
  • Read, interpret, process, and respond to legal requests served on Wells Fargo.
  • Conduct extensive research on banking accounts and relationships to retrieve documents and information needed to comply with legal orders.
  • Build long lasting partnerships with internal and external partners as well as attorneys and government agencies.
  • Prioritize to ensure timeframes and compliance met
  • Manage and serve as first point of contact to coordinate and resolve escalated appearance requests
  • Act as liaison and point of contact between operations group Legal Order Processing and the Complex Subpoena Team for escalated complaints
  • Review processed requests to provide feedback to processors ensuring compliance and departmental quality standards.
WELLS FARGO BANK, formerly WachoviaApril 2006 to April 2015Service Manager
Charlotte, NC
  • Previous Positions held: Personal Service Rep 2 (call center), Teller, Service Transaction Specialist
  • Ensure compliance with audit and operational regulations/guidelines are upheld
  • Recruit and develop successful tellers and bankers to provide exceptional customer service while identifying and uncovering opportunities to best benefit the customers financial needs
  • Complete tellers schedule to include high impact activities to ensure success
  • Serve as first point of contact to resolve escalated customer complaints
  • Serve as reviewer and approver for new account opening and account maintenance to prevent and minimize risks
  • Serve as the expert within the store on operational compliance; serve as risk and regulation liaison to ensure Fraud Prevention is upheld within the store
  • Observe and document tellers/bankers behaviors and trends; develop action plan focusing on targeted areas
Education and Training
MONROE HIGH SCHOOLMay 2002High School DiplomaMonroe, NC
University Of PhoenixExpected in April 2021BS: Bachelors of Business AdministrationTempe, AZ
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Resume Overview

Companies Worked For:

  • WELLS FARGO BANK
  • WELLS FARGO BANK, formerly Wachovia

School Attended

  • MONROE HIGH SCHOOL
  • University Of Phoenix

Job Titles Held:

  • Paralegal - Complex Subpoena Team
  • Operations Legal Specialist-Legal Order Processing
  • Service Manager

Degrees

  • High School Diploma
    BS : Bachelors of Business Administration

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