Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000,

Extremely organized Paralegal who manages case loads with authority and advanced technical skill. Sorts and categorizes vast amounts of legal documents and data with ease.


COMPUTER SKILLS Applications: Microsoft Word, PowerPoint and Excel

01/2010 to Current Paralegal Cubesmart | Sacramento, CA, Provide support to in-house litigation attorneys in pre-litigation and litigation matters (e.g. case management; case assessment; document review, collection and production of documents; prepare and monitor Legal Holds; legal and factual research; draft and review memoranda, pleadings and correspondence; report and respond to general inquiries from business partners) * Responsible for managing; FEGLI, Individual and Group Life Interpleaders; MetLife Bank and Third Party subpoenas; Total Control Accounts restraints, garnishments and levies; check cashing pre-litigation, litigation and general inquiries; and the distribution of Asbestos Complaints to outside counsel * Responsive for reviewing and distributing all service of process documents related to all areas of litigation * Responsible for developing and implementing training on new processes related to e-discovery matters Report on a variety of FINRA inquires to MetLife's regulatory units * Responsible for reviewing and distributing all service of process documents related to MetLife Bank's retail and mortgage accounts * Monitor the Laptop Preservation Mail-Box for departing MetLife Financial Service Representatives * Responsible for compiling and reporting monthly legal reserves for; Western, Eastern and South Europe; Middle East; and Africa
01/2004 to 01/2010 Sales Support Assistant Bank Of America Corporation | , , Coordinated and managed state appointments for structured settlements individual brokers and broker firms * Prepared all Selling Agreements for individual brokers and broker firms (Fixed and Variable Annuities) * Analyzed and reconciled new data to existing records for licensing * Researched and compiled data from the National Insurance Producer Registry (NIPR) and The Financial Industry Regulatory Authority (FINRA) * Maintained database for SalesTrac, MetLink, SMRS and PMACS * Reported weekly sales on SalesTrac including quarterly true-ups * Produced and distributed routine Pipeline Reports according to a prescribed schedule * Maintained inventory of Structured Settlements premium items * Scheduled and coordinated meetings/conference calls and prepare related materials/correspondence * Assisted in maintaining lotus notes inbox and calendar for the Sales Department * Managed office in the absence of the sales team * Handled all phone inquiries including the delegation and follow up of tasks where appropriate * Coordinated travel arrangements and appropriate documentation for Annual Broker Meetings * Assisted in the preparation & coordination of memoranda, formal presentations and reports * Prepared and edited letters, affidavits, graphs, slides, and other required communications * Developed formats for reports and handled regular updates * Maintained attendance records for the Structured Settlements Sales team * Performed a variety of specialized administrative assignments to support the Structured Settlements Sales team unit * Organize and distribute yearly calendars to Structured Settlement brokers * Maintained FINRA files and met with the regulators on scheduled visits * Handled all blast communication announcements * Maintained blast e-mail and fax distribution list
01/1 to 01/2002 Tutor Total Education Solutions | Columbus, OH, In charge of keeping Public Access records up to date * Followed up all postings for H-1B visas * Maintained all immigration files * Created matters * Assisted with invoicing and filling fee check logs * Closed files and retrieved from Records Department * Performed various administrative clerical duties - 2004) * Provided therapy for non-native speakers, emphasizing in pronunciation and grammar (intermediate level) * Prepared and coordinated special tutoring and events * Scheduled appointments for placement tests * Mass telephone inquiries and general clerical duties - 2002) * Provided therapy for non-native speakers emphasizing in pronunciation * Private and group tutoring * Prepared students for oral presentations
Expected in 2005 Associate in Applied Science | Paralegal Studies LAGUARDIA COMMUNITY COLLEGE, Long Island City, NY GPA:
LAGUARDIA COMMUNITY COLLEGE, Long Island City, NY Associate in Applied Science Degree 2005 Major: Paralegal Studies
Expected in Bachelor of Arts | Legal Studies ST. JOHN'S UNIVERSITY, Queens, NY GPA:
ST. JOHN'S UNIVERSITY, Queens, NY Bachelor of Arts Degree Major: Legal Studies Expected graduation date fall 2015
Fluent in Spanish
Assisted in the preparation & coordination of memoranda, formal presentations and reports
Correspondence, Paralegal, Annuities, Arrangements, Database, Documentation, Inventory, Lotus Notes, Pipeline, Sales, Sales Department, Sales Support, Sales Team, Settlements, The Sales, Travel Arrangements, Ups, Weekly Sales, Asbestos, Case Management, Collection, E-discovery, Garnishments, Litigation, Loans, Mortgage, Retail, Retail Marketing, Training, Clerical, Therapy, Access, Administrative Clerical, Immigration, Invoicing, Excel, Microsoft Word, Powerpoint, Word, Associate, General Clerical, Telephone

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