Experience

Inheritance Funding Company, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Legal Administrative Assistant

  • May 2020 - Present

  San Francisco Bay Area Inheritance Funding Company, Inc. (IFC) is the oldest and largest company offering inheritance cash advances to heirs with well over $200 million advanced to thousands of heirs since 1992. Accomplishments: •Improved internal filing system processes resulting in a 78% reduction in time to file documents in probate court. •Assist General Counsel compiling briefs and other correspondence. •Notarize documents as notary public, thus saving the company on notary fees. •Assist… Show more Inheritance Funding Company, Inc. (IFC) is the oldest and largest company offering inheritance cash advances to heirs with well over $200 million advanced to thousands of heirs since 1992. Accomplishments: •Improved internal filing system processes resulting in a 78% reduction in time to file documents in probate court. •Assist General Counsel compiling briefs and other correspondence. •Notarize documents as notary public, thus saving the company on notary fees. •Assist marketing group with outreach program in efforts to bring in new business. Skills: •Employ strong communication skills to coordinate between our firm and other parties related to the case (client, personal representative, estate counsel, court clerks, filing services personnel, couriers, judges, etc.) to facilitate timely filing in accordance to probate code. •Demonstrate ability to self-organize by spearheading effort to reduce backlog and improve operational efficiency in filing process. Show less



B2B Software Company in Stealth-Mode

• UX Designer

  • Sep 2021 - Oct 2021

  San Francisco, California, United States B2B, private equity startup in the software space. Collaborated with team of three other UX Designers to design the website and mobile screens for CEO of the business. Accomplishments: • Successfully designed website and mobile screens for client’s business • Improved website's chat box design resulting in a 92% reduction in bounce rate • Improved website's M&A page resulting in a 142% increase in user success rate • Improved call booking success rate by 25% •… Show more B2B, private equity startup in the software space. Collaborated with team of three other UX Designers to design the website and mobile screens for CEO of the business. Accomplishments: • Successfully designed website and mobile screens for client’s business • Improved website's chat box design resulting in a 92% reduction in bounce rate • Improved website's M&A page resulting in a 142% increase in user success rate • Improved call booking success rate by 25% • Collaborated and built trust, working closely among team members and key stakeholders • Conducted competitive research and interviews in software industry • Created sitemap, user flows and personas, sketches, wireframes, high fidelity screens and prototype • Outlined visual design in style guide incorporating brand elements • Conducted multiple rounds of usability testing • Incorporated solutions that measurably improved the user experience • Presented ideas clearly to stakeholders while managing and integrating that feedback • Facilitated the successful delivery of designs from concept to deployment Show less



Springboard

• United States
• Human Resources Services
• 1 - 100 Employee

• UX Designer

  • Aug 2021 - Sep 2021

  San Francisco, California, United States • Conceptualized a mobile app focused on managing monthly subscriptions • Conducted competitive analysis of similar apps • Researched and interviewed target users, analyzed findings from qualitative research • Created journey map and user flows • Designed style guide and user interface, wireframed low fidelity and high fidelity screens for prototyping • Conducted several rounds of user testing including guerilla testing and moderated, usability tests • Ideated on prototype by… Show more • Conceptualized a mobile app focused on managing monthly subscriptions • Conducted competitive analysis of similar apps • Researched and interviewed target users, analyzed findings from qualitative research • Created journey map and user flows • Designed style guide and user interface, wireframed low fidelity and high fidelity screens for prototyping • Conducted several rounds of user testing including guerilla testing and moderated, usability tests • Ideated on prototype by implementing feedback from user tests

• UX Designer

  • Aug 2021 - Aug 2021

  San Francisco, California, United States • Completed a GV design sprint for the PostUp app concept • Sketched storyboard and user flows • Wireframed low fidelity and high fidelity screens for prototyping • Designed user interface • Conducted user testing and analysis

• UX Designer

  • Jun 2021 - Jul 2021

  San Francisco, California, United States • Conceptualized a networking app with focus on promotion and collaboration between musicians • Conducted industry research and benchmarking • Researched target users, interviewed target group, completed testing analysis, created user personas • Designed style guide and overall user interface, wireframed low fidelity and high fidelity screens for prototyping • Lead usability testing and created final design with detailed interaction behavior • Ideated on prototype by implementing… Show more • Conceptualized a networking app with focus on promotion and collaboration between musicians • Conducted industry research and benchmarking • Researched target users, interviewed target group, completed testing analysis, created user personas • Designed style guide and overall user interface, wireframed low fidelity and high fidelity screens for prototyping • Lead usability testing and created final design with detailed interaction behavior • Ideated on prototype by implementing user feedback from user tests



Berry Appleman & Leiden LLP

• United States
• Law Practice
• 100 - 200 Employee

• Transition and Onboarding Coordinator

  • Jan 2019 - Apr 2020

  San Francisco Bay Area A leading global corporate immigration law firm representing employers and personnel worldwide with over 100 attorneys, solicitors, and immigration managers as well as over 900 professionals founded in 1980. Supported global transition team by updating and maintaining client audit reports, conducting file review, and managing influx of client files and relaying to legal teams. Helped develop best in-class process for transition and onboarding and provided training and quality assurance… Show more A leading global corporate immigration law firm representing employers and personnel worldwide with over 100 attorneys, solicitors, and immigration managers as well as over 900 professionals founded in 1980. Supported global transition team by updating and maintaining client audit reports, conducting file review, and managing influx of client files and relaying to legal teams. Helped develop best in-class process for transition and onboarding and provided training and quality assurance for new team members. • Accomplishments: Developed and implemented standard operating procedure for the document review and upload process and trained new members of the team in this process. Utilized my high attention to detail to review team member’s work and provide quality assurance. • Liaised with cross-functional teams including Deloitte Accounting team in the UK, managing partners of our firm, legal team directors in our other branches, mobility specialists with our corporate clients, and other immigration firm counsel. • Covered Senior Specialist by employing MS Excel skills to conduct monthly client audit reports during extended leave. • Received a strong performance rating on my yearly review; awarded biannual performance-based bonuses. • Assisted 71 corporate clients across 3 service areas: New Client Onboarding, Off-boarding, and Transition Support for Existing Clients. 61% increase in client engagements from 2018. Provided ongoing support for 22 active projects.

• Administrative Assistant

  • May 2018 - Dec 2018

  San Francisco Bay Area Assisted Senior Specialist with client transitions by reviewing and uploading documents from prior counsel to internal document repository system for use of our attorneys and staff. • Data Entry: Reviewed 2400-3600 employee documents per year before uploading to internal repository system to improve the review process for attorneys and staff. • Improved onboarding procedures and best practices through periodic updates and review of Standard Operating Procedure document.



ADR Services, Inc.

• United States
• Legal Services
• 100 - 200 Employee

• Assistant Case Manager / Legal Secretary

  • Feb 2018 - Apr 2018

  San Francisco, CA California’s second largest ADR provider firm with seven offices, 9,500 new cases each year, and 130 retired judges and attorneys statewide founded in 1994. Contributed to the case management, calendaring and monitoring of active cases across several neutrals (attorneys and retired judges) in the Northern California headquarters and reported directly to the Vice President and Operations Manager. • Familiarity with ACT! CRM software. • Compiled and edited 20 page document used… Show more California’s second largest ADR provider firm with seven offices, 9,500 new cases each year, and 130 retired judges and attorneys statewide founded in 1994. Contributed to the case management, calendaring and monitoring of active cases across several neutrals (attorneys and retired judges) in the Northern California headquarters and reported directly to the Vice President and Operations Manager. • Familiarity with ACT! CRM software. • Compiled and edited 20 page document used by our panel of neutrals to help attorneys obtain MCLE credits as per CA BAR requirements and helped further brand our company and market our neutrals to new clients. • Established and maintained a formal line of communication between all parties of a hearing from initial inquiry through case closure. Demonstrated effective follow-up and follow-through skills to book new hearings dates, retrieve briefs from counsel, and collect payment. Drafted and compiled hearing documents and sent to counsel in order to convene parties for hearings. • Proactively determined client needs and ensured a pleasant overall experience that enhanced client satisfaction and facilitated repeat business. • Managed and updated master calendar across our Northern California offices. Managed the personal calendars for our panel of neutrals including the Hon. Alfred Chiantelli (Ret.). Organized and updated physical case file system. • Input and updated case information to online database for every new intake received. Show less



Stonehouse California Olive Oil

• Sales Staff

  • Oct 2017 - Dec 2017

  San Francisco Bay Area



Berkshire Hathaway Homestate Companies

• United States
• Insurance
• 100 - 200 Employee

• Claims Professional

  • Sep 2016 - Sep 2017

  San Francisco, CA BHHC is a collection of six regional insurance carriers specializing in commercial property, commercial auto, public entity, and workers’ compensation founded in the 1970s. Managed caseload of 80-100 active claims to help injured workers recover from occupational injuries and receive benefits while protecting employers from insurance fraud within the state of California. • Familiarity with EAMS filing, DWC regulations, and SIMS Claims software. • Investigated all claims and… Show more BHHC is a collection of six regional insurance carriers specializing in commercial property, commercial auto, public entity, and workers’ compensation founded in the 1970s. Managed caseload of 80-100 active claims to help injured workers recover from occupational injuries and receive benefits while protecting employers from insurance fraud within the state of California. • Familiarity with EAMS filing, DWC regulations, and SIMS Claims software. • Investigated all claims and communicated between parties including injured workers, employers, and medical providers within three days of receiving a claim. • Proactively managed all claim files in order to provide timely benefits to injured workers in accordance with the law. • Exercised ability to multitask, prioritize, and communicate effectively in high-volume, fast-paced corporate environment while providing exceptional customer service to injured workers, employers, medical providers, third party vendors, and subrogation units. • Employed empathetic and courteous service to resolve conflict if necessary. • Exercised sound judgement based on case information to establish and maintain appropriate monetary reserves within each claim, which in turn lowers premiums for the insured. • Ensured accuracy of reporting and moved all claims to closure by thoroughly updating system database with all relevant case information. Show less



REI

• United Arab Emirates
• Information Technology & Services

• Sales Specialist

  • Sep 2014 - Sep 2016

  San Jose, CA Acheivements • Surpassed membership conversion goal by 151% Duties and Responsibilities • Provide customer service to REI members and guests • Sell REI products, co-op memberships and services • Help to maintain visual standards and cleanliness within department • Stock products from truck/warehouse to sales floor • Collaborate in a fast-paced retail environment • Continually expand knowledge of REI products and services



The Law Offices of Maynard and Hogan

• Legal Assistant

  • Apr 2016 - Jul 2016

  San Jose, CA Assisted attorneys with projects for clients and perform general office and administrative duties. • Drafted correspondence letters to clients, opposing counsel, and courts. • Answered telephone calls. • Produced memos for attorneys. • Filed confidential and time sensitive material with courts, opposing attorneys, and clients. • Managed calendar and booking of clients. • Updated client and litigation files. • Answered phone calls and help set up new consultations… Show more Assisted attorneys with projects for clients and perform general office and administrative duties. • Drafted correspondence letters to clients, opposing counsel, and courts. • Answered telephone calls. • Produced memos for attorneys. • Filed confidential and time sensitive material with courts, opposing attorneys, and clients. • Managed calendar and booking of clients. • Updated client and litigation files. • Answered phone calls and help set up new consultations. • Responded to client inquires. • Prepared and edited special projects for attorneys. Show less



SoundHound Inc

• Food and Beverage Services

• Data Annotator

  • Feb 2016 - Apr 2016

  Santa Clara, CA



Bay Area Climate Collaborative

• Program Coordinator

  • Jun 2014 - Nov 2014

  San Jose, CA •Supported the development of BACC operations and key processes •Logistical management of working groups in specific areas (Electric Vehicles, LEDs, and green building) •Event planning, communications, and coordination •Public communications such as event calendar, blogs, press releases, website •Managed project spreadsheets and call lists •Assisted with recruitment within organization •Attended and record weekly staff meetings Projects and Events Energize… Show more •Supported the development of BACC operations and key processes •Logistical management of working groups in specific areas (Electric Vehicles, LEDs, and green building) •Event planning, communications, and coordination •Public communications such as event calendar, blogs, press releases, website •Managed project spreadsheets and call lists •Assisted with recruitment within organization •Attended and record weekly staff meetings Projects and Events Energize Schools Initiative - Proposition 39 Webinar Series: Supported Energize Schools Initiative to help K-12 schools optimize energy efficiency funding; Supported the development of BACC operations and key processes; Drafted outreach emails and made phone calls to target audience; Updated and edited website (energizeschools.org). Next Generation Streetlights Project: Supported local governments and industry with lighting solutions, enabling strategies for economic and environmental sustainability; Updated and revised contact list; Created and edited event profiles; Reached out to contacts; Managed survey response data. Zero Motorcycles Event (San Mateo Police Dept.): Serve as host for Zero Motorcycles to showcase new models of electric motorcycles; Outreach to police stations and campus safety officers via phone and email; Set-up event room. Steering Committee (Oakland City Hall): Collaborated with local and regional leaders to gain strategic direction and leadership for the BACC; Update and edit event packet; Draft outreach emails; Communicate with committee attendees; Assist with event set-up, logistics, and organization; Record meeting talking points. EV Strategic Council (San Francisco City Hall): Hosted executive level meeting that included officials from local agencies and EV companies to identify strategic gaps and advance key actions at the regional level; Edit event packet; Assisted with event set-up, logistics, and organization; Recorded meeting talking points. Show less


Santa Clara University
• United States
• Higher Education
• 700 & Above Employee
• Undergraduate Student

  • Sep 2010 - Jun 2014


California State Parks

• United States
• Government Administration
• 700 & Above Employee

• Natural Resources Intern

  • Jul 2013 - Aug 2013

  San Mateo Coast Sector Prior to my experience, I had spent countless weekends volunteering with the rangers stationed in Half Moon Bay, CA on their habitat restoration projects. This time around I was now the leader of these groups. It was my duty to educate and inspire others about maintaining a balance within the local ecosystem. The groups I led ranged from summer camps of 15-20 people to massive convoys of 100-200+ people from Silicon Valley tech giants (Google, VMware). As part of the Natural… Show more Prior to my experience, I had spent countless weekends volunteering with the rangers stationed in Half Moon Bay, CA on their habitat restoration projects. This time around I was now the leader of these groups. It was my duty to educate and inspire others about maintaining a balance within the local ecosystem. The groups I led ranged from summer camps of 15-20 people to massive convoys of 100-200+ people from Silicon Valley tech giants (Google, VMware). As part of the Natural Resources Department, I was responsible for maintaining the trails, service roads, and open-space within the San Mateo Coast Sector. In addition, our team was also tasked with conducting water quality tests in the confluence zone in along the Pescadero Marsh Natural Preserve. This was dirty and physically demanding work complete with blistered hands, sunburn, mosquitoes, ticks, and poison oak rashes. Duties & Responsibilities •Lead & Manage volunteer groups •Educate public about local ecosystem •Control invasive species •Habitat restoration •Conduct water-quality testing •Assist UC Berkeley graduate school project studying the Pescadero Marsh Natural Preserve and Steelhead trout (endangered) populations Show less



Hale & Hearty Foods

• Food and Beverage Services
• 1 - 100 Employee

• Client Relations and Marketing Intern

  • Nov 2012 - Dec 2012

  London, United Kingdom Hale & Hearty Foods is a small, gluten-free food company based in London. I worked in the single-office headquarters alongside the two owners and a financial analyst. Hale & Hearty captured a niche market in the growing popularity for gluten-free alternatives to gourmet deserts and baked goods. London was becoming hip to the gluten-free alternative, and my job was to help promulgate it. This was a fantastic opportunity to gain experience promoting a company and staying in touch… Show more Hale & Hearty Foods is a small, gluten-free food company based in London. I worked in the single-office headquarters alongside the two owners and a financial analyst. Hale & Hearty captured a niche market in the growing popularity for gluten-free alternatives to gourmet deserts and baked goods. London was becoming hip to the gluten-free alternative, and my job was to help promulgate it. This was a fantastic opportunity to gain experience promoting a company and staying in touch with its customer base through the company website and social media. The other aspect of the job required me to travel across London and the UK to liaise with distributors ranging from supermarkets (Whole Foods, Asda, Tesco) to independent grocery stores and health food boutiques. Duties & Responsibilities •Respond to customer queries •Maintained company website and social media presence •Drafted newsletters and social media posts •Networked with major and minor food distributors in London and the North of England (Leeds) •Promoted products from company’s range to customers and prospective distributors •Traveled Show less