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Lisa Martin is a detail-oriented and organized professional with experience in customer service, legal research, and administration. She has worked in various roles, including Loan Clerk/Backup Teller, PBX Operator, Customer Service Representative/Teller, Administrative Assistant, and Paralegal. Lisa holds an Associate Degree in Legal Assistant/Paralegal from Orangeburg-Calhoun Technical College.

Experience

  • First National Bank of South Carolina
    • Summerville, South Carolina
    • Loan Clerk/Back up Teller
      • May 2021 - Present
      • Summerville, South Carolina

      Provide excellent customer service; responsible for large amounts of currency; maintain and adhere to all compliance regulations to include cash journal logs, night deposit log, and opening/closing procedure logs, etc.; process loan notes in ARTA; book new and renewed loans into Precision system; set up Ticklers for loans; prepare loan calculations; filing; generating letters from the SBA (PPP) website for loan forgiveness; process loan fees; close loans; use of other websites for obtaining information regarding loans; setting up and releasing liens on titles, as well as, UCC’s; etc.

  • Trident Medical Center
    • North Charleston, South Carolina, United States
    • PBX Operator
      • Aug 2020 - May 2021
      • North Charleston, South Carolina, United States

      Answer incoming calls for all of the HCA facilities and direct them to the correct person and/or department. Comply promptly with all CODES that take place, complete any documentation needed regarding certain codes, and make sure all departments involved with the specific code is contacted immediately. Operation of the following equipment and software: HillRom, Cisco, Medicall, Meditech, IMobile (ProCure), Intercom, Security radios, and alarm boards.

    • United States
    • Banking
    • 700 & Above Employee
    • Customer Service Representative/Teller
      • Feb 2016 - Jun 2020

      • Extend excellent customer service to incoming calls from customers who require assistance with all of their banking needs.• Troubleshooting customers debit card inquiries, such as reordering new card, blocking card when lost or stolen, updating information linked to card, etc.;• Maintaining and adhering to all compliance regulations.

    • Bank Teller
      • Feb 2016 - Jun 2020

      Extend excellent customer service; troubleshooting customers online banking issues, as well as, debit card inquiries/issues, etc.; maintaining and adhering to all compliance regulations to include cash journal logs, night deposit log, and opening/closing procedure logs, etc.; responsible for large amounts of currency as teller and vault teller (shipping and receiving currency); required to make sales referrals on all bank offered products, as well as, responsible for ordering all supplies for the branch.

    • Administrative Assistant
      • Oct 2012 - May 2015

      • Establish and maintain all client files;• Prepare all correspondence, applications for insurance, investments, bank loans, new bank accounts, all other clerical needs, such as scheduling appointments etc. for Financial Advisor as required.• Assist clients with adding/changing beneficiaries, moving mutual funds, changing allotment instructions, etc.;• Maintain Business Tracker, which keeps track of all commissioned sales and maintain the Insurance Policy Log for policies delivered;• Prepare and maintain monthly audits to make sure all business conducted for clients is in compliance with FINRA regulations.

    • Paralegal
      • Jan 2009 - Jun 2009

      Compile, review and summarize case facts, medical records and evidentiary records; Prepare and execute correspondence, pleadings, briefs and other complex legal documents; Prepare files and clients for depositions, trials and or hearings; Manage time sensitive deadlines; Schedule hearings, depositions, and client meetings; Maintain client contact and provide clients with legal assistance to the best of my authority; Conduct research of South Carolina laws by use of Lexis-Nexis; Westlaw, Accurint or Internet; Experience in Microsoft Word 2003, Word Perfect, Outlook, Amicus, and Needles; Experience in Personal Injury, Workmen’s Compensation, Social Security, Wills, Employment Law, Premises Liability, Product Liability, etc.

    • Paralegal
      • Oct 2004 - Aug 2007

      Compile, review and summarize case facts, medical records and evidentiary records; Prepare and execute correspondence, pleadings, briefs and other complex legal documents; Prepare files and clients for depositions, trials and or hearings; Manage time sensitive deadlines; Schedule hearings, depositions, and client meetings; Maintain client contact and provide clients with legal assistance to the best of my authority; Conduct research of South Carolina laws by use of Lexis-Nexis; Westlaw, Accurint or Internet; Experience in Microsoft Word 2003, Word Perfect, Outlook, Amicus, and Needles; Experience in Personal Injury, Workmen’s Compensation, Social Security, Wills, Employment Law, Premises Liability, Product Liability, etc.

    • Paralegal
      • Jan 2003 - May 2004

      Compile, review and summarize case facts, medical records and evidentiary records;Prepare and execute correspondence, pleadings, briefs and other complex legal documents;Prepare files and clients for depositions, trials and or hearings;Manage time sensitive deadlines;Schedule hearings, depositions, and client meetings; Maintain client contact and provide clients with legal assistance to the best of my authority;Conduct research of South Carolina laws by use of Lexis-Nexis; Westlaw, Accurint or Internet;Experience in Microsoft Word 2003, Word Perfect, Outlook, Amicus, and Needles;Experience in Personal Injury, Workmen’s Compensation, Social Security, Wills, Employment Law, Premises Liability, Product Liability, etc.

    • Secretary/Intern
      • Jun 2002 - Jul 2002

      Responsible for learning the following objectives:Analyzing and organizing legal information;Performing a title search;Putting together a real estate closing; including how to disburse a loan and how to prepare a deed;Preparing Summons and Complaints, Answers, Subpoenas, Pleadings and other legal documents to be filed with the court;Scheduling hearings;Preparing a Will and a Power of Attorney.

Education

  • 2001 - 2002
    Orangeburg-Calhoun Technical College
    Associate Degree, Legal Assistant/Paralegal

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Law Practice”

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