Experience

Burns Charest LLP
• United States
• Law Practice
• 1 - 100 Employee
• Paralegal

  • Aug 2022 - Present

Allstate
• United States
• Real Estate
• Subrogation Paralegal

  • Aug 2017 - Present


Ross & Mathews, P.C.

• United States
• 1 - 100 Employee

• Paralegal/Administrative Assistant

  • Jun 2014 - Present

  • Answer telephones to direct calls or provide information. • Prepare documentation for contracts, transactions, or regulatory compliance. • Prepare legal documents, including briefs, pleadings, appeals, wills, and contracts. • Search files, databases, including USPTO website , or reference materials to obtain needed information. • Meet with clients and other professionals to discuss details of case. • Prepare and distribute invoices to bill clients or pay account expenses. • Mail, fax, or arrange for delivery of legal correspondence to clients, witnesses, and court officials. • Organize and maintain law libraries, documents, and case files. • Draft and type office memos. • Generate monthly reports outlining firm production using Excel or Access databases. Show less



Bank of America

• United States
• Banking
• 700 & Above Employee

• Mortgage Servicing Specialist II

  • Sep 2012 - Mar 2014

  • Worked on default and/or non-defaulted loans. • Processed routine transactions, documented loan history, responded to customer, investor, or other 3rd party inquiries, researched and/or prepared documentation, or analyzed requests in accordance with established guidelines and determined appropriate course of action. • Reviewed legal documents, researched documentation obtained to process the customer's request. • Handled more complex levels of transactions with limited supervision to complete daily tasks and duties. • Experience with a working knowledge of the business and intermediate office skills. Show less



David Kohm & Associates

• United States
• 1 - 100 Employee

• Intern

  • Aug 2012 - Nov 2013

  • Answer telephones to direct calls or provide information. • Prepare affidavits or other documents, such as legal correspondence, and organize and maintain documents in paper or electronic filing system. • Prepare legal documents, including briefs, pleadings, appeals, wills, contracts, and real estate closing statements. • Conduct client interviews by phone or in person to obtain pertinent information regarding their case. • Meet with clients and other professionals to discuss details of case. • File pleadings with court clerk. • Coordinate legal schedules or activities. • Assist attorneys in collecting information such as employment, medical, and other records. • Mail, fax, or arrange for delivery of legal correspondence to clients, witnesses, and court officials Show less



Comerica Bank

• United States
• Banking
• 700 & Above Employee

• Customer Service Representative II

  • Feb 2011 - Sep 2012

  • Responsible for developing an in-depth knowledge of consumer products and services; referring loans and deposit products to consumer, small business customers and prospects. • Direct sales, marketing, or customer service activities. • Develop marketing plans or strategies. • Provided transactional customer service, including but not limited to the following: accept and process deposits, withdrawals and payments, and handle other over the counter and mail transactions. • Ensure compliance with applicable federal, state and local laws and regulations, and Comerica's policies and procedures. Ensure compliance and completion of necessary compliance related training. • Adhere to all Banking Center audit and compliance standards. • Control losses by following policies and procedures. Show less



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Customer Service Representative I

  • Aug 2009 - Feb 2011

  • Financial consulting to assess customers in short and long term financial goals. • Prospected, identified and developed relationships with new customers. • Complied with bank regulations. • Met daily, monthly and quarterly production goals. • Processed consumer and business transactions in an accurate and efficient manner. • Balanced cash transactions daily to ensure accuracy. • Enhanced customer relationships by identifying opportunities and referring to the Financial Specialist. Show less