Paralegal

• Feb 2022 - Present

Certifed Paralegal

• Dec 2018 - Feb 2022

Bankruptcy Paralegal Litigation Paralegal Office Management Bankruptcy Paralegal Litigation Paralegal Office Management

Program Supervisor

• Sep 2016 - Dec 2018

Supervise a total direct staff of 8 + case managers. Oversees performance of the case managers to ensure that participants receive quality and timely services and that program objectives are met. Resolve conflicts that arise with participants and failure to comply issues. Manage employees ensuring compliance with ResCare policies and procedures. Manages the successful implementation of TANF services and assures that all contractual commitments related to the program are met. Assures that all assigned staff are trained and meet performance targets. Assist management in addressing the administrative needs and provide supervision day to day operations of the project. Compile and analyze information from a variety of sources to assist in the preparation of reports. Compare performance data to contract and/or state goals on a weekly basis. Facilitate staff training. Provide leadership in developing and implementing solutions for various challenges. Responsible for ensuring required reports submitted timely. Conduct meetings involving all staff and applies regulations and policies and ensures consistency and compliance with governing laws and regulations. Investigates, troubleshoots and develops/recommends solutions to inquiries, problems and issues. Overseeing Re-Engagement (Sanction) and Early Engagement departments as needed. Launched CalWORKS 2.0 for Central Region Pilot, which included creating policies and procedures for project and training staff. Show less

Social Worker

• Nov 2015 - Aug 2016

Met with participants to identify barriers to employment and developed strategies to manage issues by intake, interviewing, eligibility verification, referrals to supportive services, employment services, job coaching, job search, orientation and other services. Managed a caseload of CalWORKs participants. Set up Compliance Plans and re-engage participants. Provided case management with a focus on assisting participants in obtaining and retaining employment. Coordinated supportive services such as child care, transportation, counseling and other support services as needed. Served as an advocate for participants in receiving assistance from other organizations or agencies. Reached out to referrals who failed to show for appointment. Created update and ensured completion of plans according to contract deadlines and regulatory guidelines. Attended scheduled supervision meetings to discuss participant’s progress. Ensured case record documentation was current, accurate, complete and compliant with established regulations, policies and procedures. Prepared reports related to program activities. Show less

Self Employed

• Apr 2014 - Nov 2015

Legal: Mortgage Banking/Operations Supervisor II

• Sep 2011 - Apr 2014

Audited Accounts: reconciled accounts as needed based on customer requests, complaints etc. (fees, credits, payments, determine discrepancies, etc.). Prepared complex reports for upper management, ensuring full compliance with DOJ, bankruptcy and adversary requirements and tight deadlines. Reviewed analyst’s daily work to ensure correct information provided to Attorney’s and Law Firms. Review and execution of documents prepared by outside counsel (POC, Relief from Stay, Motions, Declarations, Notice of Final Cures, Adversary Responses, Audits upon Discharge, Demand Letters, Collection Notices and other legal documents). Reviewed and communicated monthly quality scorecards. Reviewed department procedures and submitted to legal any necessary corrections or amendments. Managed call quality and volume. Developed new team strategies and process improvements. Maintained vendor relations while keeping settlement costs and bank losses under the minimum allowed. Ensured Chase remained a quality mortgage servicer to bankruptcy judges and trustees. Responsible for team responsiveness, job coaching, performance management and team cohesiveness. Responsible for training new hires. Responsible for protecting Chase’s Home Lending interest in properties included in Bankruptcy filing. Accomplishments: Managed a team of 18 analysts; successfully completed an action plan of over 5,000 account audits on discharged loans in less than 90 days. Implemented quantity and quality consistently meeting all department required metrics. Show less

Senior Paralegal

• Apr 2009 - Sep 2011

Office management. Conducted second meetings and retained clients after initial attorney consults. Collected fees updated accounting records and entered payments into QuickBooks. Responsible for all billing inquires and updates. Assisted with the calculation of chapter 13 payment plans and determination of “means tests." Prepared modification of plans both pre and post confirmation. Manually prepared complete bankruptcy petitions; electronic filing; responsible for gathering support docs and submitting them to the trustee. Prepared and filed all Motions, Declarations, Notices, Oppositions, and Adversary Proceedings. Accomplishments Filed over one hundred (100) successful Lien Strip Motions Show less

Paralegal

• Jun 2008 - Apr 2009

Monitored case processes and continually updated weekly status sheets for all clients. Reviewed and analyzed bankruptcy checklists and supporting documents from clients. Reviewed and analyzed Chapter 13 Plans for potential objections. Prepared Stipulations, Reaffirmation Agreements, and Proof of Claims, Motions, and gathered exhibits to support declarations. Prepared answers, replies, and conducted discovery as needed. Monitored case processes and continually updated weekly status sheets for all clients. Reviewed and analyzed bankruptcy checklists and supporting documents from clients. Reviewed and analyzed Chapter 13 Plans for potential objections. Prepared Stipulations, Reaffirmation Agreements, and Proof of Claims, Motions, and gathered exhibits to support declarations. Prepared answers, replies, and conducted discovery as needed.

Paralegal

• Aug 2006 - Jun 2008

Managed and oversaw team of 12 paralegals and 5 Support Staff. Client contact for bankruptcy case filing and procedures both pre-petition and post-petition. Responsible for logging a minimum of 200 hours of personal monthly billing. Manually prepared complete bankruptcy petitions (individual and corporation). Filed cases and assigned case numbers, and Trustees. Gathered support documents and submitted them to the Trustees prior to the hearings. Followed Trustee guidelines and communicated with Trustees and United States Trustees. Maintained caseload and follow up with post petition (reaffirmations, debtor education certificates, motions, and orders for relief). Accomplishments Helped increase the total monthly bankruptcy filings over 150 % filed in the year 2007 and over 250 % of 2006. Filed 18% of the bankruptcy petitions. Came up with new procedures to help the department be more efficient and have happier clients. Consistently surpassed monthly measurements Show less