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Professional Summary
Systematic and organized Data Analyst trained in database systems management using a variety of technology platforms. Organized and efficient in office administration, data organization, proofreading, database management and word processing.
Education
Bachelor of Arts: Legal Studies 2016
California State University Chico Chico, CA
Skills
  • Microsoft SQL Server database management.  Microsoft Outlook, Word and Excel
  • Ensure compliance with safety codes, policies, and procedures set by the US Department of Transportation
  • Strong client relations
  • Produce correspondence, photocopy reports, memos, file and maintain organized confidential documents
  • AS/400
  • HTML, CSS, and Javascript
Work History
Data Analyst Aug 2017 - Current
CoopDIGITy, Inc Marysville, CA
  • Provided continued maintenance and development of bug fixes and patch sets for existing web applications.
  • Assist in collection, loading and maintenance of customer data. Ensure data integrity through research and data deep dive processes.
  • Added new material to file records and created new records.
Moving Coordinator Apr 2017 - Aug 2017
Chipman Relocation & Logistics Sacramento, CA
  • Work closely with all levels of Facilities, IT, Security, vendors, and clients to ensure moves meet company expectations.
  • Handling high volume/fast paced work environments that demand a strong attention to detail and accuracy.
  • Formatting bills of lading, providing estimates, and ensuring customer satisfaction to a multitude of different personalities.
  • Use of AS400 United move software for entering and tracking all move specific information.
Restaurant Server Nov 2012 - Apr 2017
IHOP Yuba City, CA
  • Demonstrated genuine hospitality while greeting and establishing rapport with guests.
  • Effectively listened to, understood and clarified guest concerns and issues.
  • Oversaw front of house personnel to maintain adequate staffing and minimize overtime.
Paralegal Intern Oct 2015 - Jun 2016
Community Legal Information Center Chico, CA
  • Led local proactive environmental agencies within Butte County in speaking with students and faculty at Chico State's "This Way to Sustainability" Conference.
  • Performed detail oriented research to inform team of updates and examples of new laws that have taken effect.
  • Gather, review and analyze data on proposed policies from City of Chico City Council Meetings.
  • Informed team and management on the potential impact of new policies.
  • Presented with Intern of the Month & Perfect Presence award.
Concrete Pump Operator Apr 2016 - Aug 2016
Absolute Concrete Live Oak, CA
  • Coordinated the placement of concrete through a pump at multiple job sites. Monitored the movement of concrete to locations where it is poured, as well as resolving any issues relating to the pouring of pump-able concrete
  • Traveled on interstate highways and rural dirt roads to job sites.
  • Operated heavy equipment, including concrete pump and bobcat tractors.
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Professional Summary
An experienced financial professional with a focus on high net worth clientele in a team environment where account expansion and client satisfaction are key to success.
Certifications

CTFA Certification -Certified Trust & Financial Advisor (pending completion August 2017)

Cannon Financial Institute 2016-2017

Skills
  • Account administration
  • High Net Worth Client Management experience
  • Strong legal background
  • Exceptional Customer Service
  • Specialty in Trust & Estate Law
  • Proficient in MS Office
  • Exceptional writer
  • Legal research and legal drafting experience
Work History
Asset Movement Specialist, 08/2017 to Current
Edelman Financial Services LLC Henrico, VA
  • Establish standing instructions between client accounts and banking institutions for checks, ACH, wire, and internal transfers.
  • Process the following: check requests, ACH requests, Fed Fund wire requests, internal transfers, IRA distributions, and Asset Movement forms due to death/divorce.
  • Review custodial systems/client accounts to identify funds available for money movement.
  • Reconcile daily transactions and resolve discrepancies.
  • Work with Trading to determine when trades are needed to provide sufficient funds for one-time and recurring client distribution requests.
  • Review and process IRA to ROTH conversion, recharacterization, and excess contribution removal requests.
  • OFAC monitoring on Wires.
  • Ensure that Accounts get final billed and Periodics are suspended.
  • Process Periodic Instructions requestsDaily review of Asset Movement paperwork/forms to ensure all are IGO and work with Planning Teams regarding any that are NIGO's.
  • Serve as Subject Matter Experts for all Asset Movement questions to the Planning Teams.
  • Continually examines department processes, workflows, and systems for process improvement and increased efficiency opportunities.
  • Serve as liaisons between our custodians and the Planning Teams for Asset Movement issues.


Trust Administrative Assistant, 11/2013 to 03/2017
Union Bank & Trust Fredericksburg, VA
  • Provide account maintenance and administrative assistance to a trust office managing over $27 million in assets.
  • Assist in the management of portfolios of personal trusts, agency and IRA accounts.
  • Manage daily cash flow of accounts by initiating money market and cash transfers to avoid overdrafts.
  • Forecast client cash needs and provide estimates of liquidity to trust officer.
  • Serve as liaison between trust advisor, trust operations and clients on issues related to account maintenance and transactions.
  • Profile and analyze trust products to develop customized financial strategies for clients financial needs. 
  • Identify problem areas within the trust portfolio, analyze risks and suggest appropriate solutions. 
  • Answer client questions about the purposes and details of financial plans and strategies. 
  • Interview clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop a financial plan. 
  • Explain and document for clients the types of services to be provided, and the responsibilities to be taken by the personal financial advisor. 
  • Train new team members on applying due diligence procedures and regulatory mandates. 
  • Prepare new account paperwork for review and signature by client.
  • Prepare discretionary requests for beneficiaries and present to the Trust Committee for approval.
  • Adhere to all internal, state and federal compliance guidelines relative to Trust & Financial Services.  
  • Continuing education on current banking products and services through the ABA, Cannon Financial Institute or other approved sources.


Court Services Supervisor, 10/2008 to 08/2013
Fredericksburg Circuit Court Fredericksburg, VA
  • Produced legal criminal and civil orders for the judges signature.
  • Organized all aspects of criminal proceedings inside and outside of the courtroom for the judge.
  • Created internal operating procedures for criminal court proceedings in the Clerk's Office
  • Managed and trained a team of circuit court clerk's for efficiency and time management standards.
  • Administered fees and restitution for criminal clients in the Fredericksburg Circuit Court.
  • Provided exceptional customer services to patrons of the Circuit Court Clerk's Office.
  • Ensured Excellent Communication and Customer services standards were being provided by staff.
  • Created new criminal accounts in the Court Management system database and ensured the accurate entry of information in to the system.


Paralegal, 10/2004 to 07/2006
MediCorp Health Systems Fredericksburg, VA
  • Provided executive level legal support to general counsel of multi-million dollar healthcare system.
  • Produced discovery, reviewed litigation related documents and identified potential key of witnesses and parties to litigation.
  • Performed substantive legal analysis of requests for information.
  • Produced legal documents such as briefs, pleadings, appeals, wills and contracts.
  • Researched state statutes, decisions, legal articles, codes and documents.
  • Acted as liaison between multiple attorneys involved in complex legal issues.


Deputy Clerk, 04/2001 to 09/2002
Spotsylvania Circuit Court Fredericksburg, VA
  • Receipted and filed civil actions and legal documents. 
  • Interpreted court orders and opinions to comply with the Code of Virginia.
  • Assisted and responded to inquiries from attorneys, judicial officers, the law enforcement, and general public.
  • Analyzed and reviewed civil cases to ascertain maturity for trial.
  • Prepared case briefs for Supreme Court of Virginia and Court of Appeals.


Education
J.D.: Law, Two Years Completed
Appalachian School of Law - Grundy, VA
  • Academic Achievement Award in Alternative Dispute Resolution.
  • Coursework included Business Law, Contract Law, Trust & Estate Law, Property Law and Alternative Dispute Resolution.

Bachelor of Science: Criminal Justice, 2004
Bluefield College - Fredericksburg, VA
  • Emphasis in Criminal Justice
  • 3.0GPA
  • Coursework includes Speech and Communication, Sociology, Psychology and Statistics.
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Objective
Detail-oriented, results-driven professional with strong people skills and the ability to learn concepts quickly. I thrive in fast-paced work environments where there is opportunity to learn and grow from my superiors. My co-workers say that I am people-oriented, organized, highly motivated and passionate about serving others.
Skills
  • Trial preparation
  • Project Planning
  • Sales/Marketing
  • Office Administration
  • Drafting legal documents
  • Lead development 
  • Public Speaking
  • Customer Service
  • Logistics 
  • Executive Assistance
Accomplishments
  • Led the discovery process in a medical malpractice case.
  • Sat in the court room and directly assisted on an auto-accident personal injury civil trial at the Richard J. Daley Center in Chicago, IL.
  • Created a complete training handbook for incoming salespeople that was implemented company-wide. 
  • Interviewed, hired and trained three new salespeople. 

Experience
Costello, McMahon, Burke & Murphy, Ltd Chicago, IL Paralegal 09/2016 to 05/2017

Costello, McMahon, Burke & Murphy, Ltd is a Chicago-based law firm which concentrates in the litigation, trial and appeal of personal-injury cases. My responsibilities included completing legal research, drafting legal documents, working directly with attorneys on discovery and deposition scheduling, answering and directing phone calls, collecting case-relevant information, and performing other law office administration duties.

Lumerit Education Spring Branch, TX Student Counselor and Student Success Coordinator 12/2014 to 06/2016

Lumerit Education is an ed-tech startup, and both of my positions were located within its sales department. Responsibilities included sales-driven communication with prospective students, managing the shipping department, managing/training the student life connection team, assisting the Admissions Director in travel plans and new projects, and conducting higher education market research. I was hired as a Student Counselor and then promoted to Student Success Coordinator in January of 2016.

    Education
    Bachelor of Arts: Political Science 2018 Thomas Edison State University Online
    This resume is created in 7 minutes.
    Professional Summary

    Ambitious [Job Title] driven to provide exceptional administrative support and customer service. Strengths include legal research, time management and trial preparation.
    Skills
    • American Association for Paralegal Education
    • Analytical
    •  


    Work History
    January 1997-May 2005 Paralegal | List Media, Inc. | Aurora, Ohio
    • Worked directly with House Counsel to achieve error free contracts with clients.
    • Strengthened company's business by leading implementation of online Templates for "boiler plate" contracts.
    • Researched state statutes, decisions, legal articles, codes and documents.
    • Communicated pertinent information to clients via phone, email and mail.
    • Maintained ongoing communication with clients from inception of contract to delivery.


    June 2005-November 2007 Administrator In Training | Maplewood Care Center | Streetsboro, OH
    • Educated staff on state and federal statutes, rules and regulations governing Skilled Nursing Facilities services.
    • Certified that equipment and supplies were properly maintained for quality resident care and safety.
    • Coordinated nursing department activities to ensure availability of appropriate clinical and support staff for resident care.
    • Facilitated an on-going assessment of resident/family needs and implementation of interdisciplinary team care plan.
    • Investigated and reported issues relating to resident care or conditions that might hinder resident well-being.
    • Closely collaborated with management team to make necessary improvements and satisfy resident needs.

    2008-2009 License Nursing Home Administrator | Altercare | Mayfield, OH
    • Confidently managed the overall operation of 70 bed facility, nursing services and resident care, including financial management, quality assurance, resident care, safety risk management, teammate satisfaction, quality index scores and facility maintenance.
    • Led clinical team in delivering care services that promoted optimal resident health.
    • Monitored Infection Control and Critical Incidents, Risk Management and Quality Improvement plans.
    • Closely collaborated with management team to make necessary improvements and satisfy resident needs.
    • Encouraged creative thinking, problem solving, and empowerment as part of the facility management group to improve morale and teamwork.
    • Led the facility management staff and consultants in producing a business plan that focused on all aspects of facility operations, including setting priorities and job assignments.

    2010-2012 License Nursing Home Administrator Solon Point | Solon OH
    • Positively and confidently managed the overall operation of 20 interdisciplinary department heads, 180 staff members for a 169 bed facility, including financial management, quality assurance, resident care, safety risk management, staffing satisfaction, quality index scores and facility maintenance.
    • Educated staff on state and federal statutes, rules and regulations governing Skilled Nursing and Assisted Living Facilities. Prepared staff for annual state survey process.
    • Facilitated monthly all staff meetings to promote staff, management communication.  
    • Participated in daily Corporate conference calls with other Administrators to relay census, complications, staffing levels, budgetary issues, or any other concerns.
    • Addressed resident/family concerns
    • Facilitated an on-going assessment of resident/family needs and implementation of interdisciplinary team care plan.


    April 2013-2015 Legal Compliance Officer | Alternative Health Solutions | Cuyahoga Falls, OH
    Education
    Bachelor of Arts: Malone University, Canton, OH