**** ******** ** #*

Ventura, CA *****

805-***-****

aceo0i@r.postjobfree.com

Jason Duncan

OBJECTIVE

To obtain the position of paralegal or legal assistant with a law firm that permits development, progression and decision making abilities. My goal is to obtain a position through which I may completely employ my related certifications, legal knowledge, experience and training, residential mortgage experience, customer service skills, interpersonal abilities and other useful experience for the assistance of you, your firm and its clients. Future plans include completing my AS in Paralegal Studies and possibly attending Law School.

SKILLS & ABILITIES

I have extensive interpersonal, communication and problem solving skills, both verbally and through written or electronic correspondence. I also have extensive customer service experience and the ability to think practically and analytically under stressful or critical situations. I am a quick learner that is friendly, assertive,

professional, reliable and punctual.

Advanced analytical skills and the ability to analyze issues or problems and provide appropriate solutions. Advanced problem solving, multi-tasking and organizational skills.

Ability to read legal terms and conditions, comprehend their meaning and apply it to work

processes to determine compliance. Ability to analyze data and make specific recommendations on how to improve trends. Able to maintain highly confidential information or data to protect or preserve the clients’ privacy rights.

EXPERIENCE BANK OF AMERICA,

SIMI VALLEY, CA

Legal Compliance Professional

9/2012 to Present

Maintain department's compliance system and perform daily quality assurance audits.

Review legal documents and pleadings to ensure proper compliance process is being followed.

Responsibility for tracking various pleadings from attorneys nationwide, to ensure that

notification is made according to service level agreements (SLA’s).

Create and manipulate legal details into various spreadsheets for tracking purposes. Provide information to internal departments in accordance with policies and procedures.

Monthly review of previous months reports to ensure compliance is being met. Conduct monthly “deep dive” research to determine the root causes of reviews identified as non-compliant. Use systems and email to gather, research and disseminate information within the organization.

Create and disseminate reports to members of the team to determine if quality assurance

members are making decisions in compliance with operational goals.

Assisted developers with the development of upgrades to the Case Management System (CMS)

to simplify document review and increase compliance in accordance with business partner

agreements. Reviewed and tested quality assurance methods to ensure logical process flow and compliance with internal and departmental metrics. Processes saved company over 38 million dollars.

FIRST DATA/CARDSERVICES INTERNATIONAL

MOORPARK, CA

Corporate Account Executive

3/2008 to 6/2008

Responsible for credit card processing services, merchant accounts and maintenance contract services. Responsible for maintaining current accounts and generating new accounts. Exceeded sales goals in the first month by 140%. Exceeded sales goals in the second month by 120%.

Gather documentation to ensure completeness before submittal. Verify customer and callers

according to credit and other related data to prevent fraud and misrepresentation. Maintain confidentiality in all communications.

SET2GO LOANS, INC

VENTURA, CA

Net Branch Manager

11/2006 to 6/2008

Acquire new business through relationship building and cold calling. It was critical for me to focus on the client’s needs primarily, so I could tailor a loan program to help them reach their financial goals as soon as possible. In doing so, these clients would be more likely to refer or return, based on the results of their prior transaction with me.

Assisted clients with the completion of a 1003 application, pull credit from the various bureaus, and shop/price for loans with over 300 lenders. Manage pipeline to maximize profits. Review underwriting guidelines and income to determine program/interest rate availability. Review files to ensure underwriting guidelines are being followed to be compliant and to drive investor confidence. Verify customer and callers according to credit and other related data to prevent fraud and misrepresentation.

Maintain confidentiality in all communications. Obtain exceptions to underwriting guidelines when warranted. Pitch different loan programs and close clients. Submit file to processing department with instructions for program and rate. Oversee transaction and follow-up with the client continuously from beginning to end. Gather documents, broker demands, comparable sales data and other required documentation, ensuring they are complete, to submit to underwriter for completion and funding. Built website to advertise, gather leads, offer an online version of the 1003 credit application, advice, news articles relevant to my profession, refer a friend program, and online real estate listings.

UNITED FINANCIAL SERVICES, ENCINO, CA

Senior Loan Officer

7/2006 to 11/2007

Acquire new residential, commercial or construction business through cold calling. Fill out a 1003, pull credit, and shop/price loans with various lenders. Verify customer and callers according to credit and other related data to prevent fraud and misrepresentation. Maintain confidentiality in all communications. Submit file to processing department with instructions for program and rate. Gather broker demands and other required documentation to ensure completeness, to submit to underwriter and other management staff. Responsible for maintaining communication with clientele to ensure seamless and timely closings. Build and maintain rapport with clientele to gain referrals. Was promoted in less in than one month from Junior Loan Consultant to Senior Loan Consultant and given a Junior Loan Consultant to train.

VERIZON CALIFORNIA, INC. - OXNARD, CA

5/1997 to 7/2006

Consumer Sales Consultant (VCCD Verizon Center for Customers with Disabilities)

4/2001 to 7/2006

Call Center, Trained to communicate via TTY with customers that are deaf and or cannot speak. I assisted disabled customers by fitting products and services to their needs, which involved dedicated one on one contact and the ability to communicate in sometimes very creative ways. Verify customer and callers according to credit and other related data to prevent fraud and misrepresentation. Maintain confidentiality in all communications. Achieved #1 sales person in my Department (VCCD) and received a trip to Miami Beach in 2004, was recognized as a top salesperson and given a paid trip and a shopping spree in the Mall of America in Minneapolis, Minnesota in 2004. Was recognized as one of the top sales persons and given a paid trip to New Orleans, Louisiana in 2002. Received over 20 letters of commendation.

Customer Zone Technician III - Montecito, Santa Barbara and Goleta, CA

4/1999 to 4/2001

Installation & Repair of telephone and DSL lines. Verify customer and callers according to credit and other related data to prevent fraud and misrepresentation. Maintain confidentiality in all communications. Certified in pole climbing, installation & repair of telephone and DSL lines.

Rewired homes and businesses, certified for both, above ground and buried cable scenarios. In charge of Montecito area installations and repair due to my professional rapport and

communication skills. Also assisted the District Area Manager in an audit of over 300 company paid lines to reduce expenses.

GTE Customer Link Associate – Oxnard, CA

4/1998 to 4/1999

Call Center for High value customers, Customer Service, Sales, and Customer Support. Verify customer and callers according to credit and other related data to prevent fraud and misrepresentation. Maintain confidentiality in all communications.

GTE Customer Contact Associate – Oxnard, CA

5/1997 to 4/1998

Call Center, Customer Service and Customer Support. Verify customer and callers according to credit and other related data to prevent fraud and misrepresentation. Maintain confidentiality in all communications. I assisted the customer with billing concerns and explanations of charges while maintaining required sales quota. Received numerous awards for exceeding expectations and quality assurance reviews. Data Entry of payment dates, amounts, and other pertinent information on the customers behalf.

EDUCATION

OXNARD COLLEGE - OXNARD, CA

CERTIFICATE OF ACHIEVEMENT

LEGAL ASSISTING/PARALEGAL STUDIES

• Maintained a 3.9 GPA.

• Achieved Dean’s List for 4 consecutive semesters.

• Volunteered, at the recommendation of my Professor, as teacher assistant and tutor for

legal assisting program at Oxnard College 2011/2012.

CALIFORNIA STATE UNIVERSITY OF DOMINGUEZ HILLS

CARSON, CA

COMPUTER TECHNOLOGY/TELECOM TECHNOLOGIES

• Maintained a high GPA.

BUENA HIGH SCHOOL

VENTURA, CA

GRADUATED

COMMUNICATION

I consider myself very much a people person and enjoy challenging environments and

personalities. I am very creative when it comes to thinking outside of the box and I try to focus my efforts on positive thinking.

LEADERSHIP

I am one of the founders and serve on the Board of Directors as the Director of Accountability for the Non-Profit organization IGOBIG.ORG, which is a social networking site that donates money to public schools and its members through subsidies.

I also served, voluntarily, as a teacher’s assistant and tutor in my Paralegal program at Oxnard College 2011-2012.

While working with Verizon, I created, disseminated and implemented company wide sales

training for the Center for Customers with Disabilities, all while exceeding individual sales quotas and goals set forth by management.

REFERENCES

DEJON R. LEWIS, ESQ.

Attorney at Law

Law Offices of Dejon R. Lewis

805-***-****

SERENA J. MARTINEZ

Former Center Director

Non Profit Healthcare Organization

805-***-****

DIANA NEEDHAM, ESQ.

Former Professor of Paralegal Studies

Oxnard College and Ventura College of Law

Letter to be furnished upon request

TIM RITER

Professor of Communications/Speech Class

Oxnard College

Letter to be furnished upon request

Contact this candidate