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Paralegal

Location:
Decatur, Georgia, 30030, United States
Posted:
February 13, 2018

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Sanchez R. Powell

**** ******* *****

Decatur, Georgia 30035

Phone 404-***-****

ac4ge1@r.postjobfree.com

EXPERIENCE

Paralegal

Semrad Law Firm, Atlanta, Georgia A ugust 2016-Current

● Conduct client interviews and maintain contact with clients.

● Draft legal documents including briefs, appeals, wills, contracts, and legal documents.

● Providing notification of client’s status to the appropriate parties and stopping judgments already set in place.

● Coordinate law office activities such as subpoena delivery.

● Identify relevant judicial decisions, statutes, legal articles, codes and other pertinent material.

Tax Consultant

J’s Tax Solutions, Atlanta, Georgia December 2014 – Current

● Serving businesses and individuals alike by staying current on new tax laws and positioning taxpayers for short and long term tax optimization.

● Prepare tax returns and also often work closely with clients throughout the year to ensure client tax liability is minimized.

● To ensure strong written and verbal communication to explain tax law and strategies in a way that is accessible and easy for clients to understand.

● Coordinate with internal audit tax team and prepare all audit reports and ensure compliance to all US and Non-US transfer policies.

● Keeping clients compliant with their tax obligations. Fraud Analyst II

Bank Of America (Adecco), Kennesaw, Georgia April 2015 – December 2015

● Reviewed customer accounts for the prevention and detection of possible fraud.

● Responsible for more involved research and analysis of account activity to assess levels of risk and fraud type.

● Will complete inbound and outbound calls and take appropriate action based on transaction characteristics of greater complexity.

● Performed back office functions related to research and resolution of fraudulent activity and service support.

● Assessed the level of risk and makes decisions which directly impact the customer experience and risk to Bank Of America.

Lead Personal Banker

Best Bank, Atlanta, Georgia May 2014 – November 2015

● Performed bank transactions on the teller lines accurately and professionally.

● Conducted teller drawer, Atm and vault balancing.

● Went into the aisle of the store and talk with prospective customers about the products that are offered.

● Achieved and exceeded company set sales goals by selling and cross selling bank products and services.

● Responsible for security and the maintenance of proper cash requirement in their teller drawer.

● Assumed responsibility in absence of the branch manager and assistant branch manager.

In-Store Financial Services Representative III

SunTrust Bank, Decatur, Georgia December 2013 - April 2014

● Developed and expanded new client relationships through proactive outreach to shoppers and customers utilizing the total space of the retail store.

● Utilized resources to conduct consultative conversations and provide financial solutions that meet client needs across all product and service lines.

● Ability to handle a variety of task and priorities accurately and guidelines during the business day such as cash handling, payments and transfers, risk mitigation, and deposits and withdrawals.

● Promoted SunTrust products and services by prospecting for new client relationships throughout the host store.

Personal Banker I

Wells Fargo Bank, Atlanta, Georgia August 2012- November 2013

● Devoted much of the day to building long-term relationships with customers in person and by the phone.

● Deepening the understanding of our customers financial needs and provided suggestions.

● Provided prompt quality customer service along with support to bankers and store management.

● Developed and improved skills through regular feedback discussions with the branch manager.

● Performed wide range of services including document preparations, accounting servicing, maintenance, stop payments, transfers, and problem resolution.

● Exceeded challenging sales of 100% or more and referral goals by proactively selling products and services to clients and referrals to other areas of the bank. EDUCATION

Herzing University B.A. Business Administration

TECHNICAL SKILLS

Microsoft Access, PowerPoint, Excel, Word, Outlook, Data Entry, Oracle, Drake Tax Software



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