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Customer Service Manager

The Bronx, NY
March 30, 2018

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Legal secretary/paralegal experienced in wills, probate, trust and estates, property and commercial leasing and agreement drafting with 5 years’ experience with concentrations in Finance (Internal Audit) and Legal work experience. Proven ability to efficiently handle all aspects of client matter, resulting in an increase in client satisfaction. Demonstrates a positive attitude and elevated level of motivation while assisting attorneys and other staff members.


International Experience

Legal Research

Project Management

Microsoft Office

Phone Answering Experience

Accounts Payable

Accounts Receivable


Bank Reconciliations


Quality Assurance

Event Planning



Legal Secretary / Rajinder Singh and Company Solicitors, Leicester United Kingdom

Daily tasks include drafting legal documents utilizing standard form documents and the Print A Form Application. Documents vary from Land registry forms, Court Applications, Wills, Divorce Petitions, and Probate Registration.

Management of client data and privacy through the Meridian Solpak client management system.

Conducted standard property searches for both commercial and residential properties, including Local Searches, drainage and enviro searches, SIM searches and mining searches, where applicable.

Filing online Stamp Duty returns utilizing the HMRC Online Portal and obtaining submission certificates for Land Registry

Conducting online research using: Practical Law, LexisNexus and WestLaw

Drafting and sending communication to clients, other party solicitors and lenders

Submitting PII funding applications for the firm

Renewing the firm’s practicing certificate

Securing indemnity insurance policies for the firm.

APRIL 2016 – AUGUST 2016

Financial Advisor / Primerica Financial Services, Brooklyn

Implemented a new system for tax allocation for an account of $600,000. Utilized Microsoft Excel to create automatic reports to track progress and expenditure. This new system will ensure that if the company is ever to be audited, all the information relevant to tax filing years will have both the paper and electronic trail making it easy for the auditors to complete their necessary tasks.

Completed financial analysis based on the Needs Based Approach of accounting for several families to determine suitability for financial products such as Life Insurance and retirement savings plans. Learned to assess needs and recommend financial products that would add to the lives of customers rather than opening accounts to increase stipends or commissions.

Performed daily accounting tasks such as recording assets and incomes for the branch manager to prepare the yearly tax record to be submitted to the IRS. An estimate of $300,000 in expenses were logged for the year 2015 in a retroactive record of the accounts.


Paralegal / New York Law Department, Queens

Prepared preliminary case material for legal actions against the city and the Department of Environmental Protection, in particular. This process required knowledge of the city database, HANSEN, which logs all customer complaints and actions taken by the city to repair faulty equipment within the 5 boroughs.

Collected primary and secondary evidence through DEP repair yards on action taken to repair faults. This involved traveling across the state to collect handwritten notes and maps which are unable to be scanned into the system and present them to attorneys who have requested them in the discovery phase of their lawsuit.

Updated the citywide time log for Temporary employees which makes it more easily accessible to enter times daily rather than on a biweekly basis. The department was especially pleased and began talks with the city for immediate adoption and use.


Sales Associate / Limited Brands (Bath and Body Works), Queens

Delivered exceptional customer service through building personal relationships with repeated customers and reducing turnaround time from entry into the store to the cash wrap during peak hours by 25% using mobile checkout.

Directed the rearrangement of the store in the absence of the manager.



Master of Laws (International Law) / University of Leicester, United Kingdom

General Principles of International Law

Contracts for Carriage of Goods by Sea

International Investment Law

Capital Markets

International Trade Financing Law

Current Issues in World Trade

MAY 2015

Bachelor of Arts (English)/ Washington Adventist University, MD

Orientation Peer Assistant Leader

Class president

MAY 2015

Bachelor of Science (Accounting)/ Washington Adventist University, MD

Service Leadership Award

Academic Achievement

Platinum Service Award


Accounting Intern (2013-2014)

General Intern - Finance (2013)

Enactus -Various roles including President (2011- 2014)

William C. Vis Moot-Vienna (2016-2017)

Youth Mentoring


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