K . Lyn Dallman
940-***-**** Cell
**********@*****.***; w ww.LinkedIn.com
Paralegal – I ntake Specialist/Legal Assistant specializing in intake of all legal matters and mail;
organization; research
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Microsoft Office Suite Lotus Smart Suites Siebel
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Serengeti Lotus SmartSuite Oracle
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Secretariat Databases 10-key by touch
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Fastrieve CMS Supervisor Type 80 wpm
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FiServ / MSP / LPS Cit r ix
PROFESSIONAL EXPER IENCE
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Organized department records to be Proven t rack record of accurately
maintained effectively and efficiently completing research and information
• Centralized database for record retention management
• Highly focused and results-oriented
SAXON MORTGAGE SERV ICES, I NC/MORGAN STANLEY, Fort Worth, TX
2012 – Oct 1, 2013
Legal Administrative Assistant / Paralegal – Litigation / I ntake Analyst
In addition to other duties:
• Work with outside counsel on new li tigation matters
• Process all Subpoenas and IRS Summons
SAXON MORTGAGE SERV ICES, I NC., I rving, TX
Legal Administrative Assistant 2012
• Log all email and physical mail coming to Legal Department
• Research and determine if new li tigation matters should be set up for General Counsel review or
forwarded to new servicer of loan
• Print and organize all documents for new/pending litigation
• Update Serengeti with new lit igation matters
• Assist Assistant General Counsel with Corporate Minute Books; Stock Certificates and all matters
relating to Corporate Governance
IB M, Dallas, TX 2010 – 2011
Call Center SME / Technical Advisor
• Assisted in Training new Call Center Agents
• Assisted in creation and implementation of Process documents
• Ensured policies and procedures were properly followed
• Assisted with customer escalations
• Worldwide Lead on Queue Management – t raveled to Philippines and Scotland
• Assisted in assignment of repair tickets to Technicians
• Assisted in creation of Quality Standards
• Scored calls on Quality Standards
• Collected funds for billable services via PO or Credit Card
• Tested database when new Processes were developed/implemented
• Assisted Technicians with database issues when needed
• Attended and took minutes of worldwide Management conference calls
IB M, Dallas, TX 2007 – 2010
Customer Entitlement Representative
• Received printer hardware entitlement calls for US and Canada
• Received Enti tlement Exception calls through various applications/sources
• Researched applicable databases for the exception
• Communicated with the In ternal/External customer
• Performed Solution Enti tlement exceptions using information gathered
• Provided entit lement solution to downstream stakeholders
• Identified and eliminated defects
• Updated, changed and corrected various warranty/service delivery support databases
• Performed and distributed various reports to Management
• Collected funds for billable services via PO or Credit Card
• Conducted t raining on new processes/changes at desk level
• Provided administrative assistance to management
• Acted as Team Lead
IB M, Dallas, TX 2006 – 2007
Administrative Assistant
• Maintained calendars for Senior VP and Directors
• Scheduled domestic/international t ravel and conferences
• Processed Travel Expense Accounts
• Reconciled Corporate Charge Cards with Travel Expenses
• Reconciled Monthly Budget
• Created Weekly Agenda for Leadership Meetings
• Took Minutes at Leadership Meetings
F I RST UN I TED BANK & TRUST CO., K rum, TX and Denton, TX 2005 –
2006
Legal Assistant
• Maintained Legal Calendar
• Prepared all legal documents – loan documents, real estate documents, legal pleadings
• Was responsible for all mail
• Tracked all aspects of court cases – pending and dismissed cases
• Received any and all monies paid on suits and updated Access database accordingly.
IB M, Roanoke, TX 1997 – 2005
Sr. Administrative Assistant
• Maintained Calendars for Director and Third Line Management
• Scheduled domestic t ravel and conference calls
• Processed Travel Expense Accounts
• Reconciled Corporate Charge Cards with Travel Expenses
• Created and maintained Database of employees in Marketing Division and Database for Global
Resource Team Room
• Extensive work with IBM Mexico, IBM China and IB M India
• Created Monthly Presentations
• Created and maintaining Desk Procedures
• Acted as Mentor and Trainer for new Administrative Staff
EDUCAT ION
Paralegal Certificate / PDI @University of North Texas, Denton, TX
Legal Secretarial Science / Rose State College, M idwest City, OK