Assistant Customer Service
Resume:
Kelly Manson Orange CA.
***/***-**** ************@*****.***
QUALIFICATIONS
Extensive knowledge of Word, Excel, Outlook, and legal software; Bestcase
Daily use of Pacer for filing legal research
Ability to problem solve in a fast pace/high pressure situations
More than 14 years successful experience in customer service and support with a focus on
client retention
Recognized strengths in organization and multitasking skills
Extremely detail oriented
Experienced working directly with Legal Counsel, and CEO’s
Responsible and reliable
Willingness to support and learn
PROFFESIONAL EXPERIENCE:
Red Hill Law Group, PC. Jan 2010 to Current
o Bankruptcy Legal Assistant:
Manage Attorney, office and court calendar; ensuring they coincide
o
Managing all aspects of day-to-day office activities
o
Field inbound calls; Maintained database of all clients and potential clients; Follow up
o
correspondence; Effectively handling client calls and non-legal questions
Client Intake: Retainer Agreement review; Disclosures review; Chapter checklists;
o
‘Homework’ packet
Prepare and file Chapters 7 and 13 Bankruptcy Petitions; ECF; Mailing tax return(s) to
o
Trustee after filing; Amending schedules as required; Brief client(s) for 341a Meeting of
Creditors; Follow up on Debtor Education Certificate for timely filing.
Prepare Pleadings, Motions, and Proof of Service
o
Handle Reaffirmation Agreements
o
Review and signing of final petition with clients
o
Tracking, preparing and filing all Fee Applications for Ch 13 cases, using Bestcase and
o
QuickBooks
Prepare and file Monthly Operating Reports on all Ch 11 cases
o
Receive and process client payments via QuickBooks
o
Keep attorney and his team focused & organized
o
• Lead Litigation Assistant:
Legal document preparation
o
Managing Attorney’s calendar
o
Open, maintain and organize a pipeline of 260 clients files
o
File legal documents with local courts, including fax filing
o
Prepare Attorneys and clients for court hearings
o
Manage daily correspondence in and out of the office
o
Prepare financial spreadsheet with Excel for Attorney’s use and review
o
Calculating and negotiating settlement prior to trial
o
Responsible for monthly marketing campaign
o
Bi-weekly updates, Attorney/ Client liaison
o
Customized client retention strategies
o
Kelly Manson 714/425-0334
Resume
Page 2 of 2
Credit Relief Group Apr 2007 to Oct 2009
Due to the changes in Modification Assistance Laws, this firm is no longer in business
• Administrative Assistant:
Managed office
o
Maintained office supplies and overall appearance
o
Open, maintain and organize a client files
o
Calculating clients monthly budget for lender submission
o
Managing Attorney’s calendar
o
Coordinating weekly Attorney/staff meetings
o
Updated client with on file progress
o
Compliant and understanding of all State laws governing work prepared for clients.
o
Reher’s Weddings and Events May 2004 to Feb 2009
• Lead Designer Event Coordinator
Executed events with 200 to 1000 guests
o
Coordinated between venue, vendors, and client
o
Corporate and private event consultation
o
Prepared competitive pricing bids
o
Created “Day Of” timeline for vendors and clients
o
Ordered product line based on individual clients budget
o
Education and Certification:
Golden West College, Huntington Beach, CA 1997 Associates Degree
Interior Design Institute of Newport Beach ~ Residential Design. 2001
With work experience in the mortgage field as a Loan Processor from 1995 to 2000
Professional References:
Mike Pena, Independent Attorney - Irvine, CA. Phone: 949-***-****
Mike Croak, Contract Legal Assistant - Laguna Hills CA. Phone: 714-***-****
Richard Alvarez, Client Services Manager with Manning Law Group, Westminster CA.
Phone: 714-***-****
Current employer contact information is available upon request.
Kelly Manson 714-***-****
Contact this candidate