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Customer Service Records Management

Location:
Kyle, TX
Posted:
November 28, 2023

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Resume:

Elizabeth Wortham

281-***-**** ad1ji2@r.postjobfree.com Kyle, TX 78640

SUMMARY

Flexible hard worker ready to learn and contribute to team success, with top skills in communication, critical thinking and active learning. Helps cases with professionally prepared legal documents and thorough research. Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. SKILLS

Corporate Law

Records Management

Understands Confidentiality

Proofreading

Conflict Mediation

Litigation Support

EXPERIENCE

Paralegal/Collections Manager, Mustang Tractor & Equipment, January 1979-November 2023 Houston, TX

Reviewed and organized legal documents, such as pleadings, motions, and briefs. Drafted correspondence to clients and other attorneys. Created spreadsheets to track case information and deadlines. Maintained client files according to established protocols. Collaborated with attorneys in all stages of litigation process. Organized evidence for use at trial or hearing proceedings. Attended court proceedings to observe trials or hearings. Interpreted various types of legal documents including contracts and agreements. Proofread documents prior to filing them with courts or submitting them to opposing counsels. Maintained calendars for upcoming court dates or deadlines related to cases. Organized exhibits for trial by preparing materials and supporting documentation. Identified and analyzed legal documents, discoveries and contracts. Organized client calendars, prepared mailings and handled high call volumes. Entered data into and managed litigation databases and Excel spreadsheets. Interviewed clients and obtained vital case information to support associates. Entered client data to manage records and customer relationships Participated in client interviews, observed questioning process and documented information. Prepared compliance and regulatory forms for legal cases and suits. Maintained contract database with relevant information for categorization and easy access. Attended administrative hearings to provide viable information and identify additional actions needed.

Organized legal documents in company filing systems and databases. Responded to client calls and inquiries to deliver applicable information. Drafted motions, briefs and other legal documents. Drafted correspondence, documented data and submitted materials to appropriate parties. Created and updated case management and client account databases. Met with clients and attorneys to discuss case details and evidence. Performed extensive research to prepare for court cases and gathered pertinent case information.

Knowledgeable dealing with pleadings, affidavits, motions and exhibit preparation. Processed closing documents and transactional documents for legal review. Organized and prepared case exhibits and evidence for trial. Business Owner, Rustic Romance Florals, April 2011-May 2023 Montgomery, TX

Managed customer orders, requests, and complaints in a timely manner. Created floral designs with fresh flowers for special occasions such as weddings, funerals, and holidays.

Ordered flowers from wholesalers to ensure that all necessary items were available for customers.

Provided excellent customer service by helping customers choose appropriate bouquets for their needs.

Maintained detailed records of customer orders and invoices. Tracked shipments to ensure timely delivery of flowers. Checked quality of incoming shipments of flowers to make sure they met standards. Developed relationships with vendors to acquire discounts on bulk purchases. Took photographs of completed floral arrangements for promotional purposes. Delivered and set up flower arrangements for banquets, weddings and funerals. Communicated clearly and effectively with customers to determine type of arrangement desired, occasion and date, time and location for each arrangement needed. Ordered and maintained floral inventory and supplies to meet customer demand and offer seasonal varieties.

Promoted customer satisfaction by recommending flower pairings and greenery options for floral arrangements.

Utilized expert communication skills to collaborate with customers and design bouquets, corsages and other floral pieces to meet requirements. Maintained portfolios of artistic work to demonstrate styles, interests and abilities. Sales & Project Coordinator, Westco Grounds Maintenance Co, November 1997-June 2007 Houston, TX

Developed and maintained relationships with clients through regular communication. Coordinated with multiple departments to ensure successful project completion. Prepared reports on sales performance and project progress for management review. Resolved customer complaints in a timely manner by coordinating with appropriate personnel. Provided technical support to customers regarding product specifications, pricing, and availability.

Monitored order fulfillment process from ordering to shipment for accuracy and timeliness. Generated invoices, contracts, orders, and other documents as needed. Analyzed data related to marketing campaigns, sales activities, and customer feedback. Maintained accurate records of all sales activities including presentations, proposals, closed deals.

Responded promptly to inquiries from customers via phone or email. Reviewed contracts prior to execution to ensure compliance with company policies. Ensured that all projects were completed within budget and timeline constraints. Developed effective working relationships with vendors for better service delivery. Developed key customer relationships to increase sales. Answered product questions with up-to-date knowledge of sales and promotions. Placed orders and answered customer questions in-person, through email and over phone to maximize customer service.

Presented products and services to prospective and existing customers to meet client needs. Developed customized sales techniques to successfully sell and upsell services to new and existing clients.

Fostered relationships with customers to expand customer base and retain business. Monitored customer order process and addressed customer issues. Identified customer needs to deliver relevant product solutions and promotions and meet target budgets.

Created successful strategies to develop and expand customer sales. Contacted new and existing customers to outline benefits of products. Followed-up with clients after installations to assess quality service and customer satisfaction. Drove substantial sales through suggestive selling and by promoting add-on purchases. Developed targeted lists and new business opportunities, accelerating sales process to achieve results.

Resolved customer complaints regarding sales and service. Cultivated strong professional relationships with suppliers and key clients to drive long-term business development.

Directed and coordinated products, services and sales activities. Supported sales team members to drive growth and development. Developed and significantly grew assigned territory [Number]% within first year. EDUCATION AND TRAINING

Graduated With Certified Paralegal Certification

Legal Administrative Assistance, Southwest Paralegal Institute, Houston, TX May 1988 Completed Associates degree in Bank & Finance Mgmt at San Jacinto College

Bank & Finance Mgmt, San Jacinto College District, Pasadena TX 1988



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