YULEYDIS LOPEZ

**** ******** *****, *****, ******* 813-***-****

ad1plj@r.postjobfree.com

PARALEGAL PROFESSIONAL

Motivated professional looking for a real team atmosphere with the ability to grow within the Legal field. Able to work in a fast paced environment. Have attained strong customer service skills, very dependable, team player, with strong organizational skills. Demonstrate the ability to acquire and apply knowledge rapidly. CORE COMPETENCIES

· Substantial knowledge of immigration and probate procedures

· Proficient in various clerical task including typing and database application

· Remarkable ability to handle multiple tasks while retaining quality standards

· Exceptional organizational and managerial skills

· Excellent interactive and communication skills

· Able to speak Spanish and English

EXPERIENCE AND ACHIEVEMENTS

Genders-Alvarez-Diecidue, P.A. 2018-Present

· Assist with all aspects of probate and estate administration-open to close.

· Assist with all aspects of trust administration-open to close.

· Preparation of probate documents with minimal direction from the attorney.

· Maintain calendar of court pleading and deadlines.

· Correspondence with clients, financial institutions, and beneficiaries to obtain the necessary information.

· Answer common questions by email or phone concerning estate administration.

· Prepare necessary papers to transfer securities.

· Prepare and file claims for insurance proceeds and death benefits.

· Prepare accounts for estate administration or trust accounting.

· Correspond with Probate Court as needed.

· Take incoming calls from clients and the Probate Court regarding cases.

· Promptly respond to clients' requests and calls.

· Accurate timekeeping.

· Handling all aspects of estate administration, including identifying and collecting assets, maintaining estate bank accounts, paying/tracking estate expenditures, distributions to beneficiaries, and familiarity with estate and trust accounts.

· Preparing Receipt and Release Agreements.

· Act as a liaison between attorneys, clients, accountants, brokers, financial planners, and appraisers.

· Obtain EINs.

· Search for missing heirs and unclaimed property.

· Calculate filing fees and fiduciary commissions.

· Obtain asset valuations.

· Divide assets and fund trusts/bequests.

· Balance checkbooks and brokerage accounts.

· Assist clients with locating appropriate appraisers for real estate or personal property appraisal.

· Send notice of decedent's death to three major credit reporting agencies

· Contact necessary companies to close any remaining accounts and credit cards.

· Come to team meetings prepared to review/discuss the status of open files.

· If the client advances any expenses on behalf of the estate/trust, track expenses and ensure that client is reimbursed.

· If the estate is insolvent, draft letters to creditors or companies requesting pay-off amounts or advising them of the insolvency.

· Follow up with creditors or companies to pay off any remaining debts or to obtain written confirmation that the debt has been written off and no balance remains.

· Draft other documents as required throughout the estate/trust administration process.

· Scan and save all estate/trust administration documents and organize them appropriately in electronic files.

· Prepare mailings as needed for the estate/trust administration process.

· Other duties assigned.

Lutheran Services of Florida, Tampa, Florida

Paralegal 2015-2018

· Greet, screen, and interview incoming clientele, Conduct orientation and perform administrative tasks; prepare immigration applications to United States Citizenship and Immigration Services (USCIS)

· Communicate regularly with clients, USCIS, and Immigration Court; by phone, mail or e-mail regarding procedural and case processing issues, assisting with the review of cases

· Analyze case documents and prepare immigration applications for filling with USCIS

· Perform intake of cases, troubleshooting and establishing case strategy

· Research and study immigration cases and laws

Lutheran Services of Florida, Tampa, Florida

Legal Assistant/ Data Entry Specialist 2006-2015

· Helped the Paralegal staff with preparing and filing all Immigration forms done by the Program

· Counted and tracked amount of services monthly

· Generated Bills, Invoices and Reconciliation of Services Monthly 2

· Verified client eligibility, provided clients with proper information of legal services, scheduled appointments, and prepared client intake forms and files.

· Entered clients’ records in multiple software systems for statistical purposes

· Prepared mail to both the client and USICS

Ivette’s Shop

Store Manager/ Customer Service Associate 2001-2006

· Responsible to follow accurate accounting procedure for daily account receivables

· Responsible for Accounting, Inventorying, and Investment of merchandise

· Handled and recorded all daily transactions in a timely manner

· Responsible for proper display and placement of all merchandise

· Responsible of consistently exceeding sales quota by 60%

· Responsible for proper close out by balancing daily cash and merchandise transactions EDUCATION

Bachelor in Bio-Med Science with major in Physician Associate, South University of Orlando, Florida, US 08/03/2022-Present

Associate of Science with major in Paralegal, Everest University of Tampa, US 10/05/2015 CERTIFICATIONS AND AFFILIATIONS

Notary Public, COMMISION No. FF 963456, State of Florida, 2/2016-2/2024 3

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