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Customer Service Legal Assistant

Location:
Sacramento, CA
Posted:
January 26, 2024

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Resume:

Amy M. Greenhalgh

**** ****** *** **********, ** 95818 916-***-****

ad24vt@r.postjobfree.com http://LinkedIn.com/amygreenhalgh http://Www.facebook.com/amygreenhalgh

I am seeking employment with a successful and innovative company. One that sees the importance of identifying each employees’ individual talents and abilities and encourages professional and personal growth.

TECHNOLOGICAL EXPERTISE

Various AI tools, Working knowledge of Microsoft Office and litigation software applications including Casemap, TextMap, Relativity, Adobe Professional, LexisNexis, Trial Director, Casetext (CoCounsel), Microsoft Teams, BOX, Dropbox, Clio, Encompass, Windows OS, MS Office, Apple iOS, Fannie Mae, Freddie Mac, DU, LP, Hogan, Calyx Point, Genesis 2000, CLUES, Lotus Notes, Quick Books, Imagen, experience with virtual and self-guided touring tools RealPage and Property Management Software.

Work Experience

LEGAL ASSISTANT/ PARALEGAL

Miller Law Group (Criminal Defense)- Sacramento, CA May 2018 to Present

Sacramento County CCD-Conflict Criminal Defenders (Mental Health Diversion Unit)

May 2023 to January 2024

Organized and Managed litigation teams for complex capital murder cases including but not limited to legal counsel, co-counsel, investigators, medical personnel.

Organize documents and coordinate document productions including bates-stamping, redaction, duplication and indexing of documents.

Perform various document searches in an e-Discovery database and conduct factual research on LexisNexis and the Internet.

Ability to multi-task, remain highly organized and thrive in a deadline-driven environment.

Handle e-filing in Federal, State, and local courts.

Prepare for depositions by gathering and preparing documents relevant to the deponent, organizing exhibits and summarizing deposition transcripts.

Work with attorneys and legal secretaries in the preparation and filing of all court documents.

Act as a liaison between various internal departments, as well as outside vendors.

Oversee the progress of documents through litigation, order transcripts/medical records, etc. from third party entities and fulfill requests from outside counsel and others.

Prepare for and attend trials/arbitrations: Organize exhibits, files and all other supporting documents, coordinate trial set-up and logistics, and assist attorneys in the courtroom.

Schedule appointments and manage attorney calendars.

Ender billable time and assist with billing.

Coordinate travel arrangements and deliver top-notch customer service.

CERTIFIED 3~D PROPERTY SCANNER

Class Valuation - Remote July 2021 to Present

• Direct customer contact for scheduling needs and exceptional customer service is always provided.

• Worked with property owners and tenants as needed.

Possess strong analytical and technological skills.

• Performed a physical inspection inside and out, taking note of all damages and or upgrades.

• Strong ability to navigate.

• Work closely with corporate leaders/team to approve assigned properties.

• Captured properties with a 360-degree camera and uploaded to create a virtual walkthrough and 3-dimensional layout including all measurements and square footage totals.

JR. UNDERWRITER

PennyMac Loan Services, LLC - Roseville, CA September 2020 to June 2022

• Reviewing customer loan applications for accuracy and completeness, evaluating credit reports to determine the creditworthiness of an applicant, and resolving issues with the application process.

• Review and analyze documentation provided on each loan including the 1003, credit report, income and asset documentation, purchase agreement, title report, etc. to make an informed lending decision in compliance with NPF polices and guidelines.

• Maintain an accurate pipeline by documenting conversation logs and tracking loan progress.

• Review and collect underwriting conditions and submit conditions to underwriting for final approval.

• Reviewing and responding to general underwriting scenarios

• Assisting with other responsibilities and projects as identified by management.

ELIGIBILITY SPECIALIST

SHRA Sacramento Housing Redevelopment Agency - Sacramento, CA March 2020 to August 2020

• Process and review client income, credit and eviction records for accuracy and eligibility.

• Collect, review, and sign off on all documents required from each client for processing.

• Working knowledge of applicable local and federal housing laws, including Fair Housing and Landlord and tenant laws.

• Experience generating property budgets and managing affordable housing developments, including HUD, Low Income Tax Credits, Rural Housing, and Tax-Exempt Bond properties.

• Contact homeowner to verify all terms.

• Run income calculations, property details, housing costs vs. income to verify eligibility requirements.

• verify background is clear and complete

• Request payment for client vouchers

OFFICE MANAGER

Environmental Safety Training Professionals (E.S.T.P.) - Rancho Cordova, CA April 2017 to May 2018

Handled general office administration, including Marketing, client retention.

•Oversaw AP, bookkeeping, and payroll.

•Hired and mentored office staff and teaching staff.

•Managed calendar of classes offered and informed clients of license expiration.

•Collected payments.

BUSINESS PREMIER BANKER

Wells Fargo - Sacramento, CA June 2015 to March 2016

• Service High-value customers with their banking needs taking approximately 50-70 calls per day.

• Seize every opportunity to enhance the customer's relationship with Wells Fargo by first providing superior service followed by the recommendation of new products to reduce any repeat issues for the customer.

• Awarded and recognized consistently for leading the team in referrals, sales, and superior customer experience.

FLIGHT ATTENDANT

SkyWest Airlines - Saint George, UT September 2010 to June 2015

Nothwest Airlines - Saint Paul, MN October 2007 to March 2008

• Verify first-aid, medical kits and other emergency equipment is on board and in correct working order. Ensure passenger cabin is pristine, with adequate supplies on board.

• Smile and greet each passenger upon boarding, assist with special needs, seating, storage of bags and any other requests or passenger needs.

• Always adhere to all FAA and company policies and procedures.

• Trained and naturally respond with urgency and care to any emergency, in-flight or on the ground.

• Effectively communicate with all crew, ground personnel, and ticketing agents to ensure accuracy and on time departures.

EXECUTIVE/PERSONAL ASSISTANT

Greenhalgh Consulting Services - Sacramento, CA January 2004 to June 2010

LICENSED REAL ESTATE SALESPERSON

Wonder Agents - Sacramento, CA September 2005 to October 2007

ASSISTANT COUNTER MANAGER

Macy's - Clinique, Sacramento, CA & Boise, ID May 2006 to November 2006

JUNIOR UNDERWRITER

Downey Savings and Loan - Rocklin, CA January 2002 to December 2002

EXECUTIVE ASSISTANT/SENIOR PROCESSOR

UC Lending - Sacramento, CA June 2001 to January 2002

EDUCATION

California State University Sacramento- Civil Engineering/Business 1998 to 1999

Allied Real Estate School - Sacramento, CA February 2006 to August 2006

CERTIFICATIONS AND LICENSES

Cosmetologist-State of CA

CA Real Estate License

First Aid CPR AED certified.

Food Handler

Driver's License

Certified 3-D Real Estate Property Scanner



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