Patty K. Wellman

Experienced and dedicated.

Hephzibah, GA 30815

ad4uw3@r.postjobfree.com

Telephone: 803-***-****

Authorized to work in the US for any employer

Work Experience

Paralegal

Woron & Dhillon, LLC - Columbia, SC

September 2021 to Present

Support NC and SC attorneys in civil litigation focusing on automobile accidents, personal injury, and premises liability, pre-litigation and litigation. My responsibilities include but are not limited to: file preparation; maintaining client relationships; preparing medical record and billing summaries; drafting demands; facilitating settlement; drafting Complaints; drafting discovery requests and responses; drafting of a necessary pleadings; maintain client relationships; scheduling; legal and medical research; organization and indexing of documentation; exhibit preparation; preparation of mediation and trial presentations; and obtaining and summarizing medical records and billing statements; preparation of demands; maintaining settlement negotiations; obtaining medical balances and reductions; preparation of settlement documentation; and ensuring all file closing procedures have been accurately completed including Trust account reporting as required by the NC Bar Association. Litigation Paralegal

Monge & Associates - Columbia, SC

November 2020 to August 2021

Support trial attorneys in civil litigation focusing on automobile accidents, personal injury, and premises liability litigation. My responsibilities include but are not limited to: file preparation, drafting Complaints; drafting discovery requests and responses; drafting of a necessary pleadings; maintain client relationships; scheduling; legal and medical research; organization and indexing of documentation; exhibit preparation; preparation of mediation and trial presentations; and obtaining and summarizing medical records and billing statements.

Paralegal

The Joye Law Firm - Columbia,

SC March 2019 to November 2020

Support several attorneys in pre-litigation and litigation focusing on automobile accidents, personal injury, and premises liability. My responsibilities include but are not limited to: file preparation, drafting Initial pleadings; ensuring efficient service of pleadings; drafting discovery requests and responses; maintaining client relationships; scheduling; legal and medical research; drafting all necessary pleadings; preparation of mediation and trial presentations; drafting demands; facilitating negotiations; and obtaining and summarizing medical records and billing statements. Paralegal

The Jeffcoat Firm - Columbia, SC

May 2018 to March 2019

Support several attorneys in civil pre-litigation and litigation focusing on automobile accidents, personal injury, products liability, medical malpractice, and nursing home negligence litigation. My responsibilities include but are not limited to: file preparation, drafting Complaints; drafting initial discovery requests; maintaining client relationships; scheduling; research; drafting demands; and obtaining and summarizing medical records and billing statements. Other responsibilities include needles database programming and management, front desk operations, and intake specialist. Paralegal

Chappell, Smith & Arden, P.A - Columbia, SC

December 2013 to May 2018

Support several attorneys in civil litigation focusing mainly on automobile accidents, miscellaneous personal injury, trucking litigation, medical malpractice, mass torts, and nursing home negligence litigation. My responsibilities include but are not limited to: file preparation, drafting Complaints; drafting initial discovery requests; maintaining client relationships; scheduling; research; drafting demands; and obtaining and summarizing medical records and billing statements. Paralegal

Hedrick, Gardner, Kincheloe & Garafalo - Columbia, SC August 2013 to November 2013

Support several attorneys in civil litigation focusing mainly on automobile accidents, miscellaneous personal injury, trucking litigation, medical malpractice, mass torts, and nursing home negligence litigation. My responsibilities include but are not limited to: file preparation, drafting Complaints; drafting initial discovery requests; maintaining client relationships; scheduling; research; drafting demands; and obtaining and summarizing medical records and billing statements. Paralegal

McDaniel Law Firm - Columbia, SC

September 2011 to August 2013

Support attorneys in workers' compensation and civil litigation with the focus of the practice being on workers' compensation for the injured worker. My responsibilities included but were not limited to pre- litigation file preparation; drafting various pleadings; preparing correspondence to the Commission, Court, clients, and attorneys; maintaining client relationships; scheduling; research; drafting demands; and obtaining and summarizing medical records and billing statements. Paralegal

Chappell, Smith & Arden, P.A - Columbia, SC

May 2010 to August 2011

Support several attorneys in civil litigation focusing mainly on pre-litigation file preparation, drafting Complaints; drafting initial discovery requests; maintaining client relationships; scheduling; research; drafting demands; and obtaining and summarizing medical records and billing statements. Paralegal II

Collins and Lacy - Columbia, SC

October 2007 to February 2010

• Support multiple attorneys on a "team" of insurance defense attorneys and one (1) attorney in Probate, Real Estate, and Debt Collection matters. Responsibilities included but were not limited to: client relations; scheduling; research; preparing documents such as motions, Complaints, discovery requests and responses, and Orders; mediation presentation preparation; correspondence preparation; reviewing and summarizing medical records and billing statements; researching medical conditions in an effort to limit the carrier's exposure to damages; preparing exhibits for trial; filing documentation in the local and federal courts; deposition scheduling and preparation; preparation of real estate closing documentation; and completion of all documentation necessary to complete the estate probation process.

• Preparation of PowerPoint presentations for Mediation, arbitration, and trial.

• Accompanying team attorneys to trial as necessary. Office Manager/Paralegal Koon

and Cook, PA - Columbia, SC

November 2004 to May 2007

in Probate, Criminal Defense and Civil Litigation. Responsibilities included but were not limited to: client relations; scheduling; research; preparing documents such as motions, Complaints, discovery requests and responses, and Orders; mediation presentation preparation; correspondence preparation; reviewing and summarizing medical records and billing statements; researching medical conditions in an effort to maximize the client's rights to damages; preparing exhibits for trial; filing documentation in the local and federal Courts as well as the Workers' Compensation Commission; deposition scheduling and preparation; preparation of all documentation necessary to pursue a workers' compensation matter; and completion of all documentation necessary to complete an estate probation process.

• Preparation of PowerPoint presentations for Mediation, arbitration, and trial.

• Accompanying the attorneys to trial as necessary.

• Maintaining financial logs for client files, preparing balance due statements for clients, and ensuring proper payment of client settlement disbursals.

• Receiving, verifying, and paying all monthly operating expenses from operating accounts.

• Maintaining trust accounts.

• Preparing hourly employee weekly payroll reports and transmitting them to the payroll accounting firm for payment in a timely manner.

Legal Assistant

Riley, Pope & Laney, LLC - Columbia,

SC August 2004 to November 2004

• Support multiple attorneys in worker's compensation, probate and civil defense matters. Responsibilities included but were not limited to: client relations; scheduling; research; preparing documents such as motions, Complaints, discovery requests and responses and Orders; mediation presentation preparation, correspondence, reviewing and summarizing medical records and billing statements; researching medical conditions in an effort to limit the carrier's exposure to damages; preparing exhibits for trial; filing documentation in the local and federal Courts as well as the Workers' Compensation Commission; deposition scheduling and preparation; preparation of all documentation necessary to pursue a workers' compensation matter.

• Commercial contract preparation and modification as directed by the firm partners. Legal Assistant

Koon and Cook, PA - Columbia, SC

August 2003 to August 2004

Criminal Defense and Civil Litigation. Responsibilities included but were not limited to: client relations; scheduling; research; preparing documents such as motions, Complaints, discovery requests and responses, and Orders; mediation presentation preparation; correspondence preparation; reviewing and summarizing medical records and billing statements; researching medical conditions in an effort to maximize the client's rights to damages; preparing exhibits for trial; filing documentation in the local and federal Courts as well as the Workers' Compensation Commission; deposition scheduling and preparation; preparation of all documentation necessary to pursue a workers' compensation matter; and completion of all documentation necessary to complete the estate probation process.

• Preparation of PowerPoint presentations for Mediation, arbitration, and trial. Legal Secretary/Office Manager

Law Office of Michael Ray Ellisor - Columbia,

SC August 2001 to November 2003

• Support the attorney in Probate, Criminal Defense and Domestic litigation matters. Responsibilities included but were not limited to: client relations; scheduling; research; preparing documents such as motions, Complaints, discovery requests and responses, and Orders; mediation presentation preparation; correspondence preparation; reviewing and summarizing medical records and billing statements; researching medical conditions in an effort to maximize the client's rights to damages; preparing exhibits for trial; filing documentation in the local and federal Courts as well as the Workers' Compensation Commission; deposition scheduling and preparation; preparation of all documentation necessary to pursue a workers' compensation matter; and completion of all documentation necessary to complete the estate probation process.

• Accompanying the attorney to trial as necessary.

• Maintaining financial logs for client files, preparing balance due statements for clients, and ensuring proper payment of client settlement disbursals.

• Receiving, verifying, and paying all monthly operating expenses from operating accounts. Skills

• Certificate in PowerPoint for Litigators

• Proficient in Needles

• Filevine (intermediary experience)

• Proficient in Microsoft Office, Word, Excel, Adobe Acrobat, & Quickbooks

• Legal Drafting

• Workers' Compensation

• Legal Research

• Personal Assistant Experience

• Medical Records

• Escrow

• Transcription

• Calendar Management

• Docketing

• E-filing, State and federal levels

• Administrative Experience

• Proofreading

• Microsoft Outlook

• Writing Skills

• Typing

• Documentation review

• English

• Customer service

• Time management

• Microsoft Excel

• Microsoft Word

• Microsoft Powerpoint

• Microsoft Office

• Case Management

• Document Management

• Accounting

• Accounts Payable

• ICD-10

• Quality Assurance

• Negotiation

Assessments

Legal Skills — Proficient

Assisting practicing attorneys in the preparation for litigation proceedings Full results: Proficient

Sales Fit — Proficient

Assesses personality traits that are important for sales roles. Full results: Proficient

Attention to Detail — Proficient

Identifying differences in materials, following instructions, and detecting details among distracting information

Full results: Proficient

Customer Service Manager — Proficient

Managing customer service representatives and resolving customer issues Full results: Proficient

Working with MS Word Documents — Highly Proficient Knowledge of various Microsoft Word features, functions, and techniques Full results: Highly Proficient

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