Real Estate Medical Records

*** ******** ******

Amityville, NY ***** Cell: 631-***-****

ad7mys@r.postjobfree.com

Experienced Certified Paralegal with excellent office management and client relation skills seeking a position with a well-established organization with a stable environment that will enable me to use my strong organizational skills, educational background, and ability to work well with people.

Summary of Skills

Extensive legal experience in wills and estates, real estate, criminal law

Trained and experienced in investigation and interviewing techniques.

Receptionist duties

Mail distribution

Smart Advocate

Capable of working quickly and accurately under pressure to successfully meet short deadlines

Able to analyze complex and detailed material and solve problems

Effective oral and written communication skills

Strong computer skills, including detailed knowledge of Time Matters, Adobe, WordPerfect and Microsoft Word, Microsoft Office, Outlook, Adobe Scanning, filing, E-Connect E-Filing, Excel

Dictation Via Dictaphone Both Digital or Tape

Editing

Proofreading

PROFESSIONAL EXPERIENCE

Paralegal 05/24-Present

Alan M. Kapson, Esq. 631-***-**** Smithtown, New York

Open and closing the firm, receptionist duties, following up with emails, returning voicemail calls, receiving and sorting mail, ordering office and kitchen supplies, filing, scanning, new client intake, opening new files, drafting letters, running errands as needed, mail and bank runs, producing hipaa documents to obtain medical records, scheduling IME’s, scheduling EBT’s ordering interpreters if needed, prepare trial binders with photos and exhibits, client contact via e-mail, telephone, and regular postal service.

Paralegal

Stagg Wabnik, Garden City, New York 09/2023-2/2024

Backup for receptionist on lunch break, distribute mail, intake of new clients, opening files, legal research, assembling trial preparation binders for trial. Drafting and filing documents for guardianship. Contact with clients via telephone, email and regular postal service. E-Filing, executing Hipaa forms and obtaining medical records. Assemble trial binders, schedule depositions.

Manager

Park Avenue Grill, Amityville, New York 98/-Present

Nights as needed for many years at a local Restaurant. Due to the flexibility as I was raising my son. I have worked with the exchange of three (3) business owners. On nights and weekends and as needed. Coached waiters, waitresses, bartenders, baristas, and hosts on rotating menu items. Encouraged staff to influence desert pairing decisions based on taste and menu. Helped servers as needed and managed their training on beverage and food safety. Successfully instituted a promotional survey to assess our customers’ demands. An experienced team leader with effective leadership and motivational skills. Solution-oriented with exceptional critical thinking. Excellent verbal communication with employees and customers.

Paralegal

Trainor and Seplow, Esqs., Massapequa, New York 02/11- 02/14

Intake of new clients to obtain accident information, open files, order medical records, schedule IME's and correspondence with clients. Fill out and have clients sign HIPAA Forms, Follow up with clients on all doctor visits. Scheduled depositions and hired interpreters as needed and notified court reporters of locations of depositions. Client contact via telephone, E-mail and in person. Telephone and general office duties such as handling outgoing mail, ordering office supplies and opening the office for other employees.

Paralegal 03/04 – 08/09

Sarisohn Law Partners, LLC, Commack, New York Sarisohn, Sarisohn, Carner, LeBow, Visconti, Braun, and Shiebler, Esqs.

Assist lawyers by researching legal precedent, investigating facts and preparing legal documents in support of closings, adoptions, real estate and legal name changes. Legal documents include deeds, TP-584, Real Property transfer reports, and residential and commercial Contracts of Sale. Conduct research to support a legal proceeding to formulate a defense or initiate legal actions. Order Termite Inspections and Title reports in support of legal proceedings. Work directly with financial institutions to obtain payoff letters. Act as liaison for the Nassau and Suffolk County Court Clerks. Coordinate legal activities by scheduling client appointments and closings, Taking Dictation, preparing and mailing client letters for court appearances, assembling and maintaining business files for existing and new clientele in addition to meeting with clients. Drafted Last Will and Testaments, Powers of Attorney, Living Wills, DNR Orders, had constant client contact via Email, phone and regular postal mail. Also with client’s requested executor/executrix. Witnessed said documents. Made sure client was aware of what they were signing, that they were of sound mind and not coerced in any manner. These Last Will and Testaments were properly labeled enveloped and put in a safe with copies for the client.

Paralegal 09/01-03/04

Nationwide Court Services, Bohemia, New York

Investigated and obtained copies of deeds, mortgages and liens from county clerk’s office. Obtained tax information from the Town involved all in order to compile and extract pertinent information to be included in title reports. Field employee interaction was through Nextel Radio. Client interaction was via Email, telephone, and fax.

Paralegal 09/98 –07/01

Michael L. Kohl, P.C., Amityville, New York

Prepared legal documents, including summons and complaints, information subpoenas, and final order. Obtained warrants of arrest and located defendants through the United States Post Office. Communicated with financial institutions to request bank account restraints. In support of legal proceedings, assembled and maintained client files and prepared client documents. Represented attorney to clients and other external sources. Handled outgoing mail, and answered phones.

Education

BS: Communications/Journalism

Farmingdale State University of New York, Farmingdale, New York 08/2008-06/2012

AOS: Office Technology concentration in Legal Assistant/Paralegal

Briarcliffe College, Woodbury and Bethpage, New York 05/1999-06/2001

Shawna O'Connell

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