ANTHONY MONGELLI

***** **** **** ****., ***. P, Fair Oaks, CA 95628 · 408-***-****

adm9uj@r.postjobfree.com· LinkedIn Profile ·

Professional Summary

A legal professional with a variety of experience. Expert in document management and records.

Driven with an outstanding work ethic who will go above and beyond to get the job done right. The

Ability to catch on quickly and a keen eye for details.

Education: 2004-2008 Notre Dame de Namur University, Belmont, CA

BA Psychology

1985-1989 City College of San Francisco

AA Legal Assisting/Paralegal Certificate

Summary of

Qualifications

Possess a strong desire to help others.

Highly organized with a strong attention to detail.

Possess a strong work ethic and a high level of integrity.

Working knowledge of Microsoft Office, Excel, Misc. Records systems

Good customer service and people skills

Experience Office Specialist II - Apple One/Sacramento Cty. Property Tax Unit (10/16/19-01/17/20)

Processing and creation of BI (billing inquiry) stubs to identify property parcels with Assessor Parcel Numbers (APN) including verification of parcel numbers and research of property information including property tax payments. Data entry of correct parcel numbers and print to reflect pertinent information.

Print/Process incoming Mortgage and Title company payments for property taxes

Create notice of error correspondence for payments received from Title/Mortgage companies

Scan documents using Kofax scanner

Documentation Specialist - Pathways Personnel/PG&E (6/19/17-2/15/19)

Worked with team members who scanned and uploaded meta data/vital land records into an approved digital depository in order to bring them into compliance with records retention standards.

Performed Quality control of team members image and quality and meta data accuracy before it was put into production.

Primarily researched maps and documents and coded them into database to provide pertinent information.

Took hard copies of documents in the form of land engineering maps and documents and converted them into electronic format to be archived in electronic records retention database (Documentum).

Researched hard copy records to assess whether they were an official record and created the record in Documentum for documents that currently did not exist to be scanned into system.

Utilize SharePoint for document storage

Records Assistant - Cooley. Palo Alto, CA (2/7/11 – 10/10/16)

Utilized FileSurf Records system and Autonomy Records Manager (ARM) to facilitate management of on-site firm files and records

E-filed documents

Assisted office staff in locating files and documents

Retrieved files requested by staff

Maintained and managed escrow, trademark, and patent related files

Created duplicate files as needed

Organized and assembled new files requested daily by staff members

Processed and facilitated transfer of firm’s client files to new counsel

Prepared reports for staff members in Excel spreadsheet format

Handled a high volume of daily requests from attorneys and paralegals requiring strong customer service, prioritization, communication skills, and sound judgment

Records Clerk - Bingham, McCutchen, Palo Alto, CA (8/2006 – 9/8/10)

Utilized Accutrac Records system to facilitate management of firm files and records.

Created new files requested by office staff

Assisted office staff in locating files and documents

Requested files and records from off-site storage

Organized and maintained firm files and documents

Handled a high volume of daily requests from attorneys and paralegals requiring strong

customer service, prioritization, communication skills, and sound judgment

Paralegal - Thelen, Reid & Priest, San Francisco, CA (9/2002 - 7/2005)

Sorted, organized, and indexed construction litigation pleadings and discovery documents

Prepared witness and trial exhibit binders

Summarized depositions and employment records in preparation for trial

Assisted senior paralegal with document review and document management

Assisted in searching and review of data in Concordance database

Paralegal - Drath, Clifford, Murphy, Wennerholm & Hagen, Oakland, CA

(9/2000 - 3/2002)

Managed and organized construction litigation

Prepared records summaries including page-line depositions

Prepared production of pre-trial order compliance discovery

Paralegal - Law Offices of Fong and Fong, Alameda, CA (10/1997 through 8/2000)

Managed and organized plaintiff document intensive construction litigation

Prepared production of pre-trial order compliance discovery

Managed documentation in Summation database

Paralegal - Low, Ball & Lynch, Redwood Shores, CA (4/1992-7/1997)

Managed and organized construction litigation

Prepared records summaries including page-line depositions

Prepared production of pre-trial order compliance discovery

Maintained document depository for parties document production

Attended document inspections

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