Monalyne Cross
****A Seaton St. Victoria, BC V8Z 3W8
*********@*****.***
Paralegal Accounting Office Administration Mortgage Consultant
Performance driven professional with significate paralegal and accounting experience in a variety of business settings. Knowledge in creating multi-types of legal documents with a high degree of legal acumen.
Key Areas of Knowledge
-Attention to detail
-Organization
-Paralegal knowledge
-Collections
-Time Management
-Team Building
-Great interpersonal skills
-Conveyancing
-Accounting Principles
-Client Relationship Management
-Research
Profile
-Assisting Law firms in organizing clients, finances, typing documents.
-Office Management: Performed the full spectrum of daily office management processes as well as accounts payable, accounts receivable, payroll, and purchasing.
-Listening to the people’s needs and worries. Offering them a kind ear with intensity as to their desires, going above and beyond to adhere to them.
-Working in the Financial and Customer Service Industry has given me incredible experience with people which has educated me how to respond to different personalities and react proactively.
-Customer Service Representation – Mortgagees- HELOC (Home Equity Line Of Credit)
Professional Experience
ASAP 6 month contract: 2024
Shannon https://asapventures.ca
561 Hillside Ave Unit 1 Victoria, BC
Review files
Receive relevant documents and sort/file them
Organize and file documents
Collect pass due accounts
Dustin Geddes CPA 2022 & 2023-Feb-May over tax season 4090 Shelbourne St. Victoria, BC https://geddescpa.ca
********@*****.***
Review files
Receive relevant documents
Organize and file documents
Answer phone calls
Welcome and converse with clients accordingly
Manulife Bank and Trust – Mortgage Consultant 2016 Dec- April 2019
Saskatchewan https://www.manulife.com
Once Docu sign came into action, there was a huge buy out
Reviewed applications ensuring applications and forms were complete.
Coordinated sales support by scheduling field visits, workflows, and report submissions
Directly conversed with advisors concerning new products and application processes
Secured high levels of growth with marketing
Amplified brand recognition and goodwill by organizing community fundraising events
Increased revenue by selling additional products in addition to mortgages such as home insurance
Woodward and Company – Legal Assistant 2021
1022 Government St #2 Victoria BC https//woodwardandcompany.com
Review relevant information
required by the Lawyers
Prepare documents for Court
Cornerstone Properties – Bookkeeper – 2020
Victoria, BC https//cornerstoneproperties.bc.ca
Bookkeeping for the hundreds of properties
Peninsula Denture Clinic – Accountant for 1 month 2019 One month until Covid Shut them down
9769 Fifth St. B Sidney BC https//peninsuladentrue.ca
Customer service
Bookkeeping
Collections
Maureen Russo Law Office – Paralegal 2018
110-1175 Cook St Victoria BC Https://www.lawyer.com
Victoria
Review client’s information
Created legal documents as required
Minuk Law – Paralegal 2014-Feb- 2015-Mar Practicum
Brad Minuk 1-403-***-****
8227 Elbow Dr. SW https//www.minuklaw.com
Calgary, AB
Primarily Litigation
Real Estate; Conveyancing using application PC Law
Commissioner of Oaths
Implemented a new filing system
Converted notes into undertakings
Calendar coordinated
Booked travel arrangements
Booked Court Reporters
Managed client files
Assist in preparation of files for Chambers and Trial Preparation
Took 10 years of files & organized them chronologically and by Case
Calgary Legal Guidance (GLG) – Paralegal Front Desk 2012-2013 Worked at part time while in College taking Paralegal
100-840 7Ave SW Calgary, AB Kim Fedoroff 403-***-****
Assisted clients E **********@***.**.**
Researched information ]
Drafted Correspondence
Handled Telephone queries
Scheduled appointments
Assisted Clients to Courthouse
Assisted with ID Clinics
Volunteered at many functions which were needed to fund CLG’s work
REEVES COLLEGE obtaining Paralegal Certificate. Dec.2010- Feb2 013
Calgary, AB
Bachalo Farms – Office Manager 2003-2009
69082 Rd 35W Arnold Bachalo
Portage la Prairie, MB 204-***-****
Managed office administration and day to day operations
Accounts payable and accounts receivable
Payroll
Procurement
Organized product delivery
Collections
Grew business 175%
Professional Development
First Aid-CPR/AED Level HCP 2021- updated September, 2024
QuickBooks 2019
Life License Qualification Program 2016
Paralegal Certificate – Reeves College – Calgary, AB 2013
Office Technician Certificate – Red River College Polytechnic 2003
Simply Accounting - Red River Community College 2002
Accounting for small businesses – Red River College Polytechnic 2000
Quantum Touch Practitioner – Randy Zoonis 2020
The Emotion Code – Dr. Bradley Nelson 2021