Medical Records Customer Contact

Cynthia Wallace

Email: ************@*****.***

Phone: 704-***-****

(Open to working Remotely)

Professional Summary:

Paralegal with over ten years of experience handling litigation and sensitive documents.

Maintain organized database system to include customer contact, attorney correspondence, loan documents, depositions, medical records, employment information, court documentation proceedings and rulings.

Mass litigation insurance projects for Fortune 500 companies.

Managing contracts, amendments, resolutions, request for proposals, and funding for credit approval packages, including renewals, modifications, and terminations.

Proficient in Contract Negotiation, Microsoft Applications (Excel, Word & PowerPoint), CRM Management, Document Review, Investigative skills, Plans, Contracts, and Amendments.

Education: Paralegal Studies Kaplan University---2008-2010

Professional Experience:

Haystack (Remote)

Legal Document Reviewer October 2024 – December 2024

Manage e-discovery processes, including data collection, preservation, and review.

Manage financial contracts, amendments, resolutions, and funding documents for loan and credit approval packages, including renewals, modifications, and terminations.

Monitor and track legal matters in various jurisdictions.

Maintain organized database system to include customer contact, insurance information, attorney correspondence, loan documents, depositions, medical records, employment information, court documentation concerning foreclosure proceedings and rulings.

Epiq – Charlotte, NC March 2023 –-- February 2024

Document Specialist/Tactical Team Specialist (Contract)

Review and code financial documents electronically.

Review and code the nature of any claims of coverage disputes or relevant issues.

Accurately code policy and claim numbers electronically.

Ensure compliance while successfully negotiating rates and pricing with vendor terms and conditions.

Bank of America – Charlotte, NC May 2022 – December 2022

Documentation Analyst (Contract)

Addressing industry and credit risks in high-profile million-dollar credit agreements.

Collaborated with cross-functional teams, including sales, marketing, subject matter experts, and legal, to gather necessary information for proposal content.

Edited, proofread, and formatted proposals to ensure clarity, consistency, and compliance with client requirements.

Manage contracts, amendments, resolutions, and funding for credit approval packages, including renewals, modifications, and terminations.

Charlotte Family Housing – Charlotte, NC October 2021 – October 2022

Resident Advisor

Edit, proofread, and formatted proposals to guarantee clarity, consistency, and client requirements compliance.

Tracked all client communication and team interactions using CRM tools.

Actively participate as the first response layer to needs including lockouts, medical emergencies, and facility problems.

Assist with Resident’s agreements, and mediate conflict by utilizing mediation techniques.

Accrue Partners – Charlotte, NC October 2020 – March 2021

Senior Paralegal (Contract) TIAA

Reviewed and performed QC reviews on client's investment accounts including verifying proper account titling and statement delivery.

Identify and address risk with business activities per risk management.

Executed accurate attention to detail regarding cash receipts and account balances.

SharePoint, Excel, Word, and Adobe utilization.

Xerox/Conduent Charlotte, NC August 2016 - February 2017

Insurance Tele sales Agent (Contract)

Communicate with claimants, employers, and various medical professionals to gather information regarding the application for continued or new coverage.

Conduct investigations to determine whether to accept claimants for the upcoming year based on the relationship.

Responds to written and telephone inquiries including eligibility, approval/denial determinations, status, and continuation or closure of benefits.

Updates and accurately documents system and claim files on actions taken.

Synergy/Integreon – Charlotte, NC June 2018 – November 2019

Document Reviewer

Worked on mass litigation insurance project for Fortune 500 company.

Track legal matters from various jurisdictions of claimant’s discovery.

Maintain document control for data breach and litigation documents.

Correctly identify any discrepancies and enter the correct information in databases.

Support internal auditing process to ensure data accuracy and integrity.

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