Experienced Legal Secretary & Executive Assistant

DOREEN K. PARKER

RESUME

CELL: 925-***-**** / EMAIL: **********@*****.***

PROFESSIONAL EXPERIENCE:

INSURANCE DEFENSE & WORKERS' COMP. LAW FIRM 12/2024-present

LEGAL SECRETARY/PARALEGAL/TRAINER - (Work for 2 busy attorneys from Office in Walnut Creek for 2 years now).

CONTRACT EMPLOYMENT, VARIOUS AGENCIES 02/07/22-12/2024 LEGAL SECRETARY (WCAB & CIVIL LIT) RECEPTIONIST, DATA ENTRY, XCEL PROJECTS

CONFIDENTIAL PLAINTIFF LAW FIRM, SF (via Temp Agency) 08/07/20-02/04/22 LEGAL SECRETARY/OFFICE MGR to Sole Attorney (Resigned-Sole Practitioner retiring/Hired PT Secty)

Typed Pleadings, Discovery, TOC/TOA (MSJs), for edit/review; e-filing; Met all Court deadlines; Set Motion Hearings, etc.;

Prepared Fee Contracts; Handled all discovery with clients; daily prioritizing workloads; Kept attorney’s calendar; Paid all Office Vendor Bills (Quickbooks); Prepared CPA tax reports; Answered telephones;

Prepared Settlement 998 Offers; Cut/distributed Settlement checks; Made all bank deposits; Booked Travel arrangements/itineraries (Domestic and International); Prepared for Trials/Courtrooms, etc. Troubleshoot with limited authority-daily conflicts; Composed, proofread, copy, distributed correspondence. Hired outside copy vendors, court reporters,experts; Setup meeting venues, conference room

WFBM, LLP, SF, CA 02/20/18-03/16/20 (COVID-19 HITS-all forced home)

CALENDAR CLERK for SF office & LEGAL ASST. in INS. DEFENSE, CIVIL LIT, ASBESTOS CASES, CORP. TRANS., Noah Woo, Esq. 909-***-****; Randall J. Lee, Esq.,Partner 415-***-****

(Los Angeles & San Francisco office Downsized)

Typed (iManage/FileSite) Pleadings, Discovery, Subpoenas (Westlaw DocBuilder), TOC/TOA (MSJs); MS Word"Styles"

Use of Company Templates; Macros; Review Contracts; Research Westlaw & DocBuilder Forms; Prepared trial binders; Handled daily prioritizing workloads, Met all Court E-Filing deadlines (TrueFiling; FileAndServeXpress); Kept attorneys calendars; Prepared expense reports; Answered telephones, relayed messages; Hire/Pay Vendors (LMS Workflow)

Set Motion hearings and other court dates (Outlook)

Calendar Clerk for SF office in all Court appearances, Motions, depos, conference calls, CourtCalls (any/all meetings)

KAISER PERMANENTE, Labor Relations Dept, 1950 Franklin St, Oakland, CA 06/05/17-02/20/18 EXECUTIVE/ADMIN. ASST. to Labor Relations Dept. Consultants and the LR Director, David J. Frizzell 510-***-****, Consultant, Norah Eller 510-***-**** (Extended Contract Work)

Review Data/Analyze, then Data entry into complex Databases by Union Issues/Subcategories/Legal Contracts, etc.

Draft/compose correspondence, Distribute mail(Lotus/IBM Notes), Answer/Direct calls (Cisco IP phone) to Kaiser

Consultants/Statewide; Set up(WebEx) Video conferences, Calendar meetings(Meeting Room Mgr.), process Vendor Accts.

Payable(OneLink), Order Supplies(OneLink), Prepare expense reports(OneLink), Time billing; Maintained filing systems (Hardcopy & Digital & Storage) High volume of in-house filing

CONTRACT WORK: Executive Assistant, Legal Secretary, Receptionist, Data Entry 12/2016-06/05/17 Apple One Agency, Walnut Creek, CA John Moran 925-***-**** (Short-Term Work) Abacus Employment Agency, San Francisco, CA (placed me at Kaiser Permanente)

VERA SANZ INSURANCE AGENCY, Antioch, CA 07/2013-12/2016 EXECUTIVE/ADMINISTRATIVE ASSISTANT to OWNER/CEO

(Permanent part-time 2-3/days/week; Laid-off as Sole Owner sold Company)

Reviewed insurance contracts in cases that proceed to litigation; aided adjusters gather trial binder info Liaised with Outside Counsel regarding document input; Reviewed/gathered medical documents for potential insurance fraud cases. Managed multi-line telephone system, fielded questions, directed calls, delivered all messages

Kept CEO Calendar and Expense reports; Composed correspondence to adjusters using Formatted letters; Assisted part-time Bookkeeper in miscellaneous projects; Kept in-house filing system; Kept track of petty cash, ordered all office supplies, maintained Vendor office equipment leases; Setup meetings (WebEx), confirmed all parties’ attendance, prepared meeting materials (PowerPoint) and Kept office and kitchen clean, ordered catered luncheons

DOREEN K. PARKER

RESUME – page -2-

COMPASSIONATE COMMUNITY CARE, San Francisco, CA (Nurse Assistant) 07/2012-7/2013

(Contractor as NURSE ASSISTANT: Residential & Acute Care Hospitals; Outpatient Residences)

PRIVATE HEALTHCARE, Concord, CA (Live-In Nurse Asst. to terminally ill Family Member 2009 – 2012

GORDON & REES, San Francisco, CA, (former) HR Director, Supervisor, SUSAN ROE 2008 & 2009 LEGAL SECRETARY to 4+ Attorneys. (Ms. Roe went to Veen Firm and now retired.) San Francisco (Contract work & invited back annually to work for Summer Associates).

DUTIES: Typed (iManage) Pleadings, Discovery, Subpoenas, TOC/TOA (MSJs), redlining, etc. for review; Prepared trial binders; Handled daily prioritizing workloads, Met all Court E-Filing deadlines; Kept attorneys calendars; Prepared expense reports; Answered telephones, Input attorney timesheets, review/edit client-billing; Set Motion hearings and other court dates, Set All Calendar dates for a Dept. of Attorneys

Booked Travel arrangements/itineraries (Domestic and International)

Troubleshoot with limited authority-daily conflicts; Composed, proofread, copy, distribute correspondence; Hired outside copy vendors, court reporters, caterers and reconciled bills; Setup meeting venues, conference rooms.

D. PARKER, Clayton, CA (24/7 Private Live-in Nurse Assistant in Private Residence Care) 01/2004-06/2008

KEVIN GILBERT, ESQ., currently at Orbach, Huff, Suarez & Henderson Oakland, CA (Mr. Gilbert was former Associate of BRADLEY, et al.) 510-***-****/510-***-**** 11/2001-01/2004 LEGAL ASSISTANT: 4 ATTORNEYS at Bradley (Permanent, Full-time) Ins. Def; Civil Lit; Med. Mal.; Constr. Defect-Recession-Laid Off Ins. Def. Team-2 attorneys [Partnership split & Relocated); Prepared Pleadings, Discovery, Subpoenas for Federal/State court E-filings; TOC/TOA; edit/proofed briefs, etc.

Directed all incoming calls, prioritize daily workloads, Greet clients, vendors and Expert Witnesses; Set Motion hearings and other court dates, Composed correspondence, memos; Opened, calendared, sorted, distributed all incoming mail and faxes; Kept attorney calendars, generate Expense reports, edit/proof attorney Timesheets and client billing entries

Booked Travel arrangements/itineraries, Setup in-house meetings, equipment, lunches; Setup Conference calls, equipment, Participant codes, Followed-up on confirmed Attendance; Hired outside copy vendors, court reporters, investigators and process servers; Kept petty cash for (some) Court Fees and office expenses; Ordered and managed stock of Department office supplies and Maintained file systems (hardcopy & digital)

BROBECK, PHLEGER & HARRISON, San Francisco, CA 05/2000-11/2001 LEGAL SECRETARY TO ALL DEPTS. as PERMANENT FLOATER

(Lay-off of 400 from 600 persons due to Partnership split, Firm Restructured) ASSIGNED daily/weekly/monthly to all Depts. for the Out Sick/Vacationing, etc. Legal Secretaries; Adapted quickly and efficiently, typed/edited/proofed Pleadings, TOC/TOAs, Discovery, all documents; E-filings in Federal or State courts, met daily deadlines, analyzed and submitted Court Costs; Set Motion Hearings and other court dates in local courts; Calendared all Court filings and Attorneys meeting dates; Handled telephone calls, relayed messages, Prioritized daily workloads; Communicated with Attorneys, clients, vendors and Expert Witnesses; Hired outside copy vendors, court reporters, investigators and process servers; Booked Travel plans/itineraries, Set up conference calls, rooms, equipment using Resource Scheduler software

Prepared attorney Expense reports, Timesheets and reviewed/proofed client billing entries; Researched on Lexis/Nexis, some Westlaw

Ordered office supplies for Human Resources Department

AIBC MUNICIPAL SECURITIES/AMERICAN GOV’T., Miami, FL 06/1995-05/2000 SECRETARY then OFFICE MGR. to 2 AVP/Financial Consultants, David Brandt, Clark Bennett; (Permanent; Resigned to return to CA, then Interviewed, hired and trained my replacement); Performed financial research of corporate credit histories, liabilities in preparing Housing Authority (HA) and HUD Financial Loans; Took live dictation Minutes of the Meeting, proofed, copied, distributed to all Parties; Typed, copied, cut and bound (2 inch thick) Private Placement Memoranda (PPM), Official Statements (OS) and Bid Proposals Seeking to underwrite, rate, re-insure real estate projects or County Authorities to purchase Refundings or Municipal Bonds; Performed data entry, coordinated meetings in-house and Conference calls and verify attendee confirmation

DOREEN K. PARKER

RESUME – page -3-

Handled all incoming telephone calls, Kept Consultants calendars

Kept Library in-house of all County real estate projects and loans granted; Liaison to Public-at-large answering questions regarding HUD or HA detail information on loans (back 50 years); Worked closely with in-house General Counsel (Stephen Sanford, Esq. of Greenberg, Traurig of Miami); Responsible for 10% input of the Bid Proposals via spreadsheets involving real estate value due to population increases, Traffic increases and highway building projections, etc.

SKILLS: Type: 75-85 wpm

Shorthand: 70 spm

Take Minutes of Live Board Meetings (up to 10 persons) (+Transcribe, Seal Original & Distribute Copies) Transcription of Tapes at 85-90 wpm + familiar with One Module Technical Experience: Microsoft Word 2007/2010/13, Use STYLES; NETFILE; DocuCents CLIO Templates & Calendaring; Outlook/Outlook Express; Excel Spreadsheets and Wordperfect; Data Entry; CCC MacroPro; TypingStyles; TOC/TOA; PowerPoint; Adobe; Google Docs; QuickBooks; iManage; FileMaker Pro; Hummingbird; Case One/Next Generation; Lotus 1-2-3/IBM Notes; OneLink (Set up Conference Room Calls, Reserve Rooms, Process Invoices, Order Supplies); Transcription Module; Live Note; VISION; Compulaw; ProLaw; VISION; QuattroPro; Concur; Carpe Diem; Pro-Forma; US Court Forms; Legal Solutions; Westlaw Research & FormsBuilder; Nexis/Lexis Languages: English (Advanced);

Spanish Classes (Not fluent but-conversational; can also read/write) EDUCATION:

Paralegal Degree 1993, ROLLINS COLLEGE, Wintergarden, FL (Attended annex campus at FAU, Boca Raton, FL) Continuing Ed., DIABLO VALLEY COLLEGE, Pleasant Hill, CA (AA degree) High School Diploma, 3.98 gpa with Honors, YGNACIO VALLEY HIGH, Concord, CA ORGANIZATIONS:

Own U.S. DESIGN PATENT, 1992

CASA-COURT APPOINTED SPECIAL ADVOCATE, 1991-1993, Volunteer Mentorship to Children of the Contra Costa County Family Law Judges’ Program

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