Litigation Paralegal Medical Records
Resume:
RACHEL MORGAN
**** *. **** ******, ************, PA 19145
***********@*******.***
EXPERIENCE
A professional Litigation Paralegal that is client focused with an ability to build strong relationships with witnesses, government agencies, medical providers, experts, opposing counsel and insurance company representatives involved in clients' cases. Initiate case litigation, requesting necessary information such as all reports, records, insurance information, fact witness' information by way of correspondence and signed releases. Possesses advanced research and analytical skills that are required for case organization, maintaining case materials, organizing and reviewing records, preparing chronological arbitration and deposition summaries, form interrogatories, propounding and responding to supplemental interrogatories, requests for admissions and documents. Proficient with database management, electronic filing, and litigation software. Familiar with NJ and PA, municipal, county and PACER electronic filing, rules, and procedures.
SKILLS
• Deposition and Trial Preparation of Fact, Third
Party and Expert Witnesses
• Insurance Defense
• Submission of Time Sensitive Motion Filings,
Responses, Replies, Pleadings and
• Draft and serve summons
• Summarize Medical Records
• Forthright New Jersey No-Fault PIP
Arbitration Rules and Filings
• Proficient with E-Filing
• Proficient in Adobe Acrobat
• Proficient in MS Office
• Proficient in Lexis Nexis, Time Matters, ProLaw
• Performing administrative duties (i.e. calendar
hearings and deadlines, organize case files)
• Complex Business Litigation Programs
• Organizing of Pertinent Discovery Materials and
Responses to Discovery Requests
WORK
HISTORY
05/2022 to
Present
Litigation Paralegal
Bruccoleri Law, LLC – Philadelphia, PA
- Support several attorneys, conduct initial interviews with new and old clients consulting with the firm for new cases, gather the necessary information and documents needed to prepare the complaints to initiate their case or for preparing an answer to a complaint they were named as the defendant.
- Litigate all cases from initiation to settlement, involving primarily personal injury, medical malpractice, negligence, gross negligence, PIP arbitrations as well as breach of contracts, real estate closings, deeds, mortgage notes, business contracts and business formations. 05/2016 to
09/2018
Litigation Settlement Paralegal
Spear Greenfield – Philadelphia, PA
- Obtained all health insurance information, police reports, executed authorization forms, requested medical records and all billing, scheduled appointments with providers, requested PIP ledgers for keeping track of ongoing treatment that would be paid by the amount of the insurance companies' PIP benefits.
- Handled the accounting of client's settlement awards, obtaining liens with the government, health insurance and workers compensation insurance companies or outstanding medical bills to be accurately deducted from settlement.
- Met with clients, distributed settlement checks and corresponded with the courts, insurance companies, attorneys, clients, hospitals and doctor's offices daily by way of telephone, in person, fax, emails and meetings.
- Obtain all authorizations and certifications executed by the clients to request all necessary records for preparation of chronological medical summaries to draft initial pleadings for the case.
- Prepar Demand Packages to opposing counsel and insurance companies and assist with obtaining settlements between parties with arbitrations and trials.
- Perform administrative duties such as calendar hearings, filing deadlines, while keeping case files organized.
- Prepar complaints, answers, interrogatories, discovery responses and requests by indexing, organizing and labeling evidence, scheduling depositions, conducting legal research, and preparing briefs, motions and responses or replies to opposing counsel motions.
- Contact fact, third party and expert witnesses to testify at depositions and court hearings. 08/2021 to
04/2022
Remote Grant Processor – Small Business Services – Temporary Contract New Jersey Economic Development Authority – Trenton, NJ
- Remotely manage day to day grant requests from business and individual applicants that are applying for grants within the state of New Jersey, through the New Jersey Economic Development Authority, NJEDA, Small Business Services department.
- Responsible for processing all the applicant’s documents through Dynamics 365 CRM system. Keep track and maintain all incoming and outgoing requests, obtain the required documents from applicants, acting as the primary contact for requester inquiries.
- Responsible for accuracy and completeness of data and quality assurance, responding to audit inquiries, and approval/decline documentation.
- Assisted in identifying of and recommendation for process improvement, procedures, information, and opportunities to improve departmental functions and increase service value to the agency. 08/2018 to
03/2020
Assistant Project Manager
Five Star Remodeling, Inc. – West Berlin, NJ
- Overseen construction projects from beginning to end.
- Determined the necessary equipment, materials and subcontractors needed. Ensure supplies and equipment are ordered and delivered according to schedule.
- Prepared spreadsheets indicating projects’ phases of completion.
- Resolved all issues that arise for company and customers.
- Applied for permits and zoning.
- Corresponded with architects, engineers, municipal authorities, contractors, and subcontractors.
- Prepared estimates, invoices, contracts, addendum s, and work orders for all projects. 11/2014 to
05/2016
Bankruptcy Paralegal
The Law Offices of David M. Offen – Philadelphia, PA
- Conducted initial consultation and meetings with clients and provided them with the information they needed to provide and the credit counseling courses to prepare their Chapter 7, 11, or 13 bankruptcy petitions for filing on PACER.
- Filing and writing proof of claims.
- Provided documents that support the claims.
- Managed files, or provided updates on the development of the case.
- Helped guide debtors through the process with answering questions and helping them obtain documentation needed for the preparation of their bankruptcy petitions and motions.
- Prepared motions to reopen cases and responded to motions filed by the creditors or the trustees. 12/2012 to
11/2014
Criminal Defense Paralegal
Kahn & Lehrfeld Law Office – Cherry Hill, NJ
- Reviewed incoming disclosure statements and breakdown the appropriate documents (i.e., police reports, the complaint, etc.)
- Assisted in initiating and engaging in criminal prosecutions on municipal, county, state and federal levels.
- Investigated and analyzed discovery, evidence and facts.
- Planned trial and pre-trial documents while utilizing strategy for criminal trials.
- Consulted with parties, experts, and lay witnesses.
- Legal research and drafts, reviews and prepares legal documents, including motions, petitions, opinions, demands, and disclosures.
- Handled large volumes of cases.
- Prepared initial documents (Notice of Appeal) for the appeal to the courts of appeals, and post- conviction relief proceedings.
10/2008 to
10/2011
Legal Assistant/Litigation Paralegal
Nash Law Firm, LLC – Blackwood, NJ
- Responsible for intake on medical malpractice and mass tort cases and managed auto accident cases in litigation.
- Researched facts and medical issues to determine viability of medical malpractice and personal injury claims.
- Extensive communication with clients, expert witnesses, defense counsel, court staff, and witnesses.
- Drafted pleadings, discovery requests and responses, disclosure statements, expert reports, and all associated correspondence.
- Attended depositions to document testimony of fact, third party and expert witnesses.
- Prepared deposition outlines and summaries.
- Prepare trial exhibits, trial subpoenas.
- Managed approximately 20 personal injury cases in pre-litigation and litigation stages.
- Gathered medical records to support claims.
- Extensive communication with clients, insurance adjusters and witnesses.
- Gathered facts and evidence to support claims.
- Prepared demand letters.
- Prepared accounting of settlement for client review. EDUCATION
Expected in
05/2024
Bachelor of Science: Political
Science Rutgers University -
Camden, NJ
- Honors Political Science
Inductee
05/2011 Associate of Applied Science: Legal Studies Camden County College - Blackwood, NJ
- Recipient of Academic Excellence Scholarship
- Member of Phi Theta Kappa Honor Society
- Inductee of Rutgers University Honors Political Science Program
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