A women of my heart! Cindy as well as myself has a strong love for working within the legal system to help others in anyway within her power. Cindy, is enthusiastic, dedicated and empowering. ...
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Hands-on first level trainer. Trains firm trainers, users and oversee the production of training materials and schedules. Responsible for onsite and online webinar training.
*Participates in needs analysis studies with client firms to determine training needs and preferred approach or training best practices for each firm.
*Works closely with managers in other departments on updating policies and procedures for customer services and training needs. Confers with firm management to gain knowledge of specific work situations requiring employees to better utilize available workflow and forms management technologies.
*Maintains CRM database with the direction of the CEO to track client issues activities and future training projects.
*QA testing, review new enhancements and updates to software.
*Assist clients with technical issues. Upselling products.
Provided product support to clients through call center, classroom trainings, webinars and trademark searching. Participated in inter-organizational activities to meet or exceed company objectives via the use of Beta/Sprint testing.
*Provided Conflict Resolution resolving client challenges by reaching out to the Team Leader or other departments for answers or work-arounds if needed.
*Demonstrated and articulated the value and benefits of CORSEARCH service offerings to external and internal clients by keeping up-to-date on changes and enhancements to the corsearch.com platform. Upselling products.
*Apprised manager and sales staff of client challenges and opportunities. Communicated feedback to appropriate departments to ensure proper response to client feedback.
*Assisted in creating training materials. Processed expenses and monitored budget for live classroom trainings.
Corporate Experience: Drafted and prepared transactional documents for bond closings. Coordinated closing room set up and working with outside vendors. Skillfully assisted group staff with reorganization of files.
*Obtained executed signature pages for final transcripts and filed closing documents to appropriate agencies. Document management.
*Reviewed and proofread final closing documents. Inserted exhibits, assembled into final transcript. Prepared transcript request lists, and vendor letters for reproduction.
*Set up audit letter files and attended audit letter training.
*Established, organized and trained attorneys using electronic data rooms in Sharepoint. Uploaded documents and managed sites.
*Record management, case administration and document review. Record storage indexing records/storage. Entered billable hours into Carpe Diem timekeeping system.
Insurance agency for medical, dental, life and investments.Processed medical, dental, life and investment applications. Provided customer service through phone calls and face-to-face client visits. Resolved complaints regarding rate increases, issues with policy and coverage. Ordered medical records for submission to multiple insurance companies.
Processed intake applications and loan origination forms. Researched foreclosure properties and titles to properties. Prepared bankruptcy intake forms and filed bankruptcy documents at the local courts. Assessed property damage on foreclosure properties. Solicited new business by cold calling and with leads.
Reviewed documents for privileged information and responsiveness. Retrieved court records. Prepared document binders, zip files, and CD's, organized deposition, witness, exhibit and discovery binders. Created and edited spreadsheets. Prepared document productions, bates labeling and redactions.
*Established and organized electronic data rooms for Case Link. Uploaded documents and managed sites.
*Selected as the paralegal for a pro-bono mortgage fraud trial.