Data Analyst
Brian M Lewis Law Offices
Executed the loading, extracting, configuration, validating, and processing of client data using Excel, Access, and SQL. Created detailed reporting and models of client data to streamline legal document preparation.• Leveraged data visualization tools using Excel and Tableau to craft detailed reporting and models of client data. • Conducted analysis of client data to produce detailed summaries reports for estate, gift, and income tax analysis. • Collated and safeguarded sensitive asset data and business tax information, legal documents, and other pertinent client information. • Performed comprehensive research in thorough mortgages/deeds of trust, title policies, notes, and assignments for the purposes of title transfers, escrow, and loan closings.