Certified Paralegal with a Bachelor's Degree in Computer Science and Information Technology. Practical experience improving legal processes and defining procedures for systematic control of recorded information. Critical thinker with the ability to effectively determine and implement corrective actions. Flexible team player with proven skills managing multiple projects under stringent timelines with excellent attention to detail.
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Paralegal / Claims AnalystEpiq Systems, Ltd. Sep 2017 - Jan 2018Beaverton, OregonFor several different class action / mass tort cases, interviewed potential plaintiffs and reviewed sensitive and complex medical and financial records to determine their injury claims for product liability cases involving damages by pharmaceutical or medical device products. • Contributed to the development and implementation of a new process for managing and handling a large number of claimants effectively and efficiently for the company’s new line of business providing these services to client law firms.• Partnering with several outside law firms, analyzed and summarized all relevant information for the purpose of substantiating plaintiffs’ injury and damage claims. • Interpreted a high volume of complex records to assess each plaintiff's case regarding the strength of potential claims and rank plaintiff's injuries into the appropriate tiers. • Determined what additional information was needed to effectively prove injury and damages and requested discovery as necessary. • Drafted summaries for each potential plaintiff outlining key evidence for proof of use of the product and proof of injury/damages caused by the product. • Prepared and updated the CRM database of class action claimants noting filing deadlines and key dates and providing an overview of each claimant's case. • Work directly with plaintiffs and outside law firm representatives to gather andconvey information on a daily basis via email and phone communications.• Maintained compliance with federal and state regulations pertaining to medical records and patient's personal information, including Healthcare Insurance Portability and Accountability Act (HIPAA).
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Tax SpecialistCalifornia Franchise Tax Board Aug 2014 - Jul 2017Sacramento, California Area• Reviewed personal and corporate tax returns, related documents and payments for accuracy and determined proper tax return classifications for further analysis.• Resolved errors in tax return processing by correcting problems with document association, verification of taxpayer payments and relating transactions to appropriate tax years.• Acknowledged for consistently maintaining excellent quality with outstanding time management while building collaborative relationships with my team and management.• Utilized complex software programs for case management, tax payer information, fraud prevention, and unreported income or withholding.• Resolved complex tax return processing issues by allowances or forfeitures of tax credits, income, and/or exemptions.• Effectively communicated by phone, email and letter in client-facing roles as well as with internal partners and management to achieve the optimal outcomes, seeking advice and counsel as necessary. • Provided training and support to less experienced team members. -
Legal Assistant ParalegalLegacy Planning Law Group Sep 2013 - Jul 2014San Francisco Bay Area• Acted as primary point of contact with clients to gather information and field questions, including assisting elderly and disabled clients with legal and fiduciary needs• Corresponded with government agencies, courts, fiduciaries and financial institutions to coordinate distribution of assets to decedent's’ estate or trust• Compiled all necessary documentation and file clients’ Medi-Cal applications• Prepared and filed forms and pleadings for probate matters and civil litigation cases• Entered financial data and assembled individual, fiduciary and estate tax returns• Worked remotely on this project based assignment.
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Tax AssociateLiberty Tax Dec 2010 - Apr 2013Sacramento, California Area• Executed Business to Business marketing plan throughout North Sacramento region;• Implemented public relations campaigns and promotion of brand;• Monitored and tracked the marketing and advertising efforts;• Followed up with business partners on a regular basis;• Completed tax preparation course;• Passed Certified Tax Preparer exam with a score of 85%.
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Pc Salvage SpecialistIntel Corporation Sep 2008 - Feb 2009Santa Clara, California• Managed active inventory of computers (PCs), monitors and peripherals, ensuring real-time count of actively deployed hardware at Intel Corporation; • Fully wiped the hard drives in retired PCs and coordinate shipping of drives to a third party for shredding;• Ensured machines sent to salvage are appropriately removed from active inventory;• Assisted with deployment of new PCs and monitors for employees• Fixed term assignment to complete this project.
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Customer Support SpecialistHp Jun 2003 - Aug 2005Roseville, California• Effectively handled a high volume of phone calls regarding warranty issues, customer service and technical support for Hewlett Packard computers, printers and peripherals;• Determined problem and appropriate next steps to be taken and worked with customers and authorized service providers to achieve issue resolution;• Placed warranty orders and solicited direct sales orders from customers;• Acknowledged for consistently achieving excellent sales efficiency and performance targets
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Business Banker IiiWells Fargo Aug 2000 - Nov 2002Sacramento, California Area• Successfully fielded customer escalations and achieved excellent customer satisfaction within company timelines;• Maintained strong relationships with high value business account customers;• Acknowledged for excellent customer retention performance, substantially reducing the number of customer defections on my team.• Handled high call volumes and answered inquiries in a friendly and courteous manner;• Identified and offered business customers products and services to meet their needs, such as small business loans, overdraft protection, and lines of credit;• Awarded for superior customer service performance several times during my tenure
Charles Wardman Education Details
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Computer Science -
3.5
Frequently Asked Questions about Charles Wardman
What is Charles Wardman's role at the current company?
Charles Wardman's current role is Dynamic and reliable Professional with broad experience.
What schools did Charles Wardman attend?
Charles Wardman attended American River College, University Of Phoenix, Heald College.
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