Danielle Mchugh Email & Phone Number

Portland, Or, Us

Lake Oswego, Oregon, United States

Oregon, United States

Have served as notary on estate planning documents and certain financial documents since 2019. Certified Notary Signing Agent since 2022 with current background check, valid E&O insurance and evening/weekend availability.

Working as a case manager, assisted multiple attorneys with all aspects of file management, from scheduling client contact and managing client expectations, to drafting and signing, and through file completion. I prepare drafts of estate planning and trust plans, including revocable living trusts, special needs trusts and other irrevocable trusts including preparing instructions for funding to ensure proper trust funding. I track and confirm important file timelines for administration and distribution, including notices to beneficiaries and, as applicable, agencies. I also help with training new staff and proofing works prepared by attorneys and other paralegals.

Portland, Oregon

Responsible for greeting all incoming persons and callers on multiple phone lines. Support all of the Firm’s members by ensuring all daily support operations are completed.

Portland, Oregon Area

Responsible for managing several ongoing projects, such as developing and maintaining: OSHA compliant Health and Safety Programs, Standard Operating Procedures and Workflows, and the Employee HandbookFacilities MaintenanceEvents CoordinationWebsite and Social MediaResponding to inquiries from customers and vendors

Create a welcoming environment for new and returning patrons. Prepared to explain the new and unique beverages crafted on-site. Engaging, or not, based on patron needs.Think quick for problem resolution.Ensure the Customer receives the maximum opportunity for an amazing experience.Maintain proper licenses and renew prior to expiration. Work with team to create craft cocktails, highlighting our product.General shift responsibilities include: opening/closing; cleaning; cash management; merchandise stocking; troubleshooting; supporting brewery staff.

Portland, Oregon Area

Fostered repeat business by consistently providing quick, professional, undivided attention. I regularly performed department walkthroughs to identify new and changing products sold in store. I served as a primary trainer for new employees. I also managed the book on weekends and as back up for the Bookkeeper.General shift responsibilities include: cleaning, cash handling, troubleshooting, stocking, training.

I was responsible for managing and supervising the financial and/or medical needs for 80 clients. For personal and medical needs, I worked closely with family, friends, case managers, caregivers, medical providers, and attorneys. Financial management of personal estates for clients, Trusts, Special Needs Trusts, and Probate Estates. This included reviewing and approving expenses, recurring bills, and monitoring accounts and projecting spenddowns using Quickbooks Pro.

During my tenure at Wells Fargo, I worked as a Teller, Service Manager, and in my final years, Operations Legal Specialist overseeing 3 departments- Elder Abuse Reporting, Bankruptcy, and Attorney Trust/IOLTA Accounts. I have managed staff ranging from 3 to 15 employees, coordinated workflow to ensure deadlines were met, and ensured staff were afforded the opportunity for ongoing education and trainings. As financial matters are delicate and sensitive subjects arise, I used every resource at my disposal to resolve bank errors as quickly as possible. I was also invited to work on several nationwide project teams to resolve mandated bank reporting and acquisitions of other banks. Improved internal audit scores to above 97% at all locations. Proactively sought out training opportunities to grow within department, and to support across departments. Represented multiple departments on nationwide project management calls to ensure Federal Compliance. Worked with Developers to ensure updates and compliance. Developed training program for acquired banking partner (2008 Wachovia Bank) to ensure Company procedures were performed consistently.

Accounting

Court Reporting

Accounting