• Provide the first line of contact with clients by greeting them in person and on the phone • Establish and organize files, monitor calendars, document actions, input information into file database and case management software, confirm case status with attorney• Enhance attorney effectiveness by providing high-level administrative support • Produce information by transcribing, formatting, editing, retrieving, copying, and transmitting text to complete client documents• Keep clients informed by maintaining contact; communicate case progress• Track billable time and reimbursable expenses; prepare invoices and track payments• File exhibits, briefs, appeals and other legal documents with the court• Compile, analyze, and organize information• Manage estate administration clients, assisting CPA on all matters from filing tax return to guiding executors through the probate process

• Managed all aspects of client documents: contract, settlement statement, title insurance, certificate of occupancy, and survey• Worked closely with construction managers and customer care unit to insure timely completion of homes • Received company-wide recognition for consistently meeting closing numbers each month • Established out-of-office closing policies with notary agencies • Acted as a liaison between loan officer, construction, sales, and title departments• Represented Lennar Tampa on daily national report call with detailed information on: loan approvals, home completions, title issues, and more• Assisted with the production of promotional and educational meeting materials

• Acted as a case manager for firm’s Medicaid, real estate, and guardianship clients• Ensured client satisfaction and retention by providing top-notch customer service• Drafted real estate contracts and certificates of occupancy; attended settlements• Composed legal documents with a specializations in Medicaid planning and guardianship

• Managed production of annual reports from inception to completion• Acted as a liaison between creative services and printing• Negotiated purchasing of office supplies and equipment• Prepared inventory control and sales analysis reports• Performed various administrative duties requiring strict attention to detail