Jonathan Ellis Email & Phone Number

Dallas-Fort Worth Metroplex

- Assisted Attorneys in scheduling and preparation for depositions, mediation, hearings and trials. - Drafted and filed petitions, motions and responses, in compliance with local court rules. - Managed multiple cases with case-management systems to meet strict deadlines for each case. - Organized large volumes of case-related materials such as discovery requests and responses, evidence exhibits, and trial notebooks.- Prepared and reviewed legal research, briefs… Show more - Assisted Attorneys in scheduling and preparation for depositions, mediation, hearings and trials. - Drafted and filed petitions, motions and responses, in compliance with local court rules. - Managed multiple cases with case-management systems to meet strict deadlines for each case. - Organized large volumes of case-related materials such as discovery requests and responses, evidence exhibits, and trial notebooks.- Prepared and reviewed legal research, briefs and other legal documents. Show less

San Antonio, Texas, United States

- Conducted detailed client interviews with excellent communication skills to assist lawyers in meeting accurate and timely documentation requirements.- Maintained accurate records of client information and updated databases accordingly.- Provided guidance regarding available resources within the community, and worked closely with external organizations to provide referrals for our services.

San Antonio, Texas, United States

Moody Veterans Fellowship Recipient - Paralegal- Demonstrated ability to manage multiple tasks, while remaining adaptable and flexible to meet deadlines.- Maintained lawyer's calendar by scheduling hearings and depositions.- Participated in ongoing training to enhance job skills and knowledge in the legal field. - Researched regulations and relevant facts, utilizing LexisNexis and Westlaw, to prepare legal briefs.

San Antonio, Texas Area

- Delivered personalized customer service over approximately 100 calls per day.- Identified opportunities for additional services based on customer needs.- Gave accurate and appropriate information to answer questions, troubleshoot issues and resolve complaints.- Updated and maintained database with accurate customer information and timely data entry.- Monitored daily performance metrics such as call volume, wait times, resolution times.- Developed and… Show more - Delivered personalized customer service over approximately 100 calls per day.- Identified opportunities for additional services based on customer needs.- Gave accurate and appropriate information to answer questions, troubleshoot issues and resolve complaints.- Updated and maintained database with accurate customer information and timely data entry.- Monitored daily performance metrics such as call volume, wait times, resolution times.- Developed and maintained working knowledge of internal policies, procedures, and services to appropriately address customer issues.- Displayed strong organizational skills while managing multiple projects simultaneously.- Complied with corporate and regulatory policies regarding information confidentiality and privacy. Show less

New York, United States

I sold insurance and investment products. I solicited new customers through approved techniques and methods, and I serviced insurance and investment needs of Prudential Financial policy owners.

San Antonio, Texas Metropolitan Area

UNITED STATES AUTOMOBILE ASSOCIATION, Insurance Professional Associate, (May 2011 – June 2013) - I issued and serviced Homeowners, Renters, Auto, and Valuable Personal Property insurance. I researched and applied knowledge of products, services, and processes, as well as product acquisition and member service techniques. I recognized and understood members’ needs, life events, and provided advice in order to deliver appropriate solutions. I resolved issues and consulted with team… Show more UNITED STATES AUTOMOBILE ASSOCIATION, Insurance Professional Associate, (May 2011 – June 2013) - I issued and serviced Homeowners, Renters, Auto, and Valuable Personal Property insurance. I researched and applied knowledge of products, services, and processes, as well as product acquisition and member service techniques. I recognized and understood members’ needs, life events, and provided advice in order to deliver appropriate solutions. I resolved issues and consulted with team members to identify appropriate issues for escalation. Show less

San Antonio, Texas, United States

I verified loan documentation and credit information. I managed loan refinance and equity lines of credit applications. I consulted with the Direct Lending department and communicated with clients to research and resolve loan documentation discrepancies. I managed loan finalization processes for an average of approximately 50 clients on a daily basis.

San Antonio, Texas Area

I resolved customer concerns and assisted customers in completing a wide range of financial transactions. I ensured daily transactions were accurately balanced, and I managed schedules for four tellers and one intern. I prioritized workflow and worked closely with team members to direct lobby traffic. I initiated a new method for obtaining accounts from local businesses, resulting in numerous branch awards, including; "Employee of the Month," and "Perfect Customer Service" ratings. I… Show more I resolved customer concerns and assisted customers in completing a wide range of financial transactions. I ensured daily transactions were accurately balanced, and I managed schedules for four tellers and one intern. I prioritized workflow and worked closely with team members to direct lobby traffic. I initiated a new method for obtaining accounts from local businesses, resulting in numerous branch awards, including; "Employee of the Month," and "Perfect Customer Service" ratings. I contributed to my team receiving the highest branch rating, by increasing customer satisfaction, cross-selling products , and creating business accounts at remote locations. Show less

Doctor Of Law - Jd, Law

ST. MARY’S UNIVERSITY SCHOOL OF LAW, Doctor of Law, May 2022 Activities: Data Compliance and Risk Management Director, Evening Students.

Bachelor’S Degree, International Relations, Business Organization, And Law

Activities and Societies: Phi Beta Sigma Fraternity, Inc.