Elizabeth Roldan Email & Phone Number

- Demonstrated exceptional attention to detail and accuracy in filing, scanning, and managing incoming mail.- Utilized strong organizational and record-keeping skills to maintain and update crucial information in the database, ensuring an up-to-date document list and task management.- Employed proactive measures to process documents efficiently and intake them at the Licensing/Apostille window, ensuring compliance with all necessary procedures.- Managed the distribution of completed documents to clients, ensuring prompt and accurate delivery.

- Communicated and coordinated with clients, courts, and counsel to collect and follow up on information required for probate and estate administration proceedings.- Organized and reviewed initial client records, interpreted wills and trust agreements to prepare estate administration documents, and wrote affidavits. - Oversaw and regularly updated the firm's task system to track caseload activity and critical deadlines of 50-plus assigned cases. - E-filed, scanned, and recorded documents internally and with the New York State Courts Electronic Filing System ("NYSCEF").- Interacted and retained an average of 5 to 10 new clients daily by using active listening skills to discern clients' issues and provided services that best fit their needs.- Attended execution of wills and trust documents and identified, gathered, and assisted with asset valuations and inventory.

- Utilized a 6-line telephone to screen a high volume of client inquiries for attorneys and paralegals.- Received and accommodated clients and visitors; while providing administrative support in the reception area.- Drafted and reported invoices to clients; processed payments by merchant service Fattmerchant.- Entered and managed client information and legal documents through the firm's filing system.- Coordinated and scheduled a high volume of over 15 appointments daily, monitored cancellation logs, reserved satellite offices, and ensured clients were provided a courtesy call and the ability to reschedule as desired.- Maintained organization and cleanliness of shared office spaces and ensured that the office was stocked with appropriate supplies and continuously ready for use.

- Prepared, compiled, and organized legal documents for litigation; checked source documents for verification and accurate data where necessary, and attained further information for incomplete legal documents.- Entered data from legal documents into case management software SmartAdvocate, then checked completed work for accuracy.- Accomplished the required goal of processing 100 files bi-weekly, then created and maintained a spreadsheet of completed litigated case files and printed information to be given to needed parties. - Assembled and filed legal documents plus related case material to be stored at designated locations upon completion.

- Maintained HIPAA compliance while handling hospital and patient medical records.- Reviewed, prioritized, and processed patient medical records from various locations to convert analog and digital documents into PDF files and onto CDs/DVDs.- Arranged for delivery of completed documents, then provided tracking information for the shipped request.- Transferred important documents and patient medical records between Manhattan and Brooklyn locations to be prepared for shipment out of state to the main office in Maryland.

- Answered incoming calls, responded to inquiries courteously, and forwarded calls to appropriate extensions.- Informed parents and students of upcoming events and answered questions and concerns.- Performed copying, mailing, filing, typing, and archiving of on-site files and the appropriate disposal of information.- Created a systematic member database maintaining contact information and financial payments.

Bachelor'S Degree, Multi-/Interdisciplinary Studies, General

Associate Of Arts (A.A.), English Language And Literature, General