Carmen Rosas Law, the place to get your Estate Planning Done and Business Legacy Planning complete. Empowering people to feel at ease with death knowing that all their hard work is protected and going to those whom they love. -Client intake specialist-Email and phone communication-Drafting of estate plan documents

Arkaptial is committed to change the financial services industry by breaking the industry norms, create an impact, and build generational wealth. Our focus is to provide Financial Education and Security to our clients, agents, and communities.Provide various types of insurance policies to businesses and individuals on behalf of Fortune 500 insurance companies. Term, Permanent, Indexed Universal Life, Mortgage Protection, Final Expense, Annuities.Educate and clarify the features, advantages, and disadvantages of various types of policies.Analyze clients’ current insurance policies and customize to suit individual needs, often covering a variety of risks, if needed.Creator of workshops for children, teenagers, and adults that revolve around loving their finances and financial education.Licensed by the state of California to provide Life and Health Insurance.

Set up conferences that include housing, meeting facilities, and other necessities for conferences by communicating with campus wide departments and off campus vendors.Develop and negotiate contracts for 30 conferences with Conference Programmer that include all University policy and procedure requirements and program’s needs. Use Microsoft Word, Excel, and Outlook as tools of organization and prioritization of Conference Groups and respective deadlines to ensure agreed upon parameters are met.Pull Reports of occupancy and availability to determine sale opportunities.Engage with University and Non-University clients to coordinate and perform tours of potential UCSD students through HDH Access program. Effectively communicate and delegate assignments to Conference Desk staff to ensure smooth check-in/check-out and other contractual agreements.Quick to problem solve daily concerns or issues that arise during Conference Season either for client or Conference Desk Staff.Member of student hiring panel and trainer. Manage 20+ hired student clerks during Conference Season operations.Prepare initial billing packets for Conference Groups that include invoices and added services outside of initial contracted agreement. Prepare and submit monthly ledger analysis and quarterly balance sheet reconciliations.Communicate financial data of Conference Department with lead financial HDH department. Coordinate allocation of departmental revenue exceeding over $5,000,000.Manage cash, check, credit card transactions, and UCSD intercampus recharges using secure credit card terminals, Excel, and UCSD software’s (FinancialLink, MyPayments, Cash Deposit System).

Ability to prioritize workload in order to meet mandatory deadlines and responsibilities in a dynamic work environmentRoutinely handled and maintained accurate files or calendaring of workload of minimun of four civil cases dealing with approximately 50 to 80 clients per case Received telephonic calls and took concise messages from potential clients, clients, opposing counsel, expert witnesses, or agencies and vendorsDeveloped, maintained, and strengthened long term professional relationship with clients on behalf of firm Coordinated the collection and review of confidential client files: gather, organize, summarize, index and analyze factual data collected Train fellow team members in preparing a potential case for attorney review, telephonic interviews, and case managementCoordinated deposition schedules and assembly of documents necessary for clients, attorneys, and opposing counselPerformed any verbal and written translation when neededActively participated as lead paralegal for Civil Trial and Personal Injury ArbitrationAttended and scheduled client meetings with attorneys throughout California regarding case status and case preparationPrepare settlement documents, agreements, and releases for client signature and retention for opposing counselArrange for proper storage or disposal of case documents in accordance with protective orders, settlement agreements and/or record retention policiesEstablish CMS (Center for Medicaid and Medicare Services) liability claims and complete steps to close claim

Compiled documents for trial binder: Discovery Documents, Complaints, Answers, Pleadings, ExhibitsOrganized and chronologically filed clients cases: Court Documents, Case Research, Correspondence, and Discovery. Contacted clients and updated clients information using Kemps Legal Software.Helped prepare Proof of Service, Memo of Points & Authorities, Motion CCP §664.6, Bankruptcy Intake Questionnaire, CCP §98 Declaration, Entry of Default (CIV-100), Judgment Form (JUD-100), and a Request for Dismissal with Prejudice.

Handled front desk reception and provided assistance to students, alumni, and prospective studentsAnswered four line phone, transferred calls to appropriate person/ department or handled inquiries myself. Catalogued, scanned, processed and validated confidential files/ letters of recommendation.Trained new student workers.Proofread confidential files to make sure they were according to policy and procedure.Prepared and stuffed outgoing letter requests through Basic Mail or FedEx. Scheduled appointments for students, alumni, and career counselors.Clarified services offered to students/ alumni, policies and procedures, and guided them to correct information.Filed confidential files into different categories.Collaborated with yealy purging process of confidential files.

Redesigned patron user guides for LexisNexis Academic, Westlaw, Hein Online, and OnLaw for PC and MAC computer using Microsoft PublisherConducted informational interviews of Library StaffProofread footnotes to Assistant Directors book: International and Foreign Legal Research: A Coursebook Created, researched, and designed Librarian Career Informational Guide, using Publisher, as final project of internship