Draft, review, and negotiate agreements, amendments, assignments, and notices for commercial and private bank clients. Effectively manage and administer hundreds of Deposit Account Control Agreements (“DACA”). Evaluate clients’ requests and objectives and explain the terms and conditions of the agreements with all interested parties, along with creating carefully detailed plans. Analyze customers’ accounts and treasury management services to determine risk, and to construct appropriate language within the agreements, amendments and/or assignments. Investigate, resolve, provide expert advice, and supervise colleagues on all contractual, operational, and treasury management services issues related to the agreements. Prioritize and delegate tasks and promote teamwork and collaboration. Perform in a complex and fast paced environment and effectively manage service level agreements with business partners to ensure excellent customer service. Communicate with clients, bank’s legal counsel, account officers, risk managers, bank operations, and other bank departments to answer questions and resolve contractual issues in a timely manner. Resolve or escalate customer complaints/issues promptly and efficiently. Review various legal documents submitted by customers. Handles multiple tasks with high attention to detail, and performs duties independently or as part of a team. Flexible and self-motivated team player with a strong work ethic. Analytical and decision-making skills and exceptional written and verbal communication skills. Analyze, improve, manage, and mitigate risk situations to bank with effective solutions, while adhering to the bank’s risk management strategy and operational controls, including legal, corporate, and regulatory policies and procedures to ensure the safety and security of customers and bank interest. Implement and administer training to colleagues and identify, manage and develop resources for maximum performance.

Reviewed, summarized, and administered hundreds of employee contracts.Drafted production and talent agreements.Oversaw paperwork and employee database updates for union, contractual, merit and cost of living salary increases.Drafted and distributed employees’ option notices or termination letters. Prepared and audited production reports that included employees’ contract end dates, optional terms, and salaries; maintain filing system and tracked a heavy flow of paperwork.

Drafted complaints, discovery, discovery responses, damage/liability briefs, meet/confer letters, subpoenas, and notices of deposition. Prepared trial exhibits.Filed pleadings at Federal Courts and at California’s State Courts.Served summons, complaints, and subpoenas on defendants and witnesses.Summarized depositions, police reports, medical records, and autopsy reports for the firm’s attorneys. Investigated cases, located witnesses, participated in vehicle/accident scene inspections, researched laws and cases on legal databases as well as in law libraries. Handled the duplication of evidence (documents, photographs, and audio tapes), and the creation and duplication of deposition videos in support of personal injury cases.Created and organized discovery enforcement books; organized all case pleadings in the firm’s library; organized, updated, and filed all internal office documents and form letters.Filed and indexed all case pleadings, letters, and documents for efficient retrieval.