Jolene D. Email & Phone Number

Green Bay, Wisconsin Area

I am currently moving on from the Elder Rights Project (ERP) and into the Executive Assistant role on the administrative team. I continue to be part of ERP while this transition is happening. Elder Rights Project helps elderly victims of crime with their civil legal needs. This rewarding work allows me to advocate for individuals in vulnerable moments and support them while they navigate the legal system and recover from trauma. I support six attorneys performing various paralegal and advocacy duties. As Program Manager, I also perform supervision, administrative support, and outreach duties. I have developed relationships with advocates all over the state to build a network of support for our clients. If your organization is interested in hearing more about our project, or if you would like to set up topic specific workshops for your members, please contact me at jjd@legalaction.org.Key paralegal competencies/responsibilities:• Manage Outreach and Victim Advocacy services• Supervise Victim Advocates• Grant Reporting• Timekeeping and Expense Management• Running Team Meetings• Interviews potential clients• Conduct research and background checks using subscription software.• Continuing education in assigned areas of law (general practice)• Support attorneys in their case work, as assigned.• Develop and maintain contact with other agencies, professionals to promotes client interests• Maintain orderly client files.• Collect and enter data needed to meet grant reporting requirements.• Develop and provide educational presentations to seniors and stakeholders• Legal filings & service process• Identifying project challenges and developing solutions • Identifying inefficiencies and developing processes for improvement • Training / Shadowing of new employees• MS Word, Excel & Adobe (fillable forms, creating templates & sample letters)

De Pere, Wi

Litigation ParalegalDrafting pleadings, motions, memos, correspondence and case related documents in Wisconsin Circuit Courts as well as some experience in Oneida JudiciaryOpening and closing filesFilingMailingTrial binder preparationResearch using LexisNexisAnswering phonesUpdating clients on the status of their caseDeadline monitoring using PracticeMasterIn person and mail filing of various documents with the clerk of courtsBeginner level experience in drafting an appeal, reviewing the records, verifying pin cites, electronic filing and more.Proficient in Outlook, Word, Excel, and AdobeReason for Leaving: Firm lay offs after loss of sole proprietor

Allouez, Wi

Answering calls on the main hospital lineCalling codes over hospital p/a systemReason for Leaving: Offered position with Nell & Associates, S.C.

Green Bay, Wisconsin

Legal assistant to Attorney Hinkfuss responsible for the following:FilingDictation transcriptionCorrespondence (facsimile, mail etc)Record keepingOrganizationDrafting and filing pleadings Drafting demandsMedical summaryMedical & billing records requests Real estate transfersDiscoveryWills & Powers of AttorneyQuickbooks a/r and a/pClient retentionAdministrative tasks as assignedReason for Leaving: To explore new opportunities in a more rewarding specialty

De Pere, Wi

Former receptionist at Krause Financial Services, although that doesn’t give a clear idea of the skills I usde here. I am licensed in WI Life & Health as of January 2015 and aside from answering phones and checking in mail I handle a number of other tasks. · Answer 20-50 calls per day on a six line phone system, including customer service calls· Mail delivery, filing, copying and miscellaneous projects as assigned· Send required correspondence as needed· Mailing 200 or more marketing materials per month· Expanded role from basic front desk duties to back up support of multiple departments · (Underwriting/Processor, Data Entry, Agent Appointment and Marketing)· Obtained Wisconsin Life & Health License· Corresponding with agents and attorneys regarding applications and document collection· Developed training guides for all new functions of the position where none existed.Reason for Leaving: To explore opportunities in chosen career field.

Green Bay, Wisconsin Area

I supported a number of attorneys in the Wisconsin offices; primarily for the Northeast Wisconsin clients. · Drafted 10-30 petitions per week using Best Case software· Monitored deadlines and benchmarks for clients to ensure successful discharges· Responded to approximately 20 customer service calls and record keeping daily· E-file pre- and post-bankruptcy counseling certificates on ECF/PACER daily· Responsible for the majority of correspondence with clients, attorneys and trustees· Greeting clients and monitoring appointment schedule· Managed Incoming mail, fax & email inquiries· Filing, storage organization · Supply ordering, operated a two line phone system and voicemail· Fee collection of $500.00 to $5,000.00 per week via cash/check/debit· Document collection from clients· Drafting correspondence to clients, staff, creditors and trustees· Assisted in training new legal assistants· Some motion drafting· Software upgradesI received recognition in my field as Paralegal of the Quarter December 2012:http://www.marketwired.com/press-release/macey-bankruptcy-laws-jolene-umentum-wins-paralegal-of-the-quarter-award-1613373.htmReason for Leaving: Firm closed in December 2013.

De Pere, Wi

Answer inbound customer service calls and serviced auto and home policies for Ameriprise Insurnace clients.· Answered 60-100 calls per day· Serviced Auto & Home policies for various states· Limited administrative duties (newsletter, team morale emails)· Received various awards for attendance and client recommendations

Green Bay

• I worked on multiple inbound customer service programs. On each program I was promoted to the “help desk” where I was responsible for mentoring new hires, handling complex matters, responding to escalated calls, and providing feedback to management and trainers for process improvement.• I was promoted to HR receptionist under Pam Seidl within two years. I greeted prospective employees, conducted assessment testing, assisted with preparing new hire orientation, company newsletters, produced attrition and retention reports, answered phones, employment verification, filing and general office duties.• I was then promoted to Human Resource Admin for an internet division of the company handling payroll records on MS Access, benefit enrollment and orientation as well as support to the HR Manager.

Associate In Applied Science In Paralegal, Paralegal

Activities and Societies: I enjoyed my study groups and working with team members on group projects but was unable to devote time away.

High School Diploma, General