Lindsey Marquez, Mba Email & Phone Number

Austin, Texas Metropolitan Area

• Manage staff to specific performance expectations to create an engaged and accountable workforce that delivers a superior client experience• Lead by example and manage the entire client experience (internal & external) in and with the office(s)• Own the customer stabilization process for the market, including new client onboarding and escalation process for at-risk clients• Provide direction and lead in proactive and responsive case management with staff• Provide direct client support and messaging to clients consistent with Esquire’s go-to-market strategy in partnership with sales leaders• Communicate and foster relationships with local clients through telephonic outreach, client visits, and participation in local sales events• Effectively and consistently partner with Center of Excellence (call center) to respond to client requests and exceed client expectations• Actively manage all expenses within the budget• Through active management, establish, recruit, and maintain service partner (court reporter, interpreter, videographer) headcount and positive working relationships• Consistently evaluate service partner performance to ensure appropriate headcount and that service partners are providing excellent service to clients• Collaborate with supervisor to provide regular and ongoing communication, training, and education for service partner resources

Austin, Texas Metropolitan Area

● Analyze and organize incoming legal requests and inquiries from law enforcement and thirdparties with a high level of accuracy● Respond to internal and external inquiries based on team policy● Work cross-functionally with peers, leads, and stakeholders● Maintain confidentiality and professionalism

Remote

• Communicate and foster relationships with clients through client visits, and participation in local sales events.• Supervised legal assistants.• Prepared, drafted and reviewed claim forms, declarations and settlement websites.• Manage sta ff to specifi c performance expectations.• Actively manage all expenses within the budget.

Beaverton, Or

•Oversee Project Coordinators in the Client Services department, and Associate Project Managers, Supervisors, and Project Attorneys•Project Execution & Resource Management – Continually monitor, evaluate and guide project staff to meet project deliverables on time, within budget and to the highest quality standards•Staff Development– Consistently apply performance standards and training to develop staff and build a high performing team of industry experts, passionate people managers, critical thinkers, dedicated client advisors and strong problem solvers•Project Financial Requirements – Provide timely and accurate budget/estimate review and management; monthly revenue forecasting and monthly invoice review•Process Improvements – looking for way to improve Epiq’s processes and procedures to more profitably deliver services to clients while enhancing efficiency with our internal partners•Economic Objectives – meet billable goals and ensure that similar targets are met for their direct reports

Portland, Oregon Area

• Transcribed digital recordings, written correspondence and depositions.• Due diligence related to permits, taxes, zoning and entitlements.

West Los Angeles

• Conducted title searches and related research in support of real estate closing processes.• Draft and prepare minutes, consents, stock certi ficates, stock transfer agreements, annual reports, state quali fication applications, and other basic corporate documents.

Beverly Hills, Ca 90211

• Interviewed case participants, witnesses and others to obtain relevant information.• Calendar, track, and meet all discovery and case management deadlines.• Acquire medical records and compile a medical chronology.

Century City, Ca 90067

• Prepared exhibits for trial using wide range of visual materials.• Called upon witnesses to testify at hearings.• Assists with preparation of motions for summary judgment; checking deposition cites, assembling exhibits, and creating the appendix.

Los Angeles, Ca

Phoenix, Az

Mesa, Az

Flagstaff, Az

Master Of Business Administration (M.B.A.)

Activities and Societies: Gamma Phi Beta Society

Paralegal Certificate

Legal Secretary Certificate

B.S., Political Science