Allen Merritt
Goleta,CA
Summary
Dynamic professional with expertise in financial solutions and customer service excellence, honed at Bank of America. Proven track record in risk management and client satisfaction. Adept in Salesforce and detail-oriented, driving success in diverse roles. Recognized for exceptional time management and product knowledge, consistently exceeding expectations and enhancing operational efficiency.
Overview
18
18
years of professional experience
Work History
Legal Assistant
Merritt Law
Petaluma, CA
01.2024 - Current
- Managed legal documents and case files for attorneys and clients.
- Conducted legal research to support ongoing cases and prepare briefs.
- Drafted correspondence and legal documents, ensuring compliance with regulations.
- Reviewed incoming legal documents for accuracy and completeness diligently.
- Maintained client confidentiality in all matters.
- Proofread drafts of legal documents for accuracy in grammar and punctuation.
Relationship Banker
Bank of America
07.2017 - 11.2023
- Managing Risk
- Uncovering Financial Solutions
- Cash Handling
- Customer Service
Barista
Starbucks Coffee Company
02.2014 - 07.2017
- Customer Service
- Food and Drink Preparation
- Weekly Employee Tips Distribution
- Food Safety
Operations Assistant
Community Vocational Enterprises Inc.
06.2010 - 06.2012
- IT Support
- Software Development
- Data Entry
- Database Management
- New Client Orientation
- (non-profit)
Receptionist
Community Vocational Enterprises Inc.
03.2008 - 06.2010
- Customer Service
- Call Forwarding
- Appointment Tracking
- New Client Screening
- (non-profit)
Education
B.A. - Psychology
University of California – Santa Barbara
01.2019
Skills
- Financial sector expertise
- Legal drafting for estate planning
- Customer service excellence
- Detail orientation
- Product knowledge and recommendations
- Time management skills
- Cash handling proficiency
- Microsoft Office and Mac OS proficiency
- Salesforce expertise
- Zoom proficiency
- Remote work software proficiency
Availability Notes
- Able to work on Weekends and Holidays
- Able to begin employment immediately
References
References available upon request.
Timeline
Legal Assistant
Merritt Law
01.2024 - Current
Relationship Banker
Bank of America
07.2017 - 11.2023
Barista
Starbucks Coffee Company
02.2014 - 07.2017
Operations Assistant
Community Vocational Enterprises Inc.
06.2010 - 06.2012
Receptionist
Community Vocational Enterprises Inc.
03.2008 - 06.2010
B.A. - Psychology
University of California – Santa Barbara