Objective
Overview
Work History
Education
Skills
Timeline

Heidi Ortiz

Law Office of Paul J Duron
Santa Ana
8
years of professional experience

To obtain a position where my skills and knowledge can be utilized, increased and there is room for growth. Hardworking and passionate job seeker with strong organizational skills eager to secure position. Ready to help team achieve company goals.

Work History

Legal Secretary

2 Years 6 Months
Law Office of Paul J Duron | 04.2024 - Current
  • Coordinated attorney schedules, depositions, and court deadlines, ensuring no conflicts
  • Coordinating attorney schedules, depositions, and court deadlines without conflicts
  • Communicating professionally with clients, opposing counsel and court personnel
  • Manage filing and e-documents for 50+ active cases with 95% accuracy
  • Supported bookkeeping tasks to maintain accurate financial records for NAEYC accreditation.

Legal Secretary

2 Years 6 Months
Law Office of Paul J Duron | 04.2024 - Current
  • Coordinated attorney schedules, depositions, and court deadlines, ensuring no conflicts
  • Coordinating attorney schedules, depositions, and court deadlines without conflicts
  • Communicating professionally with clients, opposing counsel and court personnel
  • Manage filing and e-documents for 50+ active cases with 95% accuracy
  • Supported bookkeeping tasks to maintain accurate financial records for NAEYC accreditation.

Associate Banker

5 Months
JP Morgan CHASE Bank | 11.2023 - 04.2024
  • Delivered exceptional customer service, building client credibility while assisting with deposits, payments, money transfers, cash withdrawals, and account inquiries.
  • Analyzed customer financial needs, providing tailored advice on products and services to enhance client satisfaction.
  • Administered balancing of branch vaults, automated teller machines, and cash dispensers, ensuring accurate handling of daily total of $200K.

Secretary/Sales Rep

2 Years 4 Months
Imperium Windows & Doors | 07.2021 - 11.2023
  • Greeted customers in window/door showroom, assisted with inquiries about manufactured products, and processed customer orders.
  • Create product formulas for warehouse production – ensure customer satisfaction. Putting into production 15-20 orders a day each has a variety of windows and doors.
  • Resolved customer complaints. Processed cash and ATM transactions for customer purchases. Entry level in Quickbooks.

Discovery Preschool Educator

1 Year 4 Months
KinderCare Irvine | 03.2020 - 07.2021
  • Developed lesson plans to enhance children's social/emotional skills, gross motor skills, and exploration.
  • Supervised 12 children aged two to school age, effectively adhering to daily schedules.
  • Established strong relationships with parents through regular communication, collaborating with staff to foster a welcoming learning environment.
  • Assisted in Bookkeeping records - NAEYC Accredited

Cashier and Food Preparer 2

1 Year 3 Months
Vegan Nirvana Huntington Beach | 12.2018 - 03.2020
  • Certified Food Handler- Prepared menu items based on customer pre-orders to meet specific requests.
  • Resolved customer complaints to enhance service quality.- Resolved customer complaints. Cash/AtM Transactions
  • Monitored supplies, food, and ingredients. Informed management of low stock levels.

Education

Bachelor’s - Child and Adolescence Development

California State University | Fullerton, CA | 01-2021

Skills

Court filing
Schedule maintenance
Calendar management
Client relations
Administrative support
Deadline tracking
Client communication
Team collaboration
Schedule management
Meeting management
Deadline management
Legal procedures

Timeline

Legal Secretary

Law Office of Paul J Duron
04.2024 - CurrentRead More

Legal Secretary

Law Office of Paul J Duron
04.2024 - CurrentRead More

Associate Banker

JP Morgan CHASE Bank
11.2023 - 04.2024Read More

Secretary/Sales Rep

Imperium Windows & Doors
07.2021 - 11.2023Read More

Discovery Preschool Educator

KinderCare Irvine
03.2020 - 07.2021Read More

Cashier and Food Preparer 2

Vegan Nirvana Huntington Beach
12.2018 - 03.2020Read More

California State University

Bachelor’s from Child and Adolescence Development
Read More
Heidi Ortiz