Julie Loi Pham Ly
San Jose,CA
Summary
Dynamic administrative professional with a proven track record at Trac N. Vu's Law Offices, excelling in legal document preparation and client coordination. Adept in customer service and data entry, I enhance office efficiency and ensure compliance, contributing to streamlined operations and improved client satisfaction.
Overview
12
12
years of professional experience
Work History
Administrative Assistant
Vu's Bailbond
01.2007 - 02.2010
- Assisted in managing schedules and coordinating appointments for team members.
- Supported daily office operations by handling incoming communications and directing inquiries appropriately.
- Maintained organized filing systems, ensuring easy access to documents for staff.
- Contributed to meeting preparation by assembling agendas and taking detailed minutes.
Legal Secretary
Trac N. Vu's Law Offices
01.2003 - 07.2007
- Drafted and formatted legal documents, ensuring compliance with court requirements.
- Managed attorney schedules, coordinating appointments and client meetings efficiently.
- Conducted legal research to support case preparation and documentation accuracy.
- Maintained case files and databases, implementing organizational improvements for easy retrieval.
- Managed complex legal document preparation to ensure compliance with court deadlines, contributing to firm's reputation for reliability.
- Assisted with preparation of trial binders, ensuring lawyers had all necessary materials for court appearances.
- Created and printed legal documents for attorneys to review.
- Completed data entry of legal documents into electronic filing systems.
- Communicated professionally with clients, colleagues and legal partnership verbally and in writing.
Loan Officer Assistant
ABC Funding
09.1997 - 03.1999
- Facilitated communication between clients and loan officers to streamline application processes.
- Reviewed and organized loan documentation to ensure compliance with regulatory standards.
- Assisted in evaluating credit reports and financial statements for loan eligibility assessments.
- Coordinated scheduling of client meetings and follow-ups to enhance customer service experience.
- Assisted in processing loan applications, ensuring accurate documentation and compliance with regulations.
- Managed scheduling for client meetings and follow-ups, enhancing workflow efficiency within the team.
- Conducted preliminary credit analysis to assess borrower eligibility and risk factors effectively.
- Adapted quickly to changes in mortgage guidelines and industry standards, ensuring consistent compliance across operations.
- Communicated with customers daily to request information and complete paperwork.
Education
Associate of Arts - General Education
San Jose City College
San Jose, CA01.2006
Skills
- Customer service
- Data entry
- Computer skills
- Office administration
Languages
Vietnamese
Native or Bilingual
Timeline
Administrative Assistant
Vu's Bailbond
01.2007 - 02.2010
Legal Secretary
Trac N. Vu's Law Offices
01.2003 - 07.2007
Loan Officer Assistant
ABC Funding
09.1997 - 03.1999
Associate of Arts - General Education
San Jose City College