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
San Jose, CA
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
San Jose, CA
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
San Jose, CA
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