Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Priscilla Phan

Priscilla Phan

Garden Grove

Summary

Dynamic and dedicated Legal Assistant with plentiful experience with client interaction. Eager to learn and contribute to a legal team's success and pursue long-term career growth in the legal field.

Overview

9
9
years of professional experience

Work History

Managing Paralegal

Aders & Herrera
08.2023 - Current
  • Maintain Pre-lit training & PNC Screening & Sign-up
  • Prepared and analyzed legal documents for accuracy and completeness, resulting in a successful settlement for the firm
  • Conferred with clients and other involved parties to gather and track case information.
  • Assisted in preparation of settlement proposals and agreements to help attorneys negotiate settlement in best interest of client.

Legal Assistant

Willford Law Corporation
05.2022 - 08.2023
  • Maintained and organized case files, ensuring all documents were up-to-date and readily accessible
  • Provided comprehensive administrative and legal support to the legal team
  • Effectively managed office tasks, including legal document preparation, client communication, and scheduling
  • Contacted clients to schedule appointments and discuss progress of cases.
  • Reviewed, edited and proofread litigation for proper grammar, spelling and punctuation.

Relationship Banker

JP Morgan Chase
07.2019 - 04.2021
  • Maintained a positive and productive relationship with the client, resulting in consistently high customer satisfaction ratings
  • Cross-sell bank products and services, and counsel customers on banking options
  • Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
  • Analyzed customers' financial information to deliver personalized account guidance.

Client Service Representative

Bank of America
06.2016 - 05.2017
  • Coordinated with operations staff to resolve service problems and boost client satisfaction.
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Maintained accurate record-keeping with proactive attention to client information updates.
  • Utilized active listening skills to identify customer needs and provide appropriate solutions.

Education

Bachelor of Science -

California State University Fullerton
05.2019

Skills

  • Microsoft Office
  • Communication Skills
  • Case file organization
  • Case management
  • Workload prioritization
  • Document drafting

Languages

Chinese (Cantonese)
Native or Bilingual
Chinese (Mandarin)
Professional Working

Timeline

Managing Paralegal

Aders & Herrera
08.2023 - Current

Legal Assistant

Willford Law Corporation
05.2022 - 08.2023

Relationship Banker

JP Morgan Chase
07.2019 - 04.2021

Client Service Representative

Bank of America
06.2016 - 05.2017

Bachelor of Science -

California State University Fullerton

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Priscilla Phan