Rachel Chapman
Legal Secretary
Petaluma
Summary
Professional legal support specialist with history of ensuring efficient and effective operations in legal settings. Proven ability to manage documentation, schedule coordination, and client communication. Strong team player with focus on achieving results and adapting to changing needs. Skilled in legal research, drafting correspondence, and maintaining confidentiality. Reliable and organized with commitment to supporting legal teams in delivering high-quality outcomes.
Overview
5
5
years of professional experience
Work History
Senior Office Coordinator
Rogoway Law Group
- Managed comprehensive client on boarding processes, ensuring smooth transitions from initial contact to full integration.
- Provided comprehensive legal and administrative support to attorneys and paralegals, including drafting and filing pleadings, coordinating service of documents, and maintaining case files.
- Maintained complex attorney calendars; scheduled client meetings and depositions, tracked court deadlines, and coordinated appearances and travel.
- Oversaw all facets of the billing cycle from reviewing time entries and generating client invoices to managing payment collections and resolving billing discrepancies.
- Developed and maintained client relationship management systems, optimizing communication and service delivery.
- Trained and supervised staff to foster a collaborative and high-performing team environment.
- Coordinated office operations to enhance efficiency and productivity.
Assistant Branch Manager
Wells Fargo Bank
01.2011 - 03.2016
- Deliver exceptional customer experience: build long-term relationships with consumers and small business clients, ask questions to understand their financial goals, and proactively offer appropriate products/services.
- Support branch sales and business growth: identify opportunities, refer customers to specialists, follow up on commitments, and assist in meeting branch financial performance goals.
- Lead and coach team members: assist with training, mentoring, and developing staff; encourage an inclusive, high-performing environment; participate in team meetings and share ideas to meet branch objectives.
- Oversee operations and risk management: ensure adherence to policies, procedures and controls; manage accuracy, prevent fraud, protect customers, monitor regulatory compliance and assist with escalations.
- Resolve customer issues: listen, take ownership of concerns, follow through to resolution in compliance with complaints management policy.
- Support branch manager in operational administration: scheduling staff, managing teller line or front-line operations, resource allocation, and stepping into leadership in manager's absence.
Education
Sonoma State University - Criminology & Criminal Justice Studies
Sonoma State University
Rohnert Park05-2013
Skills
Office administration
Project coordination
Correspondence management
Document management
Records management
Maintenance scheduling
Timeline
Assistant Branch Manager
Wells Fargo Bank
01.2011 - 03.2016
Senior Office Coordinator
Rogoway Law Group
Sonoma State University - Criminology & Criminal Justice Studies
Sonoma State University