Seila Stieb
Sidney
Summary
Dynamic financial services professional with a strong work ethic. Expert in client relationship management and cash handling, enhancing customer satisfaction through personalized service. Recognized for maintaining compliance with industry regulations while achieving sales targets and fostering long-term client relationships.
Overview
8
8
years of professional experience
Work History
Financial Services Representative
Adams Bank and Trust
04.2022 - 12.2023
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Collaborated with team members to achieve sales targets and improve overall branch performance.
Paralegal
Williamson Lowery Fredregill
06.2018 - 05.2019
- Reduced attorney workload by drafting routine legal documents such as pleadings, motions, and affidavits.
- Managed scheduling of court calendars and deadlines to maintain smooth flow of firm operations.
- Enhanced case efficiency by organizing and maintaining legal documents, files, and correspondence.
- Assisted counsel in preparing answers, providing documentation, and information for discovery request.
- Edited and proofread legal documents to verify accuracy.
- Contributed to firm-client relationship building through professional interactions with clients during meetings or phone calls, conveying empathy while maintaining confidentiality.
- Communicated with clients, opposing counsel and court personnel to keep all parties informed on case updates.
- Maintained and updated organized client contact information to keep in touch with clients and provide updates on cases.
- Boosted office productivity by maintaining an accurate calendar of appointments, deadlines, and court appearances.
- Helped attorneys prepare for trial by organizing exhibits and calling on witnesses to testify at hearings.
- Streamlined communication between clients and legal staff by managing client inquiries promptly and professionally.
- Conferred with clients and other involved parties to gather and track case information.
- Conducted detailed client intakes and entered information into company database.
- Revised and finalized letters, briefs, and memos.
- Interviewed clients to obtain information relevant to cases.
- Analyzed deeds of trust to verify grantor, grantee, trustee and loan amounts for executive leadership.
Office Manager
American Family Insurance
10.2017 - 06.2018
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
Administrative Assistant
Cabela's Corp
10.2016 - 06.2017
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
Paralegal
Sommer Law Group
09.2015 - 07.2016
- Liaised with other paralegals and legal staff to complete common tasks on schedule.
- Prepared legal briefs, motions, and pleadings.
- Improved document organization by implementing a comprehensive file management system for easy access to essential case materials.
- Ensured compliance with court rules and procedures by accurately preparing and submitting legal filings within established timeframes.
- Facilitated timely and accurate billing by recording billable hours, expenses, and other relevant information in the firm''s billing system.
- Assisted in preparation of settlement proposals and agreements to help attorneys negotiate settlement in best interest of client.
- Assisted attorneys with trial preparation through thorough research and analysis of relevant laws and regulations.
- Summarized depositions, legal documents and other material to provide attorney with relevant material for cases.
- Managed complex cases efficiently using specialized software programs designed for paralegal work to track information related to multiple parties over long periods of time.
- Promoted a positive work environment by providing training and guidance to junior paralegals or interns as needed.
- Contributed to successful case outcomes through diligent fact investigation and witness interviews.
- Expedited document review process by conducting initial reviews of key documents for relevance and privilege status.
- Maintained up-to-date knowledge of changes in laws or regulations relevant to practice areas through continuous professional development opportunities such as seminars or webinars.
- Saved firm resources by conducting cost-effective legal research using both traditional library resources and online databases such as LexisNexis or Westlaw.
- Increased department efficiency, organizing continuing legal education seminars for paralegal staff.
- Produced legal documents such as briefs, pleadings and appeals.
- Collaborated with attorneys to develop strategies for each case.
- Researched statutes, decisions, legal articles, and codes.
- Reviewed, edited and proofread litigation for proper grammar, spelling and punctuation.
- Attended court hearings and depositions to take notes and document proceedings.
Education
Associate in Specialized Business - Paralegal - Paralegal Studies
Bradford Business School
Pittsburgh, PA01-2012
Skills
- Financial services
- Customer relationship management
- Cash management
- Cash handling
- Estate planning
- Account maintenance
- Teller transactions
- Hospitality and accommodation
- Accounts payable and receivable
- Payments processing
- Strong work ethic
- Client relationship building
- Billing and invoicing
- Flexible schedule
Timeline
Financial Services Representative
Adams Bank and Trust
04.2022 - 12.2023
Paralegal
Williamson Lowery Fredregill
06.2018 - 05.2019
Office Manager
American Family Insurance
10.2017 - 06.2018
Administrative Assistant
Cabela's Corp
10.2016 - 06.2017
Paralegal
Sommer Law Group
09.2015 - 07.2016
Associate in Specialized Business - Paralegal - Paralegal Studies
Bradford Business School
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