2334 Georgetown Circle Aurora, IL 60503 | 708-921-8779 | ckimtodd@gmail.com

Skills & Abilities

·   Over 15 years in customer service experience, responding and managing inquires and escalated issues. Over 4 years in strong legal researching; skilled in analytical investigation and in legal writing. Strong financial aptitude for analyzing financial portfolios and business models to find ways to forecast and increase business profits. Able to multi-task in a fast-paced work environment and work effectively with computer software. An energetic personality, ready to learn new skills and have a diverse work experience in business management, finance, banking, marketing, and sales.

Education

MASTERS OF BUSINESS ADMINISTRATION | JULY 2011 | KELLER GRADUATE SCHOOL OF MANAGEMENT

·   Concentration: Finance

 

graduate certificate-financial anALYsis | july 2011 | keller graduAte school of management

 

bachelors of arts | may 2007 | university of illinois urbana

·   Major: Speech Communication

Experience

PARALEGAL/OFFICE MANAGER | tHE lAW OFFICE OF KEOINI H. WELLS | SEPTEMBER 2010 – CURRENT

·   Paralegal/Office Manager to a sole practitioner attorney specializing in Family Law, Divorce, Probate, and Real Estate.

·   Assists with drafting family law pleadings (petitions, responses, replies, temporary restraining orders, discovery documents, etc.), setting motions, prepare and issue subpoenas, and legal citations.

·   Communicated and corresponded with client inquiries and concerns via our website, email and by phone.

·   Controlling settlements, writing and disbursing checks, accounts payables/receivables, bank deposits, and track all attorneys’ fees and cost.

·   Determined business needs and identified software requirements by implementing Credenza, Total Attorney, and Westlaw software to effectively keep track of client’s cases, scanning court documents, and improve receiving/sending invoices.

·   Advanced legal professional and technical knowledge by attending educational workshops; reviewing legal publications; establishing personal networks; and participate in legal professional societies.

personal banker | jp morgan chase | june 2010 – december 2010

·   Actively acquired, retained and maintained all consumers retail bank products and services.

·   Evaluated the credit applications and created credit approved accounts according to Chase guidelines.

·   Executed requested maintenance, questions and concerns of installment loans, home equity lines of credit, and deposit accounts.

·   Consistently maintained the call handing metrics and achieved the sales targets in conjunction with providing an extraordinary customer service experience.

·   Analyzed customer relationships, identified the need and suggested products and services that would enhance the customer banking relationship.

·   Experienced in OFAC, BSA/AML, USA PATRIOT Act, and risk management.

·   Comply with all government regulations (AML, OFAC, REG E, and CC) and bank policies and procedures.

SENIOR CUSTOMER INSURANCE PROFESSIONAL | ALLSTATE INSURANCE | OCTOBER 2008 – MAY 2010

·   Created and customized auto and property insurance policies to suit customer insurance needs.

·   Participated in several pilot programs designed to improve customer service satisfaction, improve sales, and customer retention.

·   Participated in the Service Partner Liaison (SPL) rotation; processing insurance policies, claims and legal issues.

·   Licensed to write and service insurance policies in 40 states with auto, home, renters, and motorcycle.

tECHNICAL skills

·   Microsoft Office Suite (Word, Excel, PowerPoint, and Access), Outlook, SQL, Westlaw, Credenza, LexisNexis, Total Attorney, Quicken software, Principles and Practices of Legal Communication, Notary Public and AML/BSA.