Summary
Experienced legal and executive operations professional with over a decade of experience in confidential case management, investigative research, and high-level administrative coordination. Skilled in working with sensitive information, navigating legal systems, and supporting complex, high-stakes workflows involving compliance, documentation accuracy, and multi-agency coordination. Seeking to transition into victim advocacy and human services support with a strong commitment to trauma-informed care, safety, and ethical service delivery.
Core Competencies
• Confidential Case Documentation & Records Management
• Legal Research & Court Systems Navigation
• Crisis-Sensitive Communication
• Trauma-Informed Professional Conduct
• Skip Tracing & Investigative Research
• Multi-Agency Coordination (Legal, Financial, Government)
• Executive-Level Scheduling & Operations Support
• Risk Awareness & Detail-Oriented Reporting
• Client Confidentiality & Data Integrity
Professional Experience
Certified Legal Support Professional
CPS, Inc. | July 2012 – August 2026
• Directed end-to-end management of nationwide legal filings, including physical and electronic submissions across multiple jurisdictions, ensuring full compliance with court-specific requirements
• Executed complex records research and retrieval operations, navigating county, state, and federal systems to obtain critical legal documentation efficiently
• Performed rigorous quality assurance reviews of court documents, significantly reducing filing errors and ensuring accuracy prior to submission
• Oversaw nationwide service of process operations, coordinating time-sensitive delivery of legal and financial documents with a network of vetted professionals
• Built, recruited, and managed a high-performing network of bonded, insured, and registered process servers, improving service reliability and turnaround times
• Conducted advanced skip tracing and field investigations, achieving a 95% success rate in locating hard-to-find individuals for legal proceedings
• Served as Deposition Officer, managing sensitive legal documentation including scanning, duplication, and secure handling of evidentiary materials
• Processed subpoenas in strict adherence to legal discovery rules, supporting attorneys in complex case development
• Managed accounts payable and receivable functions, including reconciliations and month-end reporting
• Led collections efforts, maintaining client relationships while recovering outstanding balances
Executive Assistant to Chief Credit Officer & Councilman
Affinity Bank | Ventura County, CA | 2004 – 2012
Support to Ed Summers
• Provided high-level executive support including confidential scheduling, communications, and priority management
• Created and maintained Excel-based pipeline reports for internal credit and financial tracking
• Prepared executive board materials including Classified and Criticized Loan Portfolio documentation
• Documented executive meetings, capturing decisions, directives, and compliance-related action items
• Managed sensitive scheduling across dual roles in banking and elected office environments
• Coordinated travel and logistics for executive and public service obligations
• Supported civic engagement efforts including voter outreach initiatives through campaign and GOTV operations
• Assisted in multi-stakeholder coordination between financial institution operations and public sector responsibilities
Skills
Client & Survivor Support Skills
• Trauma-Informed Communication
• Crisis-Adjacent Client Support
• Confidential Intake & Information Gathering
• Safety-Focused Communication Practices
• Emotional Regulation in High-Stress Environments
• Nonjudgmental, Client-Centered Support
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Case Management & Documentation
• Confidential Case Documentation & Record Management
• Intake Processing & Client Data Accuracy
• Legal & Protective Order Documentation Support
• Court Records Navigation & Retrieval
• Subpoena & Discovery Document Preparation
• High-Accuracy Reporting and File Management
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Investigative & Legal Systems Experience
• Advanced Skip Tracing & Location Research
• Nationwide Court Filing & eFiling Systems
• Service of Process Coordination
• Multi-Jurisdictional Records Research
• Legal Compliance & Document Verification
• Coordination with Legal and External Agencies
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Operations & Coordination
• Multi-Agency Communication (Courts, Legal, Financial Systems)
• Executive-Level Scheduling & Confidential Coordination
• Workflow Organization in High-Volume Environments
• Prioritization of Time-Sensitive Tasks
• Process Improvement & Administrative Efficiency
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Professional Strengths
• High Discretion & Confidentiality Standards
• Strong Attention to Detail Under Pressure
• Ability to Work in Structured, High-Stakes Environments
• Calm and Professional Communication Style
• Dependable, Self-Directed Work Ethic
Education
Southern New Hampshire University (SNHU) — Online
Bachelor of Science in Business Administration (Degree in Progress)
• Coursework focused on business operations, organizational management, and professional communication
• Expected Graduation: 2028