Lisa B. Martin2018 Culloden Drive

Summerville, SC 29483 (843) 830-2800

darlisa1@yahoo.com

OBJECTIVE:                      Provide high-level paralegal/administrative support by conducting research, preparing statistical reports, handling information requests, and performing clerical functions such as preparing correspondence, receiving visitors, arranging conference calls, and scheduling meetings. Strong organizational and customer service skills and may also train and supervise lower-level clerical staff.

EXPERIENCE: 

02/2016 – Present South State Bank Support Center North Charleston, SC

Call Center Customer Care Representative Extend excellent customer service to incoming calls from customers who require assistance with all of their banking needs. Troubleshooting customers debit card inquiries, such as reordering new card, blocking card when lost or stolen, updating

information linked to card, etc.; Maintaining and adhering to all compliance regulations.

07/2015 – 09/2015 Robert Half Accountemps (South State Bank) North Charleston, SC

Call Center Customer Care Representative (Temp Position) Answer incoming calls from customers who require assistance with online/mobile banking, debit cards, and all other banking

inquires. Assist customers with enrolling for online banking, downloading mobile applications, logging into their account, check order

requests, transfers, and all customer needs with overall account information; Troubleshooting customers debit card inquiries, such as reordering new card, blocking card when lost or stolen, updating

information linked to card, etc.; Maintaining and adhering to all compliance regulations.

10/2012 – 05/2015 First Command Financial Services Summerville, SC

Administrative Assistant Establish and maintain all client files; Prepare all correspondence, applications for insurance, investments, bank loans, new bank accounts, all other clerical needs,

such as scheduling appointments etc. for Financial Advisor as required. Assist clients with adding/changing beneficiaries, moving mutual funds, changing allotment instructions, etc.; Maintain Business Tracker, which keeps track of all commissioned sales and maintain the Insurance Policy Log for policies

delivered; Prepare and maintain monthly audits to make sure all business conducted for clients are in compliance with FINRA

regulations.

Laid off June 2009 – October 2012 (worked various temp positions around the Charleston area)

01/2009-06/2009 The Spann-Wilder Law Firm N. Charleston, SC 10/2004-8/2007 Wigger Law Firm, Inc. N. Charleston, SC 01/2003-05/2004 Lanier & Burroughs, LLC Orangeburg, SC

Paralegal Compile, review and summarize case facts, medical records and evidentiary records; Prepare and execute correspondence, pleadings, briefs and other complex legal documents all while managing time

sensitivity and deadlines; Prepare files and clients for depositions, trials and or hearings; Schedule hearings, depositions, and client meetings; Maintain client contact and provide clients with legal assistance to the best of my authority; Conduct research of South Carolina laws by use of Lexis-Nexis; Westlaw, Accurint or Internet; Experience in Personal Injury, Workmen’s Compensation, Social Security, Wills, Employment Law, Premises Liability,

Product Liability, etc.

EDUCATION:  2001-2002            Orangeburg Calhoun Technical College Orangeburg, SC

Associate Degree, August 2002Paralegal/Legal Assistant

INTERNSHIP: 

June 2002-July 2002 Limehouse and Walsh Orangeburg, SC Responsible for learning the following objectives:

Analyzing and organizing legal information; Performing a title search; Putting together a real estate closing; including how to disburse a loan and how to prepare a deed; Preparing Summons and Complaints, Answers, Subpoenas, Pleadings and other legal documents to be filed with the court; Scheduling hearings; Preparing a Will and a Power of Attorney.

ACCOMPLISHMENTS: 

Served as a Marshall in the Orangeburg Calhoun Technical College May 2002 graduation ceremony; Inducted as a member of Phi Theta Kappa Honor Society in April 2002; President’s and Dean’s List for several semesters;

ADDITIONAL TRAINING:

Experience in Microsoft Word 2003, 2007, 2010, Word Perfect, Outlook, Excel, Amicus, Needles, Navigator, Star, Harland, Cisco, and beginner in QuickBooks. Management experience from positions held as assistant manager and manager in various convenience stores, collections experience as a collections clerk at Roadway Express Trucking Company, and teller experience as a teller at First National Bank (nka South State Bank)

REFERENCES AVAILABLE UPON REQUEST