Summary
Overview
Work History
Education
Skills
Timeline
Generic

Kelly Phalon

Gilbert

Summary

Well-qualified agent/instructor with proven success in improving operations and solving problems. Highly proficient in building lasting relationships with key decision makers, customers and team members to further company goals. Ready to leverage training and experience to take on new professional challenges.

Overview

13
13
years of professional experience
11
11
years of post-secondary education

Work History

Paralegal

Etoile Law, PLLC
07.2023 - Current
  • Expedited document review process by conducting initial reviews of key documents for relevance and privilege status.
  • Aided settlement negotiations with effective summary reports outlining key points from discovery materials for use during mediation sessions or pretrial settlement talks.
  • Boosted office productivity by maintaining an accurate calendar of appointments, deadlines, and court appearances.
  • Streamlined communication between clients and legal staff by managing client inquiries promptly and professionally.
  • Increased collaboration among team members by coordinating meetings, conference calls, and video conferences with internal staff and external parties involved in cases.
  • Promoted a positive work environment by providing training and guidance to junior paralegals or interns as needed.
  • Prepared legal briefs, motions, and pleadings.
  • Conferred with clients and other involved parties to gather and track case information.
  • Communicated with clients, opposing counsel and court personnel to keep all parties informed on case updates.
  • Managed scheduling of court calendars and deadlines to maintain smooth flow of firm operations.

Real Estate Agent

JK Realty
11.2021 - Current
  • Developed and maintained relationships with clients through networking, postcards and cold calling.
  • Managed contracts, negotiations and all aspects of sales to finalize purchases and exceed customer expectations.
  • Communicated with clients to understand property needs and preferences.
  • Maintained connections with clients to encourage repeat business and referrals.
  • Wrote listings detailing and professionally highlighting property features to increase sales chances.
  • Negotiated, facilitated and managed real estate transactions.
  • Advertised client properties through websites, social media and real estate guides.
  • Reviewed market research data and changed sales plans accordingly.
  • Liaised between buyers and sellers to provide positive experiences for both parties.

Lead Instructor

CycleBar Gilbert
11.2019 - Current
  • Established classes to effectively match skill and learning levels of all participants.
  • Enhanced client experience by maintaining motivational and supportive culture.
  • Recruited club members for group classes and challenge groups.
  • Monitored client progress in group settings by assessing technique and form.
  • Created structured and innovative fitness programs to be executed in small to large group atmospheres.
  • Offered inspiration and guidance to all club members and group event patrons.
  • Managed group fitness classes of up to 50 members.
  • Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork.
  • Actively listened to customers' requests, confirming full understanding before addressing concerns.
  • Maintained excellent attendance record, consistently arriving to work on time.
  • Prepared variety of different written communications, reports and documents.
  • Increased customer satisfaction by resolving issues.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.


Legal Assistant

Morgan & Morgan Law Firm
10.2022 - 06.2023
  • Filed court documents and legal pleadings with court clerk on behalf of attorneys.
  • Managed accounts and client records of clients, observing confidentiality, and extreme discretion.
  • Scheduled appointments, court appearances, and depositions for busy law firm.
  • Handled office scheduling and made notes for deadlines, motions, and other important dates.

Account Executive

Townsquare Media
07.2018 - 07.2019
  • Media sales
  • Commercial/Ad production
  • Successfully manage 30+ accounts and entertain agency and client expectations
  • Maintain weekly pending reports for accurate accounting of all pending/working business
  • Secure meetings and lead presentations with agency and client partners
  • Negotiate with agencies/clients on all details of campaigns
  • Identify opportunities and close major brand advertisers
  • Deliver and exceed revenue goals set by the company.

Owner/General Manager

Apricot Lane Boutique
10.2014 - 11.2017
  • Drove year-over-year business growth while leading operations, strategic vision and long-range planning.
  • Identified trends in customer marketplaces to develop valuable solutions.
  • Developed effective business plans to align strategic decisions with long-term objectives.
  • Assessed reports to evaluate performance, develop targeted improvements and implement changes.
  • Delivered business strategy and developed systems and procedures to improve operational quality and team efficiency.
  • Developed and maintained relationships with customers and suppliers through account development.
  • Reduced costs, managed delivery schedules and performed risk analysis to improve overall profitability.
  • Designed modern employee recognition program which boosted productivity and improved morale.

General Manager/Staffing Coordinator

Home Instead Senior Care
08.2013 - 10.2014
  • Responsible for coordination of care, staffing, scheduling and pairing all caregivers to the appropriate clients
  • Managed applicant tracking system (ATS) database by entering, updating and maintaining candidate contact details, resumes and supporting documentation.
  • Responsible for quality assurance visits and employee corrective action meetings and records
  • Collaborated with legal and compliance teams to review paperwork, obtain feedback and procure available information for new training processes.
  • Streamlined HR efficiencies, coordinated new hire orientations and provided onboarding and training for 40+ new employees.
  • Managed employee rewards programs.
  • Shadowed employees to determine accurate description of duties and skills required for each position.
  • Audited workplace, employee and management policies and procedures.
  • Strengthened operational efficiencies and traceability by developing organizational filing systems for confidential employee records and reports.
  • Enhanced team workflows and employee job satisfaction by coordinating communication between managers and employees.
  • Adhered to federal and state guidelines and managed payroll and benefits for over 40 employees.
  • Maintained optimal staffing levels by tracking vacancies and initiating recruitment and interview processes to identify qualified candidates.

Code Enforcement Technician

The Town of Yucca Valley
07.2011 - 06.2013
  • Responsible for updating and entering new cases into GoEnforce, conducting property and vehicle searches, answering customer calls and inputting their concerns into the system
  • Received public emergency and non-emergency calls and supervised response prioritization in order to effectively dispatch official units such as police, fire and EMS while tracking data in real-time environments.
  • Reduced risks and emergency response issues by observing public safety field units.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Proved successful working within tight deadlines and fast-paced atmosphere.
  • Identified issues, analyzed information and provided solutions to problems.
  • Prepared variety of different written communications, reports and documents.
  • Worked within applicable standards, policies and regulatory guidelines to promote safe working environment.
  • Led projects and analyzed data to identify opportunities for improvement.
  • Collaborated with team members to achieve target results.
  • Delivered services to customer locations within specific timeframes.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Worked with customers to understand needs and provide excellent service.

Education

Masters in Business Administration - Organizational Leadership

National University - La Jolla
01.2009 - 05.2013

Bachelors of Science - Apparel Merchandising And Management

California State Polytechnic University
Pomona, CA
01.2001 - 05.2007

Skills

Prospecting

B2B

Cold Calling

Business Development

Loss Prevention

Purchasing

Active Arizona Real Estate License

Comparative market analysis

Arizona Association of Realtors

Client-oriented

Excellent teamwork

Works well independently

Strong organizational skills

Staff Management

Timeline

Paralegal

Etoile Law, PLLC
07.2023 - Current

Legal Assistant

Morgan & Morgan Law Firm
10.2022 - 06.2023

Real Estate Agent

JK Realty
11.2021 - Current

Lead Instructor

CycleBar Gilbert
11.2019 - Current

Account Executive

Townsquare Media
07.2018 - 07.2019

Owner/General Manager

Apricot Lane Boutique
10.2014 - 11.2017

General Manager/Staffing Coordinator

Home Instead Senior Care
08.2013 - 10.2014

Code Enforcement Technician

The Town of Yucca Valley
07.2011 - 06.2013

Masters in Business Administration - Organizational Leadership

National University - La Jolla
01.2009 - 05.2013

Bachelors of Science - Apparel Merchandising And Management

California State Polytechnic University
01.2001 - 05.2007

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Kelly Phalon