Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Lizeth Monroy

TUCSON

Summary

Driven Probate Case Manager with a proven track record at Doug Newborn Law Firm, adept in case management and client advocacy. Excelled in maintaining case documentation and confidentiality, enhancing client decision-making and service access. Skilled in organization, multitasking, and relationship building, significantly improving client-attorney communication and case handling efficiency.

Overview

18
18
years of professional experience

Work History

Probate Case Manager

Doug Newborn Law Firm
03.2017 - Current
  • Maintained accurate documentation on all cases, ensuring compliance with regulations and confidentiality requirements.
  • Conducted thorough assessments of clients'' situations, identifying issues, goals, and necessary interventions.
  • Monitored ongoing cases closely, adjusting case management strategies as needed based on evolving circumstances or new information.
  • Educated clients on available programs, benefits, and services, empowering them to make informed decisions about their care needs.

Legal Assistant

Bursey and Associates
03.2014 - 03.2017
  • Maintained strict confidentiality, protecting sensitive client information as required by legal ethics and regulations.
  • Handled office scheduling and made notes for deadlines, motions, and other important dates.
  • Improved communication between attorneys and clients by scheduling meetings, providing status updates, and relaying critical information promptly.
  • Completed electronic filings, initiated billing statements, and managed firm administrative matters.

Office Assistant

Mister Car Wash
06.2006 - 05.2008

Assist Accounting Department

File documents

Archives files

Outgoing Mail

Incoming Mail

Education

Associate Paralegal - Paralegal

Pima Community acol
Tucson, AZ

Skills

  • Problem-Solving
  • Case Management
  • Case Documentation
  • Organization and Multitasking
  • Documentation And Reporting
  • Decision-Making
  • Conflict Resolution
  • Relationship Building
  • Positive Attitude
  • Email and Telephone Etiquette
  • Client Advocacy
  • Case Planning
  • Documentation proficiency
  • Community Outreach
  • Data Entry and Analysis

Languages

Spanish
Native or Bilingual

Timeline

Probate Case Manager

Doug Newborn Law Firm
03.2017 - Current

Legal Assistant

Bursey and Associates
03.2014 - 03.2017

Office Assistant

Mister Car Wash
06.2006 - 05.2008

Associate Paralegal - Paralegal

Pima Community acol
Lizeth Monroy