Key Words
sales prepare file data reports tax estate implemented court maintain
 
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Lauren Stepek - Resume

25605 Byron Drive North Olmsted, Ohio 44070

Qualifications

  • All Versions of Access; Excel; Outlook; PowerPoint; Publisher; Word
  • Puritas Springs:Probate Forms; Deed & Document; Guardianship;Estates and Trusts;Cuyahoga County Forms;Estate Tax
  • WinXP,Vista,Win7
  • LexisNexis
  • Westlaw

Education

  • Associate Degree, Paralegal Studies Program, December 2012
  • Approved by the American Bar Association
  • CUYAHOGA COMMUNITY COLLEGE, Parma, Ohio

Experience

Present

Koscianski & Koscianski

Parma, Ohio

Intern

  • ESTATE ADMINISTRATION
    • Prepare and file death certificates, notice to creditors and security of a decedent's homestead; determine assets requiring protection; prepare documentation to effect sale or transfer of assets, testate and intestate.
    • Draft affidavits, statements, schedules, settlements, orders, tax returns and petitions.
    • Maintain estate records, bank accounts and investments.
    • Maintain calendar and case management by prioritizing work to meet calendar deadlines.
    • Communication with clients, court staff, attorneys, accountants, banks, doctors, government agencies.
  • GUARDIANSHIP and CONSERVATORSHIP ADMINISTRATION
    • Asset management; prepare and file estate-planning documents.
    • Organized bills, financial responsibilities; disbursing accordingly.
    • Prepare and file forms to petition court for a change in placement and disbursements.
    • Draft and file annual account.
  • Domestic Relations
    • Prepare initial pleadings;Petition, Summons,Waiver of Service, Informational Data and Response.
  • Provide confidentiality; complying with the ethical standards of the legal profession.

2010 - 2012

Hooligans Irish Pub

Put-In-Bay, Ohio

Server

  • Managed, opened, and closed high-volume restaurant.
  • Provided efficient service to full bar, serving area, and cater affairs.
  • Addressed concerns and special requests.
  • Reconciled gratuity in take in accordance with tax regulations.

2005 - 2007

Massage Envy

Indianapolis, Indiana

Clinic Administrator

  • Provided administrative support for new business development; assisted CFO with special projects.
  • Ensured smooth workflow; interviewed, hired, trained, and facilitated effectiveness of 22 Massage Therapists and 4 Receptionists.
  • Planned and directed sales promotion activities; coordinating with departments as required.
  • Reviewed financial statements, sales, activity, and data performance reports; measured productivity and goal achievement; determined areas needing cost reduction and program improvement.
  • Prepared and submitted weekly, monthly, and quarterly reports to owners.
  • Established and implemented departmental policies, goals, objectives, and procedures, conferred with owner, organization officials, and staff members accordingly.

2003 - 2005

Oakstreet Mortgage

Carmel, Indiana

Mortgage Broker

  • Originated real estate loans; averaging 1.5 million conditionally approved each month.
  • Conducted cold calls, created individualized mortgage broker packets.
  • Discussed and handled client concerns; providing direct and timely customer service.
  • Achieved top sales and significant overall growth in quarterly sales
  • Developed and implemented team-based selling strategy for successful cultivating sales prospects.

1999 - 2002

Pacific Sunwear

Greenwood, Indiana

Store Manager

  • Promoted from Assistant Manager within twelve months.
  • Conceptualized and implemented employee training.
  • Handled all merchandising, inventory control, ordering, cash control, and maintenance.
  • Oversaw store opening and closing procedures.
  • Directed sales floor activities, assisted, and addressed customer concerns.
  • Inputted data to prepare daily sales reports; regularly used weekly and monthly data to develop sales and promotional strategies.
  • Hired, trained, and coordinated a staff of fifteen.
  • Met and exceeded visual merchandising goals.