Adam Speakman

● First point of contact for retained clients and their employees.   ● Intake information through an online client portal and via email. Created up to 40 new files and cases each  week.  ● Assist 5 attorneys with client management and needs. Work closely with the supervising paralegal and prepare  files for over 20 assistant paralegals and legal writers.   ● Correspond with Human Resource Departments and foreign national employees. Collect documentation  and information. Clarify about legal processes and case preparation.   ● Answer questions and gather information with aid and guidance from attorneys and paralegals.  ● Review visa documents for accuracy, resolve discrepancies or incomplete information. Evaluate  immigration history and documentation.  ● Administrative duties: draft letters, create invoices, obtain payment from client, manage a calendar.  ● Help develop new processes when migrating from Lotus Notes to Fragomen’s proprietary immigration  database. Help develop file creation and database use. Transition internal information and client side  process.   ● Manage client expectations and process. 

● Transactions and Sales. Count currency. Recommend products. Open new accounts for existing members.  ● Clarification and explanation of account status and histories. Provide legal disclosures and clarify about  credit impact.  ● Upheld financial regulations. Interacted with clients and accounts according to federal regulation.  ● Outbound calls to clients to update information.  ● Quality assurance and routine auditing.  ● Routine cash drawer balancing up to$5,000..Vault Balancing and cash ordering up to $400,000.  ● Cash order anticipation in accordance with branch’s cash limit.  ● Created new process for monitoring total branch cash limit while vault teller.