
Ferzel Chan
BANKRUPTCY PETITION PREPARER & LEGAL ASSISTANT
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About
Detail-oriented Bankruptcy Petition Preparer with extensive experience working with Jubilee bankruptcy software and Nitro PDF Pro. Proficient in preparing Chapter 7 and Chapter 13 petitions, financial schedules, and court filing packets. Skilled in performing sensitive client intakes, reviewing financial records, and eliminating document metadata to ensure confidentiality.
Knowledgeable and experienced in education and client communications to effectively counsel debtors in distress while simultaneously maintaining the highest degree of file management and legal documentation accuracy.
Experience
Bankruptcy Petition Preparer / Legal Assistant at Legal Services (2026-01 – Present)
- Prepared and finished Chapter 7 and Chapter 13 bankruptcy petitions, schedules, and Statements of Financial Affairs using Jubilee software.
- Conducted initial client intakes by reviewing private financial information like pay stubs, bank statements, tax forms, and credit reports.
- Entered Means Test data and created household budgets within Jubilee for attorney/client review.
- Guided clients compassionately through the process of document requirements and deadlines.
- Stripped metadata from legal documents using Nitro PDF Pro before completing the packet to ensure data security.
- Used Adobe Acrobat Pro to edit, combine, sequence, and format multi-page exhibit packets according to court formatting requirements.
Kindergarten Teacher at Early Childhood Education (2024-01 – 2025-12)
- Managed classroom administration and compliance paperwork and daily report writing to high institutional standards.
- Communicated complex procedures in clear terms to parents and guardians through calming, professional conversation.
Private Online Tutor (2023-01 – 2025-12)
- Design and deliver tailored 1-on-1 online lessons for children and adult students across varying proficiency levels.
- Conducted virtual one-on-one with active listening and clear communication in three languages (English, Tagalog, Chavacano).
- Kept comprehensive student files and progress tracking through meticulous organization and scheduling.
Cashier & Service Team Member at McDonald's (2021-01 – 2022-12)
- Processed fast and efficient financial transactions in POS system, including drawer reconciliation and dealing with customer demands.
Education
Bachelor's Degree in Early Childhood Education