Office Data Entry

Jerry Green 202-***-****)

Qualifications Summary

I am a highly personable customer service professional with over ten years of experience in office services and records management operations. Have a talent for identifying customer needs and presenting appropriate assistance in service offerings, while demonstrating the ability to gain customer trust and provide exceptional follow-up, leading to increase repeat and referral business.

Objective:

A challenging position by utilizing my abilities, developed through my education and experience with the opportunity for professional growth based on performance.

Professional Experience:

Reed Smith LLP McLean, VA 06/2017 to 06/2020

Records Operation Specialist: Duties

As the Records Operations Specialist I assists with daily operations and handling of files and/or file room(s) and is responsible for timely delivery of active files, new files and/or files from offsite storage. Responsible for promoting and implementing records management programs. Assist the records staff, including training, quality control and maintaining client service. Also responsible for the quality checking and re-filing of returned files to the central files room.

Performed routine data entry required to update the records management system.

Maintain files of original documents to be labelled correctly so that labels are legible and placed in the proper folder jacket. Examples: Correspondences (emails) Audit Letter (should be label Audit letters) Contracts should be label as contracts, and not correspondences. Etc.

Respond to all request in a timely manner. Scan, track, makes sure all files are index before being sent out of the department or to an offsite storage location.

Ensure that all files are properly kept in designed locations, such the records department or checked out to the appropriate staff member who has requested the file.

Weekly preparation of reports for newly opened client matters and closed matters for retention and offsite storage.

Performed standard procedure periodic internal audits of the records department and locations throughout the office.

Prepare files for transfer out of the firm by request of the client whom attorney has left the firm. Gathering physical files as well as collecting electronic data to be released to Attorney or stated firm at client’s request.

Maintaining inventory of supplies within the department and performing maintenance of all equipment within in the department.

Denton’s, LLP, Washington, DC 07/2012 to 03/2017

Records Coordinator: Duties

Maintained files in records services, including new file creations and document interfiling.

Retrieved, checked out and delivered files that are active and inactive to authorized users.

Periodically reviewed files for relocation to offsite storage and processed files for the vendor.

Dewey LeBoeuf LLP, (Swiss Post Solutions), Washington, DC 06/2009 to 05/2012 Records Clerk: Duties

Data entry of all records into the client records management database.

Prepared records for offsite warehouse storages as necessary.

Managed offsite warehouse filing system, including retrievals and re-files.

Generated reports from the records management database as requested.

Located files at client request for temporary use outside of the department.

Followed-up on files that had been released outside of the department to guarantee records are returned in a timely manner.

Creation of new files, following established procedures. Jerry Green

Heller Ehrman, LLP (Williams Lea Inc.), Washington D.C. 02/2007 to 09/2008 Records Specialist: Duties

Created new client files.

Checked client files in and out of the records center.

Performed scheduled client file deliveries and pick-ups.

Provided document filing assistance to attorneys and professional staff.

Provided assistance with the re-shelving of client files.

Indexed files for off-site storage and enter information into the record management database.

Performed periodic internal audits of the records center.

Performed scheduled inventory scans of the client files throughout the office.

Pillsbury Winthrop Shaw Pittman, LLP, (Williams Lea Inc.), Washington, DC

Mailroom clerk/Messenger clerk 11/2005 to 02/2007

Processed high volumes of incoming and outgoing mail. Delivered mail and packages throughout the client location, following applicable distribution procedures.

Complete large numbers of reprographics requests according to job ticket instructions.

Bound, cut, and/or assembled reprographics jobs as necessary.

Loaded copiers with paper and toner as needed.

Handled sensitive and/or confidential documents and information. Education

Associates Degree in Applied Sciences, Herkimer County Community College, Herkimer, NY

Oneonta State University, Oneonta, NY

Additional Skills

Experience with ARM File Surf, or LegalKey, File Site, IRM

Experience with iManage

Experience: 10 years Records Management

Legal Key Software 10 years

Legal Records: 10 years

IRM Software 3 years

ARM File Surf 2 years

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