Customer Service Office

Location:

Addison, TX

Salary:

$15 p/h

Posted:

August 21, 2015

Contact this candidate

Resume:

La Shaunda Wright

***** *********** **., #****, ******, TX 75230

214-***-****

*********.******@*****.***

I am an experienced legal Office Clerk Specialist seeking to secure a career opportunity in areas of proven success in productivity, efficiency, and professionalism in a corporate environment.

PROFESSIONAL EXPERIENCE:

GLC Business Services

Records Associate

June 2015 – July 2015

Created, indexed, and organized the tracking of legal files throughout per Attorney/Partner in the firm.

Created electronic and hard cover legal files into the firm’s records management system.

Assisted in moving, converting, storing and retrieving records and/or files as needed.

Prepared and maintained an inventory, including offsite filing, box retrievals and additions for the firm's storage facility.

Had the ability to lift or shift boxes full of records/documents up to 45lbs.

Profiled/coded, scanned and maintained electronic documents when requested.

Experience in identifying, organizing and filing of legal documents.

Experience with Legal Key, Elite Enterprise, LegalTrax and other similar records management software

Experienced in flagging Conflicts of Interest files.

Consistent quality control and strong attention to detail when processing files and case records.

Utilized strong customer service and communication skills to relay pertinent and relevant file/case or staffing information effectively.

Reception relief.

Dallas Police and Fire Pension Systems

Administrative Clerk

October 2014 – June 2015

Typing correspondence.

Answering multi-line phone system and paging.

Receiving guests, Law Officers and assisting receptionist.

Preparing books for seminars.

Scanning, filing, and archiving various documentation and correspondence.

Providing support to the Benefits Counselor Team.

Basic match calculations and reports from City of Dallas database MSexcel and PensionGold Software.

Order food for staff and city peace officers for pension and benefit classes; Preparing reports and documents for the members.

Balance and reconcile pension benefits paid out to police and fire officers weekly in excel.

Bulk mailouts of pension and benefit checks weekly to fire and police officers.

Preparing Letters and Memos and collaborating with City of Dallas and Members regarding benefits in regards to updates, changes and checks mailed to them.

Update member information in the company database.

Hostess for training classes offered to the police & fire officers about Benefits and Pension.

Track Records and Library @ Jackson Walker LLP

Records Clerk

February 2014 - April 2014

Experienced in understanding filing policies and procedures.

Maintained records and filing system due to diverse law firm experience and familiarity with legal terminology.

Scanned, indexed, uploaded, organized and profiled electronic files via Omtools AccuRoute software and iManage FileSite document management application.

QA/QC process for physical and/or electronic preservation of files.

Utilized Microsoft Office Suite for electronic email management and normal computer functions.

Performed non-complex arithmetic calculations when verifying calculations on forms and documents.

Made intelligent decisions on deciphering which materials should be retained for offsite (e.g., CD's, Discs, Thumb Drives, Charts, Surveys re Real Estate, Original signed documents).

Organized and prioritized numerous tasks and complete them under time constraints.

Proofread typed material for grammatical, typographical or spelling errors for creating or editing files/labels.

Assembled files and or materials utilizing alphabetical and numerical filing guidelines.

Effectively operated equipment with minimal supervision.

Interpersonal skills for communicating with office staff, (e.g., telephone, email, in person or with visitors).

Followed instructions effectively from a diverse group of people.

Retrieved, purged, shifted, distributed or replaced files or boxes in filing cabinets and shelves up to 6 feet high.

Prepped boxes of records,(e.g. files, documents or materials) for offsite retention and destruction.

Wegman Partners @ Fragomen, Del Rey, Bernsen and Loewy, LLP

Records/File Clerk January 2014 - February 2014

Filed records and documents.

Performed file searches and retrieval requests.

Sorted and organized large boxes of files/records throughout the firm and war rooms.

Copied and Scanned projects for office staff.

Delivered files upon request to designated immigration practice groups.

QC files for duplication of foreign client names and consolidating files/records.

Robert Half International @ Bell Nunnally & Martin LLP and Weisner Nunnally Gold LLP December 2011 – December 2013

Case Clerk/File Clerk

Collated documents in Word and Adobe Acrobat.

Bates Stamp Labeled Pleadings, Depositions, Discovery, Research.

Litigation filing, scanning, indexing and filing into notebooks and electronically into PDF.

Arranged Service Calls for the office as needed.

Deposited large checks into firm Safe from clients.

Typed up letters, Receipts, and Share Certificates, Wills and write out checks.

Office Service Duties: Ordered firm supplies via Office Depot and organized in delegated office areas throughout the firm.

Used Corporate Credit Card to shop for refreshments and kitchenware, (e.g., diverse drinks and snacks, plastic ware; (i.e. cups, plates, utensils paper towels, cleansing agents). I also cleaned, organized, restocked and replenished the aforementioned throughout the firm’s offices, break rooms, conference rooms and kitchens.

Indexed Pleadings, Discoveries and Exhibit Notebooks.

Tracked client-matter time entries into Elite Enterprise for paralegal/attorney.

Assisted with trial preparation, Created Deposition binders for mail-out to opposing counsel by making copies of bates-stamped docs and indexing.

Collecting files throughout the office and checking them in, organizing, re-shelving and shifting files.

Producing copies, Scanning and Routing emails, legal documents, and other inter-office documents electronically and/or via fax.

Prepped packages/mail: (weigh, meter and deliver) documents, mail, packages/boxes and/or drop off at US Post Office/CMRRR, FedEx or UPS.

Assisted with mail runs throughout the day (incoming/outgoing); signed for (mail/hand) deliveries and logged manually into binder via: FedEx, USPS, UPS, Amex CMR, CMRRR and returned mail.

Front Office Receptionist duties; (e.g., Screened phone calls and walk-Ins and routed to appropriate personnel, met & greet guests/clients, offered beverages, scheduled meetings/conferences and room set-ups, arranged cab pick-up, offered parking vouchers for guests, contacted Security for building issues and used an Office Paging system, emptying dishwasher).

Created, labeled and updated physical files as new client-matters were expedited (alpha/numeric folders/inserts/sub-files).

Amended/updated/scanned legal records in the firms electronic document tracking system, “Imanage”.

Accounting Dept. Backup Assistance: Sorting, organizing, scanning and interfiling legal documents and correspondence (e.g., invoices, employee and vendor checks, billing statements, new client-matter forms, paid checks, bank statements and reconciliations, close matter forms, special rate forms, yearly billing rate forms, engagement letters), as well as updating the account reflecting the aforementioned. Edited pre-bills; stuffed envelopes and mailed out invoices.

Assisted and Corresponded with Attorneys/ paralegals/ and supporting staff with routine inquiries and also miscellaneous tasks or projects per Supervisor.

Read and/or researched incoming materials daily, (i.e., mail, email, documents), in order to determine how or where they should be classified, filed/indexed and handled for processing.

Retrieved and recalled boxes and/or records from offsite storage.

Had to QC records and files in regards to (merging, purging, sending and retrieving to offsite storage, attorney and/or client matter transfers, and retention).

Wrote out checks and logged them specifically for court filings, recordings, or firm related events.

Assisted HR in confidential administrative projects as needed (e.g., prepping paperwork and file folders for staff and attorney reviews, copying and scanning important firm or benefit notifications, and ran errands).

Responsible for opening and closing/locking office doors.

Merrill Corporation @ SNR Denton LLP February 2011 – July 2011

Records Clerk

Collected files (via cart throughout the IP department), organized and filed IP legal documents (foreign & U.S.).

Daily sorted out, scanned, copied/faxed, interoffice mailing of IP documents and records.

Organized, shifted and re-shelved files, records and boxes.

Receptionist relief, (e.g., meet & greet guests and clients, scheduled set up of meetings/conference rooms).

Retrieved offsite files/boxes from records department or Iron Mountain upon request.

Aided in special client-matter case projects.

Fedex.com and Stamps.com to process incoming and outgoing mail.

Created and updated physical files as client-matters were expedited (alpha/numeric folders/inserts/subfiles).

Data entry creating new records, amending/updating records in the firms system, (LegalKey application) and printed barcode labels to reflect new files, and file updates or amendments.

Processed email and phone requests.

Organized and interfiled IP/PTO documents and correspondence.

Assisted paralegals/attorneys with miscellaneous general office tasks.

Performed a weekly file audit utilizing a "remote scanner". The Remote scanned barcodes adhered to the legal file or record, which electronically updated file location in the file management software.

Read incoming material in order to determine how and where they should be classified or filed.

Signed for deliveries and logged manually into binder: FedEx, USPS, UPS, Amex CMR, CMRRR.

K&L Gates LLP formerly known as Hughes & Luce, LLP October 1999 – September 2010

Legal Records Clerk/Conflicts Clerk

Created, cataloged, coded, indexed, filed and maintain legal docs, client-matters/vendors.

Verified and QC new client intake forms (e.g., attorney approval signatures on legal docs re: new attorney hires, new client/matters, pro bono’s, exception rates).

Managed the process of gathering and sorting all incoming/outgoing legal files, and preparing legal documents for filing.

Prepared occupancy reports in Excel, to monitor and review file status, location of records, or document review. Also used the firm database to search for documents, files or notes.

Researched and gathered information to complete projects or staffing reports.

Maintained organization and cleanliness of file room and storage areas.

Responded promptly with excellent customer service assistance to paralegals, attorneys, partners, administration and staff via in-house, e-mails or voice messages.

Query and/or retrieved reports for listings, within the firm software for various records, (e.g., client-matters by attorney name only, special rates, active or inactive files listings or offsite).

Composed emails and letters re: notification of either client and/or attorney transfers to and from the firm.

Opened, Closed, Retrieved and managed legal case files for accounting department.

Researched & problem solved issues pertaining to locating misplaced or lost records.

Ran errands, (e.g., delivering records within the metroplex, courthouse filings, store runs and performed other clerical duties and projects as assigned).

Writing skills and grammar, (e.g., draft, type and compose letters/email correspondence).

QC/Prepped records within company guidelines for paralegals and managing partners to review before files were permanently released from firm.

Assistant to the firm Transfer Manager by composing memos and letters to clients and attorney’s re: requests to permanently release files and

Mail distribution, (e.g., sort and deliver incoming/outgoing mail, utilized weight machine; processed and packaging shipping orders).

Printed weekly report of daily duties and occurrences in Microsoft calendar per Accounting/Records Supervisor, (diary/time entry).

Ordered supplies for records department (e.g., boxes, labels, various style files, pressboards, redwelds, numeric sticker labels).

Scanned and saved documents into the company’s electronic document management system and re-routed via email.

File retrieval and delivery; also purged, closed and prepared legal records and/or boxes to go offsite.

Queried reports for specific files to create an Ethical Wall Label to adhere onto case sensitive files, limiting view and access to records per corporate request.

Promptly fulfilled service requests and support internal staff via email, voice mail, walk-in office visit, interoffice mail.

Composed emails, conducted phone calls to attorneys/staff following up on client transfer files to meet deadlines.

Verified that records and documents are maintained in accordance with company policy.

Receptionist relief.

Summary of Qualifications:

Develop constructive and cooperative working relationships with others, and maintaining them over time.

Self-disciplined and motivated to juggle multiple priorities and rush tasks; can switch gears easily. Able to manage time and work independently.

Good knowledge of methods and practices of legal office and file clerk duties, legal records and records storage tasks, and front office reception duties.

Typing speed of 83 w.p.m.

Can copy, print, scan/electronic imaging, use remote scanner, fax,10-key,collate and bind books.

Mail Distribution; Mail/Postage Meter Machine, CMRRR, prep packages, mail or boxes for Fedex/USPS and able to lift up to 65 lbs.

Previous experience in file management programs: (Elite Enterprise, LegalKey,

Imanage/Interwoven, and LegalTrax 4.0, Accuroute/Omtools).

Good proofreading, writing and grammar skills; (type and compose letters/memos/email correspondence).

Comfortable in communicating information/ideas so others will understand when speaking with corporate and legal professionals.

Reliable, honest and maintains a positive, professional attitude and has a commitment to excellence to assure customer satisfaction. Able to handle any situation with confidence.

Quick learner and listener with great organizational skills and like taking initiative.

Make independent decisions/successfully resolve issues or complaints and able to work well under pressure, stressful situations, time constraints from either clients or staff.

Proficient in Microsoft Office Suite: (Excel, MSWord, Microsoft Access, Adobe Acrobat).

Able to train, mentor, and assist with company procedures/guidelines and developmental assignments and enjoy it; available to volunteer for company venues and special engagements.

Research, document and capture records for back-up to reflect efficiency or that may preclude further action.

I give customer service with a smile providing information and extra assistance as needed.

Data Entry and 10-key experience; able to perform complex data entry tasks.

Keying and Balancing Electronic Transfers (Debits/Credits); handling cash/checks and making deposits.

Utilized Microfiche/Microfilm Reader and Printer to Audit Invoices and Checks for accuracy.

Education:

1987-1989

Southern Institute of Business and Technology

Re: Business Computer Applications

Richardson, TX

References:

Sara Roberson Gomez