Legal Support Electronic Legal invoices

ALAN I. WEINSTEIN

*** *. ********* ******, ***** Massapequa, N.Y. 11758

(H) 516-***-**** (C) 516-***-****

Email: ******@*****.***

SUMMARY: Seasoned corporate professional with extensive background in both high-level, technical customer support and departmental administration/management. Organized, self-motivated, process-oriented and results driven professional who works well independently but is also a team-player. Varied, transferable skill set. Fast learner who adapts quickly to changing work environments/requirements. Focus on legal expense management. Knowledge of Six Sigma applications.

Demonstrated skill and experience in internal/external customer support; training and coordination of staff; managing, maintaining and documenting processes and systems, generating reporting and metrics related thereto; ensuring data integrity, indentifying and resolving problems or escalating as necessary.

COMPUTER SKILLS: Proficient in Microsoft Office Suite; Business Objects; Mitratech-Team Connect (legal matter management system); Interwoven-Mail-Site/Worksite (document management system); Datacert-Advanced Invoice Management System (legal spend management system); and ELM Solutions – Passport (legal spend management system); General knowledge of LEDES (Legal Electronic Data Exchange Standard) and compatible Electronic legal billing and case management programs (Elite, TimeMatters, PCLaw, etc.)

WORK EXPERIENCE:

JP Morgan Chase & Co. (JPMC), Jersey City, NJ 2009 –March 2020

Legal and Compliance, Office of the General Counsel

Business System Administrator (2016 – March 2020)

Train, coach and provide on-going support for internal users of JPMC ’s legal spend management system – Passport.

Manage, identify, investigate and resolve technical and user-based issues for internal users of Matter Management and Passport – Error Manager.

Identify, investigate and resolve technical and user-based issues for outside law firms/vendors using Passport.

Interact with law firms to resolve issues and questions regarding billing procedures.

Daily, interface and coordination of efforts with other JPMC departments including Legal Finance and Reporting, Legal Audit, Sourcing, Third Party Oversight, Accounts Payable and Matter Support.

Senior Business Analyst (2009 – 2016)

Train coach and provide on-going support for users of JPMC’s proprietary legal matter management program GOLD (Global On-Line Legal Database) and DataCert’s AIMS (Advanced Invoice Management System).

Administer multi-level, secure, permission-based access for 250+ employees to GOLD and action AIMS adding/removing user access as necessary.

Manage Outside Counsel Timekeeper bill rates based on the negotiated agreements and approve/reject bill rates via GOLD – Outside Counsel Database as appropriate.

Identify, investigate and resolve technical for user-based issues for internal users of GOLD and AIMS and external user-based issues for outside law firms/vendors using AIMS.

Beta test new versions and updates of GOLD and AIM based on subject expert.

Coordinate and track departmental metrics including prioritization of support issues, program and project efficacy, etc.

ALAN I. WEINSTEIN PAGE 2

Train staff and coordinate workflow within department.

Coordinate function and process with JPMC counterpart departments globally.

Daily, interface and coordination of efforts with other JPMC departments including Legal Finance, Legal Audit, Sourcing, Third Party Oversight, Accounts Payable, Litigation Support.

Update and publish Operations Manual for all matter management, spend management and departmental processes/procedures.

American International Group Inc., New York, NY 2008 - 2009

Corporate Legal Administration

System Administrator

Lead Administrator for security access on Mitratech Team Connect System.

Identified, investigated and resolved issues with Team Connect System.

Trained and provided support to Staff on Team Connect System.

Manage and test new versions and updates of Team Connect System.

Analyzed, reviewed and corrected conversion data within Team Connect System.

Prepared metrics/management reports utilizing Business Objects.

Merrill Lynch & Co., New York, NY 1992 - 2008

Office of General Counsel (OGC) - Business Management / Legal Expense Unit

Assistant Vice President – Business Management / Legal Expense (2002 – 2008)

Managed team of Accounts Payable Specialists.

Liaison with Corporate Accounts Payable/ outside law firms to resolve billing/payment issues. Implemented Six Sigma compliance.

Coordinated Outside Counsel Approval process for engaging law firms

Prepared management reports and answered inquiries from various areas within company.

Investigated and resolved problems with Team Connect, Interwoven-Mailsite and AIMS.

Lead efforts of validity of new versions of Team Connect, Interwoven-Mailsite/Worksite and AIMS.

Provided assistance and training to various individuals within OGC and outside law firms on Team Connect and Interwoven-Mailsite/Worksite and AIMS.

Managed the deployment of the upgraded Interwoven-Mailsite (Document Management System).

Administered and maintained security access and levels to employees and law firms for various internal /external systems.

Senior Specialist – Legal Expense Unit (1992-2002)

Client support in resolving billing issues and inquiries.

Assisted in conversion of LawPack to MLCLERK, debugged problems and handled corrections.

Assisted managers with various projects and reports utilizing Microsoft Word and Excel.

EDUCATION:

Adelphi University, Garden City, New York

Bachelor of Science / Computer Science

References available upon request.

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