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Office Skills working with staff and clients.

Location:
Bakersfield, CA, 93313
Posted:
September 26, 2022

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Resume:

Leticia Castillo

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

Phone: 661-***-****

**** ***** **.

Bakersfield, CA 93313

SUMMARY

Records Manager with 10 + years experience working with client and administrative records ensuring firm policies and procedures. Worked with firm employees in the creation, maintenance, closing and destruction of records. Assisted clients in turnover of records. Managed the Records Department providing training, supervision and special project assignments. Played a major role in transitioning the firm to a paperless enviroment. EXPERIENCE

Klein, DeNatale, Goldner, Cooper, Rosenlieb & Kimball Bakersfield, CA— Records Manager

Position Eliminated

November 11, 1989 - February 4, 2022

As the Records Manager I trained and supervised the Records Department which consisted on average of 3 records clerks; as well as approximately 8 summer and winter interns. I took on the role of manager while still performing all of the same daily tasks assigned to the records clerks.

● Trained and Supervised Records Department and Summer Interns.

● Yearly large projects to close and destroy client files.

● Client Services: Turnover of client records to client or new counsel.

● File Maintenance: Creation of files, document filing into physical files, closing client matters, turnovers and destruction.

● Firm Policies and Procedures: Assisted in creating and maintaining policies/procedures and databases.

● Oversee all departments adhere to firm policies/procedures.

● Data entry into records management databases.

● Track and retrieve files from internal and external locations.

● Research of Client Records regarding status and updated client address.

● Maintaining Client Confidentiality.

● Document Quality Control.

SKILLS

● Microsoft Word

● Microsoft Outlook

● Adobe PDF

● Excell

● Access

● WestLaw (Client Address Research)

● O ce Equipment: Copiers, scanners, and postage machine.

● Multitasking with ability to meet multiple deadlines

● Detail Oriented

● Priority Tasking

● Teamwork Skills

● Ability to stand and/or sit for long periods of time.

● Lift at least 50lbs

● Climb step-stools and ladders.

EDUCATION

Arvin High School, Arvin, CA — High School Degree

September 1979 - June 1982

REFERENCES

Shelly Howlett - Legal Secretary

Address: 14109 Park Palisades Drive

Bakersfield, CA 93306

Phone; 661-***-****

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

Relationship: Former Co-Worker

Gabriella Chumpitaz - Paralegal

Address: 12305 Mezzadro Ave.

Bakersfield, CA 93312

Phone: 661-***-****

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

Relationship: Former Co-Worker

Jillian Staricka - Records Clerk/Receptionist

Address: 7201 Noah Ave.

Bakersfield, CA 93308

Phone: 661-***-****

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

Relationship: Former Subordinate



Contact this candidate