Records Specialist Coordinator

Calvin R. Washington

*** ******** ***** ****, *******, Texas 76036 909-***-**** **********@*****.***

Summary

Experienced associate in records management, client services, and overseeing overall duties for attorneys, paralegals, and executive staff. Well-versed in effectively communicating with customers and possess the ability to prioritize and get along well with others. Experienced in developing strong business relationships with vendors, maintenance personnel, and management. This business professional is detailed-oriented with the ability to meet deadlines and possesses excellent organizational skills.

Skills

Accounting Procedures

Customer Relations

Dealer Track System

DocTrack

Elite 3E Record System

Employee Training

Excel

Imanage Document

Management System

Legal Key

Microsoft Office Suite

Records Retrieval

Research

Trial Preparation

Vendor Management

Professional Experience

Lexitus Legal (Contract), Dallas, TX 08/2022 – Present

Records Specialist Support I

Request medical, billing, and radiology records from various Dr. Offices

Perform extensive research

Review subpoenas and affidavits for accuracy and send them to various process servers to be served

Request various legal certifications, depositions, interrogatories, and admissions

Review invoices and submit payments for records via Chart Swap & Chart Request

Contact medical offices for status updates and requested records for law firms

Respond to emails and faxes regarding the retrieval of records

Mail and Federal Expressed medical and legal records

Perform accounting for client accounts ensuring proper charges and payments

Contact and communicate with the custodian of records regarding various documents

Process and make copies of invoices and documents, and scan them into the Ops system for storage

Beacon Hill/Bell Nunnually & Martin LLP (Contract), Dallas, TX 01/2022 – 04/2022

Case Assistant

Opened, sorted, scanned, saved, & distributed mail to secretaries & attorneys

Indexed pleadings, discovery, and correspondence; saved in the IManage system

Performed research using Legal Key, Elite, and IManage software

Opened & closed files, made copies, and coordinated special projects with secretaries

Assisted office services with setting up conference rooms for client and department meetings

Delivered supplies

Assisted with coordinating office moves

Uber, Dallas, TX 07/2017 - Present

Driver and Customer Relations Representative

Respond to calls and tracks from customers according to company protocol

Comprehend the use of company software, by extensively going through the features

Receive and follow customers’ locations through the software, plan, and route short and safe passages to destinations

Ascertain timely arrival at the customers’ destinations and inquire into further destinations.

Handle conflict with professionalism and provide maximum customer service continuously.

Randstad/JPMC Bank, Fort Worth, TX 06/2020 – 10/2020

Operations Sr. Specialist I – Title & Lease

Researched title and non-title files using Quest to determine lien or third-party position of title and automobile documents

Verified fees and titles with liens and verified fees owed to customers

Mailed documents as requested

Closed loans using DocTrack

Reviewed files using Dealer Track System to determine status update

Manually filed via alpha order

Assisted payment department with payment processing and endorsement of checks

Operated mail machine for incoming mail

Processed Priority Mail

Managed and handled projects as needed

Haynes & Boone, LLP c/o GLC Business Services, Dallas, TX 08/2018 – 03/2019

Records Coordinator:

Departmental liaison for projects where records management was impacted

Coordinated with attorneys, secretaries, and legal departments ensuring proper transferring of legal files

Strong communication with IT Department regarding electronic data files & transferring of data Performed with unusual accuracy, thoroughness, and effectiveness Provided training and support to attorneys and staff as necessary Demonstrated an unwavering commitment to quality producing error-free work Respected and properly maintained confidential records

Updated excel spreadsheets and effectively communicated via email and telephone

Provided management with periodic reports of the department and team progress

Skilled in classifying records for retention, destruction, or storage

Excelled in electronic records management

Recognized the importance of building healthy working relationships

Additional responsibilities included: preparing files for offsite storage; communication with vendors for pickup; indexing pleadings and preparing legal and case binders for attorneys and paralegals

Haynes & Boone, LLP c/o GLC Business Services, Dallas, TX 03/2016 – 08/2018

Records Clerk II:

Maintained legal records in Elite 3E in Records Manager software ensuring accurately reflected information for current location storage/and or retrieval

Edited existing and prepared new barcode file labels in the Elite 3E records management system

Ensured accurate record category of files

Retrieved and delivered active and inactive files from a storage facility to staff promptly

Received and processed files for inactive and closed storage per established procedures; Researched information on file history, activity, etc. Collect shred material from internal consoles according to schedule: Ship records department supplies to other Haynes Boone offices upon request. Train new employees upon request; also train new record IP file clerks. Traveled to other offices as needed.

Rent-A-Frog 02/2015 – 09/2017

Valet Parking

Strong customer service related to valet service

Booth Captain for customer service

Shannon Gracey Ratliff & Miller LLP, Fort Worth, Texas 01/2013 – 12/2014

Records Coordinator:

Indexed, closed files, and performed inquiries utilizing the Elite Records Management System

Coordinated office moves relating to the set-up of files and filing system along with supervising record pickups with off-site vendor (TRS) Tindall Management System

Answered telephones; scanned and faxed documents; processed and closed attorney files and assisted attorneys, paralegals, and legal assistants with trial preparation and preparation of legal files

Retrieve records from storage

Accounting duties included coordinating and communicating with attorneys regarding outstanding funds pending in legal cases

Opened new matters as needed.

Shannon Gracey Ratliff & Miller LLP, Fort Worth, Texas 01/2012 – 01/2013

Case Assistant:

Assisted Attorneys, Paralegals, and Secretaries in preparation for meetings, hearings, trial preparation, and mediations

Indexed and managed pleading files ensuring deadlines are met

Scanned and faxed documents as needed

Prepared files for closing, answered telephones, retrieved records, organized the filing system, and researched various cases as needed.

References Provided Upon Request

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