Processed and analyzed conflict searches for daily new client and new matter requests in a timely manner.
Performed detailed corporate research using various search resources. Includes analysis, interpretation, and application of information via recent press releases and historical references to entities.
Thorough review of Intapp Open workflow requests including detailed understanding submissions to ensure key information is included for appropriate processing.
Provided detailed review of conflict results report to identify true potential conflicts based on established team guidelines.
When appropriate, conducted necessary research to determine materiality of potential conflicts.
Researched our conflicts database and other firm documents to ensure appropriate conflicts resolution.
Contacted the appropriate request stakeholders in effort to clear potential conflicts.
Validated results and performed quality assurance to assess accuracy of data.
Thoroughly documented and organized documentation regarding the resolution of potential conflicts of interest.
Maintained telephone and personal contact with attorneys and staff on conflict of interest matters.
Tracked status of outstanding or on-going work flow requests.
Handled special projects assigned by the Director of Conflicts Operations and Conflicts Managers.
Advised attorneys on engagement letter language concerning waiver provisions while taking into account any existing or possible future conflicts scenarios.
Provided guidance to colleagues on appropriate actions for addressing identified conflicts, ensuring consistency across the organization.
Trained new staff members on intake procedures.
Participated in ongoing professional development opportunities to stay current with evolving regulations governing conflicts of interest within the legal field.
Intake Coordinator
Reinhart Boerner Van Deuren
09.2015 - 07.2016
Streamlined the intake process by implementing efficient data collection and organization methods.
Completed corporate research to confirm identity of related parties and address potential conflicts..
Prepared database search terms and created conflicts reports.
Identified existing and potential conflicts for each request by reviewing and analyzing conflicts.
Analyzed and processed conflict requests to verify clearances from business and ethical perspectives.
Delivered regular updates to responsible attorneys and other users in connection with conflict clearances.
Maintained accurate records of conflict checks and resolutions, ensuring a reliable database for future reference.
Conflicts Analyst
Godfrey & Kahn
05.2006 - 09.2015
Completed corporate research to confirm identity of related parties and address potential conflicts.
Managed sensitive data confidentially when handling client information during conflict checks, safeguarding client trust and maintaining ethical standards.
Prepared database search terms and created conflicts reports.
Maintained accurate records of conflict checks and resolutions, ensuring a reliable database for future reference.
Participated in firm-wide initiatives aimed at enhancing overall risk management practices, contributing to a culture of compliance.
Trained new staff members on intake procedures, contributing to a well-prepared team.
Litigation Assistant
Von Briesen & Roper
01.2004 - 01.2006
Maintained litigation database and document organization for Asbestos cases.
Used document review tools to discover and inspect records.
Managed exhibits, evidence and data related to asbestos legal proceedings.
Offered tech support to litigation paralegals and attorneys.
Prepared, indexed and developed exhibits.
Streamlined document production processes by implementing new software solutions to automate routine tasks.
Collaborated with paralegals to efficiently manage caseloads, delegating tasks appropriately and ensuring timely completion of assignments.
Conflict Analyst
Michael Best & Friedrich
01.2003 - 01.2004
Supported new client onboarding by conducting timely conflict checks and escalating issues as needed.
Streamlined conflict resolution processes by implementing effective risk management strategies.
Conducted thorough research on clients and third parties to ensure adherence to regulatory requirements.
Collaborated with various departments to gather necessary information for comprehensive conflict analysis.
Maintained accurate records of conflict checks and resolutions, ensuring a reliable database for future reference.
Managed sensitive data confidentially when handling client information during conflict checks, safeguarding client trust and maintaining ethical standards.
Analyzed and processed conflict requests to verify clearances from business and ethical perspectives.
Records Manager
Von Briesen & Roper
01.1999 - 01.2003
Streamlined records retrieval processes, reducing time spent searching for information.
Maintained strict compliance with federal, state, and industry-specific record retention requirements through thorough monitoring and reporting processes.
Established a secure document destruction process, safeguarding sensitive information from unauthorized access.
Developed comprehensive training programs to improve team productivity and ensure compliance with regulations.
Facilitated communication between senior management and staff related to new policy implementation or updates.
Successfully managed large-scale records relocation projects, ensuring minimal disruption to business operations.
Conducted regular audits of record keeping systems, identifying areas for improvement and ensuring data accuracy.
Enhanced records management efficiency by implementing advanced technology and industry best practices.
Cultivated a positive and professional work environment, empowering team members to excel in their roles.
Monitored emerging trends in Records Management field; providing recommendations for possible implementation.