Gloria Walton
Equity Management Inc.
Bozeman,MT
Work Preference
Work Type
Part Time
Location Preference
Remote
Minimum Desired Compensation
$45000/yr
1
Certification
19
Years of experience
Experienced process server with a strong background in confidential document handling, database research, and field investigation. Known for accurate service, careful recordkeeping, and dependable problem-solving.
Work History
Process Server
16 Years 7 Months- Served summonses, complaints, subpoenas, and eviction notices in compliance with civil procedure requirements.
- Coordinated with attorneys, courts, and office staff to prioritize urgent and time-sensitive deliveries.
- Verified recipient addresses and contact details using public records, skip traces, and field investigation.
- Documented service attempts, outcomes, and affidavits of service with accuracy and attention to detail.
- Tracked service routes, deadlines, and status updates to maintain organized case handling.
- Located hard-to-find recipients through surveillance, neighbor inquiries, and alternate address research.
- Ensured proper chain of custody for confidential legal documents during transport and delivery.
- Mentored junior staff on professional service protocols, safety practices, and compliance standards.
- Received papers to be served from attorneys, court clerks, and magistrates and printed out the papers.
- Provided proof of service in the form of affidavit.
- Achieved a high success rate in locating hard-to-find individuals through diligent research efforts using public records databases and other resources.
- Upheld ethical standards by maintaining confidentiality of sensitive client information at all times.
- Optimized route planning to maximize productivity while minimizing travel time between service locations.
- Maintained detailed records of service attempts, ensuring accurate reporting and successful case resolutions.
- Researched defendants' schedules, social media, and analyzed personal records to locate defendant.
- Strengthened relationships with clients through exceptional customer service and prompt responses to inquiries.
- Handled conflict resolution professionally when encountering confrontational situations during document deliveries, maintaining composure under pressure.
Bookkeeper
4 Years 9 Months- Managed accounts payable, accounts receivable, and vendor invoicing with consistent ledger accuracy.
- Reconciled bank, credit card, and general ledger accounts to maintain clean monthly closings.
- Processed payroll entries, expense reports, and job cost allocations across production projects.
- Maintained QuickBooks records, journal entries, and supporting documentation for audit readiness.
- Reviewed purchase orders, receipts, and coding details to ensure proper expense classification.
- Coordinated payment schedules with vendors while protecting cash flow and avoiding late fees.
- Maintained and processed invoices, deposits, and money logs.
- Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
- Prepared monthly bank reconciliations to ensure accurate representation of company's financial position.
- Reconciled and corrected issues with financial records.
Education
GED
Skills
Court paper serving
Document review
Legal communication
Conflict de-escalation
Public records analysis
Defendant research
Strong ethics
Accountability
Flexibility
Process serving
Team collaboration
Assertiveness
Time management
Attention to detail
Multitasking Abilities
Reliability
Certification
- Licensed Process server from 2013 to current - [Timeframe]
Timeline
Process Server
Equity Management Inc.
03.2010 - CurrentRead More
Bookkeeper
Cross America Productions
01.2008 - 10.2012Read More
Billing Adult Ed.
GED
Read More