Kelly Neely
Lodi,NJ
Summary
Results-driven professional with extensive experience at ColeSchotz PC, excelling in records management and document control. Demonstrated leadership in streamlining client intake processes and records management, enhancing operational efficiency. Proven ability to maintain accurate filing systems and collaborate effectively with teams, ensuring compliance and safeguarding sensitive information. Strong attention to detail and adept in software utilization.
Overview
20
20
years of professional experience
Work History
Conflicts and Records Coordinator
ColeSchotz PC
Hackensack, NJ
03.2022 - Current
- Analyzed and processed conflict requests to verify clearances from business and ethical perspectives.
- Identified existing and potential conflicts for each request by reviewing and analyzing conflicts reports and supporting documentation.
- Prepared database search terms and created conflicts reports.
- Provided guidance to colleagues on appropriate actions for addressing identified conflicts, ensuring consistency across the organization.
- 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.
- Supported new client onboarding by conducting timely conflict checks and escalating issues as needed.
- Streamlined client intake processes to enhance operational efficiency and reduce wait times.
- Monitored progress of clients through case management system, proactively addressing potential barriers to success.
- Collaborated with team members to develop a comprehensive client database, ensuring accurate recordkeeping.
- Streamlined document retrieval processes, enhancing efficiency in information access for team members.
- Coordinated offsite storage solutions for physical records, maintaining easy access when required.
- Assisted in the implementation of a new records management software, resulting in increased productivity and accuracy.
Records Clerk
ColeSchotz PC
Hackensack, NJ
03.2011 - 02.2022
- Organized and maintained electronic and physical records for efficient retrieval.
- Processed incoming documents, ensuring compliance with legal standards and firm policies.
- Collaborated with attorneys to manage case files and update client information accurately.
- Implemented filing system improvements, enhancing record accessibility and workflow efficiency.
- Trained new staff on record management protocols and document handling procedures.
- Assisted with record management system implementation and maintenance to streamline operations.
- Provided training to new records clerks to improve knowledge and skills.
Trust and Estate Document Clerk
ColeSchotz PC
Hackensack, NJ
02.2011 - 04.2013
- Managed all original vault documents for Trust and Estates department for New Jersey and New York offices.
- Assist in notarizing client signings of Estate Planning documents for in office and out of office meetings.
- Prepare physical and electronic binders containing copies of signed documents to send to clients.
- Assist Trust and Estates department coordinating deed preparation for transfers of property for estate and tax planning.
- Reviewed and verified documents for accuracy, ensuring compliance with legal standards.
- Performed document reproduction, printing documents from electronic sources such as email attachments, PDF files and cloud storage.
- Worked with internal staff to process documents and sent for closing.
- Expedited client services by promptly responding to requests for specific documents.
- Assisted in training new employees on company-specific document processes and protocols.
File Clerk
ColeSchotz PC
Hackensack, NJ
04.2006 - 01.2011
- Organized and maintained accurate filing systems for legal documents.
- Assisted in document retrieval and ensured timely access for attorneys.
- Processed incoming mail and filed correspondence according to established protocols.
- Assisted with document scanning and imaging projects to support accurate file back-up.
Education
High School Diploma -
North Arlington High School
North Arlington, NJ06.2002
Skills
- Leadership qualities
- Software knowledge
- File maintenance
- Records management
- Document control
- Filing systems
- Clerical skills
- Document scanning
- Filing system organization
- Procedure implementation
- File retrieval
- Teamwork and collaboration
- Problem-solving
- Attention to detail
Technology
Knowledge of the following systems:
- iManage
- Intapp (assisted in transition from prior system)
- Elite/3E (assisted in transition from prior system)
Timeline
Conflicts and Records Coordinator
ColeSchotz PC
03.2022 - Current
Records Clerk
ColeSchotz PC
03.2011 - 02.2022
Trust and Estate Document Clerk
ColeSchotz PC
02.2011 - 04.2013
File Clerk
ColeSchotz PC
04.2006 - 01.2011
High School Diploma -
North Arlington High School