Lashenna Clayton
Montgomery,AL
Summary
Excellent multitasking and applying real-world solutions to long-term licensing issues. Responsible business manager with a keen understanding of local ordinances and municipal rules and regulations. Strong bookkeeping, public administration and accounting talents. Superb computer, interpersonal and verbal and written communication skills. Detail-oriented team player with strong organizational skills. Experienced Office Management and Administration Professional experienced optimizing productivity, efficiency and service quality across various environments. Highly dependable, ethical and reliable support specialist and leader that blends advanced organizational, technical and business acumen. Works effectively with cross-functional teams in ensuring operational and service excellence.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Court Attendant (Intern)
Jefferson County Circuit Court
12.2021 - 03.2023
- Responsibilities include preparing legal documents, conducting legal research and analysis, typing orders in Alacourt, and compiling case materials for the Judge
- Aiding the assigned judge with preparing the docket and scheduling court hearings and trials while providing insightful perspective when deposed by judicial leadership
- Actively overseeing that voir dire is handled professionally
- Strong writing and typing skills are used daily
- Utilize Westlaw daily.
- Maintained court dockets and updated disposition of cases after court hearings and trials.
- Prepared court orders and judgments for signature.
- Provided assistance to attorneys and court personnel in courtroom
- Prepared court documents for filing in alignment with established protocols to support compliance.
- Assisted court in scheduling hearings, meetings and other events to support seamless operations.
- Maintained and updated electronic databases to accurately and securely store court documents.
- Reviewed court documents to process subpoenas, motions and pleadings.
- Drafted professional court correspondence to facilitate legal proceedings.
- Examined legal documents submitted to courts for adherence to laws and court procedures.
- Coordinated courtroom proceedings and enforced adherence to proper procedures.
- Responded to in-person and telephone requests for information from general public, attorneys and other involved parties.
- Researched case law and legal documents to support judicial decisions.
- Contributed to preparation of jury instructions, verdicts and jury forms to support court proceedings.
- Outlined specific information and notes on court proceedings.
- Prepared copies of court records to distribute to attorneys, judges and litigants.
Summer Legal Intern
Maxwell Tillman Law Firm
06.2021 - 08.2021
- Shadowed attorney Tillman and engaged in variety of work experiences like interviewing clients that were incarcerated
- Conducted legal research and drafted memorandums and briefs for litigation
- Primarily involved with substantive criminal law, criminal procedure, death penalty law, constitutional law, civil rights law, habeas corpus law, and appellate practice and procedure
- Read over depositions, shadowed intake with new cases, and monitored several court proceedings
- Utilized LexisNexis daily.
- Sorted legal documents, filing and case materials in clear, orderly systems.
- Communicated pertinent information to clients via phone, email, and mail.
- Reviewed legal information and proofed documentation for errors.
- Attended depositions and court proceedings and prepared summaries on cases.
- Researched and analyzed legal issues and cases to provide accurate advice to clients.
- Analyzed facts and case law to determine possible defenses for clients.
Branch Manager
Regions Bank
09.2014 - 07.2020
- Manage direct reports to maximize productivity of 10 associates efficiency, this included hiring, directing job assignments, monitoring staff performance, coaching, counseling, training, assuring compliance with regulatory requirements were met, organizational mission, values, policies and work rules
- Appraise performance and provide recommendations for staff compensation, promotion, and termination, as appropriate
- Always processing and approving customer loans within established policies and limits
- Ensured that branch achieved assigned loan production goal
- Ensured branch personnel were well trained in all phases of their respective jobs
- Completed orientation of new employees in overall branch procedures
- Actively participated in cross-training personnel and assures staff is kept abreast of all products and services
- Conducted quarterly security training meetings
- Responsible for tickets to maintain office building, grounds, equipment and fixtures of branch
- Closely monitored industry trends in lending and deposit operations to feed research and development activities and assured that company's products, services and processes remained competitive
- Complied with applicable laws and regulations, including but not limited to, Bank Secrecy Act, Patriot Act, and Office of Foreign Assets Control
- Maintained friendly and professional customer interactions.
- Assessed employee performance and developed improvement plans.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Engaged employees in business processes with positive motivational techniques.
- Complied with regulatory guidelines and requirements.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Consulted customers to boost product sales and services.
- Resolved various issues impacting sales management and business operations.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
- Generated financial and operational reports to assist management with business strategy.
- Implemented service improvements to enhance sales cycle.
- Reduced process bottlenecks by training and coaching employees on practices, procedures, and performance strategies.
- Examined customer loan applications for loan approvals and denials.
- Boosted sales and customer loyalty through incentive programs.
- Completed filings and upheld strict compliance with regulatory agencies and supervisors.
- Forecast trends and recommended improvements based on financial risk analyses.
- Launched new training program to boost employee skills and staff retention rate.
- Submitted loan applications to underwriter for verification and recommendation.
- Compiled database of loan applicants' credit histories, financial statements and other financial information.
- Reviewed and edited loan agreements to enhance clarity and monitor compliance with requirements.
- Evaluated project applications and verified with outline specifications to approve, reject and recommend adjustments.
Financial Insurance Agent
New York Life Insurance Co
04.2011 - 09.2014
- Responsible for identifying sales opportunities for insurance plans and overseeing portfolio of clients
- Responsible for identifying risk management strategies, handling policy renewals, and tracking claims
- Provided service to clients' changing insurance needs by selling life, health, annuities and disability insurance
- Established productive working relationships with clients
- Developed base for long-term sources of clients
- Received Counsel Award first year
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Educated clients on insurance policies and procedures.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Analyzed customer needs to provide customized insurance solutions.
- Met with customers to provide information about available products and policies.
- Collected premiums on or before effective date of coverage.
- Maintained high standards of customer service by building relationships with clients.
- Finalized sales and collected necessary deposits.
- Generated leads through cold-calling, networking and other outreach methods.
- Cross-sold insurance products to existing clients to reach sales targets.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Conducted annual reviews of existing policies to update information.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Obtained underwriting approval by completing application for coverage.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Evaluated competitors' products and services to gain competitive advantage.
- Developed and implemented promotional strategies to increase customer base.
- Designed presentations and marketing materials to promote insurance products.
- Developed and implemented marketing strategies to boost sales and increase customer base.
Financial Specialist
Regions Bank
09.2005 - 07.2014
- Took part in face to face consultations with potential clients to review & analyze their financial goals
- Play key role in advising customers of financial solutions to qualify management/relief services offered
- Increase customer financial confidence by providing financial advice, answering customer questions, and addressing their concerns; raising matters as appropriate to team members or partners while maintaining confidentiality and accuracy
- Stayed up to date on all new debt management/relief services offered and customer qualification requirements for each service offering
- Strive to achieve and improve service level and productivity targets.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Helped clients make informed decisions about financial future.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Educated clients on financial topics and best practices.
- Presented financial plans and investment recommendations to clients.
- Educated clients on potential risks and rewards associated with various investments.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Recommended specific investments to help clients meet financial goals.
- Studied financial documents to identify potential areas needing improvement.
- Informed clients of strategies for reducing debt and maximizing savings.
- Created financial models to analyze and evaluate investment strategies.
- Initiated conversations with clients to uncover financial needs, cross-sell products and services and make referrals to business partners to meet sales goals.
- Implemented exit strategies for clients to transition out of investments.
- Developed queries and performed analysis to optimize business intelligence.
Education
J.D. - Law
Miles Law School
Fairfield, AL05.2023
Master of Science - Business Management
Faulkner University
Montgomery, AL12.2006
Bachelor of Arts - English
Old Dominion University
Norfolk, VA5.2001
Skills
- Communication
- Adaptability
- Leadership
- Multitasking
- Self-motivation
- Professional Correspondence
- Office Management
- Records Management
- Dispute Resolution
- Accounts Payable and Accounts Receivable
- Data Entry
- Critical Thinking
- Financial Reports Analysis
- Billing and Payment Processing
Affiliations
National Bar Association Women Lawyers Division- Student Member; SBA-3L Class Representative; NBLSA – Member; Magic City Bar Association -Student Member; Alabama Law Association- Student Member; MAP Volunteer-Ministry About People (Grant Writing)
Certification
- Licensed - Life and Health Insurance
Timeline
Court Attendant (Intern)
Jefferson County Circuit Court
12.2021 - 03.2023
Summer Legal Intern
Maxwell Tillman Law Firm
06.2021 - 08.2021
Branch Manager
Regions Bank
09.2014 - 07.2020
Financial Insurance Agent
New York Life Insurance Co
04.2011 - 09.2014
Financial Specialist
Regions Bank
09.2005 - 07.2014
J.D. - Law
Miles Law School
Master of Science - Business Management
Faulkner University
Bachelor of Arts - English
Old Dominion University