Maria M. Guerra

Assists in all levels of legal matters and proceedings by completing and facilitating administrative tasks for clients, judges and attorneys. Clerical tasks related to Preparation and Submission of legal documents and processes and ensure a through legal proceeding.

• Prepare Documents: Clerk works to create, complete, update and file legal documents such as Subpoenas, Court Summons, Detention Orders and Public Records.
• Balance Receipts: Clerk handles all payments and charges that occur in a courthouse or Legal Office. Balances, tracks, and record payments and receipts to ensure a balance report and accurate billing statements.
• Collect Evidence: Clerk is responsible for proper handling and organization of the evidence, ensures a proper trial and legal procedure.

Important Skills for Deputy Clerk

• Interpersonal Skills: Clerk works with witnesses, jurors and clients to communicate information and procedures throughout the legal process. Having these skills improves the ability to communicate and receive information.
• Time Management: Legal Procedures and documentation rely heavily on deadlines and the efficient submission of information all clerical tasks are completed and submitted according to schedule.
• Mathematical Skills: A Clerk Requires performing basic mathematical calculations with accuracy throughout various parts of the role. Calculates and process payments from clients and court offices and work to balance and track the receipts and spending for each case.

Assists in responsibilities that includes collecting, and analyzing data, checking customer and vendor payments. Producing and reviewing reports, Purchase Orders for any inconsistencies or irregularities.

• Clerk audits Invoices of clients to ensure accuracy. Collects and Organizes.
• Clerk tracks, and calculates miscellaneous expenditures, researches overages/shortages and records explanation/findings to Management Staff if necessary.
• Clerk corrects transaction errors that come to sales ensuring a daily balance and maintains files for accuracy.
• Clerk contacts customers as needed.
• Clerk perform functions in a close time frame and is comfortable working under pressure.
• Clerk maintains confidentiality with records, vendors, and other information that may be accessible.

Personal Banker helps customers with various banking or financial needs. Manages the accounts and finances of their clients. Offer banking products such as loans, credit cards and investment opportunities. Create long-term business relationships with clients.

• Personal Banker uses various banking software programs and databases to access client information from any branch in the country and initiate transactions related to their accounts.
• Personal Banker has negotiation techniques offers bank services and helps clients make informed invested decisions.
• Fundamental Role in guiding clients to open bank accounts, and assess clients requirements and financial backgrounds to approve personal loans.