Highly ambitious clerk with over 10 years of law firm experience and a proven track record of effective assistance to partners and legal staff. Detail-oriented with a demonstrated commitment to excellence. Organized and able to handle a high-intensity workload with an upbeat positive personality.
Overview
16
16
years of professional experience
Work History
Calendar Clerk
Schuering Zimmerman & Doyle
02.2023 - Current
Knowledge of Local, State, and Federal court rules with the ability to research all rules applying a strong attention to detail.
Comprehend and accurately read through correspondence and court orders to determine appropriate dates/codes for calendaring.
Maintain appropriate changes/corrections to attorney file assignments, matter changes, maintaining up to date database within Compulaw program.
Create database entry for new files in Compulaw system, assigning proper jurisdictions along with all company guidelines and calendar all pertinent dates.
Manage, update and create all client guidelines in addition to firm policies for calendaring entries in Compulaw program.
Provided excellent customer service to legal professionals, addressing inquiries and concerns promptly.
Updated and maintained accurate records, ensuring easy access to vital information for all parties involved.
Handled sensitive information discreetly while dealing with high-profile cases or clients in need of confidentiality.
Monitored case progress by tracking deadlines and adjusting calendar schedules accordingly, preventing unnecessary delays in proceedings.
Calendar/Statute Clerk
Dreyer Babich Buccola Wood Campora, LLP
08.2016 - 02.2023
Calendar legal deadlines for state & federal courts in Compulaw daily - including but not limited to discovery, depositions, court hearings, mediations, trials, arbitrations, motions, judgments; orders, etc.
Double check in-house calendaring; processing hand deliveries/court documents after they have been filed with the court.
Pulling criminal records/legal documents regarding clients/defendants as needed per staff.
Open, review, calendar, scan, distribute all incoming mail for 32 attorneys in a timely matter.
Tracking statutes; sending reports four times a month to all attorneys and their teams with their upcoming statutes; requesting documentation to protect all open statutes.
Utilized strong multitasking skills to manage multiple priorities and tasks, ensuring timely completion of each assignment.
Opening new case files; running conflict checks; signing off on Closed File Destruction Forms.
Trained new clerks on firm procedures and software tools effectively contributing to their integration into the team.
Loan Officer Assistant
PrimeLending, A PlainsCapital Company
11.2012 - 09.2013
Managed customer relations, ensuring timely communication of loan status updates for increased client retention.
Coordinated with loan officers to optimize the pre-approval process, resulting in a smoother overall experience for clients.
Facilitated prompt closing of loans by organizing necessary paperwork and collaborating effectively.
Reduced processing time by maintaining an organized system for tracking outstanding documents and followups.
Provided comprehensive administrative support to Loan Officers so they could focus on building relationships with clients and generating new business opportunities.
Set, managed, and confirmed all appointments, contacted/tracked new leads.
Pulled credit reports. Performed initial set up of files in system.
Created quarterly newsletter for team. Ordered monthly lunch for team; Managed birthday program.
Sent out correspondence, thank you cards, after closing surveys, etc.
Receptionist
Jurewitz Law Group
07.2012 - 11.2012
Served visitors by greeting, welcoming, directing and announcing them appropriately.
Managed incoming calls professionally, directing callers to appropriate personnel or taking detailed messages when necessary.
Processed mail accurately and efficiently, ensuring that all correspondence was distributed to the correct recipients in a timely manner.
Managed calendars and scheduled appointments to maintain smooth flow of operations.
Supported office efficiency by performing clerical tasks such as data entry, photocopying, scanning, and faxing documents.
Monitored office supplies and made arrangements for restocking of low-stock items.
Routed business correspondence, documents, and messages to correct departments and staff members.
Negotiated lien reductions/opened new firm files.
Intake Coordinator
Smolich & Smolich
01.2010 - 02.2012
Conducting initial evaluations over the phone with potential clients in areas of Social Security Disability, Personal Injury and Workers Compensation.
Kept track of new client intakes on a daily basis and prepared monthly reports to the firm attorneys.
Calendaring client appointments; Meeting with new clients, assisting them in completing intake documents and other forms. Preparing new files, and coordinating with the attorneys and other support staff, as needed.
Streamlined the intake process by implementing efficient data collection and organization methods.
Maintained strict confidentiality of patient information, adhering to HIPAA guidelines and firm policies.
Expedited critical cases through close coordination with attorneys, reducing wait times for essential services.
Legal Assistant
Brookman & Wroten
06.2008 - 01.2010
Facilitated timely resolution of legal matters by preparing and organizing essential documents.
Supported attorneys in achieving favorable outcomes through thorough research.
Maintained strict confidentiality, protecting sensitive client information as required by legal ethics and regulations.
Drafted accurate and persuasive legal correspondence, contributing to successful negotiations and settlements.
Improved communication between attorneys and clients by providing status updates, and relaying critical information promptly.
Requested & filed medical records/itemized billing daily.
Completed Statement of Accounts on settled cases.
Prepared settlement demands/legal correspondence.
Negotiated lien reductions.
Education
Associate of Science - Criminal Justice
Kaplan College
Sacramento, Ca
2009
High School Diploma - undefined
Hiram Johnson High School
Sacramento, CA
2005
Skills
Spanish speaking
Excellent attention to detail/organizational skills
Sports Medicine Lab Assistant at UC Davis Sports Performance and Wellness LabSports Medicine Lab Assistant at UC Davis Sports Performance and Wellness Lab