Shannon Jones
Lexington,KY
Summary
Proficient and experienced job seeker that provides exceptional administrative support, solid interpersonal skills and adaptability. Focused on serving client needs with comprehensive assistance to staff with ability to handle challenging work. Manages highly confidential information with professionalism and integrity.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Executive Legal Assistant
Spurgeon Law Group
Lexington, KY
09.2021 - 12.2022
- Processed monthly billing and time entry for a caseload of 50+ clients, ensuring accuracy and compliance, which resulted in an error-free billing process and timely reimbursement.
- Filed pleadings and paperwork with court clerk to meet strict deadlines.
- Organized and maintained documents electronically and physically, ensuring pleadings, motions, affidavits and exhibits were readily accessible.
- Drafted legal documents and correspondence with clients, insurance adjusters, doctors and attorneys.
- Optimized scheduling and maintained a complex calendar by coordinating ever-changing schedules and priorities.
- Conducted case intake interviews with potential clients to assess the viability of their cases.
Legal Assistant
Swomley & Tennen, LLP
Boston, MA
10.2018 - 11.2021
- Processed monthly billing and time entry using legal software such as CLIO and public counsel e-billing
- Ensures confidential discovery is downloaded and handled in a timely and efficient manner
- Prepared and processed account receivable and account payable financial statements
- Provided administrative support to boost firm's document production and legal correspondence.
- Organized legal documents in company filing systems and databases.
Bookkeeper
Lighthouse Management, The Heights At Marlborough
Marlborough, MA
05.2014 - 09.2016
- Analyzed resident rent ledgers to resolve any discrepancies of balances owed while complying with federal, state and company regulations and procedures for a community with over 350 apartments
- Processed and verified vendor contract bills, invoices and account financial statements to assure month-end billing was allocated accurately
- Collected rent payments, handled eviction paperwork and attended court hearings
- Provided a professional, interactive experience for prospects and community residents, while complying to fair housing laws
Assistant Branch Manager
Main Street Bank
Sudbury, MA
01.2006 - 05.2014
- Examined, underwrote, and processed loan applications, including equity loans and lines of credit, MassSave heat loans, car loans, overdraft protection products and personal loans
- Established and built customer relationships through targeted outreach and community initiatives
- Rewarded "Branch of the Year" for increasing deposits by $40+ million growth and exceeding mortgage and loan sales
- Complied with responsibilities set by National Mortgage Licensing System and Registry to refer loan and mortgage products to potential customers
- Managed and assisted staff meetings, conducted quarterly performance reviews and trained bank tellers
Education
Bachelor of Science - Sport Management; Minor: Communication Arts
St. John's University
Jamaica Queens, NY09.2005
Skills
- Writing and Editing
- Legal Compliance
- Legal Document Preparation and Reviewing
- Executive Management Support
- Executive Calendars
- Customer Relationship Management
- Interviewing Clients
- Troubleshooting Complex Problems
- Legal Processes
- MS Office Proficient
- Proficient in Adobe software
- Proficient in CLIO
- Billing Statements
- Client Intake Services
- Exceptional Telephone Etiquette
- Client Billing
- Task Prioritization
- Accounts Payable and Accounts Receivable
- Office Management
Certification
Notary Public, Commonwealth of Kentucky
Issued September 2021, Expires September 2025
Timeline
Executive Legal Assistant
Spurgeon Law Group
09.2021 - 12.2022
Legal Assistant
Swomley & Tennen, LLP
10.2018 - 11.2021
Bookkeeper
Lighthouse Management, The Heights At Marlborough
05.2014 - 09.2016
Assistant Branch Manager
Main Street Bank
01.2006 - 05.2014
Bachelor of Science - Sport Management; Minor: Communication Arts
St. John's University
Notary Public, Commonwealth of Kentucky
Issued September 2021, Expires September 2025
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