Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Generic

Shelby Heathman

Hannibal,MO

Summary

Paralegal motivated to continually improve and extend personal skills and knowledge to attain increased responsibility and opportunities for professional growth.

Overview

11
11
years of professional experience

Work History

Paralegal

Donald M. Bastian
Hannibal, MO
02.2016 - Current
  • Trained and mentored new employees to maximize team performance.
  • Supervised employees and oversaw quality compliance with company standards for food and services.
  • Kept employees operating productively and working on task to meet business and customer needs.
  • Coached crew members to optimize performance and motivate toward more efficient work.
  • Worked alongside attorneys, administrative assistants and fellow legal assistants on complex cases and legal processes.
  • Managed accounts and client records of clients, observing confidentiality and extreme discretion.
  • Prepared for trials, conducting legal research and drafting pleadings.
  • Supported partners and associates in areas of appellate and complex commercial litigation.
  • Handled office scheduling and made notes for deadlines, motions and other important dates.
  • Filed court documents and legal pleadings with court clerk on behalf of attorneys.
  • Scheduled appointments, court appearances and depositions for busy law firm.
  • Developed positive working relationship with courts, clients, law enforcement members and attorneys.
  • Completed electronic filings, initiated billing statements and managed firm administrative matters.
  • Organized key evidence exhibits to prepare for trials.
  • Reviewed, edited and proofread legislation drafts for proper grammar, spelling, punctuation and formatting.
  • Completed document revisions, court document filings, travel arrangements and client billing.
  • Transcribed weekly and bi-weekly calendar meetings for staff and attorneys.
  • Responded to in-person and telephone requests for information from general public, attorneys and other involved parties.
  • Processed payments for fines and fees, maintained accurate drawers, issued receipts and updated account balances.
  • Recorded expenses and maintained accounting records.
  • Worked with supervisors and management to maintain status reports and update information for client projects.
  • Drafted agendas, recorded minutes and created documents for meetings.
  • Work precisely in Probate and Estate Planning Law
  • Draft Estate Planning documents such as Wills, Trust, Power of Attorney, Healthcare directives etc.
  • Gathered financial information, prepared documents, and closed books.
  • Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating and cash and banking reconciliations.
  • Created budgets and forecasts for management group to meet regular accounting deadlines.
  • Gathered data on taxable income, deductibles and allowances for tax preparation.
  • Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping.
  • Established and updated work schedules to account for changing staff levels and expected workloads.

Customer Service Sales Clerk

Reliable Pest Solutions
Hannibal, MO
08.2014 - 02.2016
  • Delivered superior customer service to retain existing customers and attract future customers.
  • Informed customers of sales and promotions to build customer base, boost traffic and increase customer loyalty.
  • Built client list and strengthened customer relationships through consistent communication via phone and internet.
  • Handled customer inquiries and high volume calls to solve billing and ordering problems, independently resolving [Number]% of issues.
  • Greeted customers, helped locate merchandise and suggested suitable options.
  • Answered customer questions about products and services, helped locate merchandise and promoted key items.
  • Offered each customer top-notch, personal service to boost sales and customer satisfaction.
  • Listened to customer needs and desires to identify and recommend optimal products.
  • Approached each problem with fresh mind and analytical strategies to quickly resolve concerns.
  • Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping.
  • Established and updated work schedules to account for changing staff levels and expected workloads.
  • Delegated tasks to administrative support staff to organize and improve office efficiency.

Customer Service Manager

Walmart
Hannibal, MO
07.2010 - 08.2013
  • Resolved customer complaints while prioritizing customer satisfaction and loyalty.
  • Trained and regularly mentored associates on performance-oriented strategies and customer service techniques.
  • Supervised employees and assessed performances to determine training needs and define accurate plans for decreasing process lags.
  • Followed through with client requests to resolve problems.
  • Assumed ownership over team productivity and managed work flow to meet or exceed quality service goals.
  • Resolved concerns with products or services to help with retention and drive sales.
  • Exceeded team goals and collaborated with staff members to implement customer service initiatives.
  • Documented cash, credit, fixed assets, accrued expenses and line of credit transactions.
  • Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating and cash and banking reconciliations.
  • Processed cash, credit and touchless transactions to fulfill customer orders.
  • Completed transactions, exchanges and returns to support payment processing.
  • Maintained clean, safe work area in accordance with regulatory and organizational guidelines.
  • Supported customer service, providing informational resources regarding promotions and sales.
  • Accomplished multiple tasks within established timeframes.
  • Onboarded new employees with training and new hire documentation.
  • Cross-trained existing employees to maximize team agility and performance.
  • Evaluated employees' strengths and assigned tasks based upon experience and training.

Education

Certificate - Paralegal Certificate Program

Penn Foster
Remote
12.2022

High School Diploma -

Hannibal Senior High
Hannibal, MO
12.2012

Skills

  • Settlement Statements
  • Deadline Monitoring
  • Correspondence and Legal Forms Drafting
  • Proficiency in MS Office
  • Preparing Templates
  • Case Research
  • Drafting Legal Documents
  • Billing and Invoicing
  • Administrative Duties
  • Telephone Etiquette

Additional Information

Currently working towards my NALA CP certification after attending the 2022 NALA Conference.

Timeline

Paralegal

Donald M. Bastian
02.2016 - Current

Customer Service Sales Clerk

Reliable Pest Solutions
08.2014 - 02.2016

Customer Service Manager

Walmart
07.2010 - 08.2013

Certificate - Paralegal Certificate Program

Penn Foster

High School Diploma -

Hannibal Senior High

Similar Profiles

CREATE PROFILE
Shelby Heathman