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Angela
Contacto
Competencias
Demonstrated experience with Document and records management.
Demonstrated experience with Filevine administration.
Demonstrated experience with Legal key scanning.
Demonstrated experience with Data analysis and entry.
Demonstrated experience with Microsoft Office proficiency.
Educacion
Resumen
Professional profile
Experiencia
New Matters Clerk
Opened new matters daily in the system with precision and accuracy.. Reviewed incoming documents to ensure correct information entry.. Updated digital records based on new matters and system-generated documents.. Verified documents for missing or incorrect details before data entry.. Communicated with coworkers to clarify discrepancies in system documents.. Scheduled court appearances, ensuring accurate date entries in the system.. Maintained organized digital files for efficient team access.. Compiled weekly reports detailing all opened matters for management review.
Client Maintenance Assistant
Renamed matter and client names.. Created, updated, and added address and contact information for clients.. Modified, closed, and reopened client matters.. Processed and entered client information for conflict department review to maintain compliance.. Updated payor details in Aderant database to ensure accuracy.. Connected claim numbers and/or P.O. numbers to matters.. Adjusted credit allocations to client matters for accurate financial tracking.. Developed and updated client rates to ensure competitive pricing.. Scanned barcodes wire transfers and checks for daily cash receipts.. Coordinated communication between supervisor and staff to ensure understanding of departmental procedures.
Sr. Records Analyst/New Matter Assistant
Trained and supervised new records employees to enhance team competency in records management.. Ensured completion, accuracy, and timely handling of all records tasks.. Prioritized and resolved complex records issues.. Streamlined organization and maintenance of legal records using Legal Key for efficient retrieval and compliance.. Prepared documents for imaging and assisted with the warehousing of boxes.. Participated in Legal Key 4.0 testing and E-Classify Project.. Implemented and monitored administrative policies and procedures.. Performed routine and non-routine clerical, secretarial, and records processing duties.