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Skills

  • Legal Research
  • Document filing system integration
  • Organization
  • Accounting reconciliation for estates
  • Creative problem solving
  • Filing system management
  • Relationship development
  • Process optimization
  • Compliance with court regulations
  • Supervision

Work Experiences

  • Collected necessary documents ahead of court sessions.
  • Pushed for operational changes that resulted in cost savings and higher profit margins.
  • Automated the probate case indexing process.
  • Accurately prepared and filed legal probate petitions, ensuring 100% compliance with court protocols and reducing document processing delays by 34%.
  • Transported Salesforce to several months customer locations.
  • Contributed to workflow improvements.
  • Coordinated legal correspondence between probate court officials and stakeholders.
  • Looked for industry trends on social media and through online sources.
  • Advised on document amendments.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.

Summaries

  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.
  • Within Miscellaneous, senior Probate Clerk and outstanding performer in strategic planning and vendor management.
  • Dedicated professional with 10 years of experience handling intricate probate cases, providing comprehensive support to attorneys and the public while ensuring documents were filed correctly and on time.
  • Strong understanding of legal documents and terms.
  • Adept at cross-departmental collaboration.
  • Accelerated case resolution times.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the category business.
  • Customer-focused Probate Clerk.
  • Court Clerk for system court with 13 years of experience performing clerical duties.
  • Closely managed court dockets.

Accomplishments

  • Worked directly with judges to ensure all probate court documents were prepared, reviewed, and submitted before deadlines, improving docket efficiency by 67%.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Improved stakeholder communication by setting up regular status updates with interested parties (attorneys, trustees, beneficiaries), reducing email inquiries by 19%.
  • Enhancing courtroom proceedings by updating court dockets each day, ensuring seamless case flow and reducing judicial delays by 67%.
  • Monitored and processed over 5 probate cases monthly with consistent accuracy, resulting in reduced error-related delays and a 33% filing efficiency increase.
  • Delivered comprehensive training to 9 new probation clerks on court procedures and document management software, leading to a 24% decrease in submission errors.
  • Demonstrated expertise in managing probate court procedures, reducing the average case duration by 37% while maintaining strict adherence to court rules and deadlines.
  • Collaborated with cross-functional teams to design and implement an appeals processing protocol, reducing appeals case backlogs by 66% over several months.
  • Resolved product issue through consumer testing.
  • Trained a team of 13 clerks on appeals management protocols, resulting in a 49% improvement in workflow efficiency for probation-related appeals.

Affiliations

  • Legal Secretaries Incorporated (LSI)
  • Association for Conflict Resolution (ACR)
  • Lions Club
  • International Association of Administrative Professionals
  • Jaycees
  • Association of Legal Administrators (ALA)
  • Association for Computing Machinery
  • Rotary Club for Legal Professionals Austin
  • Certified Probate Real Estate Specialist (CPRES)
  • Society of Human Resource Management

Certifications

  • CompTIA Security+
  • Certified Legal Investigator (CLI)
  • Certified Trust and Fiduciary Advisor (CTFA) by ABA
  • Salesforce
  • Certified Government Finance Manager (CGFM) by AGA
  • National Probate Court Standards Certification
  • Certified Court Manager (CCM) by National Center for State Courts
  • Advanced Certified Paralegal (ACP) in Elder Law
  • Estate Law Specialist Certification by The Estate Law Specialist Board, Inc.
  • Certified Business Analysis Professional (CBAP)

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