Charity Whan
Criminal Docket Clerk at U.S. District Court, Southern District of California- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
-
English Native or bilingual proficiency
Topline Score
Bio
Melissa Jeter
Charity is a very talented manager and author. She is a true succes story and very motivated to coach others to be successfull.
Melissa Jeter
Charity is a very talented manager and author. She is a true succes story and very motivated to coach others to be successfull.
Melissa Jeter
Charity is a very talented manager and author. She is a true succes story and very motivated to coach others to be successfull.
Melissa Jeter
Charity is a very talented manager and author. She is a true succes story and very motivated to coach others to be successfull.
Credentials
-
Six Sigma Yellow Belt
Aveta Business InstituteJul, 2016- Nov, 2024
Experience
-
U.S. District Court, Southern District of California
-
United States
-
Judiciary
-
1 - 100 Employee
-
Criminal Docket Clerk
-
Apr 2021 - Present
-
-
Administrative Assistant to the Clerk
-
Sep 2019 - Apr 2021
-
-
Case Administrator II (Records Back-Up)
-
Aug 2018 - Sep 2019
• Received and reviewed civil and criminal court documents for conformity with all federal and local rules• Frequently interacted with and provided customer service to attorneys and members of the public via the intake window and phone line, as well as the Records email and phone line• Reviewed and opened new civil cases in CM/ECF, in addition to criminal cases processed through the Grand Jury True Bills of Indictment• Assisted the Records Primary with daily duties as needed and completed special Records projects under the direction of the supervisor Show less
-
-
-
Haynes and Boone, LLP
-
United States
-
Law Practice
-
700 & Above Employee
-
File Transfer Coordinator
-
Oct 2016 - Aug 2018
• Coordinated the matter mobility processes of the firm, including, but not limited to, managing the attorney departure process, the client file transfer process, and client file intakes• Collaborated with IT team members to collect, review, and transfer electronic data from various firm systems such as NetDocs, Box, and Outlook, among others• Worked with a risk management team, including the Director of Records & Conflicts, to review, create, and set standard operating procedures (SOPs) in regards to records management issues• Resolved attorney and staff inquiries relating to file transfers, retention, policies and procedures, and training initiatives Show less
-
-
Records II/Admin
-
Jun 2014 - Oct 2016
• Ensured compliance with all Records SOPs in regards to the complete life cycle of firm physical records, from initial creation to offsite storage, then final disposition• Maintained the integrity of electronic records housed in the records management software and other firm electronic records depositories• Responded to all internal client requests by accurately researching, locating, retrieving, and delivering files through established firm procedures • Assisted in a variety of training initiatives, including acting as a knowledge resource for junior team members, and reviewing department training materials for clarity and accuracy Show less
-
-
-
Polsinelli
-
Law Practice
-
700 & Above Employee
-
Records Manager - Western Region
-
Nov 2010 - Mar 2012
• Implemented offsite storage, records supply, and retention SOPs for all offices nationally (17 offices)• Responsible for working with the RIM team to complete special records projects, enhance user services and relationships, and assess equipment, supply, staff, space, technology and budget requirements• Supervised staff and projects within assigned region (6 offices total in California, Colorado, Arizona, and Missouri), completing performance evaluations and providing coaching as needed• Maintained partnerships with supply and offsite vendors to ensure budgetary requirements, deliverables, and service goals were met Show less
-
-
Records Analyst
-
Jul 2010 - Nov 2010
• Supported large-scale records projects, including workflow audits and supply inventory tracking• Acted as administrator for the firm’s Expert Witness Database, creating and implementing a project plan to transfer the database from physical to electronic records• Wrote and edited various procedure documents, such as a policy and procedure manual to be utilized by the firm in its interaction with the Expert Witness Database• Assisted in offsite storage initiatives, ensuring accuracy in location moves, auditing, and offsite data entry, and tracking offsite storage volume and trends in multiple offices Show less
-
-
-
Shook, Hardy & Bacon L.L.P.
-
United States
-
Law Practice
-
700 & Above Employee
-
Document Specialist
-
Mar 2008 - Jul 2010
• Ensured customer satisfaction in file, document, and records projects requests• Supervised the workflow of a junior records clerk, and ensured satisfactory completion of projects • Presented information accurately, particularly in the creation and maintenance of spreadsheets and notebooks for attorneys and paralegals• Provided litigation and trial support to assigned firm attorneys and paralegals
-
-
Records Clerk
-
Sep 2007 - Mar 2008
• Assisted multiple practice teams in the creation, maintenance, and disposition of files and records• Collaborated with a team to complete special RIM projects, such as the creation of a Records Thesaurus• Followed detailed procedures and ensured accuracy in documentation, and when scanning, coding, and profiling documents into various physical and electronic databases
-
-
Education
-
Webster University
M.A., Management & Leadership -
Truman State University
B.A., English