Keri Bumgarner

Legal Assistant and Intake Specialist at Sherwood Boutique Litigation, PLC
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Contact Information
us****@****om
(386) 825-5501
Location
Franklin, Tennessee, United States, US

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Experience

    • United States
    • Law Practice
    • 1 - 100 Employee
    • Legal Assistant and Intake Specialist
      • May 2021 - Present

      -Assist in document preparation for court proceedings, filings, and meetings-Liaise between attorneys, court officers, clerks, and other counsel on a substantial active criminal caseload-Manage firm legal software, including client database, intake platform, filing service, and court accounts-Screen over 200 calls weekly from potential leads to assess their viability for conversion or referral-Ensure a prompt, professional, and thoughtful response to all firm phone/email inquiries and in all client interactions-Organize and coordinate firm calendar with an average of 50 appointments and deadlines per week -Conduct legal research, investigations, records requests, file creation, and trial preparation as support

    • United States
    • Medical Practices
    • 1 - 100 Employee
    • Business Development Fellow
      • Aug 2020 - May 2021

      -Manage and cultivate database of over 11,000 donors -Facilitate donor care through weekly letters and updates -Track weekly monetary and in-kind donations totaling over $10,000-Monitor operational grants to ensure eligibility and reporting procedures are achieved -Coordinate and execute fundraising dinner and silent auction featuring 87 items raising $14,000, and Golf Tournament featuring 10 teams raising $50,000-Prepare prospective donor lists for Capital Campaign feasibility study

    • United States
    • Higher Education
    • 700 & Above Employee
    • Remote Student Support Specialist (Special Project)
      • Mar 2020 - Aug 2020

      -Promoted to position to meet unforeseen advising needs as a result of COVID-19 pandemic-Contacted and provided remote academic advising and support to caseload of 120 students-Researched relevant resources for connection; informed students of policies, procedures, and operational changes

    • Student Life Assistant
      • Jan 2019 - Aug 2020

      -Organized and facilitated up to 5 weekly events and programs in service to the college community -Obtained requisite data from campus organizations to adapt event objectives and regulations as needed-Coordinated communication with staff and vendors for multiple career, graduate, and advising fairs -Recruited, trained, and supervised a team of 5 Student Ambassadors

    • United States
    • Religious Institutions
    • 700 & Above Employee
    • Team Leader
      • Mar 2015 - Aug 2020

      -Directed and trained a 3-5-member team for the 2016-2017 and 2017-2018 school years-Planned the agenda for all weekly team meetings as well as organizing weekly activities and events, and reported weekly to area supervisor on progress of all program operations -Developed program goals that led to sustainable growth, increasing participation from 20 to 80 people -Coordinated logistics as head leader for a camp trip of 50 middle school students and 7 volunteers -Engaged in building contacts and establishing connections and with students and community members

    • United States
    • Higher Education
    • 700 & Above Employee
    • Administrative Assistant
      • Feb 2018 - Aug 2018

      -Prepared, edited, and distributed departmental communication, supported executives on projects as needed-Managed front operations of Psychology Department Labs, welcoming and assisting professors and visitors -Processed scheduling requests and equipment rentals for colloquiums and presentations for 20 different labs-Organized doctorate dissertations for the entire department and established an electronic filing system -Prepared, edited, and distributed departmental communication, supported executives on projects as needed-Managed front operations of Psychology Department Labs, welcoming and assisting professors and visitors -Processed scheduling requests and equipment rentals for colloquiums and presentations for 20 different labs-Organized doctorate dissertations for the entire department and established an electronic filing system

Education

  • University of Virginia
    Bachelor's degree, Psychology
    2014 - 2018

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