Experience

McDonald Hopkins LLC

• United States
• Law Practice
• 200 - 300 Employee

• Senior Manager of Records

  • May 2017 - Present

  Responsible for a staff of professionals firm wide managing the maintenance of the law firm's electronic and physical records. I am very knowledgeable of the records best practices and Firm policy and assures the effective deployment of proper records handling practices. This includes the management of electronic records in Firm systems such as Worldox, as well as the upkeep of paper-base tracking in systems such as Elite Records Manager (and the associated movement of paper records both on-site and off-site). I am also responsible to help drive the Firm's migration to a more electronic record-keeping environment, including the capture of native electronic documents and the use of document indexing and scanning of physical documents. Show less



Tucker Ellis LLP

• United States
• Law Practice
• 300 - 400 Employee

• Director of Conflicts and Records

  • Jul 2003 - May 2017

  Responsible for all aspects of conflict-of-interest issues firm-wide, and all client records for all of our offices. Work with attorneys, staff, and administrators to ensure that all aspects of conflict checking and client record keeping are in compliance with firm policies and procedures. Troubleshoot system problems and assist attorneys/secretaries with conflict data analysis, opening form preparation, records creation, retrieval, maintenance and archival. Enter and update data accurately into the Conflicts and Records databases. Observe confidentiality in all client and firm matters. Manage a staff of 10 people. Conduct conflict of interest research and monitor the client/matter opening process to its completion. Understand and able to explain the general legal principles of conflict of interest. Supervise and assist in records creation, maintenance, archival and retrieval processes in compliance with established policies and procedures. Show less



Arter & Hadden LLP

• Cleveland/Akron, Ohio Area

• Records Manager

  • Feb 2003 - Jul 2003



Benesch Law

• United States
• Law Practice
• 400 - 500 Employee

• Records / Reception Manager

  • Jul 1998 - Feb 2003

  Managing the overall operations of the Central Records, Reception and Switchboard areas. Assigning special projects and regular duties. I continue to give on-going training of staff, monitoring individual and collective work product. Assuring all incoming materials processed appropriately and that daily workload is handled efficiently and effectively. I was responsible for the departmental operation of the opening and organization of files, offsite storage and retrieval of files. Conduct conflict of interest for new client matters and new hires. Review and generate reports for attorneys, opening of new client and matter files, request for change of status, and closing or destruction actions. Responsible for orientation for new attorneys, paralegals and secretaries regarding functions and services of Records/Reception: training new personnel in Records/Reception. Planning and implementing new techniques, polices and procedures and new technologies for all Benesch offices. Show less



Chase

• United States
• Financial Services
• 700 & Above Employee

• Supervisor

  • Aug 1996 - Jul 1998

  Supervise the clerical staff for the Bank Interface Group. Provide effective coaching, training and cross-training of staff members, thereby ensuring their competency and improving the flexibility of the unit. Ensures the completion, reporting, and resolution of reconciliation=s. Maintain all storage of records, internal and external, ensuring that retention complies with corporate policy. Maintain a high customer focus by identifying and solving their needs, while always improving customer satisfaction. Develops high performance teams and manages complex situations. Show less

• Team Leader

  • Nov 1995 - Jul 1996

  Supervise clerical staff members within Cash Control area. Drafted and reviewed required reports ensuring compliance and accuracy. Assist senior operators with computer operations skills and assignments. Responsibilities included training staff, implementing and management of upgrades in computer applications. Responsible for the balancing and tracking of house DDA accounts (i.e. Main Funding, Huntington Depository, Chase Manhattan, etc.).



Haythe & Curley

• Greater New York City Area

• Records Manager

  • Jan 1992 - Oct 1995

  Overall management of the records functions. Oversaw the implementation of the automate records system conversion within the Records Department. Responsible records staff and legal personnel in the use of Legal Trax. Edited reports and established new guidelines and procedures to be used within the Records Department. Suggested, researched and supervised the transfer of the firms inactive files to a -organized and more cost efficient storage facility. I was also responsible for running conflicts. Show less



Richards & O'neil

• Greater New York City Area

• Head Litigation Clerk

  • Mar 1987 - Dec 1991

  Supervise input and filing of court papers on computerized system as well as the organization and maintenance of minute books, corporate seals, depositions and documents. Handle phone requests from attorneys and paralegal. Supervise input and filing of court papers on computerized system as well as the organization and maintenance of minute books, corporate seals, depositions and documents. Handle phone requests from attorneys and paralegal.