
Dynamic professional with extensive experience in financial operations and estates/special proceedings legal support. Excelled in these areas with legal document preparation, showcasing adaptability, confidentiality and a high work ethic. Skilled in Microsoft Office and customer service, adept at improving processes and team collaboration. Achieved significant accuracy in financial and legal case management. Experienced Clerk of 20+ years with the State. Dedicated professional with history of meeting timed goals consistently and organized practices. Skilled in working under pressure and adapting to new situations and challenges while leading others.
Head Bookkeeper and Estate/Special Proceeding Clerk. Responsible for all financial and fiscal operations of the Clerk of Court for Ashe County. Maintain, oversee and report financial accounting information to the State. Perform duties in Financial Management System. Analyze data and daily reports for accuracy and check for errors. Accountable for accuracy of entries and reconciliation of data and information. Prepare and print checks for all divisions of the Clerk Office. Problem solve and apply policies and statutes. Process unclaimed funds/escheats, populate excel spreadsheets, Set up trust investments while working with institutions to make clients the most profit. As Estate/Special Proceedings Clerk process decedent and guardianship estates according to NC Statues. Intake and process applications for probate of wills, codicils, appointing representatives for decedent estates, guardianships, collectors and for allowances. Prepare letters of testamentary, administration and guardianships. Review accountings. Perform guardianship and foreclosure hearings. Work with outside agencies to get evaluations done for Respondents and families.
Conducted detailed client intakes and entered into firms database. Tracked case information. Transcribed sensitive documents with complete confidentiality for both attorneys. Prepared legal briefs, motions and pleadings. Researched statutes, legal articles, codes and documents. In charge of Estates and Personal Injury cases. Collected, drafted and maintained resources to the firm. Drafted, signed and certified key legal documents for judicial review.
Communicated with people from various cultures and backgrounds for application process. Documented all communications into system. Performed interviews and explained scope of different benefits. Review applications for different aid programs and determined which qualification criteria for individuals. Scheduled appointments with applicants. Developed extensive fact-checking and research skills as a result of continuously reviewing programs and options. Performed outreach in county and neighboring counties.
Microsoft Office
Sharepoint
Financial Record keeping
Customer Service
Adaptability
Time Management
Team Player/Teamwork
Adaptability
Highwork Ethic
Financial management
Statute interpretation
Confidentiality maintenance
Microsoft Teams
Beacon/Fiori