Experience, Education, and Certifications

Freelance – Legal Transcriptionist, Paralegal, Notary

• Notarize documents and administer oaths/acknowledgments  pursuant to South Dakota Law
• Provide paralegal services as per client need and request
• Listen to and accurately transcribe audio files to text using proper template,  punctuation, and grammar
• Fact check and research subjects to ensure correct spellings and context
• Transcribe interviews, hearings, arbitrations, depositions, examinations under oath, meetings, phone calls, interviews, and other proceedings as per client need and request within the following areas of law:
  • Family Law: Divorce/Custody
  • Contract Law: Patent, Corporate, Intellectual Property
  • Personal Injury Law: Medical Malpractice, Insurance Claims, Assault, Sexual Assault
  • Criminal Law
  • Bankruptcy Law
  • Education Law
  • Employment Law: Wrongful Termination

Beardsley, Jensen & Lee, Prof. LLC – Legal Assistant/Paralegal

• Prepare discovery responses and objections
• Draft interrogatories and requests for production of documents
• Draft subpoenas
• Draft deposition outlines
• Draft trial outlines
• Draft and file probate pleadings
• Draft estate planning documents
• Draft civil litigation pleadings
• Analyze discovery production
• Draft demands
• Draft correspondence
• Manage case documents
• Knowledge of Court rules
• Proficiency in Court e-filing
• Calendar deadlines, appointments, and events
• Receive, record, and analyze information on behalf of clients and attorneys
• Interact with courts and clients
• General office duties

State of South Dakota – Deputy Clerk I

• Maintain case files for the criminal department – including filing, scanning, and indexing
• Schedule hearings
• Provide customer service to the public according to Court procedures
• Accepting documents and proposed orders through File & Serve
• Attesting and filing Orders and other Court Documents
• Performing records requests including certified copies
• Clerking court sessions – writing and/or entering data in relation to new court dates, parties present, sentencing

Office of Nancy J. Whaley, Chapter 13 Trustee – Closing Case Auditor & Crystal Reports Specialist

• Audit completed, converted, dismissed Bankruptcy cases for accuracy in set up – including changes due to amendments and Court Orders
• Review of all Proof of Claims to ensure disbursements were made pursuant to the Confirmed Plan and Court Orders
• Work with attorneys, creditors, and debtors for all aspects of case administration and audit
• Complete final disbursements to creditors upon plan completion, conversion or dismissal
• Prepare and file Final Reports, Notice of Plan Completion, Notice of Final Cure Mortgage Payment as appropriate
• Scan documents, update procedures, and perform other administrative tasks
• Identify errors, delegate corrections to appropriate staff members and verify corrections
• Review beginning and end of month reports related to open cases
• Create Crystal Reports as necessary for office, including pleadings
• Maintain and update user permissions as directed by the Trustee
• Write and implement SQL queries for use in database reports and Production interface of database
• Make changes to the office website as necessary

Office of Nancy J. Whaley, Chapter 13 Trustee – Legal Secretary & Paralegal Assistant

• Create and file legal documents for all stages of the case including Objections, Motions, Orders, Responses and Notices of Hearing
• Prepare cases for 341 Meeting of Creditors
• Review and input changes for Amended Plans and Schedules
• Review Post-Confirmation Modifications and suggest objections necessary.
• Input changes to system if Modification approved by the Court
• Analyze all documents submitted by Debtor for objection to confirmation, proper service, and form

Office of Nancy J. Whaley, Chapter 13 Trustee – Case Setup Specialist & Confirmation Specialist

• Audit case information for accuracy in set up
• Review proof of claims for accuracy and perfection on secured collateral
• Set up proof of claims for funding
• Prepare Trustee objections to proof of claim
• Prepare Trustee’s notice of intent
• Calculate plan base
• Calculated adequate protection payments due at Confirmation
• Confirm case in BSS software prior to monthly disbursement
• Assist with bar date audit
• Scan documents
• Identify errors and delegated correction to appropriate person(s)
• Verified corrections
• Set up Initial plan and schedules in BSS software
• Verify prior cases and their relation to discharge eligibility
• Review case documents for data input and for business case designation
• Organize plans along with review of 341 calendars.
• Scan documents

Clark & Washington, P.C. – Work Processing Specialist

• Create and amend Chapter 7 and Chapter 13 schedules using BestCase software
• Create and amend Chapter 13 plans using BestCase
• Edit BestCase Motion, Order, and Objection templates as needed
• Create and amend Chapter 7 and Chapter 13 Orders using BestCase
• Draft Motions, Orders, Objections and miscellaneous pleadings using BestCase and Microsoft Office
• Assist attorneys and paralegals with client intakes as necessary
• Georgia, Florida, and Tennessee Chapter 7 and Chapter 13 bankruptcy cases

Bachelor of Science – Hospitality Management

University of Central Florida, Orlando, FL

Diploma – Legal Assistant/Paralegal

Blackstone Career Institute