Lori Winter Email & Phone Number

Richmond, Kentucky, United States

Lexington, Kentucky Area

• Using expertise gained from training and experience, operate computer equipment to produce consistently high quality work product in an accurate and timely manner.
• Provide expert knowledge, technical support and training to teammates, staff and customers in the use of firm applications supported by our Department.
• Maintain up-to-date knowledge and a high level of proficiency with the firm's automation, specialized applications and upgrades in order to achieve maximum efficiency and productivity with firm applications.
• Test and troubleshoot new applications and upgrade releases.
• Assist customers with direct questions or problems via email, telephone or remote computer access (VNC) and assist IT Help Desk with complex document issues.
• Prepare documents for filing with EDGAR software.

Richmond, KY

• Assisted students both efficiently and effectively to make their program a positive experience.
• Provided excellent customer service in support of the Department.
• Maintained budget for the Perkins Grant within the Technology Department.
• Provided assistance with purchase of equipment and office supplies for Aviation Department.
• Maintained database (Access) for TEDS (Technical Education Data System) for Associate Degree students.

Richmond, KY

• Worked with Executive Director and Associate Director in the Institute of Government (as a part of the Department of Government)
• Provided support to the Department through coordination, communication, critical thinking, teamwork, and office functional management.
• Performed routine clerical and administrative functions such as organizing and maintain paper and electronic files, and providing information to callers.
• Proofread and revised two monthly newsletters for electronic distribution via email.
• Updated conference agendas, speaker bios, and session information for yearly conferences.
• Proofread and edited the annual conference brochure, event flyers, and membership information on behalf of State and Local Government Benefits Association to be distributed among existing and new members.

Chicago, IL

• Worked for Regional Director-Business Transactions Group & Bus. Litigation Sr. Partner.
• Revised and compared various real estate and banking documents using Delta View.
• Prepared documents for filing in Circuit and District Courts.
• Organized/maintained pleadings books and 20+ Minute Books.
• Maintained monthly billing and legal research files.
• Prepared annual reports for filing with Secretary of State.

Louisville, KY

• Deposition Typist for one court reporter.
• Typing, proofreading and finalizing of deposition transcripts. Working from home.

Lexington, KY

• Legal Secretary for Managing Partner of firm and one paralegal, overflow secretary for Associate (Insurance Defense-Litigation).
• Voted Employee of the Month in July 1998 for assisting with training new secretaries on firm procedures, AS400 timekeeping system, and the setup and use of macros to assure maximum efficiency.
• Took leadership role in conversion of firm's documents from Word Perfect 5.1 DOS to Word Perfect 8.0. Created macros which became standard for firm-wide use on LAN.

Orlando, FL

• Working in a team consisting of Corporate Counsel and two corporate paralegals handling affairs of Corporate Secretary's Office.
• Responsible for learning and mastering EDGAR software, enabling company's first EDGAR filing.
• Subsequent training of staff on EDGAR.
• Maintained corporate records and minute books for over 300 corporations (manually & using Secretariat software).

Hendersonville, TN

• Working for the District Manager of Medical Nutritionals Division.
• Upgraded entire office filing system.
• Created Procedural Manual for position.
• Created various forms and macros for better office efficiency.
• Tracked and reported various budgets and expense reports.

Goodlettsville, TN

• Audited title work files.
• Confirmed releases of liens.
• Assisted with title searches.

Nashville, TN

• Legal Secretary for two partners (Banking & Real Estate)
• Worked extensively with all levels of bank officials and attorneys to ensure problem-free loan closings
• Organized filings with Secretary of State and County Register's Offices

Nashville, TN

• Legal Secretary for Firm Administrator and one Partner (Real Estate and Probate)
• Assist with workflow efforts; switchboard relief; managed petty cash, firm bank deposits; updated personnel files

Chicago, IL

• Legal/ Administrative Secretary for Chairman of Corporate Department and one partner in Litigation
• Worked directly with senior-level management, professional staff and support personnel in multiple projects
• Word Perfect "helper'' for my floor and assisted Network Administrator when needed for training ortroubleshooting

Chicago, IL

• Legal Secretary for 7 attorney firm.
• Specializing in Title VII Litigation and some Securities Litigation.
• Heavy involvement with class action cases.
• Filings with Court and coordination of very large mailings to all members of class action suits.

Chicago, IL

• Legal Secretary for Managing Partner and one Associate in Corporate Securities
• Filing of registrations, amendments and closing documents with SEC for unit investment trusts (Clayton Brown); blue sky registrations (Nuveen); daily contact with investment company personnel
• Monthly filing of post-effective amendments (approx. 50/month), 24f-2 reports and assembled closing binders for distribution; tracking of SEC deadlines for department; Organized monthly meetings

Bachelor Of Arts (Ba), General Studies - Business & Technology

Information Technology & Business

Business & Secretarial Studies