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Mortgage Specialist Administrative Assistant

Location:
Columbus, OH
Salary:
55000
Posted:
December 06, 2022

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Resume:

JOANNE TOLKACH

Bay Shore, NY • 631-***-**** • adtwiq@r.postjobfree.com

DETAIL-ORIENTED PARALEGAL PROFESSIONAL

Paralegal • Administrative Assistant • Mortgage Specialist • Real Estate Professional

Preparation of Legal Documents & Filings • Real Estate Transactions Public Records Research

Foreclosure Law • Records Management • Prioritization of Workloads • Closing Documents

Served as Liaison Between Bank Attorney, and Clients • Assisted With Multiple Special Projects

WORK EXPERIENCE

Citizens Bank, Providence, RI March 2021 - July 2022

Paralegal

●Analyzed and reviewed all closings including regularly updating tracking spreadsheets.

●Drove revision and coordination of closing documents as needed.

●Collaborated with attorneys to review closing documents before the closing table.

●Served as liaison between bank, attorney, clients, loan officers, and closing agents.

●Provided daily reports and quarterly spreadsheets to upper management.

●Assisted on special projects throughout the company from scope creation through completion.

Equity Settlement Services, Inc., Smithtown, NY March 2020 - Nov 2020

Real Estate Paralegal

●Entered comprehensive contract data into processing software.

●Communicated with buyers, sellers, lenders, and realtors through multiple media.

●Provided world class customer and client service in a professional and courteous manner.

●Verified adjustments and payoffs in preparation for closings.

●Reviewed and managed daily reports to better streamline communications.

Pincus Law Group, Cherry Hill, NJ Feb 2019 - March 2020

Paralegal

●Prepared closing docs, closing disclosures, notes, mortgages, and affidavits.

●Tracked and monitored work queues and pipelines for client follow-up.

●Documented and noted all files with detailed and accurate information.

●Utilized electronic recording software to finalize records and sensitive documents.

●Filed and recorded original documents, including retrieval and forwarding to lenders.

●Drafted Settlement documents, briefs, motions, and general correspondence.

●Drove reporting to Attorneys cementing workflow within assigned stages.

Sugarman Law. P.C, Deer Park, NY Oct 2018 - Dec 2018

Paralegal

●Planned, organized, and submitted loan packages for residential properties.

●Communicated with Investors for approvals, including document management.

●Ordered a wide variety of documents, including title and appraisal reports.

●Drafted settlement documents, briefs, motions, and general correspondence.

●Coordinated residential closing input client status updates on a daily basis.

●Reviewed and evaluated signed loan packages for delivery to lenders.

Selip & Stylianou, Woodbury, NY June 2017 - Oct 2018

Paralegal

●Drove comprehensive drafting of settlement documents, briefs, and motions.

●Prepared and filed motions, summonses, complaints, and requests for judicial intervention.

●Drafted discovery and interrogatory responses for attorney review and signature.

●Communicated directly to clients and defendants regarding motions sent for filing.

●Worked with a talented and diverse team to drive transparent communications.

McCabe, Weisberg & Conway, Philadelphia, PA March 2015 - April 2017

Real Estate Paralegal & Team Lead

●Ensured legal-related projects and tasks specializing in foreclosure law and default servicing.

●Managed stringent deadlines, meeting and exceeding all goals and objectives.

●Drafted settlement documents, orders of reference, and general correspondence.

●Oversaw preparation and filing of legal documents, motions, lis pendens, and complaints.

●Collaborated with court representatives in all New York State counties.

●Gathered comprehensive research for county records regarding mortgage and lien holders.

●Held direct responsibility for responding to a diverse client base regarding disposition of files.

Pom Recoveries, Inc., Farmingdale, NY June 2011 - Oct 2014

Paralegal

●Compiled and summarized discovery information for collections litigation.

●Managed patients and reimbursements from insurance companies.

●Collaborated with outside counsel and hospital administrators to review bills and claims.

●Ensured updating of client files and medical records in the Digital Asset Exchange system.

Prior Experience: Somerset Mortgage & RBI Associates- Mortgage Specialist

EDUCATION

State University Of New York, Old Westbury, NY

Bachelor of Science, Business Administration

TECHNOLOGIES, & CERTIFICATIONS

Technologies: Excel, Encompass, Microsoft Word, Microsoft Office, Microsoft Outlook, Hot Docs, Time Matters, Black Night, Equator, E-Courts, PACER, LexisNexis, Searches on Gov’t Databases Calendar Management Experience, Proofreading.

Certifications: Paralegal Certificate, New York Paralegal School



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