contracts analyst

Esther Ungerer

**** ******** ** ***.

Monroe, NC 28110

Phone: 980-***-****

Email: ***********@*****.***

OBJECTIVE

Committed, hardworking and experienced Contracts Analyst in search of a

position with your company where I can utilize my previous work experience

and education to positively impact company goals.

Skills

. Law Degree - specialized in Contracts, Estate Planning and Real Estate

Law (1999 and 2001).

. Master Certificate in Commercial Contract Management - University of

Villanova (4/2012)

. Master Certificate in Government Contract Management - University of

Villanova (6/2012)

. International Law and International Air and Sea Freight (2002)

. Work experience on contracts:

o Review and interpret plan documents of security option and hedge

funds.

o Draft, review and interpret contract documents, ex. selling,

purchase agreements and joint ventures.

o Familiar with Leasing Amendments, Renewals and Easements

. Experience includes understanding, interpreting and summarizing

complex contractual terms and conditions.

. Extensive knowledge of complex legal documentation

. Maintain and update contract information in the database as necessary.

. The ability to prioritize tasks accordingly to meet deadlines

. Ability to develop effective and positive relationships with both

internal and external clients

. Strong written and verbal communication skills

. Knowledge and working experience of the legal structures of sole

proprietorships, partnerships, limited partnerships, LLCs,

corporations and trusts

PROFESSIONAL EXPERIENCE

04/10/2007 - 7/2013 Optcapital, LLC

Charlotte, NC

Client Services Representative II

. Research compliance issues regarding mutual fund changes, dividends

and participant terminations

. Draft procedures for Client Services Department, and Anti-Money

Laundering compliance documents for the firm

. Review and respond to plan administrators, plan participants and

trustee's inquiries / complaints via email and telephone regarding

account maintenance and administration of plans

. Prepare ad hoc financial reports, monthly plan rebalances, quarterly

performance reports and compile trading instructions in compliance

with service agreements

. Provide administrative assistance with daily tasks, that includes but

isn't limited to reallocations, exercises and deferral elections of

participant accounts

. Review, prepare and amend service agreements

. Administration and record keeping of all plan documents and service

agreements

. Review Dealer Contracts and report to upper management

. Research Class Action Notifications received by company and prepare

report

. Calculation of small hedge fund monthly valuations of Net Asset

Value's

. Experience performing User Acceptance Testing before changes are

deployed into the production environment

. Review quarterly statements and prepare quarterly performance reports

for certain FAR participants

12/13/04 - 12/22/06 Marlaine C. Teahan, PLC Grand

Ledge, MI

Estate Planning Paralegal

. Drafted legal correspondence; and handled all aspects of billing on

Time Matters, including invoices and statements

. Interfaced with the Register of Deeds, Probate Register and clients

. Completed legal research utilizing CLE website

. Researched and analyzed court rules, state rules, regulations, and

Acts

. Draft Estate Planning Documents and Prepare Probate Documents

. Kept office inventory

. Drafted Real Estate Deeds (Estate Planning)

Reason why I changed employer: Relocated to North Carolina.

1/1998 to 5/2000 Human Resources Assistant (Private Hospital) South

Africa

. Assist hospital personnel with their questions about leave,

retirement, continue education and application for internal transfers

. Screen applications for positions advertised

Reason why I changed employer: I had my second child.

8/1992 to 11/1997 Marketing / Executive Assistant South

Africa

. Scheduled and drafted minutes for meetings with national and

international clients

. Prepared monthly and quarterly marketing reports, as well as, created

PowerPoint presentations for Marketing Director

. Reviewed and edited purchase agreements and Joint Ventures documents

Reason why I changed employer: Relocated to Cape Town

1/1991 to 6/1992 Real Estate Assistant South

Africa

. Compiled Trust packets for Condominium Trustee meetings

. Prepared Excel data sheets which provided a comparison of the firm's

properties

Reason why I changed employer: Relocated to Pretoria

EDUCATION

Villanova University (USA)

. Essentials of Commercial Contract Management

9/2011 - 6/2012

. Advanced Contract Management (RFP/Bids/Sub-contracts and Pricing)

. Business Skills

. Essentials of Government Contract Management

Blackstone Career Institute (USA)

1/2004

Paralegal Diploma

Bachelors in Law - University of South Africa

1/1994-12/1999

. Business Law (Corporate / Partnerships)

. Real Estate (Conveyance)

. Estate Planning

. Contracts

. Civil / Criminal

Post Graduate - University of South Africa

1/2000 - 1/2001

. Advanced Contracts

. Advanced Civil Law

. International Law

. International Air and Sea Freight

National Diploma and National Higher Diploma: Office Administration - South

Africa - Technikon of the Orange Free State

1987 to 1990

Relevant Courses (CLE - for lawyers)

. Fundamentals of Estate Planning

2004 - 2006

. Fundamentals of Estate Administration

. Real Estate

Relevant Skills

. MS Word, Excel (Advanced), Adobe and Outlook

. HotDocs, Westlaw and LexisNexis

. SharePoint, Net-X Pro and SQL Server Reporting Service

. User Acceptance Testing

. Business owner of small projects to IT (correction of participant

accounts; errors on participant data; message maintenance and

terminations)

Contact this candidate