Real Estate Customer Service

James R. McDade, Jr., MBA

Winnetka, CA *****

Cell# 818-***-****

EXPERIENCE

SUNAMERICA ANNUITY AND LIFE ASSURANCE COMPANY (Formerly known as AIG

Retirement Services, Inc), Century City, CA

March 2007- February, 2011

Director, Litigation

. Primarily responsible for case management of litigation matters with

outside counsel involving suitability issues with registered reps,

intellectual property, interpleader, and indemnification cases

involving variable annuities and other financial investment matters.

Results include dramatic reduction in legal fees to outside counsel by

negotiating matters internally where possible.

. Provide strategic guidance, instruction and recommendations to

various internal business units and third party administrators

regarding annuities, claim benefits, trust, estate, tax, life

insurance, product development, mergers and acquisitions, customer

service and compliance matters. Provided several process improvements

across various units, resulting in significant cost savings over

previous processes.

. Managed billing invoices and improved the billing process with

proactive interactions with accounting department and outside counsel.

. Initiated the TeamConnect litigation database, trained all legal

department personnel on its use and prepared the procedural guidelines

for the legal department.

. Prepared, revised and managed the subpoena processing procedure,

resulting in numerous process improvements and cost savings over

previous procedures.

. Organized, coordinated, streamlined and prepared the quarterly

litigation reporting to senior management, external auditors and AIG.

INDYMAC BANK, F.S.B., Pasadena, CA (now OneWest Bank) March 2005 - February

2007

Assistant Vice President

. Managed real estate and mortgage banking related litigation matters

in the corporate legal department by hiring outside counsel.

. Managed the Bank's Employment Development Department claims for

unemployment.

. Provided recommendations to internal business units on mortgage

banking related matters, including foreclosures, bankruptcies, title,

estate and customer service related issues. Reduced costs by

elimination of redundant practices.

. Conducted staff training seminars.

. Managed billing invoice department for invoices and revised

procedures, resulting in significant cost savings.

. Managed paralegal staff and provided quarterly and annual reports to

senior management.

MUNGER, TOLLES & OLSON, LLP, Los Angeles, CA January 1996-

March 2005

Litigation Paralegal

. Managed and supervised large complex document reviews for litigation

cases involving Fortune 500 Companies. This included international

travel to set up and actively manage document review teams of up to

forty-five paralegals and attorneys to research, analyze and report on

clients' documents in preparation for various trials.

. Assisted attorneys in all phases of civil and business litigation for

cases ranging from aerospace to oil refinery matters.

WASSERMAN, COMDEN & CASSELMAN, LLP, Tarzana, CA 1994-1995

Litigation Paralegal

. Assisted attorneys in all phases of trial preparation in a mid-sized

law firm involved in real estate, construction defects, insurance

defense, civil, business, environmental law, medical malpractice and

plaintiff's personal injury litigation.

COMPTON CITY ATTORNEY'S OFFICE, Compton, CA 1993-1994

Paralegal

. Assisted attorneys in all phases of legal services provided to the

City of Compton.

. Prepared pleadings and discovery documents on behalf of the City,

assisted in providing advice to the Mayor and City Council members,

and administered and handled City Municipal Code violations.

. Prepared contracts and other documentation for various City

departments.

. Prepared and litigated the City's small claims cases before the

Commissioner.

. Functioned as Clerk to the Hearing Officer for traffic citations under

AB 408.

SEDGWICK, DETERT, MORAN & ARNOLD, LLP, Los Angeles, CA 1988-

1993

Litigation Paralegal

. Assisted attorneys in trial preparation in the areas of real estate,

construction defects, insurance defense and environmental law,

including, but not limited to, drafting of pleadings and discovery,

summarizing depositions and medical records, monitoring court cases

and legal research.

. Managed the firm's paralegal staff to ensure timely completion of

tasks.

CENTURY 21 AMS REALTY, Los Angeles, CA 1986-1988

Sales Manager/Agent

. Recruited, hired, motivated and managed 50 licensed real estate

professionals. Conducted weekly training seminars on various loan

products and marketing strategies and managed agent activities in

support of annual sales goals.

WESTCO SAVINGS BANK, F.S.B., LaPalma, CA 1986-

1986

Loan Servicing Supervisor

. Supervised mortgage loan servicing department, which included

collections, foreclosures, REO's, bankruptcies, property taxes, and

hazard insurance.

METMOR FINANCIAL/INVESTORS MORTGAGE/GENSTAR MORTGAGE 1980-1985

Senior Loan Counselor/Collection Supervisor

. Serviced delinquent FHA, VA, conventional and FNMA mortgage loans.

This included supervision of eleven

collection loan counselors and organizing and preparing reports.

EDUCATION

. M.B.A. - UCLA- Anderson Graduate School of Management (August 2009)

. M.B.A. - National University of Singapore (August 2009) (Dual MBA

Program)

. B.S. (Psychology) -William Carey University, Hattiesburg, MS.

COMPUTER SKILLS

Lexis, Westlaw, Word, Excel, PowerPoint, Access, Concordance and

TeamConnect

PROFESSIONAL CERTIFICATES/DESIGNATIONS

. UCLA-Certificate in Personal Financial Planning, May 2008

. CALTECH -Project Management Certificate, May 2006

. UCLA - Anderson Graduate School of Management -Executive Program

-Certificate in General Management, April 2006

. MORTGAGE BANKER'S ASSOCIATION, School of Mortgage Banking -

Washington, D.C. -Accredited Mortgage Professional ("AMP"), January

2006

. UCLA - Environmental Law Specialty Program Certificate, September 1992

. UCLA -Paralegal Certificate -Paralegal Training Program, offered in

cooperation with the UCLA School of Law and Approved by the American

Bar Association. -Certificate in Corporations/Litigation, with Honors,

June 1988.

AFFILIATIONS

. Alumnus - UCLA Anderson Graduate School of Management

. Alumnus - National University of Singapore School of Business

. Alumnus - UCLA Paralegal Training Program

. Advisory Board Member - UCLA Paralegal Training Program ("PTP") (2007-

Present)

. Licensed California Realtor.

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