Real Estate Insurance

KATHRYN CLARK 404-***-**** – cell ac107e@r.postjobfree.com

TRANSACTION PARALEGAL – COMMERCIAL REAL ESTATE CLOSER

WORK EXPERIENCE

Weissman, PC – May 2017 – Present – Commercial Real Estate Paralegal/Closing Coordinator – Assist Partner with representation of Kerley Properties, LLC, D.R. Horton, Berkshire Hathaway, Bull Realty, Inc., First Citizens Bank, Bank of North Georgia, a Division of Synovus Bank, and buyers and sellers of various commercial acquisition and development transactions involving SBA 7A and 504 loans, private financing, and traditional lending; act as escrow, title and settlement agent; review initial contracts; utilize Softpro Select throughout transactions; order title exams through private title insurance company joint ventures, Old Republic National Title Insurance Company, First American Title Insurance Company, Stewart Title and Calloway Title & Escrow, L.L.C.; create and manage paper files, data files, Softpro Select and Greenfolders; form LLCs and Special Purpose Entities; draft Operating Agreements, Resolutions of Authority, perform UCC searches; prepare UCC Financing Statements and PT-61 Transfer Tax forms; draft settlement documents for buyer and seller; draft Deeds to Secure Debt and Assignments of Leases and Rents; draft landlord and tenant leases; draft manual settlement statements and create HUDs with SoftPro Select for balancing, banking, and disbursement; manage online wire transfers; cut checks; review tax reports, title and survey; review title exams and commitments; review final policies; record deeds; manage post closing; maintain constant contact with all parties in the transaction; manage multiple commercial closings simultaneously from pre-to post closing.

Davis Pickren Seydel & Sneed – January 2017 – March 2017 - Commercial Real Estate Paralegal/SBA Loan Closer – Assist partner with representation of Live Oak Banking Company with SBA 7A PLP government guaranteed business loans for veterinary practices throughout SE United States; review SBA Credit Memo, Collateral Analysis, Budget and Letter of Intent; open file; create SBA Authorization utilizing SBA WIZARD software; create multi-page checklist for client; set up database; attend kick-off call; review client Salesforce database and upload client documentation and due diligence items on a daily basis regarding insurance requirements, corporate authority documents, business and professional licenses, equity injection requirement, if any; prepare file labels based on requirements of the transaction (usually an EPC/OC transaction); review PSA and/or Asset Purchase Agreement; calendar pertinent dates; order UCC and Lien searches for pertinent parties; order title and survey; multiple telephone conferences and emails among lender, borrower counsel, seller counsel and title and settlement agent; input time on daily basis utilizing TABS software; review UCC and lien search results; draft summary re same; create contacts list and draft signature blocks for documents; order Good Standing Certificates from Secretary of State; draft loan documents; assemble due diligence items and update client checklist and SBA Authorization accordingly; draft closing instruction letter for title and settlement agent; review title and survey for last minute changes; create closing package and FEDEX to title and settlement agent enclosing original loan documents tabbed for signature; receipt and review of settlement statements prepared by title and settlement agent; email funding request to lender home office; receive incoming wires from multiple parties for funding; process disbursements; close file; prepare post closing instructions; forward file to post closing department; manage multiple loans simultaneously (six to eighteen).

Campbell and Brannon, LLC - November 2014 – December 31, 2016 – Commercial real estate transaction paralegal; pre through post closing; review and negotiate purchase and sale agreements; prepare critical dates list; maintain closing checklist; order and review title exam; prepare title commitment; draft closing documents and settlement statement; incorporate special purpose entities, i.e., LLC’s, LP’s, corporations, et al.; liaison between all parties, i.e., broker, lender, lender counsel, borrower, borrower counsel, seller counsel, title company, surveyor, escrow agent, client, etc.; draft loan proforma and endorsements based on lender requirements; attend closing or handle mail out closings; prepare HUD settlement statement, borrower/purchaser settlement statement, seller settlement statement; signature pages/notes to settlement statement; clear title; payoff required liens; disburse closing; prepare and mail closing packages; prepare documents to be recorded; cut checks for recording; perform or request title update; prepare title policies and endorsements; maintain closing file; work closely with attorneys for all parties; prepare and maintain correspondence; maintain checklist throughout; act as escrow, title and settlement agent; manage multiple closings simultaneously with little supervision; train other closers; UCC Financing Statement preparation, filing and searches; search Secretary of State website and Georgia Clerk’s Authority website; obtain zoning confirmation letters; obtain Certificates of Good Standing; draft Incumbency Certificates and Resolutions of Authority; manage commercial transactions from pre to post closing.

Office Manager/Bookkeeper, Paralegal, Certified Plumbing & Sprinkler, Inc., LaGrange, GA – May 2013 – November 2014 – Office management; bookkeeping and billing; manage staff; attend court to represent company in various collections actions.

Professional Teller, Bank of America, LaGrange, GA – March 2012 – May 2013 - Customer service and cash handling; teller rating 10 out of 10 in area; balancing accuracy 100%; referral rating - 3-5 acceptances of various bank products per day.

Snelling Legal, Macon, Georgia – August – November 2010 - Assist Federal U.S. District Court attorneys and investigators with representation of criminal defendants in Columbus, Georgia U.S.D.C; schedule and attend client meetings; attend court; office management; e-filing and research using Pacer; create and maintain client files and online data; maintain office supplies; greet clients; answer phone. (3-month contract assignment).

Robert Half Legal, Atlanta, Georgia – November 2009 – July 2010 - Moore Ingram Johnson & Steele, Marietta, GA – Coordination of commercial land acquisition and development; conduct property title searches (online and courthouse); review complex title examiner reports, surveys and legal descriptions; commercial lease abstraction; issuance of residential and commercial property title insurance commitments, policies and endorsements; survey and title review; S Corp, C Corp, Non-Profit, LP, and LLC formation and maintenance; preparation of incumbency certificates; maintain corporate minute books; draft partnership agreements and general corporate documents; draft legal descriptions; creation of complex Excel closing statements; contract review; schedule and attend closings; prepare and distribute closing binders.

Schreeder Wheeler & Flint, LLP, Atlanta, Georgia – September 2006 – September 2008 – Paralegal

Assist counsel with complex commercial real estate transactions from contract to post-closing; complex survey, legal description and title review; handle all aspects of due diligence including gathering relevant information and documents; identification of title issues; coordinate with counsel and title examiner to prepare appropriate title objections;

ability to resolve missing or incomplete information in complex matters; careful review and understanding of commercial contracts and agreements; corporate entity formation and maintenance; review and prepare complex closing packages; work closely with banking counsel re same; attend closings; draft and handle materialman lien filings; assist counsel with commercial billboard sales and leases;

handle Section 1031 tax free exchanges; complex property title searches; review complex title reports and supporting documents; draft commercial title insurance commitments, policies and endorsements; prepare closing binders; assist counsel with maritime property sales and timberland sales; draft estoppels and easements; review contracts and agreements; calendar pertinent deadlines; review and approve attorneys fee bills; render invoices; maintain daily record of billable hours; input same into client billing software;

work closely with accounting to render monthly client invoices; interpret contracts and lease agreements; abstract commercial leases; draft commercial leases; draft purchase and sale contracts; formation of LLC, LP and corporations; maintain corporate minute books; issue share certificates and stock certificates; pay annual corporate dues; draft corporate documents, shareholder agreements, limited partnership agreements and incumbency certificates;

research Secretary of State and Georgia Clerk’s Authority re corporate and title matters; assist counsel with zoning issues; create and maintain complex Excel closing statements and disbursement reports; active participant in commercial and residential closings;

prepare timely memos to counsel to document significant events in a matter, i.e., zoning issues, title clearance, settlement statements, client contact, calendaring issues, corporate requirements and closings; administrative tasks involving travel, data management, client billing, client contact, legal matters, zoning issues and general corporate and commercial business transactions; attend closings; prepare and distribute closing binders; manage post closing issues.

EDUCATION

Savannah College of Art & Design – SCAD Atlanta, B.F.A. Illustration major, Painting minor, Drawing Minor; Recipient of $15,000 SCAD annual artistic and academic scholarship (2007, 2008, 2009)

Mercer University, Atlanta, Georgia, Bachelor of Applied Studies (B.A.S.), Organization Leadership (business degree) (magna cum laude, 2002) Hope Scholarship Recipient; Douglas County Business Women’s Association Scholarship (1999, 2000, 2001)

The National Center for Paralegal Training (NCPT), Atlanta, Georgia, ABA Approved Paralegal Certificate, with Honors – 1998 (Business Organization, Commercial/Residential Real Estate, Environmental Law and Civil Litigation)

COMPUTER SKILLS

SoftPro Select; QuickBooks Business; MS Word; Lexis/Westlaw; ProLaw Document Management; CMS Case Management; Lotus Notes; Outlook; PowerPoint; Quicken; LandTech; MapDraw; Pacer; Excel; Access; SBA Wizard; TABS; Salesforce

AREAS OF STRENGTH

American Bar Association approved Paralegal Certificate – Honors graduate National Center for Paralegal Training, Atlanta, GA

Expertise in Commercial Transactions; Commercial Closer – pre to post closing

Title and Survey review, issuance of title insurance commitments, proformas, policies and endorsements

Strong organizational and communication skills, both written and oral, with ability to set priorities, manage multiple projects and meet deadlines

Effectively interfaces with all departments of a company structure in a professional manner

Detail oriented with excellent interpersonal and problem-solving skills

Results oriented with a desire to learn and support new technologies and processes

Achieves results both independently and as part of a team

Adaptability to changing demands

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