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Paralegal, Legal Assistant

Burtonsville, Maryland, United States
November 08, 2018

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**** ********* ******* ************, ** 20866 301-***-****


Estate Law and Planning


Environmental Law



Class Action

Intellectual Property/ Patent Law

Document Preparation & Mgmt.

Legal Office & Accounts’ Mgmt.


Case Law Research


Executive Support

Legal Correspondence


Paralegal III (Contractor/U.S. Veterans Administration/OSBU/CVE) Dec. ‘11 – Oct. ‘13

Ardelle Associates, Inc. (Veterans Administration, Office of Small Business Utilization, Center for Veterans Enterprise)

Performed legal analysis and review of documents to assist Veterans in obtaining acceptance into the U.S. Veterans Administration’s Veterans First Program for business grants:

QUALITY REVIEW (Paralegal/Quality Check Analyst)

Reviewed business documents to ensure compliance with Agency policies and Federal regulations for granting verification status to Veterans businesses. Reviewed VA forms for errors or inconsistencies including Veteran status, name mismatch or name misspellings.

INITIATION (Paralegal/Analyst)

Verified Veteran, Service Disabled Veterans, and surviving spouse program eligibility. Validated status of Veterans or service disabled Veterans applying for benefits and status of applications as new or renewals.

EVALUATION (Analyst/Evaluator)

Performed in-depth, first-level review of Examination recommendation materials and Applicant documentation to identify and validate Examiner’s review and recommendations. Recommended applicants case for approval or denial based on accuracy of paperwork and documents. Reviewed applicant documents based on reasons to confirm interpretation was correct. Conducted internet research and reviewed applicants’ business documents to adjudicate undiscovered problems with applicant’s case. Reviewed regulatory citations pertaining to case to ensure correctness of regulation interpretations and verification eligibility requirements were met. Diagnosed causes and determined corrective actions for client and office billing.

VERIFICATION (/Risk Analyst)

Diagnosed causes and determined corrective actions for client and office billing. Developed and updated financial forms. Compiled, stored, and retrieved management data. Analyzed assigned legal document or application and supporting materials for completeness of information and compliance with body of regulations and procedures. Requested document reviews and on-site visits for applicants needing additional review to ensure compliance with requirements. Identified deficiencies in application and prepared requests for additional information.

Paralegal/Legal Assistant Dec. '01 - Aug. '08

Legal Placements, Inc.

Managed files (case record) including a complete set of the correspondence, memos, pleadings, and client documents in a matter, and helped monitor deadlines by creating and maintaining calendars of key dates. Assisted in all phases of the discovery process, from collection of documents from the client to the production of documents to other parties. Managed the document review process to help identify and track potentially responsive, confidential, and privileged materials. Helped to compile information to respond to interrogatories, document requests, and requests for admission. Helped attorneys prepare for depositions by arranging the preparation of witness files, compiling and organizing exhibits, and arranging logistics with court reporting agencies. Assembled and organized exhibits and supporting documents as well as arranging for filing with the court and serving on all parties. Worked with attorneys during the briefing process by checking legal and fact cites, and ensuring proper formatting style. Researched prior testimony and publications, and tracked materials sent to experts. (Inactive during periods of employment).


Legal Assistant Mar. '03 - Aug. '04

Judge David L. Bazelon Center for Mental Health Law

Searched sources, i.e., reference works, literature, documents, and statistical records and analyzed and evaluated data collected for applicability to reports and documents. Examined legal documents before filing in court for adherence to legal and court procedures. Posted, filed and routed documents, and classified materials, i.e., discovery, case file documents and pleadings. Managed the legal library, i.e., received and distributed library materials, compiled records, sorted and shelved books, publications, etc. Prepared legal correspondence and documents, i.e., affidavits, summons, complaints, motions and subpoenas. Categorized and summarized applications for attorney and legal intern interview scheduling. Served as liaison for individuals, law firms, protection and advocacy organizations and the public requesting information and/or assistance. Allocated staff' hours to appropriate accounting codes for fee reimbursements. Attended congressional committee meetings and prepared reports of the proceedings.

Senior Legal Assistant Sept. '00 - Mar. '03

Strategic Staffing, Inc.

Performed executive and mid-level administrative services for the Deputy Secretary, U.S. Department of Commerce, Director, U.S. Department of Health & Human Services, and the Chief, U.S. Department of Agriculture, Science & Technology Division. Responded verbally and in writing to requests for speaking engagements and invitations for guest' appearances. Compiled information for processing travel authorization requests, reimbursement forms, time and attendance records, daily and weekly calendar, and event schedules. Processed and typed procurement requests, agreements, laboratory and analysis reports, various government forms and general correspondence. Prepared documents for mailing and ensured that they conformed to government standards and were free of grammatical and typographical errors.

Legal Assistant/Accounts' Manager Jun. '91 - Oct. '99

Rose & Rose, P. C.

Prepared legal and litigation documents and forms; fees and costs for fee petitions, and service of process for filing in court. Filed documents in court, on parties and/or attorneys. Maintained firm and client trust accounts, i.e., compiled, prepared, and filed quarterly and annual payroll tax reports, and information for year-end statements. Prepared reports to substantiate correctness of individual transactions before filing fee petitions and/or submission of documents to opposing counsel and/or clients. Edited attorneys' briefs, pleadings, and general legal correspondence for accuracy. Organized, indexed, and digested documents and cases. Organized trial notebooks and exhibits. Filed documents in court, on parties and/or attorneys. Prepared appeal documents, i.e., notice of appeal. Bate-stamped documents. Prepared case files. Maintained all aspects of firm' and clients' case and financial files. Completed data input using Quicken, Timeslips, and PC Law. Prepared reports to substantiate correctness of individual transactions before filing fee petitions and/or submission of documents to opposing counsel and/or clients. Managed personnel records. Coordinated administrative and office services. Interacted with attorneys, court officials, clients, government, and private business personnel. Analyzed business and operating procedures; and recommended new office systems, procedures and organizational changes.

Kaufmann & Associates, Inc. May '89 - Jun. '91

Senior Legal Assistant

Provided administrative legal assistance to the attorneys and firm clients in the areas of corporate, estate, business, and real property law. Interacted with clients, attorneys, real estate brokers, private businesses and various government agency officials to obtain information needed in preparation or filing of legal documents. Maintained monthly tickler system. Logged and filed court documents pertaining to litigation matters, business startups and settlements. Drafted and typed court filings, summons, subpoenas, and routine legal documents. Maintained corporate documents and records and executed administrative policies determined by and in conjunction with other officials. Prepared and filed corporate legal documents with government and regulatory agencies. Prepared notices, minutes, and resolutions for stockholders' and directors' meetings and recorded company stock issues and transfers. Supervised subordinate staff members.


University of Maryland (UMUC) – Active Enrollment

Legal Studies (Major)

Political Science (Minor)

U.S. Federal Government - Public Trust Security Clearance

Westlaw Training Center – Paralegal/Legal Assistant

Online Research

Howard University - Paralegal Certification

Howard University - Professional Paralegal Certifications

Estate Planning: Wills, Probate & Trusts


Intellectual Property: Patents, Trademarks, Copyrights

& Trade Secrets

Advance Legal Research

Benjamin Franklin University - Public Accounting

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