Manager/paralegal

James R. McDade, Jr., MBA

*********@***.***/ Cell # 818-***-****

EDUCATION

. EXECUTIVE M.B.A. - UCLA- Anderson Graduate School of Management;

(August 2009)

. EXECUTIVE M.B.A. - National University of Singapore; (August 2009);

(Dual MBA Program).

. B.S. (Double Major-Psychology and Off. Administration) -William Carey

University, Hattiesburg, MS.

. 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.

EXPERIENCE

UCLA EXTENSION

March 2011- Present

Instructor/Advisory Board member

. Part-time Professor in the Business, Management and Legal Programs

Department, training paralegals in the ABA-Approved Paralegal Training

Program. Courses taught include, The Paralegal Profession, Business

Organizations and Securities, Civil Procedure II and Contracts.

Additional duties include advisory board membership providing advisory

services for the Paralegal Training Program.

SUNAMERICA ANNUITY AND LIFE ASSURANCE COMPANY (Formerly known as AIG

Retirement Services, Inc.), Century City, CA

March 2007- February 2011

Managing Paralegal/Director Litigation

. Primarily responsible for case management and trial prep for

litigation matters with outside counsel involving suitability issues

with FINRA 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.

. Coordinated preparation of discovery responses with outside counsel

and reviewed final responses before submission, ensuring redactions,

privilege issues and confidentiality matters were handled

appropriately.

. Resolved customer complaints against registered reps by reviewing call

logs, researching the issues and providing analysis and

recommendations to customer service department.

. Interfaced with various internal business units to provide strategic

business and legal guidance, instruction, recommendations and to

enforce policies and procedures regarding annuities, claim benefits,

trust, estate, tax, product development, mergers and acquisitions,

customer service and compliance matters. Provided several process and

procedural improvements across various units, resulting in significant

cost savings over previous processes.

. Provided guidance and administrative recommendations to a third party

administrator for a block of life insurance business including

assistance with decisions involving customer service matters, payment

of death claim benefits, determination of proper beneficiaries and

issues regarding estate, tax and custodial matters involving minors.

. Managed billing invoices and improved the billing process with

proactive interactions with accounting department and outside counsel.

. Administrator for the TeamConnect litigation database, trained all

legal department personnel on its use, prepared the procedural

guidelines for the legal department and updated and managed the

litigation database.

. Performed staff performance evaluations.

. Prepared, revised and managed the subpoena processing procedure,

resulting in numerous process improvements and cost savings over

previous procedures.

. Utilized the litigation database to organize, coordinate, streamline

and prepare 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

Managing Paralegal/Assistant Vice President

. Managed and administered real estate and mortgage banking related

litigation matters in the corporate legal department by hiring and

corresponding with outside counsel, assisting in propounding and

responding to discovery and preparing cases for trial.

. Tried all small claims cases before the small claims court

commissioner.

. Interfaced with all business units in HR, IT, foreclosures,

bankruptcies, tax and estate planning and prepared case and status

reports and analysis to business units on trial matters. Reduced costs

by elimination of redundant practices.

. Managed the litigation database and met with outside counsel weekly to

update all matters.

. Provided risk management department with analysis regarding litigation

issues and policy and procedure adjustments.

. Managed the Bank's Employment Development Department claims for

unemployment.

. Conducted staff training seminars, performed staff performance

evaluations and provided appropriate recommendations.

. Managed billing invoice department for invoices and revised

procedures, resulting in significant cost savings.

. Resolved internal personnel conflicts with assistance of HR when

needed.

. Managed paralegal staff and office administrator and provided

quarterly and annual reports to senior management.

MUNGER, TOLLES & OLSON, LLP, Los Angeles, CA

January 1996-March 2005

Litigation Paralegal

. Prepared documentation and assisted attorneys in all phases of trial

prep for civil litigation cases ranging from medical malpractice,

construction defects, business litigation and tobacco litigation to

oil refinery matters.

. Draft case summaries, prepare and review pre-trial discovery

responses, summarize depositions and prepare trial exhibits.

. 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 to

research, analyze and collect clients' documents in preparation for

various trials. Administered the litigation database, supervised 45

paralegals in the LA office and administered and managed an away team

of 15 paralegals for off-site projects. Continually improved processes

leading to faster completion times for projects, resulting in

significant savings to clients.

COMPUTER SKILLS

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

Connect.

AFFILIATIONS

. Alumnus - UCLA Anderson Graduate School of Management.

. Alumnus - National University of Singapore School of Business.

. Alumnus- William Carey University

. Alumnus - UCLA ABA-Approved Paralegal Training Program.

. Advisory Board Member and Instructor - UCLA Paralegal Training Program

("PTP") (2007- Present).

Contact this candidate