Real Estate Sales

LISA LOPEZ

623-***-**** Litchfield Park, AZ *********@*****.***

Experience working in the following areas: real estate (commercial and residential transactions), mortgage broker, bankruptcy, collections, employment law, transactional, garnishments, civil foreclosures and trustee’s sales CORE COMPETENCIES

Real Estate/REIT Investments/Transactional Dispositions and Defeasances transactions Entity Formation

Trustee’s Sales

Circulate Due Diligence Materials, Calendar

and monitor Critical Dates

Review title commitments

Contract Drafting/Review Loan Documents

Review Leases, Amendments & Assignments

Collections/Garnishments

Civil Foreclosures

Review Purchase Sale Agreements, Access

Agreements, closing documents, estoppels,

1031 and Exchange Documents and prepare

1099

Prepare and file Proof of Claims on behalf of

Creditors in connection with Chapter 7 & 13

Bankruptcies

PROFESSIONAL EXPERIENCE

Closing Paralegal

Spirit Capital Realty - Scottsdale, Arizona 2015 – Current

Set up and maintain electronic closing files, uploading of files to cloud storage, tracking status of asset transactions (including sales, lease modifications, assignments, estoppel, subordination agreements, access agreements and similar property related agreements)

Organization, delivery and tracking of applicable due diligence to outside counsel and third-party vendors on an as needed basis

Distribute fully-executed Purchase and Sale Agreements to all parties associated with transaction

Calendaring critical dates and updating open matters spreadsheet

Coding invoices from third party

Tracking title policies and coordinating with title vendors to ensure final title policies are received

Ordering and tracking Phase I Environmental Assessment Reports and Surveys with vendors to ensure they are received

Drafting and delivery notifications to lenders and servicers

Prepare Rating Agency Notifications to Trustee and docket deadline response dates

Assist with closing documents related to real and personal property transfers

Order Phase I Environmental Site Reports and Surveys

Coordinate execution and notarize original closing documents, prepare 1099’s, prepare settlement statements, forward original documents to title companies and work closely with title company to ensure transaction closes successfully

Request and track receipt of miscellaneous Good Standing Certificates for various entities Legal Assistant

May Potenza Baran & Gillespie, P.C. - Phoenix, Arizona 2008 – 2014 Assist with preparation of various legal documents

Assist with entity formation

Draft business correspondence

Calendaring critical dates and Docket deadline dates

Schedule meetings and maintain partner calendar

Provide legal administrative support to senior partner, one associate and paralegal in transactional, real estate and labor and employment department

Assist with Trustee’s Sales

Assist with Garnishments

Assist with Annual Reports, Amendments and UCC filings

Coordinate catering events, special occasions/celebrations and team meetings

Coordinate monthly in-house CLE seminars for the attorneys and paralegals, including preparing CLE certificates, agenda topics, assembling seminar materials and ordering lunch, set up laptop and projector

Plan and organize holiday events for the firm

Senior Loan Originator

Freedom Financial & Mortgage Services Corp – Litchfield Park, Arizona 2005 – 2008

Originate and process mortgage loans between borrowers and lenders

Review residential/commercial Purchase and Sale Agreements

Review title reports, credit reports and assist with curing title encumbrances

Review preliminary loan documents

Daily communications with real estate professionals, title companies, financial institutions and appraisers

Daily communications with lenders to select best loan scenario for clients

Compose various letters, memos and other documents

Manage monthly pipeline and responsible for day-to-day operations

Develop and maintain business relationships

Legal Assistant

Jennings Haug & Cunningham – Phoenix, Arizona 2004-2005

Provided legal administrative support to senior partner in various areas of law including Construction, Bankruptcy, Civil Litigation and Estate Planning

Prepare and file documents with District and State Courts. Draft estate-planning documents.

Transcribe and revise legal documents from dictation and notation with precise terminology, speed and accuracy.

Answer multi-line phone, faxing and photocopying.

Responsible for opening and closing of case files including running initial conflict searches for new clients.

Schedule meetings and maintain partner calendar with the ability to perform all duties in a fast-paced environment with little supervision.

Entered and reviewed attorney's time-slips

Paralegal

Mulcahy Law Firm – Phoenix, Arizona 1998 – 2004

Prepared and reviewed various legal documents and correspondence

Prepared notice of liens, foreclosures, warranty deeds, demand letters, chapter 7 and 13 proof of claims, judgments, wage bank garnishments, notices, motions and orders. Monitor discharges and termination status of chapter 7 and chapter 13 bankruptcies

Serve as a liaison between attorneys, clients, management companies, title companies, and homeowners

Daily communications with clients and debtors to facilitate payment plans

Monitor all garnishment files to ensure payments were promptly received and notice show cause hearings when failed to comply and brief attorney on status of garnishments

Court filings and communications with justice and state courts

Perform research to obtain case relevant materials including analyzing credit reports, and skip tracing to search for alternate addresses and phone numbers

Calendar court dates and deadlines

Responsible for approximately 300 open collection files from start to completion EDUCATION

Currently pursuing Associates Degree in Paralegal Studies Legal Terminology with Transcript Certification

Legal Administrative Secretary Certification

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