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Contract Management Cross Functional

Location:
York, SC, 29745
Salary:
83000
Posted:
October 23, 2023

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Resume:

Demetria Hasty

York, SC *****

ad0klr@r.postjobfree.com

+1-839-***-****

In my current position as a paralegal, I specialize in contract management and drafting. In my role, I support both our business partners and attorneys throughout the entire contract process. This includes tasks like reviewing, editing, and ensuring compliance with legal standards. I play a crucial role in helping our team create and manage contracts efficiently. My dedication to maintaining the highest standards of professionalism and my ability to work collaboratively with cross-functional teams make me a valuable asset to your company. I am excited about the opportunity to contribute to your contract management efforts and help your organization achieve its legal and business objectives.

Authorized to work in the US for any employer

Work Experience

Paralegal

LPL Financial - Fort Mill, SC

July 2018 to October 2023

• Tailor agreement and schedule templates for use in specific transactions with negotiated terms

• Draft broker dealer agreements, networking agreements, lease agreements, rider to account agreements, privacy and data sharing agreements, transfer/assignment amendments, including but not limited to changes of ownership, pricing or naming conventions for financial institutions, which may include in-depth analysis of relative legal documents

• Professionally interact and correspond with multiple departments, business consultants and outside legal advisors

• Identify, summarize and document material terms and key dates of executed agreements

• Ensure administration of executed agreements/amendments to appropriate parties

• Generate and apply processes to: (i) ensure consistent use of best practice terms and conditions; (ii) ensure proposed changes receive appropriate review and approval; (iii) encourage use of standard legal terms; (iv) standardize approval, execution and archiving processes; (v) track and report progress of contract drafting/negotiations process; (vi) utilize calendaring system to track SLA obligations and follow up to ensure timely performance and adherence to set SLA

• Perform research required to draft and send cease and desist correspondence Complex Litigation Paralegal

Brock & Scott, PLLC - Charlotte, NC

May 2017 to September 2017

• General case management: review and analyze clientfiles for status, provide client updates to admin assistant for upload to client, and identify next steps needed to move case forward Review new files, identify case type, calendar any critical dates and assist with fee approval requests

• Review, proofread and prepare pleadings drafted or approved by the attorney for filing

• Draft various pleadings for filing: Summons, Complaint, Civil Cover Sheet, Notices of Appearance, Notice of Hearing, Motions, Affidavit of Service, Certificate of Service, collect exhibits, prepare of certificate of service, summons, cover letters, identify and redact PPI and exhibits

• Draft claim letters, request for reconsideration

• General file research: obtain additional title information from online register of deeds, order title searches, other task requests, skip traces, research legal entity information and/or request additional needed documentation from client,

• Ensure service is complete after complaints filed, request Alias & Pluries summons when required

• Monitor deadlines, alert attorney of critical dates, calendar dates and follow ups

• Assist attorney with hearing preparation

• Confer with the court to schedule hearings and to obtain information

• Confer with opposing counsel, title companies, code officers and other county administrative personnel, client regarding file inquiries

• Client liaison; provide client with requested information, obtain information from client, send and receive documents, provide updates when requested from direct client contact via email

• Provide administrative staff with information to provideclient updates

• File organization, index pleadings, organize client documents, correspondence, title work, other documents within file, prepare discovery file and index as necessary

• Contact code enforcement authorities to request documents and information, follow up after administrative hearings and request any orders, alert attorney of hearings, city/county counsel meetings

• Research local court rules, confer with clerks, etc. to ensure compliance with court expectations

• Notarize documents, keep notary log

• Witness conversations with borrowers and make notes to file

• Run Caseware reports on cases and track case flow

• Enter information in Caseware and update

• Ad hoc requests

Litigation Legal Assistant

Aldridge Pite, LLP (formerly Aldridge Connors) - Atlanta, GA November 2015 to September 2016

Maintain the Litigation Calendar for up to 8 attorneys (assigned to 3 attorneys – 2 partners, 1 associate)

• Work collaboratively with assigned attorneys and support staff to draft legal documents and processtransactions; maintain, update and organize physical and electronic files

• E-file using Odyssey, PeachCourt, PACER, GSCCCA, accounting and billing

• Request checks for filing and recording or payment of vendors, following protocol for each client specifically

• Perform PACER, SCRA public index and GSCCCA searches

• Remain current on laws pertinent to foreclosure, bankruptcy, evictions, commercial law

• Interpret, analyze and summarize various legal documents

• Maintain correspondence (email, written letter, facsimile) and communication with various colleaguesfor legal business purposes

• Communicate with Court Clerks, Judges, Sheriffs, process servers and occasionally opposing Counsel/ Parties

• Respond accordingly to messages from attorneys regarding workload, scheduling depositions and Court Reporters, managing daily workload and prioritization of the daily work schedule

• Send documents for recording, filing, and /or Judicial Review via mail, request documents from Courts and other government entities and prepare pleadings and other documents per attorney or paralegal request

Complaints Processor, Florida Foreclosure

Aldridge Pite, LLP (formerly Aldridge Connors) - Atlanta, GA December 2014 to November 2015

• Research and compilation of documents required to process/draft the complaint

• Upload complaints to case management system

• Respond to messages in clients systems and provide a daily report of uploaded information

• Search for documents to be added to the complaint package utilizing ProLaw and client systems and following protocol for each client specifically

• Manage daily workload and prioritize the daily work schedule; follow up on drafting impediments

• e-filing and accounting

• Pull court dockets for Statute of Limitations review

• Ad hoc requests

Service Paralegal

Aldridge Pite, LLP (formerly Aldridge Connors) - Atlanta, GA March 2014 to December 2014

• Update clients via LPS Client Management System, request fee approvals

• Perform PACER, SCRA and public index searches

• Prepare various legal pleadings: Motion for Default, Affidavit of Non-Military Service, Notice of Dropping, Summons, Motion to Vacate Dropping of Party, Motion to Vacate Default and Notice of Action Paralegal

Rco Legal, P.S - Atlanta, GA

May 2013 to February 2014

• Prepare and disperse loan reinstatement quotes, service release billing, or any other billing, related to foreclosure process to clients and draft, prepare and ship Motion and Order for Appointment of Guardian ad Litem Nisi packages to both appointed Guardian ad Litem Nisi and Clerk of Court

• Update client and case management systems and perform research and investigation for the purpose of service of complaint and summons, handling all original documents

• Draft, prepare and ship Motion and Order for Service by Publication packages

• Request checks for Clerk of Court filings;

• Correspondence with clients, counsel of opposing parties, Guardian ad Litem attorneys, newspapers, defendants, borrowers, Clerk of Court, Master in Equity Judges, Special Referee Judges and support staff; Order title updates; attend training for loss mitigation, first legal processing, sales and hearings for foreclosure lawsuits; Consumer Financial Protection Bureauregulations training Education

A.A.S. in Paralegal Technology

South Piedmont Community College - Monroe, NC

2009 to 2011

Skills

• Legal Research, Case Management, Microsoft Office Certified

• Legal Drafting

• Proofreading

• Word Processing

• Microsoft Outlook

• Adobe Acrobat

• Analysis skills

• SharePoint

• Project planning

• Customer service

• FileNet

• CRM software

• DocuSign

• Research

• Data collection

• Adobe Acrobat

• System testing

• Proofreading

• Paralegal

• Software testing

• Bloomberg

• Legal research

• UCC law

• iManage

• Quality Audits

• Quality Assurance

• LIHTC

• Contract Management

• Process Improvement

• Test Cases

Additional Information

DEMETRIA J. HASTY

839-***-****, ad0klr@r.postjobfree.com

PROFESSIONAL SUMMARY

• Paralegal with extensive legal systems experience including document review, uploading, searching/ sourcing and reporting

• Review, respond and document clients systems messages, providing daily reporting of all uploaded information

• Search for documents to be added to case files utilizing ProLaw, Passport and various other case management systems and following protocol for each client

• Validation of critical data fields, comparison and complete systems testing new software prior to go- live, ensuring accurate and proper processes are in place and that the system is working properly prior to rolling out to multiple lines of business, fulfilling risk and compliance obligations within specified timeframe

• Draft contracts, motions, orders, pleadings, complaints and various legal documents; conduct legal research, composelegal in office memorandums, legal briefs, and other forms of legal correspondence, as well as, proofread and efficiently redact legal documents

• Updated on the following laws, rules and procedures: Fair Debt Collection Practices Act (2019); Financial Crimes Laws (2019); SCRA Laws (2016); Anti-Tying Laws (2017); Anti-Competitive Behavior

(2018); Volcker Rule (2016); Anti-Bribery and Corruption Laws (2019); Wholesale Financial Crimes Laws (2016); AML/BSA Laws (2019); ADA Laws (2016); Regulation W (2016); LIHTC (2016); Unfair or Deceptive or Abusive Acts or Practices laws (2019); Blue-Sky Law (2019) SOFTWARE & SYSTEMS

• MS Office Suites Certified (Access Outlook, Word, PowerPoint, Groove, Visio), Lincs/ Skype for Business

• DocPrep Software, Form Docs Software

• eFile: Odyssey, PeachCourt, PACER and GSCCCA (PT-61), SimpleFile (e-Recording)

• Legal Research Programs: Lexis/Nexis, WestLaw, TLO

• Client Management Software Systems: LenStar Software, LPS Software, LEAD, WCIS, FileNet

• Case Management Systems: ProLaw, Phoenix, Caseaware, CaseReady, iManage, Case Wise, Perfect Practice, FMS, CaseTrax, LECAMS, GEMS, LEIF

• SharePoint, Relativity Software, Firefly Legal software and various e-Discovery software, Bill Quick, SoftPro, TABS, and DAX



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