Executive Assistant Real Estate
Resume:
JANICE JONES
South Euclid, OH *****
******.**********@*****.***
PARALEGAL
MetLife Legal Plans – Cleveland, Ohio
December 2022 – Current
Assist Members/Clients with their legal needs and issues via conference calls and meetings; attention to determining the most well-suited law firm and counsel to fit their needs. Review of various databases/platforms and information to determine legal issues and coverage. Attend several weekly Teams and in-person meetings to discuss my findings with upper management.
EXECUTIVE ASSISTANT / ADMINISTRATIVE ASSISTANT
Coldwell Banker Real Estate – Bristow, Virginia
Catherine Mussett-Kulik, Agency
August 2021 – August 2022 (Contract Position)
Assisted with the preparation of correspondence and handling of incoming calls and inquiries. Preparation and review of Real Estate and Bank documents such as Contracts, Purchase Agreements, Title Commitments, Lien Searches and Filings (UCC-1, UCC-3, UCC-11), Deeds, Mortgages, Plats, Maps, Security Agreements, Guaranty Agreements, Notes and various Escrow Documents. Responsible for scheduling appointments, updates to calendars and contacts, preparation of agendas/itineraries, making travel arrangements, assisting with PowerPoint presentations, mailings, data entry, document management, attending meetings with clients.
OFFICE ADMINISTRATOR / RECEPTIONIST
Integrated Power Services, Inc. – Parma, Ohio
April 2020 – August 2020 (Contract Position)
Office Administrator / Receptionist for manufacturing plant. Assist with Accounts Receivables, Accounts Payable, Purchase Orders and Bills of Lading using plant’s software system. Greet guests and customers and direct them to the appropriate personnel, handle telephone switchboard and paging systems, ensure the following of the Safety Director’s protocol regarding the Covid-19 virus safeguards. Assisted with the ordering of supplies and inventory. Receive and distribute mail and packages. Assist with shipping and receiving. Maintain filing system and document management.
PARALEGAL / EXECUTIVE ASSISTANT
Middlefield Banking Company - Middlefield, Ohio
February 2019 to August 2019 (Contract Position)
Executive Assistant to Commercial Lending Department. Assisted with various Excel spreadsheets and PowerPoint presentations, received and responded to correspondence and telephone call inquiries. Maintained calendars, prepared itineraries and advised upper management regarding the status of assignments. Responsible for document management and inventory.
PARALEGAL
Scanlon & Elliott, L.P.A. – Akron, Ohio
December 2018 to February 2019 (Contract Position)
Assist with the preparation of various pleadings such as Complaints, Answers, Motions, Briefs, Discovery and the filing thereof with various courts and governmental agencies. Responsible for the ordering, gathering and review of medical records and bills and creation of Settlement documents. Attention to scheduling/calendars regarding court dates, internal meetings and create itineraries. Prepare for and attend client meetings and trial. Preparation of PowerPoint presentations and Exhibits. Responsible for taking and handling telephone calls, mailings, document organization/filing and review of docket reports and various Excel spreadsheets.
EXECUTIVE ASSISTANT / PARALEGAL
KeyBank, N.A. – Cleveland, Ohio
September 2017 to May 2018
Assisted with the preparation of Corporate, Real Estate and Litigation documents and the filing thereof with various courts and governmental agencies, including but not limited to Mortgages, Title Work, UCC filings to ascertain correct lien position and security, Complaints, Answers, Motions and Discovery documents.
Assisted with scheduling/calendars regarding court dates, internal meetings and created itineraries. Attention to preparing for client meetings and preparation of PowerPoint presentations. Responsible for taking and handling telephone calls, mailings, document organization/filing and review of docket reports and data entry.
PARALEGAL / COMMERCIAL LOAN DOCUMENTATION SPECIALIST
KeyBank, N.A. – Brooklyn, Ohio
June 2017 to September 2017 (Contract Position)
Attention to review and organization of loan documentation in order to ensure compliance with the Federal Reserve Bank and general banking compliance laws, review, analyze and notate documents in order to diminish risk to corporation by ensuring regulatory and policy complaint documentation. Review documents for making determination for proper handling, research loan systems including CLS to validate loan data, use of Excel to track loans worked, attended various meetings regarding departmental goals and objectives.
PARALEGAL / EXECUTIVE ASSISTANT
REMAX Gateway – Catherine Mussett-Kulik, Agency
Bristow, Virginia
September 2011 to July 2015
Assisted with the preparation and review of Real Estate and Bank documents such as Contracts, Purchase Agreements, Title Commitments, Lien Searches and Filings (UCC-1, UCC-3, UCC-11), Deeds, Mortgages, Plats, Maps, Security Agreements, Guaranty Agreements, Notes and various Escrow Documents. Responsible for scheduling appointments, updates to calendars and contacts, preparation of agendas/itineraries, making travel arrangements, assisting with PowerPoint presentations, mailings, data entry, document management, attending meetings with clients.
EXECUTIVE ASSISTANT / PARALEGAL
Cleveland City Hall, Legal Department – Cleveland, Ohio
June 2009 – May 2011 (Contract Position)
Executive Assistant / Paralegal to the Director of Law and Finance and supporting attorneys. Assisted with scheduling/calendars regarding court dates, internal meetings, created itineraries. Attention to preparing for client meetings and preparation of PowerPoint presentations. Responsible for taking and handling telephone calls, correspondence, mailings, document organization/filing, making travel arrangements, review of docket reports and data entry.
Assisted with the preparation of Real Estate and Litigation documents and the filing thereof with various courts and governmental agencies, including but not limited to Mortgages, Title Work, UCC filings, Corporate documents and filings to ascertain correct lien position and security, Complaints, Answers, Motions, and Discovery documents.
Responsible for preparing weekly reports regarding staffs’ upcoming goals and objectives, attended weekly meetings with attorneys and upper management regarding same.
PARALEGAL
Fifth Third Bank – Cleveland, Ohio
September 2002 to August 2007
Responsible for assisting the Commercial Loan Department’s review of loan packages for Compliance with Federal Banking laws and Bank policies and procedures, and general corporation laws. Reviewed various organizational documents (i.e. Operating Agreements, Trust Agreements, Partnership Agreements), insurance governance documents, stock portfolios etc. to determine authority for borrowing and pledging assets. Reviewed collateral/security documents such as Mortgages, Title Work, UCC filings, and Stock Agreements to ascertain correct lien position and security.
Responsible for assisting with interviewing and hiring individuals for the Commercial Loan Division, conducted daily and weekly staff meetings with employees to review reports, handled all aspects of staffs’ employment such as vacation, sick days and performance reviews.
PARALEGAL
Squire, Sanders & Dempsey, LLP – Cleveland, Ohio
September 1997 to September 2002
Assisted with the preparation and review of Corporate documents such as Articles of Incorporation, Articles of Organization, Limited Partnership Agreements, Merger and Acquisition documents, SEC filings, Trademarks, Trade Names, Bylaws, Code of Regulations, Action of Directors and Shareholders’ Minutes, Subscription Agreements, Stock Purchase Agreements, Resolutions, Closing Checklists, ordering of Good Standing Certificates, review of various state websites pertaining to corporate structures, dockets, stock portfolios and real estate holdings, assisted with Lexis/Nexis research, maintained corporate record books and dossiers. Hosted weekly staff meetings and meetings with upper management regarding case plans. Prepared for, attended and assisted at many closings and due diligence sites worldwide for some of the Firm’s largest clients and worked at some of the Firm’s other offices such as the Brussels, London, New York City and Florida offices for several months at a time.
Assisted with the preparation, review and ordering of Real Estate documents such as Deeds, Mortgages, Plats/Maps, Title Work, UCC filings, Purchase Agreements and the like, prepared for and attended closings, prepared closing binders.
Assisted with various deals such as Rock-n-Roll Hall of Fame, Gund Arena, Indians Stadium, and Gateway.
AUDIT LETTER COORDINATOR – SSD WORLDWIDE OFFICES
Assisted in the implementation of a new Audit Letter Opinion database for the use of Squire, Sanders & Dempsey’s 29 offices worldwide. Contacted and met with attorneys, auditors and staff regarding contingent liabilities/litigation pertaining to its clients, responsible for gathering information and preparation of Opinion Letters, maintained database and met with the Firm’s Partners regarding same.
EDUCATION
Bachelor of Science – Business Administration/Pre-Law
Associate Degree – Legal Assistant
Notary Public
SKILLS
Microsoft Office Suite, Worldox, Perfect Practice, Quick Books, Elite, CLS, Loan IQ, Lexis/Nexis, Westlaw, various other accounting, legal and banking databases, Notary Public.
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