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Chief Operations Officer for Real Estate, Estate Planning, Probate

Location:
St. Petersburg, FL
Salary:
100000
Posted:
December 13, 2023

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Resume:

STEPHANIE C.RENSHAW

727-***-**** ad1ybf@r.postjobfree.com

CAREER OBJECTIVE

Self-motivated professional with extensive experience in various legal and business fields. Strong work ethic and a desire to excel with over 16 years of experience in office management and legal practices. Highly organized with the ability to multitask efficiently in a busy office environment. Accustomed to handling sensitive, confidential records. Flexible and versatile with the capability of working independently or as a team member. Able to maintain composure while resolving conflict under pressure when faced with delicate client related interactions and deadlines. Talent for quickly mastering roles and responsibilities. SKILLS

● Management of multiple staff members, including executives, attorneys, paralegals and administrative staff, including task management and assignment, case initiation, progress and completion, strategic planning and reorganization, human resources matters and training.

● Law firm bookkeeping and accounting including management of trust accounts, reconciling accounts, regular reporting, commission allocations and payroll.

● Management of settlement progress for litigation, including correspondence with opposing parties.

● Implementation of policies and procedures, creation and maintenance of employee handbook, management of benefits, case management software and payroll software.

● Estate Planning Composition including Trusts, Wills, Advanced Directives, and Guardianship Documents

● Probate and Trust Administration including Strategizing, Accounting, Marshalling of Assets, Litigation, Document Preparation, Case Management, Client Management, E-Filing, E-Recording

● Business Document Composition and Maintenance including Purchases, Sales, Formation, Federal, State and Local Regulatory Reporting, Transactional and Operational Documents.

● Real Estate Document Composition and Closings, including Purchase and Sale Documents, Leases, Deeds, Powers of Attorney and SBA Loans

● Proficient in Microsoft Office Products and Document Drafting Software including Lawgic and ProDocs

● Experience with Cloud Based Document Storage including Sharesync, Sharefile, Dropbox and Worldox

● Experience with legal research on Lexis Nexis and Westlaw

● Case Management, Client Management including Intake and Interviewing, Billing Hourly and Flat Rate and Calendaring for various Legal and Business Fields

● Law Office and Business Management, Quickbooks Accounting, Development of Employee Handbooks, ADP Payroll, Vendor Relationships, Inventory Control, and Supervising

● Executive Assistant to President of Law Firm, CEO and CLO

● Corporate Travel Planning and Conducting Travel

● Auditing of Medical Franchise locations for Regulatory Compliance in System Standards, OSHA and HIPAA

● Franchise Document Preparation including Franchise Agreements, Amendments and Franchise Disclosure Documents

EDUCATION

ST. THOMAS UNIVERSITY, MIAMI, FL

M.B.A. Masters of Business Administration (December 2020)

● Relevant Courses: Human Resources Management, Entrepreneurship, Managerial Accounting, Financial Management, Organizational Behavior, Data Analytics, International Business, Business Ethics, Strategic Management

ST. PETERSBURG COLLEGE, CLEARWATER, FL

B.A.S. Paralegal Studies (May 2019)

● Relevant Courses: Law Office Management, Advanced Legal Research and Writing, Comparative Legal Systems, Constitutional Law, Business Law, Interview and Investigation, Civil Trial Practice, Family Law I, Civil Law I and II, Computers and the Law Office, Logic and the Law

● Award and Honor: Presidents List for Grades Achieved 3 years consecutively WORK EXPERIENCE

AT CAUSE LAW OFFICE, PLLC, CLEARWATER, FL

Chief Operations Officer (January 2022- May 2022 part time; May 2022 - current full time )

● Management of all staff functions including executives, attorneys, paralegals, and administrative assistants.

● Management and training of all staff related to all cases for firm which include Estate Planning, Probate, Trust Administration, Guardianship, Real Estate, Business, and Trademark law.

● Management of staff case loads and providing instructions and progress reports to ensure timely completion and highly satisfactory services.

● Management of staff human resources matters including paid time off, payroll,, compliance, hiring and termination of staff and educational support.

● Strategic planning for law firm growth and implementation of policies or changes to existing policies.

● Lead paralegal for all cases, assist Managing Attorney with client interviews and assignment of case load to support staff

KUHN RASLAVICH PA, TAMPA, FL

Law Firm Controller (November 2021- May 2022)

● Accounting services including accounts receivable processing and records, accounts payable processing and records, weekly and monthly reconciliation of all accounts utilizing Quickbooks and Trustbooks for operating and Trust accounting.

● Management of settlement status for all litigation cases from inception to completion including calculation of costs, trust disbursements, third party vendor payments and commissions.

● Management of cases in Trial Works case management system and collaborating with handling attorneys and paralegals for settlement agreements, vendor payments, and billing.

● Payroll processing through ADP

● Benefits controller including tracking and processing employee vacation accrual, employee benefits onboarding and off boarding, benefits review and renewal. SOUTHEAST QSR, LLC, CLEARWATER, FL

Real Estate and Corporate Paralegal (February 2021- November 2021)

● Manage corporate records for various business entities and franchise agreements

● Corporate entity formation and maintenance including annual reports, annual meetings of shareholders and board of directors, special meetings, resolutions and written actions

● Maintain a real estate database, obtain surveys, manage commercial property management and property manager associations, prepare purchase agreements and contracts, real estate research via public records.

● Manage vendors and office equipment including inventory and storage units

● Assist Chief Legal Counsel with document preparation, business tax licenses and various tasks related to franchise units.

MEDI-WEIGHT LOSS, TAMPA, FL

Compliance Manager and Paralegal (May 2019- February 2021)

● Manage compliance records for all Franchise locations.

● Conduct in-person compliance audits for all Franchise locations in the United States including review of system standards, OSHA, HIPAA and Medical laws and regulations.

● Report to the Operations team and Medical Affairs team regarding current compliance issues.

● Maintain medical regulations staffing standards for all states of operation.

● Conduct OSHA, HIPAA and PHARMACY management training for franchises.

● Manage travel plans and conducting travel nationally

● Organize and maintain several spreadsheets for maintenance of Compliance Reviews, Franchise Sales, Franchise annual reports and corporate records.

KIRA DOYLE LAW, ST. PETERSBURG, FL

Paralegal & Law Office Manager, 2009 – 2020

● Quickbooks desktop and online management of daily operations accounting and reconciling accounts monthly and annually.

● ADP payroll management for all staff including end of year W-2 and 109-- generation and reporting.

● Preparation and maintenance of employee handbook and benefits packages.

● Hire, train and supervise personnel

● Vendor relationship establishment and maintenance, including telephone services, computer services, CRM systems, SEO services, advertising, E-recording services and court related accounts.

● Client interview, retention and management, meet with clients and other professionals to discuss details of the case.

● Probate and Trust Administration, including E-Filing, Preparation of Pleadings, Preparation of Correspondence to Interested Parties, Preparing and Update Pleadings Indexes and Case Management Checklists

● Appraise and inventory real and personal property for estate planning.

● Draft Estate Planning documents including Durable Powers of Attorney, Advanced Directives, Last Wills and Testaments, and Trusts.

● Draft Business Documents including Operating Agreements, Non-Competition and Non-Solicitation Agreements, Consulting Agreements, By-Laws, Actions by Written Consent, and Meeting Minutes

● Draft Mortgages and Notes for Real Estate Transactions; Conducting residential and business closings and draft related documents including sale and purchase agreements, addendums, bills of sale, and lease agreements

● Gather and analyze research data, such as statutes, decisions, and legal articles, codes, and documents. BASKIN FLEECE ATTORNEYS AT LAW, CLEARWATER, FL

Paralegal, Sep 2013 – Jun 2016

● Draft Estate Planning documents including Durable Powers of Attorney, Advanced Directives, Last Wills and Testaments, and Trusts.

● Probate and Trust Administration, including E-Filing, Preparation of Pleadings, Preparation of Correspondence to Interested Parties, Preparing and Update Pleadings Indexes and Case Management Checklists

● Drafted Business Documents including Operating Agreements, Non-Competition and Non-Solicitation Agreements, Consulting Agreements, By-Laws, Actions by Written Consent, and Meeting Minutes

● Gathered and analyzed research data, such as statutes, decisions, and legal articles, codes, and documents.

COMMERCIAL ELECTRICAL CONTRACTING, ST. PETERSBURG, FL Special Project Manager, Sept 2007 – Sept 2013

● Manage all aspects of day-to-day operations of special contractual residential programs:

● Contract Management – Residential Utility Programs

● Invoicing and related spreadsheets (Excel)-Develop and Maintain.

● Materials purchasing, management and disbursement.

● Work Requests: receiving, scheduling, expediting, and tracking

● Drafting of Proposals and Contracts.

● Supervision of a total of six electricians and one office personnel.

● Hiring, training, and managing personnel

● Create & update Standard Operational Procedures (SOP) manuals.

● Manage day to day marking needs for Electrical Contractor:

● Promotional product design, cost analysis, and purchasing

● Local Organizational Networking

● Oral Presentations

● Public Relations

CREDENTIALS AND LICENSES

● Florida Registered Paralegal

● Florida Notary Public and Remote Online Notary

REFERENCES

● Kira Doyle, President of Kira Doyle Law 727-***-**** ad1ybf@r.postjobfree.com

● Michael Mullaney, CEO of Commercial Electrical Contracting 727-***-**** ad1ybf@r.postjobfree.com



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