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Due Diligence Data Entry

Location:
St. Louis, MO
Posted:
January 29, 2024

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Resume:

CARMEN D. THOMAS

**** ********* *****

St. Louis, Missouri 63133

314-***-****

Facsimile 314-***-****

ad27fp@r.postjobfree.com

Summary of Qualifications

Performance-driven executive-level administrative and legal professional, skilled in database, contract and document review and management, litigation, mergers and acquisitions and negotiations. Impressive communication and organizational skills, with the ability to independently plan, direct business affairs and exercise independent judgment and decision-making with the highest level of competency and confidentiality. Proficient in Microsoft 365, Adobe Pro, Adobe Sign, document and file management software, eDisovery, and research.

Professional Experience

Corporate Transactional Paralegal January 2022 – May 2023 HEARTLAND DENTAL

Effingham, Illinois

Duties & Responsibilities:

Performed due diligence analysis and review of Letter of Intent and Customer Relationship Management database regarding merger and acquisition affiliations and transactions.

Prepared due diligence requests; guided and worked with affiliating doctors regarding the collection of due diligence documentation, information and materials.

Drafted affiliation closing documents (Asset Purchase Agreement, Employment Agreement and Subordinated Promissory Note), and other ancillary documents including but not limited to stock transaction documents, extension addendums and accompanying retention/signing bonus agreements, as well as non-affiliation agreements.

Negotiated revisions to closing documents with general and opposing counsel.

Prepared disclosure exhibits and schedules.

Organized and tracked documents regarding affiliations, mergers and acquisitions, including data entry, filing, scanning, responding to contract and document requests, and updating matter management database.

Advised Operations and Recruiting regarding language and legality of documents and agreements.

Responded to post-closing requests regarding employment agreements, transfer of permits and licenses, documents, other general requests.

Managed execution of agreements, closing documents, and ancillary documents via Adobe Sign.

Worked independently and interacted both externally and internally on specific corporate legal matters. Supported with corporate affiliations, formations, mergers and acquisitions, and disposition transactions regarding individuals and entities.

Carmen D. Thomas - Page Two

Senior Paralegal September 2017 - January 2022

CONLEY, OJI & ASSOCIATES

St. Louis, Missouri

Duties & Responsibilities:

Conducted initial case assessments and investigates claims and facts of cases.

Maintained an ongoing communication with attorneys and clients from point of referral/discovery to trial phase and/or disposition of case.

Liaised between attorneys, clients, healthcare providers, insurance carriers, law firms, and government agencies.

Drafted legal documents including agreements, contracts, correspondence, and legal memorandum; prepared interrogatories.

Ensured open lines of communication and satisfaction of deadlines through execution of dated materials.

Planned and scheduled conferences, teleconferences, dispositions, and travel; records and monitors court appearance dates, pleadings, and filing requirements.

Managed all aspects of civil [Including Family Law, Personal Injury and Worker’s Compensation], criminal and municipal caseloads.

Located and interviewed witnesses; prepares witnesses for testimony and/or trial.

Prepared content-specific case files reflecting supporting documentation, forms, and photographs for use during trial.

Maintained a familiarity with court personnel and procedures of St. Louis City and St. Louis County Circuit Courts, as well as various circuit and municipal courts throughout the state of Missouri and other states regarding filing documents, obtaining information, service of subpoenas, etc.

Represented attorney by communicating and obtaining information, following-up on delegated assignments; knowing when to act and when to refer matters to attorney.

Performed legal and factual research.

Discovery Paralegal August 2017

DTI Global (Contractual Assignment)

St. Louis, Missouri

Senior Executive Assistant March 2013 - September 2017 The ACTS Partnership

St. Louis, Missouri

Senior Paralegal May 1995 - November 2006

Earlyne M. Thomas, Esquire

St. Louis, Missouri

Education

B.A. Media Communications, Webster University

Webster Groves, Missouri



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