SUMMARY

Paralegal/Legal Assistant with ** years’ experience in various types of law, real estate transactions, real estate tax foreclosure, mortgage foreclosure and finance/banking. A self-motivated, responsible, and reliable team player with a strong set of skills. I am eager to continue my professional growth within the Pittsburgh legal community.

PROFESSIONAL EXPERIENCE

STEPTOE & JOHNSON PLLC 4/9/21-9/6/2023

LEGAL ADMINSTRATIVE ASSISTANT

Assist real estate department in facilitating, coordinating, and closing various types of transactions. Specialize in commercial real estate with some residential work. Assist with corporate work when required, such as entity formation, dissolutions, and corporate lien searches.

duties include:

●Draft closing documents such as Agreements of Sale, Escrow Agreements, Stock Certificates and transfer instruments, Settlement Statements, Closing Disclosures, Owner’s Affidavits, 1099-S Forms, Non-Foreign Affidavits, Secretary Certificates & Resolutions, Deeds etc.

●Monitor Real Estate IOLTA account, initiate wiring of funds, and disburse funds at closing.

●Facilitate closing remotely, in office, and/or on location upon client’s request.

●Manage title due diligence, order title exams, order tax certifications.

●Experience with residential, commercial, buy/sell, refinances, private loans, government loans, UCC filings, corporate lien searches, and department of state filings.

●Maintain calendar, matter lists, task lists, and closing checklists. Highly organized and detail oriented.

●Comply with client requests while providing excellent customer service.

●Submit new file/matter requests.

●Make red weld files – labels and subfolders.

●Submit checks requests for invoice payments.

●Submit attorney expenses for reimbursement.

●Draft Co-Op Stock Certificate Transfer Documents for closing.

CHARLES HILTON & ASSOCIATES, PC 9/11/2019-10/25/2019

CLAIM SPECIALIST/PARALEGAL

●Receive and MPAC notes (print-outs) for hospital information, client contact information

●Review account in MPAC database for any updated contact information, insurance carrier contact and any other relevant notes from the client

●Telephone clients to obtain auto insurance information.

●Contact employers for Workers Compensation Claim Information, Claim number/Insurance Carrier

●Document all communication with clients and employer regarding claim information.

●Contact insurance companies to obtain Workers Compensation and Auto Insurance Claim information, Open/close, Claim number, Adjuster and billing address.

●Draft and send email correspondence to the appropriate contact for the account to be billed to insurance.

●Rework files that did not receive an answer, response or call back.

●Discuss escalated matters with managing attorney, provide all pertinent information obtained when working the file.

BNY MELLON 3/5/2011-1/15/2019

PARALEGAL (Civil Legal Process)

●Review and Analyze legal documents (ABO, Subpoena, Writs)

●Research various systems to determine customer relationships. (CMT. Medavante, Global Searches)

●Placed holds on accounts in response to Asset Based Orders

●Prepared response letters (ABO, Subpoena, Writs, Restraining Notice)

●Gather records and information from various business lines.

●Handle internal and external calls about correct procedures for handling service; negotiated timelines for production of records.

●Process improperly issued Payroll Garnishments, Information Subpoenas; provide applicable response.

NETWORK & COMPANY 01/01/10-12/31/10

(BNY Mellon)

PARALEGAL– (FI Infrastructure Build)

• Request critical documents – W-9, Sweep, Fee, Authorized Signer and governing agreement from respective CSO.

• Verify Legal Entity and Tax ID, input into CIT, GCD, CS Management Tools

• Request and Receive Account Schematics (verification of the grouping of accounts and entity name)

• Updated/Maintained excel spreadsheets used to track client documentation status

• Ensure proper IRS tax source documentation is obtained for legal entities supported by Client Service and coordinate changes necessary to ensure that legal entity information is consistent across all systems

NETWORK & COMPANY 07/28/08-12/31/09

(BNY Mellon)

PARALEGAL – (CIT Imaging Project)

• Received and Reviewed Heritage BNY documents for accuracy, date and execution to be imaged to CIT

• Requested/tracked e-mails to BNY, Everett and Internal Client Service Officers regarding required critical documents

• Completion of various projects including, Global Documents, Plan Documents, W-8/W-9, Financial Institutions and GTAC

• Updated/Maintained excel spreadsheets used to track client documentation status

• Managed my assigned clients and maintained current and accurate documentation for the various waves, including, Pilot, Franchise and Non-Franchise

• Ensure proper IRS tax source documentation is obtained for legal entities supported by Client Service and coordinate changes necessary to ensure that legal entity information is consistent across all systems

FIVES & DUCHENE 10/15/2007-01/15/2008

LEGAL SECRETARY/ADMINISTRATIVE OFFICE

• Dictation-Letters, Pleadings, Motions, Bills, etc. (Complaints, Answers, Briefs, Interrogatories)

• Bookkeeping/Accounting/Payroll

• Filing w/Civil Courts & Bankruptcy Courts

• Open new case files/maintain existing case files

• Coordinate Calendar for 2 attorneys (meetings, hearings, depositions)

• Order office supplies

BNY MELLON 08/08/05 – 09/25/07

TRUST DOCUMENT ANALYST

• Open Accounts

• Analyze legal documentation and code trust system in accordance with the corporation’s fiduciary capacity

• Provide ongoing maintenance to established accounts

• Review and distribute account maintenance accordingly to members of the department

• Monitor and review department’s mailbox which contains various requests from internal personnel

Skills:

• Microsoft Office Suite, Imanage, LBMS, Chrome River, Westlaw, Title Express, Qualia, Access, CIT, Lotus Notes, CS Management Tool, GCD Tracking Tool, CMT, Medavante, T360, Trust 3000, CMS, type 60 WPM, Lexis Nexis, PACER, MEDIPAC

• Knowledge of civil litigation forms and procedures

Education: Riverview School District Oakmont, PA 15139

Diploma 1996

Miller-Motte Technical College 2018

Community College of Allegheny County 2019

Affiliations: Pittsburgh Paralegal Association

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