Leslie A. Beale

303-***-****

ad4jk7@r.postjobfree.com

ABA Certified Paralegal / CO Notary Pending

SKILLS

* Type 55 WPM * CTM eContracts / DocuSign / SignNow * Westlaw / LexisNexis

* Microsoft Office Suite * QuickBooks / Clio Grow / Clio Manage * Elite / LMS / Timeslips

* Google Docs * Legal / Marketing / Academic Research * Innova / NetDocs / SoftPro / Qualia

* Red-Lining/Editing * Analysis/Writing/Report Compilation * Adobe Pro DC / Photoshop

* Caliber Management Software * Smartwebs – Community Management * Homewise Documents / OneSite

QUALIFICATION HIGHLIGHTS

Personable and resourceful Principal, Executive, Administrative and Legal Support professional with a

proven record of providing high-quality “right-hand” assistance to small and entrepreneurial businesses

for over 20 years.

Substantive and diverse knowledge of Real Estate and Transaction Law, including; contracts, leases, due diligence, title review and surveys, business entity formation, compliance, corporate and legal communications, business development, office and communication technology, small business office and account management, customer service, sales and marketing.

Ten (10) years of client-centric “boutique” Law Firm experience as a paralegal, legal secretary, closing paralegal and office manager.

Well-organized critical thinker - adaptable with work assignments and schedules, and able to work under pressure while maintaining clear attention to detail and a congenial disposition.

Responsible, discerning, and dedicated individual with focused time and risk-management skills, work

ethic and a devotion to confidentiality, quality work product and customer satisfaction.

Accomplished researcher and writer of legal, professional, persuasive, creative documents, and correspondence; market and informational reports, proposals, and technical manuals.

Specific training in: Conflict Management; Negotiation and Mediation; Legal Writing; Persuasion; Communication & Rhetoric; CO Rules of Evidence; Civil Litigation; CO Land Use; Urban Development; Social Justice; Environmental Studies, Sustainability, and Natural Resource Management.

PROFESSIONAL TRAINING AND EXPERIENCE

Assistant Property Manager 09/2022 – 02/2023

COLORADO COALITION FOR THE HOMELESS – Denver, CO

Trained in Fair Housing / LIHTC / HUD / Protected Classes / Compliance / Recertifications.

Receive Rents, Maintenance, and Tenant Concerns, Problem Solve, Reception, General Office Management.

Commercial Real Estate Transaction Paralegal and Legal Assistant 03/2022 – 08/2022

MASTIN BERGSTROM, LLC – Centennial, CO

Specializing primarily in medical/dental commercial real estate and business purchases, sales, and leasing.

Contract and due diligence review; correspondence with parties; calendar and track deadlines.

Title and Survey Review; entity formations; supporting document creation; research for special projects.

Assistant to HOA Community Managers, Board of Directors, and Homeowners 08/2021 – 01/2022

TMMC PROPERTY MANAGEMENT – Castle Rock, CO

Worked full time while studying for CMCA Credentials through the National Community Associations Institute (CAI), Federal and State Statutes and Local Rules and Ordinances, in compliance with the Colorado Common

Interest Ownership Act (CCIOA) and the Colorado Condominium Ownership Act.

Daily monitoring and responding appropriately to multiple HOA Community Manager account tasks,

including violations, client relations, architectural application filings, vendor account matters, correspondence,

database management, meeting preparation and follow-up, reception back-up.

Real Estate Closing Paralegal and Legal Assistant (Contract Position) 3/2021 - 6/2021

WHITE & SEREQUE, PA – Spartanburg, SC

Residential/Investor Closing Paralegal; Document Preparation; Title Review; Pre-Closing and Post-Closing.

Outreach Program Assistant (Contract Remote Position) 12/2020 - 3/2021

Administrative Support to the DHEC Community Systems Director responsible for coordinating, implementing,

and reporting to Columbia on the DHEC COVID-19 Testing and Vaccine Rollout in the South Carolina

Upstate Region. Project successfully completed.

Required the ability to be self-directed and flexible with fluid, time-sensitive, deadline-driven public health

priorities.

Researched, compiled, verified, created, and maintained Community Partner Excel Spreadsheets.

Monitored, directed, and responded to direct email communications and inquiries to appropriate Agency personnel.

Ordered and coordinated distribution of printed materials and educational packets for Community Health Workers.

Real Estate Title Paralegal and Legal Assistant (Contract Position) 10/2020 - 12/2020

KEABLE & BROWN, PA – Greenville, SC

Title Abstract Review - Title Curative Paralegal for Residential and Commercial Transactions;

Commitment Preparation; Legal Assistant; Document Preparation; Pre-Closing and Post-Closing.

Transaction Legal Assistant and Office Manager (Contract Position) 5/2020 - 9/2020

THE DE BRUIN LAW FIRM – Greenville, SC

Provided Executive Administrative, Operational and Paralegal support to Senior Partner and Legal

Assistant support for three other attorneys practicing residential and commercial real estate, business law

and estate planning in a transactional environment.

Utilized Qualia closing software and Clio Grow for prospects and Clio Manage for Invoicing, Document

and Matter management.

Greeted clients, answered phones, maintained firm calendaring system, maintained the facility, ordered supplies, and managed the Front Office to provide exceptional customer service.

Temporary Legal Assistant 5/2019 – 12/2019

PERSONNEL AGENCY(S) - SHUART & ASSOCIATES/LEADING EDGE – Austin, TX

Entered Attorney time for invoicing; document proof-reading, preparation and management.

Reception/front office duties; preparation of filings with various Texas Government agencies.

Loss Mitigation, High-Risk Title Curative Specialist 3/2018 – 2/2019

COMPUTERSHARE LOAN SERVICES, Highlands Ranch, CO

Resolved Complex Chain of Title Issues Nationwide to Secure Lender and Investor Collateral Interests, Administrative Special Projects for Client Services and Business Development.

Independent Contractor- Small Business Executive and Legal Support 5/2014 – 3/2018

CREATIVE WORKS AND SPECIAL PROJECTS – Self-Employed, Atlanta, GA and Denver, CO

Business Development, Analytical Research, Report Generation and Proposals.

Preparation and Review of Contracts, Leases, Misc. Legal Document i.e., Simple Wills and POA’s.

Real Estate Marketing, Research Assistance, and Special Projects.

Technical and Creative Writing and Editing.

DUNTON COMMERCIAL REAL ESTATE, Denver, CO

Broker Administrator/Marketing and Administrative Assistant.

CONTRACTOR via ROBERT HALF / APPLE ONE, Denver, CO

Legal and Title Research/Clearance Assistant – Windfarm Development Project

Full Time Student – University of Colorado Denver - Denver, CO 8/2010 – 12/2013

Bachelor of Arts Degree - Communication Major “cum laude”/Geography Minor– UCD Honors Graduate

Executive Assistant to Principal – (Contract Position) 11/2009 – 5/2010

PRUDENTIAL PREMIER ISLAND PROPERTIES, Hilton Head Island, SC

Office Re-Build Project Coordinator and Implementer.

Listing Coordinator; Office Management; Agent Support; Website content and maintenance.

Real Estate Listing Coordinator/Administrative Assistant to Broker and Closing Coordinator 9/2008 –5/2009

REALESTATE.COM/LENDING TREE, Denver, CO

Responsible for creation of marketing materials; input and accuracy of Listings in MLS, PPAR and IRES.

Responsible for accuracy and compliance of contracts and documents for Listing Packages.

Front Office Reception; Sales Meeting Planning; Report Generation; Internal and External Correspondence.

Real Estate Closing Paralegal and Office Manager 9/2006 – 5/2008

JOSEY & ASSOCIATES, LLC, Atlanta, GA

Successfully built and retained client relations by providing and maintaining high-quality customer service

and management of the entire mortgage closing process.

Drafted residential and commercial leases, contracts, deeds, UCC’s and supplemental legal documents.

Ordered surveys; reviewed legal descriptions and abstracts for potential easements and encroachments.

Responsible for title clearance, preparation of title commitments and policies.

Managed all office processes, including file management, Escrow, A/R and A/P accounts (QuickBooks)

Real Estate Paralegal - Freelance 2005 – 2006

THE PATTERSON LAW FIRM, Duluth, GA

Successfully resolved post-closing issues, including: client relations; correspondence; file reconciliation;

collections; title defects; deed filing; deed correction; and additional legal document creation.

Real Estate Legal Assistant / REO and RELO Coordinator 2004 – 2005

OBENSCHAIN & CHANDLER, LLC, Atlanta, GA

Cleared title issues and prepared preliminary HUD settlement statements and closing packages for

REO/RELO and commercial real estate clients.

Real Estate Legal Assistant and Disburser 2002 – 2003

PATTERSON & KAYE, Attorneys at Law, Duluth, GA

Responsible for the post-closing disbursement of closing and lender documents.

Responsible for file reconciliation and balancing of escrow account for each file.

Transaction Legal Secretary/Office Manager 1999 – 2000 & 2001 – 2002

GENE B. McCLURE, P.C., Atlanta, GA

Drafted legal filings and various legal documents for Business Transactions, Mergers & Acquisitions,

Probate, Real Estate, Contract and Health Care Law

Managed firm data, G/L, A/R, and A/P accounts.

Executive Assistant/Marketing Director/Producer (Corporate A/V Production Company) 3/2000 – 3/2001

SSi PRODUCTION SERVICES, INC., Atlanta, GA

Prepared proposals, budgets, ROI, annual expenditure, and cost projection reports. Researched, developed,

and implemented marketing/sales development strategies and a data management system for qualified lead

and project tracking.

Drafted contracts, legal correspondence, UCC filings and other documents to secure company interests and retrieve past-due receivables.

Creative writer and producer of concept story boards, scripts and shot lists for live corporate events; use of

studio audio/visual equipment, animated PowerPoint presentations and printed materials for sales and

marketing, i.e., brochures, websites, and procedural manuals.

EDUCATION/CERTIFICATIONS

CAI M-100 CERTIFICATION "Essentials of Community Association Management" (2021)

CAI M-203 CERTIFICATION "Community Leadership" (2021)

BACHELOR OF ARTS, the University of Colorado, Denver, CO (2010-2013)

Communication Major/Geography Minor “cum laude” – UCD Graduate “with distinction”

COLORADO MEDIATION CERTIFICATION (2013)

REAL ESTATE AGENT SALES LICENSE, Atlanta, GA, (2005)

Gwinnett Technical Institute, Lawrenceville, GA

Marketing Management – Coursework (1996)

Business Management – Associates Degree Program (2002)

PARLEGAL CERTIFICATION, The National Center for Paralegal Training, Atlanta, GA (1996)

Honors Graduate – Civil Litigation – ABA Certified.

Georgia State University, Atlanta, GA

Coursework - Commercial Music and Recording/Advertising

Clemson University, Clemson, SC

Coursework - Liberal Arts

CLOSING TRANSACTION PROCESS – LEGAL EXPERIENCE

Commercial and Residential Real Estate Transactions: Construction to Permanent Loans; Asset Transfers; Equity Lines; Lines of Credit; Refinances and Modifications; Purchases, Sales and Leases (Medical, Dental, Professional Office Condos, Buildings, Retail and Warehouses), Mergers and Acquisition:

1.Consult with Attorney regarding nature and scope of transaction and documents to be drafted.

2.Open physical and electronic files

3.Draft Contract, Letter of Intent and/or Engagement Letter for Client describing Scope of Work and Fee Schedule.

4.Creation/Editing of Commercial Leases, Purchase and Sale Agreements.

5.Business Entity formation and accompanying entity documents (if required).

6.Abstract Contract/Lease to document transaction data and Draft ‘Critical Dates” Letter – Add dates to Firm's calendar.

7.Order Title, Tax, Good Standing Certificates, Trust Certificates and UCC Reports.

8.Review Executed Contract and/or Lender Instructions for changes and/or additional due diligence requirements and deadlines.

9.Review Title Abstract, clear title defects, and review legal description for accuracy, easements, encroachments, and ordering of Survey, if required.

10.Prepare/Analyze Title Commitments and/or Title Objection Letters.

11.Contact Title Company, brokers, company principals and third-party attorneys and/or escrow agents for buyer/seller information, including payoffs, utilities, taxes, leases, entity authority documents (Operating Agreement for LLC/Articles of Incorporation and Bylaws for Corps.), check with Secretary of State to make sure entity is in “good standing”.

12.Contact directly with Lenders/Loan Officers/Processors regarding lender documents, underwriting requirements, title issues, preliminary HUD’s.

13.Gather Insurance, HOA/Condo Association Letters, and other pre-closing information.

14.Assist Attorney with the Drafting of Warranty Deeds, Security Deeds, Promissory Notes, Bill of Sale with Exhibits, Guarantees, Corporate Resolutions, Certificate of Incorporation, Bylaws, Stockholder Share Agreements, Certificate of Formation, Operating Agreements, EIN’s, Articles of Organization, Assignment of Leases & Rents, UCC-1 & 3, Borrower & Seller docs, Lien Releases, Escrow Agreements, Affidavits, Purchase & Sale Agreements and Leases (as required).

15.Review Lender Documents for accuracy of names (title), loan terms, legal description.

16.Pro-rations of leases, rents, utilities as set forth in contracts.

17.Preparation of final Settlement Statement/CD for distribution to all parties for approval prior to closing.

18.Verification of receipt of funds for disbursement – write checks – deposit checks.

19.Copy and disburse lender, borrower, and seller documents.

20.Record Deeds with County and UCC’s with State and return recorded docs to lender and buyer.

21.Order Title Check Down to make sure title is clear and for subsequent disbursements on construction loans.

22.Prepare Title Policies (Owners and Lenders – Long Form).

23.Resolve any post-closing matters that may arise.

Contact this candidate