Melissa McCormick

Farmington CT *****

860-***-****

ad4psr@r.postjobfree.com

EMPLOYMENT:

Temporary/Contract Assignments; Greater Hartford CT Area:

Independent Commercial Real Estate Paralegal: Contract Positions; 8/2017 –08/2023

Steier & McCormick LLC; Estate Planning & Real Estate Paralegal: 12/2021-01/2023

Attorney Lee Gold; Paralegal:

2018-2021

Ford & Paulekas LLP;Commercial Real Estate Paralegal: 9/2016 – 9/2017

Pullman & Comley, LLC; Commercial Real Estate Paralegal: 6/2016-9/2016

Scott & Scott, LLP; Commercial Real Estate Paralegal: 10/2015- 5/2016

Work directly with partner attorneys, title company representatives and counsel, surveyors, property managers and banking associates in connection with real estate sales, acquisitions and financing and related title and survey review;

Communicate with municipal departments during due diligence/inspection periods with regard to existing compliance issues, i.e. building and occupancy permits, violations, zoning, etc.; communicate with property management regarding tenant-related matters;

Responsible for drafting and managing revisions of closing documents for commercial real estate transactions;

Prepare and revise multi-party and multi-state settlement statements for commercial property closings;

Assist attorneys in the drafting and reviewing of lease agreements, lease amendments, notices of lease and subordination agreements;

Draft and review entity documents, including domestic and foreign limited liability company and corporate formation documents (to be filed with the Secretary of the State), amendments, borrowing resolutions and manager’s/secretary’s certificates in connection with property sales, acquisitions and financing;

Prepare preliminary drafts of loan documents and required ancillary loan documents for conventional loans for corporate borrowers;

Collect and review due diligence materials to assist attorneys with the facilitation of closing procedures for conventional loan transactions with national banking associations and corporate borrowers;

Generate Statements for Clients; produce, finalize and distribute statements for legal services and fees;

Initiate and receive wires of funds in connection with transactional closings using services provided by national banking associations; and

Manage extremely confidential and sensitive client information with ethical integrity.

Trantolo & Trantolo, LLC; Hartford CT: Litigation Paralegal for Managing Partner: 3/2015-9/2015

Northwestern Mutual, West Hartford CT: Financial Services Advisor 2/2014-1/2015

Provide holistic financial planning advice inclusive of risk management, wealth accumulation and wealth distribution. Work one on one with clients to assess financial security needs and provided clients with a wide selection of services and products designed to best benefit individuals, small business owners and larger companies to maximize savings and tax efficient planning. Review, analyze and recommend financial planning implements regarding complex business and individual financials for attorneys, physicians and small business owners. CT, MA & NY Health, Life and Long Term Care licenses held.

Carpenter Companies, Bristol CT: Director, Business Development: 4/2012-10/2013

Direct report to the Owner of family owned and operated real estate business. Primarily responsible for business development inclusive of cultivating relationships with retail, professional and commercial clients. Duties also included legal research, drafting and negotiating proposals, commercial and retail leases and amendments thereto together with initial letters of engagement. Review proposed tenants’ financials and proforma documents to determine suitability for proposed leases; made recommendations based on same

The Guilford House, LLC, Guilford CT: Paralegal/Executive Assistant to Owner: 2008-2011

-Financing/Legal: Coordinated receipt and review of title commitments/policies and surveys and assisted in the resolution of any title and survey issues. Prepared purchase & sale agreement(s), amendments, easements agreements, SNDAs and releases of claims. Also prepared loan documents and coordinated requirements of lender. Prepared closing documents and performed due diligence inclusive of title, survey and zoning. Managed post-closing matters. Conducted legal research and provided legal support inclusive of drafting miscellaneous legal documents and corporate agreements.

-Planning & Zoning: Worked on securing planning & zoning, inland wetland and related regulatory approvals for the Guilford House. The duties included preparation, attendance and presentation to regulatory bodies and coordinating with professional staff relating to same;

-Healthcare Marketing: Direct report to the owner of the facility on the marketing and repositioning of the property from a traditional nursing home to a one specializing in comprehensive short and long term rehabilitation services. Successfully assisted in taking the facility from 69% occupancy in September 2009 to 95% occupancy in April 2010; and notable in a depressed skilled nursing home market.

Hassett & George, P.C., Simsbury CT: Transactional Paralegal and Department Manager

2006-2008

Responsible for working on complex commercial transactions and residential closings. Performed due diligence including review of title, drafting of proforma policies, and survey and zoning. Performed commercial lease review. Transactions included construction loans, end loans, loan origination, equity and mezzanine financing, sales, purchases and refinances. Responsible for department management from 9/08 through 12/08. Participated in marketing and brought a large commercial developer to the firm; notable in a depressed real estate market.

Land America Financial Group, Inc., Charlottesville VA: Escrow Officer (Commercial & Residential Transactions) 2003 – 2005

Prorate taxes, hazard insurance, loan interest, and prepare escrow settlement documents. Prepared legal papers and written escrow agreements. Reviewed commitment or binder to determine exceptions which must be cleared prior to closing and determined documentation necessary to waive exceptions. Executed closing and obtain payments due, disburse funds to appropriate parties, and maintain follow-up necessary for transaction completion and issuance of policy. Finalized transactions in connection with the insuring of title. Responded to questions regarding closing documents; Order beneficiary statements, hazard insurance policies, deeds of trust, re-conveyances, and other documents; Assist in preparation, execution, and recording of authorized documents; Order and review necessary surveys and correlate current surveys to property description, ensuring accuracy; Contact present and prospective customers to obtain title insurance business and provide title insurance service for the customer; Attend and speak at public relations functions in accordance with sales program; Train and assign work to lower level escrow employees; Travel within area to perform real estate transaction closings at other locations.

Reiner, Reiner & Bendett, PC, Farmington CT : Case Flow Coordinator & Foreclosure Sales Manager;1997-2002

Hunt, Leibert, Chester & Jacobson, PC, Hartford CT – Paralegal;

For Both Firms:

Review, interpret and process compliance reports for institutional clients; draft legal documents, pleadings and memoranda for foreclosure and general litigation matters; case preparation and legal document review prior to litigation; act as a liaison to the United States Department of Veteran Affair; communication with state and federal agencies and all levels of management; responsible for client relations; coordinate litigation and spearhead the firm’s case flow management; perform legal research; perform complete title and survey review in connection with commercial and residential real estate transactions (lender representation) and foreclosure proceedings; coordinate foreclosure sales and attend same on behalf of lenders and/or investors.

1992-1996 – Murphy, Laudati & Kiel, PC, Farmington CT

Paralegal

Organization and maintenance of files assist with case analysis and preparation for trial for general practice firm with respect to commercial litigation, personal injury, contract, foreclosure, bankruptcy, collection and family matters; assist in commercial and residential real estate transactions; perform legal research; perform title searches.

EDUCATION:

1991 - Tulane University, New Orleans LA – B.S. Business Administration

SKILLS: Notary Public, State of Connecticut; Excellent organizational and interpersonal skills; Ability to independently handle multi-tasks in a fast paced and high caliber environment. Holds active CT, MA & NY Health, Life and Long Term Care licenses.

References Available Upon Request

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