Real Estate Customer Service
Resume:
TANYA L. SPELL
Pearl, Mississippi 39208
*************@***.***
EXPERIENCE
PHELPS DUNBAR LLP – Jackson, MS
Paralegal – Business Tax Law/Corporate Transactions September 2019 — Present
o Prepare organizational documents, including articles of incorporation or dissolution, stock certificates and assist in entity formation
o Draft, file and manage various business entity documents for corporations, LLCs and partnerships with State agencies
o Maintain client corporate records
o Draft estate planning documents
o Assist attorneys in all aspects of commercial real estate transactions o Assist with commercial real estate due diligence o Order and review title searches
o Document preparation, including deeds, releases, closing affidavits, etc. o Proofreading and evaluation of real estate documents o Coordinate closing with accounting department including flow of funds, vendor payoffs, wire instructions, etc.
o Document recordation and post-closing matters
o Prepare closing binders
o Draft pleadings, correspondence and other documents related to debt collection o Respond to Requests for Information
BUTLER SNOW LLP – Ridgeland, MS
Billing and Matter Management Assistant
June 2018 — September 2019
o Processed edits to proformas in Aderant
o Prepared, finalized and distributed bills
o Assisted billing attorneys with questions regarding proformas/bills o Finalized, mailed and/or e-mailed bills to clients o Upheld all Firm Policies and Procedures
o Maintained professional, customer service attitude with timekeepers and administrative staff PHELPS DUNBAR LLP – Jackson, MS
Regional Billing Coordinator for Jackson, Gulfport and Dallas Offices April 2017 — June 2018
• BILLING RESPONSIBILITIES
o Generated and distributed monthly proformas
o Processed edits to proformas
o Prepared, finalized and distributed bills
o Assisted billing attorneys with questions regarding proformas/bills o Gathered backup as needed and submitted bills electronically through ebilling hub o Obtained explanation of work-in-progress write-off requests from requesting attorney o Obtained approval to process work-in-progress write-off requests in accordance with Firm policies and procedures
o Obtained approval to reverse invoices in accordance with Firm policies and procedures
• TRUST ACCOUNTING RESPONSIBILITIES
o Processed trust disbursements in accordance with Firm policies and procedures o Initiated non-real estate trust disbursement transactions for processing in New Orleans, including reviewing all such requests for proper authorization and supporting documentation o Entered new vendors into accounting system in accordance with Firm policies and procedures o Reviewed all firm expense invoices and partner and employee expense reimbursements for proper authorization and coding in accordance with Firm policies and procedures
• OTHER DUTIES AS ASSIGNED
o Oversaw and maintained distribution of petty cash and postal stamps o Prepared monthly petty cash report
o Maintained professional, customer service attitude with timekeepers and administrative staff PHELPS DUNBAR LLP – Jackson, MS
Legal Secretary/Assistant – Business Tax Law/Corporate Transactions March 2012 — April 2017
• Assisted one partner and two associates (March 2012 – April 2017) o Performed all general and legal clerical duties, including occasional paralegal duties o Performed complex secretarial and administrative duties requiring knowledge of legal terminology and the legal process
o Assisted attorneys in all stages of business transactions (i.e. forming corporations, limited liability companies, partnerships and other legal entities; corporate contracts, agreements and other related documents)
o Created letters, legal documents and memos in Word, spreadsheets in Excel, presentations in PowerPoint; applied styles and used templates
o Maintained and updated transaction binders/notebooks o Occasionally drafted pleadings, including notices and summonses o Filed conventional and electronic filings in state and federal courts o Ensured proper setup and maintenance of client files utilizing firm’s document management system
(FileSite) as well as created physical file folders and labels (copied, scanned, profiled all original documents and emails)
o Administered calendars; coordinated and scheduled meetings and travel arrangements, and managed contacts
o Managed client intake process from conflicts check, new matter intake, and initial file creation o Coordinated with attorneys and billing department to prepare and finalize client billings and invoices o Assisted Finance team with inquiries related to accounts receivable o Maintained a good working rapport with clients which required discretion and judgment o Prepared reimbursement requests for attorneys through Chrome River and for client costs through Accounts Payable
o Handled incoming and outgoing mail, faxes and scan documents o Performed other administrative duties required based upon the unique practice of attorneys o Entered and proofread attorneys’ time
o Occasional switchboard duties
SCOTT SULLIVAN STREETMAN & FOX, P.C. – Ridgeland, MS Legal Secretary/Assistant – Insurance Defense
March 2010 — March 2012
• Assisted one partner and one associate
o Performed all secretarial and paralegal duties
o Drafted pleadings, including motions, orders, subpoenas, summonses, notices, discovery pleadings and responses
o Bates numbered and indexed documents
o Filed conventional and electronic filings in state, federal, and appellate courts o Prepared for depositions, mediations and trials
o Coordinated and scheduled hearings, depositions and meetings o Created and maintained pleadings indexes
o Managed client intake process from conflicts check, new matter intake, and initial file creation o Occasional switchboard duties
PHELPS DUNBAR LLP – Jackson, MS
Legal Secretary/Assistant – Business Tax Law/Corporate Transactions January 2004 — February 2010
• Assisted one partner and one associate
o Performed all general and legal clerical duties, including occasional paralegal duties o Performed complex secretarial and administrative duties requiring knowledge of legal terminology and the legal process
o Assisted attorneys in all stages of business transactions (i.e. forming corporations, limited liability companies, partnerships and other legal entities; corporate contracts, agreements and other related documents)
o Created letters, legal documents and memos in Word, spreadsheets in Excel, presentations in PowerPoint; applied styles and used templates
o Maintained and updated transaction binders/notebooks o Occasionally drafted pleadings, including notices and summonses o Filed conventional and electronic filings in state and federal o Ensured proper setup and maintenance of client files utilizing firm’s document management system
(FileSite) as well as created physical file folders and labels (copied, scanned, profiled all original documents and emails)
o Administered calendars; coordinated and scheduled meetings and travel arrangements, and managed contacts
o Managed client intake process from conflicts check, new matter intake, and initial file creation o Coordinated with attorneys and billing department to prepare and finalize client billings and invoices o Assisted Finance team with inquiries related to accounts receivable o Maintained a good working rapport with clients which required discretion and judgment o Prepared reimbursement requests for attorneys through Chrome River and for client costs through Accounts Payable
o Handled incoming and outgoing mail, faxes and scan documents o Performed other administrative duties required based upon the unique practice of attorneys o Entered and proofread attorneys’ time
EDUCATION
HINDS COMMUNITY COLLEGE, Pearl, Mississippi
General Studies, 1987-1989
PEARL HIGH SCHOOL, Pearl, Mississippi
Graduated, 1987
SKILLS
Proficient in Microsoft Office Suite
Filesite Document Management Software
Elite and Aderant Billing Software
Elite Webview Timekeeping Software
Electronic Filing
Dictaphone
10-key calculator
Switchboard
Proactive self-starter
Excellent written and verbal communication skills
Superb attention to detail, as well as organizational and multitasking skills Excellent client service skills and ability to work on multiple matters simultaneously in an organized manner Ability to work under pressure to meet deadlines
REFERENCES AVAILABLE UPON REQUEST
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