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Real Estate Support Team

Location:
Castle Rock, CO
Posted:
September 26, 2024

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Resume:

Lindy Duffney

972-***-**** *********@*****.*** Linkedin.com/in/MKDuffney

PROFESSIONAL EXPERIENCE

CORPORATE/TRANSACTIONAL PARALEGAL

Katzen Fooshée, PLLC 06/2021 - Present

• Circulate and track closing documents among buyers and sellers during transactional closing

• Form business entities and reserve corporate names with SOS in CA, CO, DE, FL, TX

• Manage client expectations by facilitating regular knowledgeable guidance conferences

• Prepare, edit, and finalize corporate organizational and operational documents for initial entity establishment and corporate restructuring purposes

• Train and supervise legal support team throughout the duration of client matters with firm

• Complete and file UCC continuation and termination statements and filings

• Draft and review Asset Purchase Agreements, Assignments of Interest, NDAs, Employment Agreements, Seller’s Notes, Contractor and Vendor Agreements, and Bills of Sale upon obtaining pertinent information from clients

• Coordinate receipt and compilation of exhibit documentation for purchase and sale agreements

• Perform entity searches and perform due diligence searches in all stages of corporate procedures

• File entity conversion and amendment documents with the Secretary of State

• Include client-provided and statutory information into pleadings and court documents ahead of e-filing REAL ESTATE PARALEGAL

Dorsett Johnson & Swift, LLP 12/2020 – 06/2021

• Establish business entity and assumed name formations with Texas Secretary of State

• Draft transactional closing documents, contracts, Deeds, and Affidavits

• Conduct deed, lien, and additional property searches with county Central Appraisal Districts

• Track contractual deadlines and obtain and organize transactional closing documents

• Prepare, proofread, and finalize property documents including easements and sale documents

• Schedule and coordinate hearings and depositions with witnesses and court staff

• Track and maintain 90% of full-time monthly billable requirement by coordinating with attorneys, transactional representatives, and clients and maintain client files PARALEGAL

Powers Taylor LLP 11/2019 - 12/2020

• Compose and proofread legal pleadings, motions, and case memoranda for submission to the Court

• E-file pleadings and other legal documents efficiently in the States of Colorado and Texas

• Conduct and analyze legal research for successful application to over 80 cases in various stages of litigation

• Draft discovery requests and responses and organize production in Microsoft Word

• Prepare billing and expense reports and paid/incurred assessments ahead of mediation and settlement EDUCATION

Southern Methodist University Graduated 2020

CERTIFICATE: Paralegal Studies Certificate

Fayetteville State University Graduated 2019

DEGREE: BA in Political Science concentrating in Public Administration; Magna Cum Laude PROFESSIONAL ASSOCIATIONS

STATE BAR OF TEXAS PARALEGAL DIVISION 1/2021 - Present Professional Development Committee Chairperson State Bar No. 24122386 DALLAS AREA PARALEGAL ASSOCIATION Communications Director 1/2021 - Present THE WENDI ATWOOD ROGERS FOUNDATION Trustee + Social Media Director 5/2021 - Present CERTIFICATIONS, SOFTWARE & AWARDS

• Colorado Notary Public Commission No.202********; Certified REVEAL Brainspace Analyst, WestLaw, Microsoft Office Suite, Adobe Acrobat Pro, Clio File Management, Asana + Trello

• President’s Award Dallas Area Paralegal Association, 2021

• Scholarship Award Winner for Texas Advanced Paralegal Seminar State Bar of Texas Paralegal Division



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