Executive Assistant United States
Resume:
Dawn Carlton
Executive Assistant to CEO
Atlantic Beach, Florida, United States
**************@*****.***
WORK EXPERIENCE
February 2013-Current
Personal Executive Assistant to James N. Gordon, President
Midwest Diversified Management Corp
Ponte Vedra Beach, Florida, United States
Liaison between President and corporate office on day-to-day operations, ongoing projects, and contract execution
• Acquisition - Draft and finalize letter of intents for multi-family residential apartments, retail centers and other assets, and coordinate same between brokers and President for potential additional assets.
• Coordinate and finalize assignments and closing statements to buy-out silent partners' limited partnership interest.
• Coordinate and finalize commercial loan extensions and refinance with banking institutions
•Financial analysis on retail center cash flows, balance sheets, and income statements, to ensure all distributions are accurately reported on tax returns
• Prepare and coordinate cash calls for partner contributions for real estate taxes, capital contributions, and litigation settlement matters
• Comparative analysis of all operational expenses and advise President of cost-saving alternatives, and logistics of same
•Draft, review, and finalize new asset Limited Liability Company and Partnership Agreements
• Obtain Internal Revenue Service Tax Id and Employer Identification Numbers for new entity assets
• Maintain projected to actual debt to income schedule of real estate, and communicate same to business partners
• Research and implement financial alternatives to accounts payables
• File entity annual reports to ensure compliance on a multi-state basis, fictitious name registrations, and renew existing registrations
•Handle registered agent matters and assign pertinent individuals to resolve same, and prepare summary report
• Communicate with title and survey companies on obtaining and updating title policies, site plans, and surveys for compliance and project development.
• Notarize all legal documents, loan guaranties, retail centers building permits, and city compliance documents.
• Assist in litigation matters with outside counsel, obtain document production information, and coordinate same until the conclusion thereof.
•Maintain master loan balance database and summary of terms for asset to liability comparison.
•Maintain detailed portfolio asset entity list.
• Oversee President's personal Irrevocable Voluntary and Revocable Trusts to ensure timely life insurance premium payments.
• Oversee all President's personal financial statements, bills, appointments, and all other miscellaneous assigned items.
EDUCATION
-2010
Masters in Legal Analysis
Webster University
United States
Webster University, 2010
Masters in Legal Analysis
Graduate Paralegal Certification
• Legal Analysis
1991-1993
Bachelor of Arts in Business Administration
Lindenwood University
Saint Charles, Missouri, United States
Bachelor of Arts in Business Administration
Microsoft Office Suite, Litera ChangePro, Westlaw, PaperPort, Outlook, Machine Transcription, and Type 85 wpm
• Business Administration
1988-1991
Certification
St. Charles West High School
Saint Charles, Missouri, United States
SKILLS
Balance Sheets Life Insurance Tax Returns Financial Analysis Financial Statements Closing Liability Litigation Real Estate Westlaw Paralegal Accounts Payables Payments Registrations Legal Documents Transcription Typing 85 WPM Database Project Development Liaison Operations Retail Marketing Retail Multi-Family Logistics Annuities Microsoft Office CERTIFICATIONS
Paralegal Certification
LANGUAGES
English - Intermediate
WORK AUTHORIZATION
I am authorized to work in the following countries:
• United States
Contact this candidate