Ball Ground, Georgia, 30107
National Christian Foundation Alpharetta, Georgia
Due Diligence Paralegal July 2018 – August 2019
Complex Gift Solutions Legal Team review of non-cash asset donations made to a 501 (c) non-profit entity.
Preparation of documentation required for the transfer of non-cash asset donations to a non-profit and the sale or redemption of the gifted asset.
Coordination with the Asset Management Team to maintain the asset on Salesforce and Sharefile.
Morris Manning & Martin Atlanta, Georgia
Paralegal Specialist June 2017 – December 2017
Communicate with client lender to establish details of proposed loans and closing process for SBA loans through Salesforce.
Review of entity organizational documents, UCC-1 search reports, recorded deeds, title reports and insurance policies.
Preparation of loan agreement, security agreement, and ancillary documents for loan closing package.
Filing of UCC-1's, deeds and any transfer of ownership documents.
Preparation of Closing Binders.
Preparation of checklists and follow up of post-closing items.
Bank of America, N.A., Merrill Lynch Atlanta, Georgia
Assistant Vice President, Paralegal, Global Wealth Investment Management March 2006 – October 2016
Provided transactional services and customized language to credit, underwriting and documentation teams.
Maintained Discovery documentation templates with consistent resources for attorneys and business partners regarding equities, investment management accounts, and hedge fund collateral.
Implemented and monitored HotDocs documentation system and prepared service requests to programmers.
Developed and provided training resources for business partners regarding trusts, legal entities, credit agreements, pledge and security agreements and contracts.
Maintained legal department SharePoint site with current policies and consistent resources regarding governmental regulations for attorneys and commercial paralegals.
Assisted outside counsel with utilization of Intralinks documentation platform for use of standardized documents.
Liaison with business groups to identify specific development needs for workflow improvement;
Review of corporate entity documents and trust agreements to assist underwriting process with commercial lending and collateral/security issues.
Legal reviewer of marketing materials for Global Commercial Banking including SBA Loans to ensure marketing pieces meet legal requirements prior to distribution.
Textron Financial Corporation Alpharetta, Georgia Paralegal to Assistant General Counsel December 1997 until December 2005
Provided legal services to Floorplan Finance Division, Asset Based Lending Division, Media Finance Division, Structured Finance Division and other middle market divisions as requested.
Closing Manager: Coordinated the process of obtaining third party reports, due diligence information, and documentation of commercial real estate transactions. Responsible for the closing process to make sure all parties are performing their respective duties and identifying issues regarding perfection, title, survey, and environmental reports. Consulted with underwriters, title companies and outside counsel to facilitate the flow of communication among the parties.
Corporate Finance Paralegal: Provided legal services to Finance Divisions pertaining to real estate transactions, inventory financing, leases, and purchase money security interest perfection.
Provided training and information to operations and documentation regarding all aspects of Article 9 of the Uniform Commercial Code.
Prepared, reviewed, and revised contracts, mortgages, security agreements, and ancillary documents pertaining to commercial lending transactions.
Performed due diligence and documentation analysis for acquisition and merger transactions.
Corresponded with outside counsel regarding placement and oversight of bankruptcy and workout matters.
Preparation of discovery responses and document production in bankruptcy and litigation cases.
Credit and Operations Review Team: Corporate internal auditor for real estate transactions, golf course financing, asset-based lending, receivables financing, and inventory financing divisions.
Hicks, Maloof & Campbell Atlanta, Georgia
Paralegal, Bankruptcy and Corporate June 1997 until December 1997
Conducted legal research, evaluated financial information, prepared financial reports, conferences with clients and attorneys regarding bankruptcy case administration, and preparation of correspondence and pleadings in bankruptcy matters and corporate finance.
College of Charleston, courses completed for B.S. Business Administration 1981
Baptist College of Charleston, Accelerated Degree, Business Administration 1982
Atlanta Paralegal Institute, ABA Paralegal Certificate 1985
MEMBERSHIPS and VOLUNTEERISM
The Georgia Association of Paralegals
National Association of Paralegals
Lexis/Nexis Paralegal Advisory Board for In-House Paralegals
Volunteer with Atlanta Legal Aid Grady Cancer Patient Clinic
Served on Atlanta Disabilities Awareness Group to heighten awareness and sensitivity of disabilities issues in the workplace.
Participated in city-wide intern program to create a sense of community and cultural diversity within the legal department of a large organization.