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Mortgage Paralegal

Location:
Highland, NY
Posted:
May 24, 2020

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Resume:

CASSANDRA A. KRIKELIS

P.O. Box ****, Highland, New York 12528

Home: 845-***-****® addemc@r.postjobfree.com ® Cellular: 845-***-****

PROFILE

A

n intelligent and enthusiastic paralegal with strong organizational skills. Detail focused and able to handle multiple responsibilities of case management and trial preparation in a fast-paced team environment. Excellent oral and written communications skills. Broad technical skills. Bachelor's degree in Political Science. Ability to prioritize and follow-up on all work. A problem solver who consistently demonstrates patience and a positive, can-do, attitude. Thorough, reliable, self-disciplined, and motivated to get the job done. Able to manage time well. Sets goals and priorities, shows initiative and is able to cope with deadline pressures. Works well independently and as an integral member of a legal team. Certified New York State Notary Public.

CAREER HISTORY

Starwood Capital Group (Contracted Position), New York, NY 01/2020 – 04/2020

Corporate Closing Paralegal:

Reviewed Notices received from Lenders:

Forward Notices from Lenders to Asset Managers

Receive, edit and printing of Closing Signature Page Packages

Cooridanate the signing of Signature Page Packages

Return of signed Signature Page Packages to Title Companies, Closing and Lending Attorneys.

Seyfarth Shaw LLP, Boston, MA 11/ 2018 – 10/2019

Paralegal:

§ Corporate:

Prepared document in connection with the formation of limited liability companies and incorporations, draft shareholders agreements, operating agreements and stock certificates, completed corporation kits and corporate closing binder, prepared dissolutions of limited liability companies and incorporation; entity searches on state web sites and name availability; assisted with the preparation of SEC filings, assisted with officer and secretary certificates and board resolutions, familiarity of corporation tax forms; obtained Employer Identification Numbers, prepared and filed of Annual Reports, Review of Edgar, Review of Form 4 and Form 5, obtained certificate of good standing, review of due diligence materials and documents for corporate financial transactions.

§ Real Estate:

Ordered and reviewed title; prepared Summaries of Title Review, ordered and reviewed Planning and Zoning Reports, prepared summary of review of Planning and Zoning Reports; Reviewed of Lease and prepared Lease Abstracts, prepared closing binders; UCC-1 Financing Statements and UCC-3 Terminations, conducted legal research, maintained files and charts.

Ingram Yuzek Gainen Carroll & Bertolotti, LLP, New York, NY 04/2014 –11/2018

Paralegal:

§ Corporate:

Prepared document in connection with the formation of limited liability companies and incorporations, draft shareholders agreements, operating agreements and stock certificates, completed corporation kits and corporate closing binder, prepared dissolution of limited liability companies and incorporation; entity searches on state web sites and name availability; assisted with the preparation of SEC filings, assist with officer and secretary certificates and board resolutions, familiarity of corporation tax forms; assist client’s accountant’s with tax forms, researched copy right and patent infringements, researched requirements of professional boards and state boards for clients to form corporations in individuals states, obtained certificate of good standing, review of due diligence materials and documents for corporate financial transactions.

§ Real Estate:

Prepared real estate contracts and agreements (residential and commercial), ordered and reviewed of title, performed title clearances, scheduled closings, preparation of deeds and transfer documents, prepared closing statements and closing documents for both residential and commercial real estate closings, reviewed bank mortgage closing documents, assisted with closings; attention to recording of deeds, prepared of closing binders; proficient use of ACRIS, reviewed of Co-Ops and Condominiums minutes, offering plans and approvals, ordered closing documents from Co-Ops and Condominiums, reviewed leases and prepared of abstract of lease, prepared and filed UCCs, conducted legal research, maintained real estate department files and charts.

Moet Hennessey USA, (Contracted Position), New York, NY 06/2013 –10/2013

Compliance Paralegal:

Reviewed Brand Registration Labels,

Updated Compliance Program with new or current Brand Registration Labels

Researched State Compliance Regulations for Wine and Spirits Brand Registration

Intercontinential Exchange (Contracted Position), New York, NY 12/2012 –04/2013

Compliance Paralegal:

Reviewed Vendor Agreements, non-disclosure agreements and confidentiality agreements

Scanned agreements and placement into cliental files

Organized scanned documents files

Kantrowitz, Goldhamer & Graifman, P.C., Chestnut Ridge, NY 09/2007 – 12/2011

Paralegal:

§ Wills, Trusts and Estate:

Conducted initial client intakes for estate and estate planning cliental, prepared administration, probate, small estate, defendant estate documents, obtained EIN for estates and trusts, prepared last will and testaments and trust agreements, durable powers of attorney, living wills, advanced health care directives and health care proxies, assisted with the preparation and filing of fiduciary tax returns and estate tax returns, prepared and maintained correspondence with clients, court officials and adversaries, assisted attorney with the preparation of estate and trust accountings, prepared of estate settlements, and reviewed and determined assets of the estates and obtained alternative date valuations.

§ Real Estate:

Prepared real estate contracts and agreements (New York and New Jersey) (residential and commercial), ordered and reviewed title, performed title clearances, scheduled closings with attorneys, title companies and clients, preparation of deeds (New York, New Jersey and Florida) and transfer documents, prepared closing statements and closing documents for both residential and commercial real estate closings, prepared promissory notes, mortgages, amortization schedules and satisfaction of mortgage, reviewed and revised bank mortgage closing documents, prepared HUD-1 settlement statements, assisted with closings, attention to recording of mortgages and deeds with the county clerk’s office, proficient use of ACRIS, reviewed Co-Ops and Condominiums approvals, ordered closing documents from Co-Ops and Condominiums approvals

§ Miscellaneous Paralegal Duties:

Prepared of judgment enforcement, eviction and litigation documents, prepared and filed Medicaid application, filed legal documents with the courts and county clerks’ offices, conducted legal research, postal requests and Internet searches, assisted with arranging service of legal documents on parties, performed process service upon opposing parties, maintained departmental calendar, forms, charts and matters, ordered and reviewed of transcripts.

The Bank of New York, New York, NY 01/2007 – 06/2007

Paralegal:

§ Reviewed of mortgage backed and asset backed securities mortgage foreclosure documents

§ Determined identity of financial institutions in charge of trusts in which the Bank of New York is named as a

defendant trustee

§ Researched trust information and party-named defendants to determine the servicing agent of trusts in

foreclosure matter

§ Contacted court, clerks of the court, plaintiff’s attorneys and/or tax collectors’ offices to obtain further

information needed in determining servicing agents of Trusts which can not be identified

§ Made copies and/or scan all mortgage backed and asset backed securities mortgage foreclosure documents

§ Drafted letters and forward by mail or email, all mortgage backed and asset backed securities mortgage

foreclosure documents to their respective servicing agents to indemnify the bank in these matters

§ Followed up with the servicing agents to see how they will proceed with each matter on behalf of the bank

Finkelstein & Partners, LLP, Newburgh, NY 08/2003 – 12/2006

Paralegal:

§ Corporate:

Prepared document in connection with the formation of limited liability companies and incorporations, draft shareholders agreements and operating agreements, completed corporation kits, prepared dissolution of limited liability companies and incorporation; entity searches on state web sites; Assisted with the preparation of SEC filings, officer and secretary certificates and board resolutions, obtained certificate of good standing, review of due diligence materials and documents for corporate financial transactions.

§ Wills, Trusts and Estate:

Conducted client intakes for estate and estate planning cliental, conducted Article 81 guardianship proceedings and supplemental needs trusts intakes, prepared administration, probate, small estate defendant estate documents, prepared last will and testaments and trust agreements, durable powers of attorney, living wills, and health care proxies, prepared supplemental needs trusts and Article 81 guardianship proceedings, obtained EIN for estates, trust and supplemental needs trusts, prepared and maintained correspondence with clients, court officials and adversaries, designed and implemented various documents and questionnaires for estate and guardianship work, conducted training of new hires for Article 81 guardianship processing.

§ Real Estate:

Prepared Real Estate contracts and agreements (residential and commercial), ordered and reviewed title reports, performed title clearances, scheduled closings with attorneys, title companies and clients, prepared closing statements, deeds and transfer documents, prepared commercial real estate documents, prepared promissory notes, mortgages, amortization schedules and satisfaction of mortgage, assisted with closings, prepared mechanics liens, filed mortgages, deeds, mechanics liens and satisfaction of mortgage with the courts and county clerks’ offices, used ACRIS to record documents.

§ Miscellaneous Paralegal Duties:

Prepared judgment enforcement documents, litigation documents and eviction documents, ordered asset searches, conducted legal research, postal requests and Internet searches, assisted with arranging service of legal documents on parties, scheduled examinations before trials, ordered and reviewed of transcripts, prepared judgment enforcement, eviction and litigation documents.

TECHNICAL SKILLS

MS Word § Excel § WordPerfect § West Law § Claris Works § Citrix § Kiteworks

Jaywalks § LexisNexis § HotDocs § Visions § EasyHud § Paperport §

PowerPoint § Internet proficient § ACRIS § Pacer § Tabs § Timeslips

EDUCATION

Dutchess County Community College, Poughkeepsie, NY

Paralegal Certificate Program

Certificate awarded January 2016

State University of New York at Oswego

Bachelor of Arts - May 1998

Major: Political Science

Minor: Spanish

COLLEGE INTERNSHIP

Oswego County District Attorney's Office, Oswego, NY 01/1998 – 05/1998

Legal Intern:

Determined reduction for traffic dispositions, researched legal law policy for district attorney’s casework

Observed legal proceedings at court

Sent, received and distributed correspondence between judges, involved parties and assistant district attorneys

Used computer database to update files and prepared legal documents and paperwork

~ Committed to professional excellence ~



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