Lisa G. Stephens

Phone: 614-***-****

E-mail: addlv7@r.postjobfree.com

I am an accomplished administrator with experience in the legal and banking fields. I have been recognized for my contributions to the success of the commercial real estate division while at JPMorgan. Being able to provide organizational skills of an in-depth confidential nature as well as running an office in an orderly and efficient manner has been my trademark.

Strong Work Ethic Well Organized

Professional Resourceful

Efficient Trustworthy

SKILLS

Organizational Excellent Communication

Microsoft Office Suite of Applications Legal Document Preparation

Exceptional Interpersonal Executive Event Coordination

Survey Monkey

EXPERIENCE

WODA COOPER COMPANIES, INC. 2011 – 2020

(AKA THE WODA GROUP, INC.)

Columbus, Ohio

Development Assistant – worked under the supervision of the Principal Owner(s) and/or Vice President in assisting in the process of real estate financial applications and closings.

Assisted, in collecting, maintaining and the dissemination of due diligence to lenders, equity investors, government agencies, and third party consultants for financial applications and related closing; assemble binders for various submissions as directed; file, organize and maintain organizational documents for corporate and development entities, maintain corporate entity database; maintain and assist in development of document templates; prepare organizational documents for filing with the Secretary of State in fifteen (15) states; prepare Section 106 Reviews on Rural Development 538 Guarantee Binders; and request necessary documentation from third party consultants as needed.

Planned and organized our employee holiday parties for the past six years.

Organized our first Relay for Life team and had the company be a sponsor for the Westerville Relay for Life event in 2014.

ROETZEL & ANDRESS, LPA 2008 – 2011

Columbus, Ohio

Supported a senior partner, a partner and an associate in the real estate and business services group.

Prepared loan documents, articles of incorporation, organization of files, created real estate closing binders, estate binders, internet research on clients and property searches, prepare UCCs for State and County filings, converted documents from PDF to Word, prepared expense reports, helped other legal assistants when time permitted and supported other attorneys in the absence of their legal assistants.

WILES BOYLE BURKHOLDER

& BRINGARDNER CO. LPA 2007 – 2008

Columbus, Ohio

Supported a senior associate in the real estate group.

Prepare loan documents, articles of incorporation, input of attorney time, organization of files, created closing binders and supported other attorneys in the absence of their legal assistants.

JPMORGAN CHASE, NA 1991 – 2006

Columbus, Ohio

Commercial Real Estate Department

Credit Portfolio Specialist III

Supported both the Central Ohio and Northern Ohio Commercial Real Estate Departments. The Loan Status Reporting (LSR) system is the primary system used by Senior Management for reporting commercial real estate loans.

Managed information on approximately 100 loans in the LSR system, i.e., loan information, financial information, operating statements, rent rolls, loan terms, income statements, covenants and appraisal information.

Created credit and collateral files in the required format and input and monitored information on a daily basis.

Corresponded with borrowers and guarantors to request their financial information, income statements and rent rolls.

Reviewed weekly the Closed Transaction Report to identify new loans that closed and obtained the necessary documents and held the information until the download into the LSR program.

Private Client Services

Administrative Assistant

Typed dictations and correspondence, entered customer calls and new customers in the RMS Sales system.

Greeted customers, handled requests from clients daily and screened and answered very busy phone lines.

Initiated numerous money transfers for customers, got traveler’s checks and foreign currency for customers, and initiated domestic and international wire transfers.

Organized meetings and special events, selected menus and made travel arrangements.

Legal Department

Executive Secretary

Prepared loan agreements, loan documentation, settlement agreements, UCCs, pleadings and correspondence/dictation.

Input attorney time in the billing system.

Answered very busy phone lines.

EDUCATION

Franklin University – currently working toward a Bachelor of Science Degree in Business Administration.

University of Cincinnati – Associate Degree of Applied Business.

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