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Paralegal Legal Secretary

Location:
Canton, GA
Posted:
August 21, 2020

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Resume:

PATTI BARNES CROSBY

*** ***** *****

Canton, Georgia 30115

404-***-**** (Mobile)

e-mail: ***************@*****.***

PROFESSIONAL EXPERIENCE:

Arnall Golden Gregory, LLP –Atlanta, Georgia – Law Firm

(August 2019 — August 2020)

Senior Corporate Paralegal

·Prepared and filed organizational and formation documents for domestic and foreign entities, filings with IRS, foreign qualifications, prepared and filed documents, as required, in connection with amendments, membership transfers, dissolutions, mergers, conversions, reinstatements, etc.

·Prepared closing checklists for new merger and acquisition or sale projects, prepared checklist and obtained and organized due diligence materials, prepared all necessary consents, certificates and any other authority documents as required to authorize the transaction; prepared closing documents as requested; prepared signature packages and arranged for and secured signatures on all documents; reviewed and assembled executed documents for distribution to parties; prepared closing binders (electronic and/or hard copy) at conclusion of closing.

·Prepared and filed Form D Filings with EDGAR and Blue Sky filings using EFD in connection with closings.

·Performed lien searches in various jurisdictions and reviewed collateral descriptions and prepared reports of findings for attorneys; prepared and filed UCC Financing Statements, as required, in connection with establishing a security interest in assets and/or real property, as appropriate.

·Prepared as required, and/or reviewed for approval and execution, all contracts and agreements between company and third parties; including but not limited to, Confidentiality Agreements, Broker Agreements, Agency Agreements; Consulting Agreements, License Agreements, Vendor Agreements, etc., managed contracts in accordance with company policies and procedures, applicable laws, and customer requirements; maintained database of all contracts with pertinent expiration and renewal dates.

·Frequently worked with attorneys in other departments whenever entities need to be created, or otherwise, i.e., merged, converted, dissolved, etc., in connection with real estate or other transactions; prepared necessary consents and other authority documents required, and obtain certificates and certified copies required from applicable jurisdictions as needed.

Taylor English Duma LLP –Atlanta, Georgia – Law Firm

(December 2014 — August 2019)

Corporate Paralegal

·Prepared organizational consents, agreements, and other documents, including but not limited to, formation documents for domestic and foreign entities in various jurisdictions, prepared and filed documents, as required, in connection with amendments, membership transfers, maintained corporate records for multiple clients, including filing annual registrations in various states; dissolutions and withdrawals, as appropriate, mergers, conversions, reinstatements, etc.

·Reviewed initial letters of intent and/or contracts and prepared closing checklists for new merger and acquisition or sale projects, prepared due diligence checklists and obtained and organized due diligence materials, prepared all necessary consents, certificates and any other authority documents as required to authorize the transaction; prepared drafts of closing documents as requested; reviewed documents and prepared signature packages and arranged for and secured signatures on all documents; reviewed final documents and assembled executed documents; prepared closing binders (electronic and/or hard copy) at conclusion of closing and distributed to parties, as requested.

·Prepared and filed Form D Filings with EDGAR and Blue Sky notice filings using EFD, as requested.

·Performed lien searches in various jurisdictions; received and reviewed search results and collateral descriptions and prepared reports of findings for attorneys; prepared and filed UCC Financing Statements, as required, in connection with establishing a security interest in assets and/or real property, as appropriate.

·Organized and maintained file and database of UCC filings firm-wide to track dates for continuation filings.

·As the senior paralegal in the department, frequently trained other paralegals in various duties and responsibilities and was the corporate department representative on various committees and new training programs being tested and implemented.

·Operated as the primary liaison with attorneys in other departments whenever entities need to be created, or otherwise, i.e., merged, converted, dissolved, etc., in connection with real estate or other transactions; prepared necessary consents and other authority documents required, and obtained certificates and certified copies required from applicable jurisdictions as needed.

Imerys, Roswell, GA — Global leader in mining and processing industrial minerals (June 2014 — October 2014)

Corporate Paralegal

·Prepared board and shareholder resolutions and obtained approvals and executions for various Imerys legal entities; prepared secretary's certificates and/or incumbency certificates as required.

·Responsible for updating status of all officer and director elections and resignations for all Imerys legal entities in Imerys governance website, Governis;

·Prepared organizational and formation documents, and applications for foreign qualifications for various entities, and filed same with various jurisdictions, as requested; maintained corporate records for multiple lmerys legal entities, including maintaining database to track and file annual registrations in multiple; prepared and filed documents, as required, in connection with amendments, membership transfers, dissolutions, etc.

·Prepared drafts of contracts, real estate documents, including leases, and/or other form-based documents at attorneys' request; reviewed and approved for execution, as required, contracts for compliance with company guidelines and procedures; obtained and organized due diligence materials; prepared closing documents and secured signatures for various transactions; assembled documents and prepared closing binders.

·The “go-to” person in the corporate department, working with attorneys in other departments whenever entities need to be created, or otherwise, i.e., merged, converted, dissolved, etc., in connection with real estate or other transactions; prepared necessary consents and other authority documents required, and obtain certificates and certified copies required from applicable jurisdictions as needed; worked with litigation department on litigation holds, document production, and any other needs, as requested.

Nelson Mullins Riley & Scarborough, LLP, Atlanta, GA — Law Firm

(June 2013 — June 2014)

Corporate Paralegal

·Prepared drafts of and filed organizational and formation documents in various jurisdictions, made timely filings with the IRS, as necessary, prepared drafts of and filed foreign qualification applications; prepared and filed documents, as required, in connection with amendments, membership transfers, dissolutions, etc.; routinely reviewed annual registration requirements for and maintained corporate records for multiple clients, including maintaining database to track and file annual registrations in various states.

·Reviewed contracts and prepared initial closing checklists (including due diligence checklist) for new merger and acquisition or sale projects; obtained and organized due diligence materials; prepared closing documents and secured signatures for various transactions; assembled documents and prepared closing binders.

·Prepared Form D Filings with SEC in connection with closings.

·Performed lien searches in various jurisdictions and prepared comprehensive reports of findings for attorneys; prepared and filed UCC Financing Statements, as required, in connection with establishing a security interest in assets and/or real property, as appropriate.

Vion Operations LLC, Atlanta, GA — Privately-held purchaser of distressed assets (October 2009 — July 2012)

Paralegal / Contracts and Licensing Coordinator

·Performed all corporate-related duties for the company and its subsidiaries, i.e., preparation and filing of organizational and formation documents, filings with IRS, foreign qualifications, maintaining corporate records for multiple companies, preparing and filing documents, as required, in connection with amendments, membership transfers, dissolutions, etc.

·Prepared closing documents and secured signatures for purchases of distressed assets from banks and other lending institutions, including but not limited to, credit cards, motor vehicle loans, medical bills, etc.; assembled documents and prepared closing binders.

·Prepared and filed collection agency license applications and sales finance company applications in all states and provinces; maintained database and filed renewals as appropriate; obtained and maintained database of bonds in connection with licenses, and handled renewals as appropriate.

·Established and coordinated CounselLink legal billing system for online submission, renew and approval of all legal invoices submitted to company for payment; arranged for payment of approved invoices.

·Prepared as required, and/or reviewed for approval and execution, all contracts and agreements between company and third parties; including but not limited to, Confidentiality Agreements, Broker Agreements, and Agency Agreements; managed contracts in accordance with company policies and procedures, applicable laws, and customer requirements; maintained database of all contracts with pertinent expiration and renewal dates.

·HR coordinator in Atlanta office; maintaining and approving timesheets for staff, vacation records, I-9 representative for company in Atlanta office; arranged for and scheduled training sessions of both managers and staff to comply with any mandated HR-related issues; arranged for and scheduled training in Microsoft Office applications for staff, as needed.

Holt Ney Zatcoff & Wasserman, LLP, Atlanta, GA — Law Firm

Corporate/Real Estate Paralegal

(June 1992 — June 2009)

·Performed all corporate duties (in lieu of a corporate associate); preparation and filing of organizational and formation documents, Sub-S and FEIN filings with IRS, foreign qualifications, prepared and filed documents, as required, in connection with amendments, membership transfers, dissolutions, etc.; maintained a database to keep the corporate records for multiple clients, including filing annual registrations in various states.

·Worked with and assisted partners in various commercial real estate and business or asset sale/purchase and merger and acquisitions transactions, beginning with the review of the contract and preparation of the pre-closing checklist, the closing checklist, coordination and review of the title examination, survey, and title commitment, searching and reviewing UCC filings, and other lien, judgment, etc., records, and other due diligence items, prepared the closing documents, including documents to be recorded, i.e., UCC Financing Statements, Amendments, etc., closed the transaction, and handled all of the post-closing items, including disbursement of the closing funds, recording of the documents, obtaining title policies, as appropriate, and preparation and delivery of final closing binders.

·Worked with and assisted partner representing several building owners and leasing companies in preparation of leases, lease amendments, assignments, extensions, terminations, etc., including rental calculations and prorations, and any related documents, i.e., estoppels, SNDAs, and coordinating leasehold title policies, as appropriate.

·Acted as firm representative for client to perform accounting audit for all accounts payable at request of client's insurance company after internal accounting problem

·Assisted litigation team in record searches, i.e., corporate, lien, judgment, bankruptcy, etc.; prepared and recorded liens and/or lien cancellations, as necessary

·Extensive contact with clients on a daily basis, often being the only firm contact with several corporate and commercial real estate clients; performed any and all other duties as requested by attorneys in firm.

Legal Secretary

(September 1986 — June 1992)

·Performed secretarial and administrative duties for Securities/Corporate Partner and Real Estate and Corporate Attorney and/or Paralegal, including among other things, typing, filing, entering time for billing, and preparing and sending invoices. Promoted to Real Estate/Corporate Paralegal by Executive Committee in 1992.

COMPUTER PROGRAM EXPERIENCE/OTHER PERTINENT INFORMATION:

MS Word, Outlook, Excel, Power Point, Latitude, CounselLink, Lexis/Nexis, Orion, INTAPP, Legalware, iManage, Desksite, Net Docs, Worldox, DTE, Ceridian, Paycom, TABS, EDGAR, EDF. Notary Public in and for State of Georgia.

Exceptional written and oral communication skills. Outstanding attention to detail and accuracy. Extremely high degree of professionalism, with special emphasis on discretion and confidentiality. Multi-tasker, able to handle and prioritize multiple projects on a timely basis with a competent, calm under pressure attitude. Very self-sufficient and self-motivated, with the ability to work independently and/or within a group setting with the same degree of accuracy and professionalism. A team player, able to give and take direction, as needed, with an unparalleled work ethic, always willing and eager to go the extra mile to accomplish the goals of the company. A wealth of experience and knowledge over 30 years in the legal industry, as first a legal secretary, then promoted to paralegal, and as a senior paralegal through hard work, dedication and excellence in service to my employers and clients.



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