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Manager Case Legal Assistant

Location:
Dallas, TX
Salary:
65000
Posted:
March 21, 2023

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Resume:

January **** – Present

Brusniak Turner Fine LLP

Paralegal

Commercial Property Tax Law schedule, demand, draft, respond and track active cases

Organize and Draft Petitions for Texas and Oklahoma

Abide by Rules of Texas Civil Procedure

Learn Texas Property Tax Code and protesting of Commercial Property assessed values

Draft biography, Best Lawyer references, Arbitration and Real Estate Broker CLE & license renewal

October, 2020 – January 2023

Kanner & Pintaluga, P.A.

Legal Asstant/Paralegal to Sr. Attorney Caroline Zapiec

Experience in Circuit Civil, Middle and Southern District of Florida

Draft Cover Letters and prepare Hearing Packages

Draft Discovery, Notice of Depositions Duces Tecum and coordinate Expert Inspections

Prepare Exhibits and disclose and obtain Expert Witness reports

Calendar and draft Motions, Agreed Orders and review Court Orders

Review Court Rules and Civil Procedures

Coordinate, calendar and prepare for Deposition dates involving multiple parties

Prepare Lead Counsel for Docket Sounding, draft proposed Jury Instructions

Prepare Notice and Subpoena for Jury Trial. Draft Motions in Limine

File Notice of Settlement, Notice of Dismissal and Joint Stipulations, obtain executed Orders

Prepare and calculate costs and billable hours, fees, invoices and accounts payable.

July 2019 - March 2020

Sheele & Associates, P.A.

Paralegal to Johanna Sheehe

Research Case Law as part of preparation for Attorney Evidentiary Hearings

Draft Correspondence and track deadlines. Maintain Attorney schedule

Identify potential conflicts and resolve by collaborating with Lead Paralegal

Review and respond to Florida Rules of Civil Procedure

Prepare Case Management Plans and Disclosure deadlines

May, 2014 – January 2023

Fortuna Primigenia, LLC

CFO, Managing Member & Property Manager

Real Estate management

Vacation license holder covering Miami-Dade County

Manage all financial aspects for the company inclusive of risk analysis, property management

Determine loss liabilities, expenses, risk then calculate fair profit distributions for shareholders

November 10, 2018 - July 2019

Special Counsel Staffing Services

Attorney Christopher Marshall, Discovery Team {6 month project}

Research multiple cases, gather documents and decipher work product exclusions

Review analyze and file Answers, Response to Production and verify Interrogatories

Discuss and participate in inter-office policies in efforts to ensure consistency and integrity

January, 2010 – September, 2016

HL Law Group, P.A.

Asst. to Managing Member, Harold Levy

Pre-Litigation Paralegal/Case Manager Case review, consultations and strategy with managing attorney

Oversee growth and client relations and develop standard operating procedures

Conflict Management

Client interview and Intake

Employ case strategy

Encourage business-to-business development and strong referral base

Draft demand letter, track, calendar and prepare and file initial lawsuits

Oversee Settlement process and calculate expenses

Education:

University of Miami Paralegal Certificate Program - Spring 2019

National Association of Legal Assistant course certification– Fall 2012

Texas Real Estate Commission (TREC) Licensed Loan Officer – 2004

Florida Licensed Mortgage Loan Officer (NMLS 1538180) – 2004

Leonard Haws Real Estate School, Mortgage, Analyzing Assets & Credit Risk - 2004

Palm Beach State College, Political Science & Liberal Arts Study - 1993

Software Skills & Additional Training:

Microsoft Excel, Microsoft PowerPoint, NALA Continuing Education for Paralegals, Lexis Nexis Student Paralegal Certificate of Mastery, Westlaw Research Fundamentals for Paralegal Training Certificate, Time Management, Interactive Brokers Trading platform, Encompass for Fannie Mae and Freddie Mac, Microsoft Teams, SAP/R3, Calyx Point 5.0, LPM-Citrix, Salesforce, LMS (Lead Management Systems), QuickBooks, Law360 and Practice Panther Billing, Perfect Practice, Pacer and Federal Court CM/ECF merger, SmartAdvocate, Clio Management Software



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