Erin Prado

***** ***** *** #*, ***** Clarita, CA 91387 • 818-***-**** ady8wr@r.postjobfree.com

Summary

Hardworking and dedicated successful at preparing and documenting regulatory paperwork. Bringing over two years of international currency and over 10 years of experience in the legal field. Seeking a growth-oriented position. Well-spoken and friendly with top-notch abilities in information verification, report preparation and records management.

Experience

Regulatory Affairs Associate: 2019 – 2022, Sigue Corporation, Sylmar, CA

Responsible for Notarizing Corporate Legal documents.

Supports the fulfillment of required U.S. regulatory licensing and reporting, including the preparation of regulatory correspondence.

Manages the regulatory surety bond program and internal reporting controls and tools.

Supports team with Safety & Soundness examinations and related follow up.

Performs licensing projects and executes regulatory program management in connection with MSB business license requirements, including new product licensing, preparation of executive summaries and analysis.

Supports the reporting of requirements and regulatory changes to the Board of Directors, including the maintenance of reporting tools for management of data and project status updates.

Supports Department in drafting forms and fingerprint cards for Criminal Background Checks for Board of Directors.

Other duties and responsibilities in support of the overall Governance Program and initiatives as assigned.

Supports processing of incoming and outgoing mail for Regulatory Affairs / Governance Departments and assist in obtaining authorization signatures from Board of Directors.

Assist Licensing and Governance Department in processing check requests and online payments for license renewals, reports etc.

Expense Reconciliation for Governance related expenses.

Paralegal: 2016 – 2019, Leading Tax Group, Encino, CA

Composed and revised legal documents such as letters and Power of Attorney Forms.

Called the Federal and State Taxation Departments to gather basic information about clients and requested, Account Transcripts, Wage and Income Transcripts, Records of Account, Tax Return Transcript.

Organized Audit documents, preparing materials and supporting documentation for easy display and admittance.

Opened new client files and new matters in CMS.

Recorded and monitored court appearance dates.

Drafted and typed grammatically correct office memos.

Received and disbursed all incoming mail.

Coordinated and scheduled meetings and telephone conferences.

Assisted in preparation of engagement letters and legal documents.

Senior Case Manager: 2013 – 2016, Direct Tax Relief, Sherman Oaks, CA

Assist clients and successfully managed over 250 accounts for all tax matters.

Called government agencies to determine status of case.

Provided clients with status updates and compliance procedures, facilitated completion of financial statements, OIC submissions and the completion of tax returns.

Draft Financial Analysis to determine client's potential for OIC, or IA's, etc.

Led team of Installment Agreement specialists, promoted the archive and sharing of information, provided instruction for next steps and motivated specialists to achieve team and company-wide goals.

Administrative Assistant: 2007-2013 Tax Resolution Services, Encino, CA

Support Attorney/s with all incoming phone calls and correspondence.

Track and monitor cases and maintain databases.

Format clients’ quarterly reports financial section.

Assist with file tracking/checking out of general files.

Maintain the reports, schedules, calendars, and all binders for accounts.

Maintain spreadsheets with current bank activity and balances

Appeal Offer In Compromise Denials.

Prepare and Submit Offers In Compromise packages to State and Federal agencies.

Request Collection Due Process Hearings.

Schedule hearings and other matters.

Request Account Records from the Federal Government.

Legal Secretary: 2003-2007 Parker Stanbury, LLP, Los Angeles, CA

Correspond to client claims, Arrange attorney / client appointments.

Review court documents and monitor upcoming court dates.

Delegate cases to appropriate attorneys.

Schedule and maintain calendars of appointments, meetings & travel itineraries.

Assisted in maintaining department attorney personnel files with utmost confidentiality.

Organized and prioritized caseloads of four attorneys.

Maintained master calendar for client appointments and court appearances.

Education

National Notary Association, Licensed Notary Public – 2021 – Current

Inter Coast College, Burbank, CA - 2003-2004, Paralegal Specialist

Los Angeles Mission College, Sylmar, CA - 2000-2002, General Education

North Valley Occupational Center, Sylmar, CA - 1999-2000 Computer Technology

Qualifications

Fluently read and write Spanish

Ability to interact and communicate effectively with diverse individuals and positions. Business standard language skills; English/Spanish

Proficient in Microsoft Office Windows XP; Word, Excel, PowerPoint, Tax Tools, Computer Proficient: Microsoft Outlook, Word, Word Perfect, Lacerte, CRM.

Typing: 45wpm, proof reading and copyediting skills.

Meticulous attention to detail and ability to perform multi tasks with accuracy.

Strong planning, organization, communication, leadership and time management skills.

Strong understanding of confidentiality requirements.

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