Legal Assistant Case Manager

KATHERINE HEATHERLY 864-***-****

Paralegal ************@*****.***

PROFILE:

Detail-oriented, organized, efficient, team player with over 25 years of litigation experience working as a paralegal/legal assistant in the defense litigation field. Conducts all business professionally and with little supervision, while maintaining a high-volume caseload. Strong communication and multi-tasking skills.

SKILLS & QUALIFICATIONS:

Case building and records management, investigation techniques and account review, trial preparation and attendance, effective and efficient communication skills, forward thinking, extremely organized and efficient with time management, independent-minded professional, proficient in most current software programs, problem solver, and service-centric high achiever dedicated to exceeding expectations and providing excellent work product.

Proficient in Microsoft applications, CounselLink, Legal Tracker, OnBase, Servicing Director and other legal tracking software and loan portfolio platforms.

EXEPERIENCE:

NewRez/Shellpoint Mortgage Servicing. February 2024 – Present. Litigation Case Manager/Paralegal.

Greenville, SC.

Works directly with in-house counsel, outside counsel and investors on lawsuits, counterclaims, foreclosures, loss mitigation, etc. regarding loan portfolios.

Manages and services our investor’s loan portfolios while exercising discretion and independent judgment to provide support to the Legal Department with litigation related matters.

Supports the Legal Department by appearing at court trials, depositions, and mediations as it relates to the records custodial and servicing processes of our loan servicing, and interpretation of our application to the facts of a specific case.

Monitor, review and analyze over 150 litigated accounts while supporting outside counsel to efficiently manage the litigation and ensure maximum recovery through the court system.

Read, review and interpret mortgage loan documents.

Settle litigated cases with discretion and independent judgment authorizing approved settlement authority by client and internal management.

Independently coordinate efforts direction with outside counsel for efficient and accurate responses to discovery related matters.

Research pertinent points of law that affect the recovery efforts.

Review and revise and/or approve invoices received from outside counsel.

Review and revise and/or approve settlement agreements and follow through with settlement as it relates to settlement checks, closing matters in Legal Tracker and making sure loan files are appropriately coded.

Resurgent Capital Services. September 2013 – December 2023. Senior Litigation Paralegal.

Greenville, SC.

Worked directly with several of our in-house counsels and with outside law firms and legal agencies on lawsuits, counterclaims, pre-litigation demands, draft and review of settlement agreements, discovery-related matters and trial witnessing.

Provided strong analytical, organizational, and problem-solving skills with a high degree of functional knowledge in litigation matters.

Efficiently and effectively managed a significant case inventory.

Coordinated efforts with outside law firms and legal servicers for accurate and complete responses to discovery requests.

Investigated and researched all assigned lawsuits, counterclaims, and pre-litigation demands and worked with outside law firms to ensure quick and effective resolution of litigated accounts.

Negotiated and settled a large inventory of legal matters, including review, revisions and execution of settlement agreements.

Traveled to various courts across the country to testify at trials, mediations, and arbitrations as an authorized representative on behalf of the company.

Coordinated and processed all trial, mediation, and arbitration requests received from outside law firms and legal servicers.

Assisted attorneys and handling of class action lawsuits.

Supervised and managed paralegals and assisted them with handling counterclaims, settlement agreements, witnessing, and discovery related matters.

Worked with other departments to establish better policies and procedures within the company.

Gallivan, White & Boyd, PA. May 2002 – August 2013. Railroad Defense/Insurance Defense Paralegal.

Greenville, SC.

Managed large, complex litigation cases from beginning to end.

Investigated and obtained records and prepared materials for document productions.

Compiled and organized file materials, including the maintenance of hard files as well as electronic files.

Prioritized multiple tasks and deadlines as I worked with several attorneys.

Performed legal research.

Summarized medicals records and deposition transcripts.

Prepared attorneys for depositions, trials, mediations and client meetings.

Attended and supported attorneys at trials.

Review and analysis of case files in preparation of defense theories.

Coordinate witnesses and experts to be used during trials.

Organize and maintain file indexes in cases with voluminous documents.

Investigate and monitor online social media websites to assist in defense of case.

Younge & Hockensmith, P.C. May 1998 – April 2002. General Practice Paralegal.

Grand Junction, CO

Extensive client contact, including assisting clients with the dissolution of marriage proceedings, preparing and filing court documents and financial statements.

Assisted several attorneys and clients with estate planning and probate administration.

Assisted in the preparation and overseeing of establishing corporate entities and general contract review.

Assisted clients and attorneys with the preparation and filing of pleadings and discovery-related matters.

The Walsh Law Firm, LLP. May 1995 – April 1998. Receptionist/Legal Secretary.

Greenville, SC

General receptionist-related duties including scheduling appointments, filing, organizing files for attorney meetings and court hearings.

Assisted with the preparation of legal documents for real estate closings.

Performed title abstracts.

EDUCATION:

GREENVILLE TECHNICAL COLLEGE. August 1992 – May 1995. Associate Degree in Public Relations/Paralegal.

References available upon request.

Katherine Heatherly, 154 Arnold Mill Road, Simpsonville, SC 29680

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