Administrative Assistant Case Management

Lisa Perlis

******@***.*** 954-***-**** Coral Springs, FL

SUMMARY

Seasoned professional with 8 years of experience in legal support roles, specializing in case management and client communication. Expertise in document preparation, e-filing, and coordinating with court officials, attorneys, and clients. Seeking a role as an Intake Specialist to leverage extensive background in legal proceedings and client engagement.

WORK EXPERIENCE

O.L.A.F. Companies California

Intake Referral Specialist Jun 2023 - Jul 2023

• Coordinated the initial screening and assessment of client referrals, effectively managing the intake process to ensure seamless integration of services within O.L.A.F. Companies' operational framework, while maintaining strict confidentiality and adherence to industry standards and regulations. National Equity Recovery Services Oakland Park, FL Administrative Assistant (NERS) Sep 2019 - Jan 2020

• Reviewed and recorded auction cases with surpluses exceeding $7,000 using Access, ensuring comprehensive tracking of potential client opportunities.

• Analyzed legal dockets to understand case histories and assessed future recovery possibilities, initiating correspondence with former homeowners to assist in surplus recovery efforts. Beck Law, P.A Delray Beach, FL

Certified Litigation Paralegal Sep 2018 - Oct 2018

• Managed the organization and initiation of new case matters, ensuring precise document upload to Dropbox and preparation of hearing binders complete with case law and organized tables of contents.

• Coordinated the calendaring of hearings, mediations, and deadlines, and prepared professional correspondence with opposing counsel regarding sworn statements and related legal matters. Law Offices of Bruce J. Benenfeld, P.A Weston, FL

Probate Paralegal Nov 2017 - Jan 2018

• Managed case files, ensuring all documents, pleadings, and correspondence were accurately maintained and organized for efficient case progression.

• Prepared key probate documents, including Petitions for Administration, Affidavits, Waivers, and Disclosures, and facilitated communication between attorneys, court officials, and clients to streamline the probate process. My Motion Calendar

Case Coordinator Mar 2016 - Aug 2016

• Fostered a collaborative team environment, emphasizing trust, open communication, and creativity to enhance team performance.

• Coordinated with attorneys across the United States for hearing attendance and maintained effective communication with clients on coverage status, ensuring issues were promptly resolved. Greenspoon Marder Fort Myers, FL

Team Lead - Reverse Mortgages Oct 2012 - Jun 2015

• Fostered a collaborative team environment, ensuring open communication and providing essential training to enhance job performance.

• Coordinated case file management and facilitated communication between attorneys, court officials, and clients throughout the foreclosure process.

• Prepared and processed legal documents, including affidavits and motions, and maintained up-to-date case statuses for client systems through e-filing and e-serving. Law Offices of John T. Kinsey, P.A

Paralegal May 2011 - Nov 2011

• Prepared and managed legal documents such as Notices of Foreclosure Sale, Certificates of Disbursements, and Certificates of Sale, ensuring accuracy and compliance with legal procedures.

• Coordinated attorneys' schedules and docketed calendar events, while conducting thorough public record searches to support case preparation and execution.

Ben-Ezra & Katz, P.A

Foreclosure Paralegal Sep 2010 - Feb 2011

• Managed the preparation and processing of legal documents for foreclosure cases, ensuring strict adherence to firm protocols and compliance with state laws and court regulations at Ben-Ezra & Katz, P.A. McClosky D'Anna & Dieterle, LLP

Collection/Foreclosure Paralegal May 2007 - Aug 2010

• Managed and coordinated all aspects of collection and foreclosure processes for McClosky D'Anna & Dieterle, LLP, including drafting legal documents, liaising with clients and opposing counsel, maintaining case files, and ensuring compliance with state and federal regulations. EDUCATION

Florida Atlantic University

Certificate of Completion in Legal Assistant

2006

Broward Community College

Associate of Arts in Business Administration

2003

Broward Community College

Associate of Science in Business Management

2003

Florida Atlantic University

Associate of Arts in Psychology

2000

CERTIFICATIONS

Paralegal Certificate

SKILLS

Internet Proficient • Microsoft Word • Perfect Practice • Clio • WordPerfect • Pacer • Lenstar • LPS • Abacus • Time Matters • Vendorscape • Microsoft Excel • Paralegal • Adobe Acrobat • Case Management

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