Financial Analyst Real Estate

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Chaz Z. Rodgers

**** ******** **. ******, ** *5216 #469-***-**** ***************@*****.***

Paralegal/Compliance/Contract/Legal/Financial Analyst Experienced Certified Paralegal with excellent office management & client-representation relation skills seeking a position within a corporate legal department with a working knowledge of legal terminology, general law, and legal proceedings, pertaining to the following case types and skillset: Civil Litigation, Negligence, Personal Injury, Tort Medical Malpractice, Family Law, Criminal Law, Real Estate Law, Broker Agent, Wills & Estate. Appellant Briefs writing & review, policy analysis, forensic investigation, detail-oriented, excellent team player, strong problem-solver, superb research investigation and reporting skills. Exercise independent judgment and proficiency decision-maker, and a high level of confidentiality; uphold the Model Code of Legal Ethics Standards of Legal Profession, high proficiency; MS Word, MS Excel, MS Publisher, LEXIS/NEXIS, West-Law Classic/Next; ECF & CM-ECF filing in State/Fed. Dist. 5CA and S. Ct., Memo, motions, petition, and pleading; and Notary Public. Related Accomplishments

Legal

• Create and draft and review petitions, discovery, motions, and pleadings freelance paralegal 6 years’ experience in personal injury and wrongful death as it relates to tort law.

• Draft initial discovery request

• Draft Appellant Brief and S.Ct Writ

• Proficient e-filing in Dist. 5CA S.Ct.

• Knowledge of the Texas Rules of Civil Proc. & Fed. Rules of Civil Proc.

• Proficient in medical terminology Legal Research Office Management

• Manage litigation and trial calendar meeting filing deadlines

• Ability to encompass timely & complex case preparation from discovery to trial

• Document Review, Legal File Review, Executive Order Resolution

• Proficient in communication, verbal, and written

• Proficient in marketing & computer program

• Liaison over 60 employees

• Proficient in ECF & CM-ECF filing, MS Word, Excel, Outlook, Publisher, Google Earth Client and Co-workers Relations

• Proficiency expert in negotiation, client analysis

• Ability to maintain professionalism with client representation

• Maintain ability to work as a team member or independently

• High regards for ethics and morals

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Chaz Z. Rodgers

1311 Adelaide Dr. Dallas, TX 75216 #469-***-**** ***************@*****.*** Related Experience

United States Small Business Administration 12/17/2022 - 05/31/2023 Paralegal Specialist (Presidential Exe. Order)

70 Hrs. Work Week on Presidential Assignment for Irma disaster 00178 Florida. Case Manager assigned portfolio of 100 to 200, 7a Loans, on entity types of Sole Proprietor, LLC, and C-Corporation, for an unsecured or secured loan initiative to individuals, families, and the corporation provided each meet the Federal Regulations and State Statutes. Fully equipped to disburse loans on unsecured loans up to $25,000 and secured loans over $25,000 up to $2,000,000. Executed Disbursements of over $48 -$500K, proficiency in critical problem-solving, Excellent verbal and written communication for attorneys, borrowers, managers, executives, internal and external, and the public. Proficient in Microsoft Office – Word, Excel, Outlook, and PowerPoint; likewise, on DCME 2.0 and a host of other IT software. United States Small Business Administration 05/05/2020 - 05/27/2022 Paralegal Specialist (Presidential Exe. Order)

60 Hrs. Work Week up to 84 Hrs. Weekly mandatories, perform legal reviews/loan documents for compliance with Agency policies and practices, regulations, and federal laws. Proficient with legal database and address critical and pressing issues/concerns. Follow astringent legal research, legal document review, legal compliance, investigative measures with applicable regulations and guidelines. Provide sound doctrine of contract law; proficient Negotiator, closer on residential and/or business 7a loans, secure/unsecured. Proficient in loan related inquiries, Draft and prepare correspondence, for Attorneys, borrowers, manager/supervisor, and internal and external partners, Stakeholders, and the general public. Sufficiently and virtually perform all loan automated or manual review loan closing duties to compile and meet portfolio management directives. Supply recommendation through fact, find, and Resolution for deals or transactions disbursement of full or several bank wire transfer draws or funds according to PDC/OCA guidance. Proficiently and speedily handle Congressional, COOP, and public policy operation. Inclusion of high-ranking funding error team. Assist with loan officer fundamental duties, triage efficacy funding, and surge Operation with funding error project handling assignments of individual disbursement $2Mil, $500K, or less. Proficient with Microsoft Office software of Word, Excel, Outlook, Publisher, MS Teams Software, In-house software DCMS 1.0, 2.0 with a host of specialized skills and knowledge. U.S. Census Bureau 2020 – Dept. Of Commerce 07/21/2019 - 09/13/2019 Lister/Enumerator (Intermittent)

40 Hrs. Work Week; Fact Finding Lister of the U. S. Census on Racial, Ethnic, and Population of demographics and

Demographics and geographical areas to fulfill assignment in support of 5 United States Code (U.S.C.) App.2, with the concurrence of the General Services Administration. Proficient on the full range of economic, housing, demographics, socioeconomic, linguistic, technological, methodological, geographic behavior and operational variables Affecting the cost, accuracy and implementation of the Census Bureau programs and surveys, including the Decennial census. Identify cost- efficient ways to increase census participation and development. Utilize technology, Virtual collaboration and social media, broaden grassroot participation in advisory committee issues and concerns and concerns and increase transparency. Function solely as an advisory body and fully comply with the provisions of FACA. United States Small Business Administration 12/04/2017 - 04/30/2018 Paralegal II (Presidential Exe. Order)

68 Hrs. Work Week; A Specialist in Regional Office with responsibility for the analysis, evaluation and disbursement of national disastrous claims; and other matters arising from various legislative acts (e.g., FEMA, OEM, OGIS, SBA and Civilian

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Chaz Z. Rodgers

1311 Adelaide Dr. Dallas, TX 75216 #469-***-**** ***************@*****.*** Employees claim Act, etc.); Case Manage ODA disbursement caseload $5 mil., fully Disbursed $3.7 mil., fully undisbursed $1.3 mil., with proficient legal file review, legal document review; Create, generate, and assemble; summarizes, and compiles substantive information by use of State and Federal law, policy, statute, regulations, department orders, digests, commentaries, legal instruments, and other Legal reference material; proficient in handling assignments of $5 Mil to $25 mil initial draw disbursement, With issues involved and the intensity of the analysis of case files; time restrictions, encompass voluminous Document review, intense problem-solving methods, adequacy of the preliminary investigation and fact-Finding, notes and correct case file deficiencies (e.g., missing document, inconsistent material, and leads not Investigated before initial subsequent, and final disbursement, volume of data and evidence to be catalogued, analyzed stored, and retrieved, the degree to which previous policy, legal decisions or attorney opinion are or Recommendation made); Effectively organize data into exhibits; reconcile conflicting policies and facts, make numerous decisions at Various stage and weighing facts to formulate a legal and factual supportable position, (e.g., loan Authorization and Agreement, commitment, collateral, stipulation between third party, promissory note, Agreement compliance, and deed of trust).

Catholic Dioceses Immigration 08//01/2013 - 12/01/2013 Legal Assistant (internship)

Responsible for development and aid of asylum seeker application and translation for Immigrant. Coordinate With legal counsel on action plan. Fact gathering and investigation created documentation, including Standard operating procedures for immigrate seeking Legal Permanent status into the USA. Keller Williams Realty DCS 07/01/2002 - 11/30/2014 Real Estate Broker Agent Realtor Salesperson

Manager associate leadership council for 60 sales agents; new and established. Responsible for increase in Sales through knowledge of current technology and sales marketing strategy. Accountable for executing assign associates training and coaching. Fluent buyers, sellers, and commercial client representation/agreement and proficiency in contracts purchase agreement, closer, closing statement, HUD-1, commercial market analysis (CMA), and financial advisor. Increase in sales profit margin 10 to 15 percent for buyers and sellers. Maintain a Benchmarks increase 50 or 100 percent in sales.

CTG Healthcare Solution 02//01/2009 - 12/30/2009

Sr. Business Analyst AS400 Project Manager

AS400 draft, write, edit, modify, change, and re-write Routines. Manage business solutions. Implementation of SQL and programming problem-solving. Manage Mutiple levels software updates. Fluent with testing Product. UTSW Medical Center 02/01/2001 - 05/30/2007

Business Analyst IT Programmer

Manage IDX software Epic software system design, create, modify; manage master fee schedule application. Communicate with high level of management. Proficiency in troubleshooting and interface. Support for front And end-user security clearance.

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Chaz Z. Rodgers

1311 Adelaide Dr. Dallas, TX 75216 #469-***-**** ***************@*****.*** Education

Liberty University Juris master's degree (JM/LLM) 2019 - 2021 Master of Law Texas Wesleyan University Bachelor Science Degree 2015 - 2017 BS- Pol-Sci Pre-Law El Centro DCCCD associate degree 2013 - 2015 Paralegal Pre-Law Affiliations

National Notary Association (NNA)

J.L. Turner Legal Association

Dallas Area Paralegal Association (DAPA)

National Federal Paralegal Association (NFPA)

Regional President of Best SW Dallas

NALA

ACLU (membership)

ACLU – Dallas Smart Justice Advisory Board 2018 – 2019

NAACP (Membership)

Texas Democratic State/Nat’l Delegate serve two terms 2012 – 2016

Metrotex Government Affairs

Metrotex Realtor in Action President

Vision Community HOA Board of Trustee, Treasure, and Elected Board Member Certification

Paralegal – 2013 – 2017

American Association of Notary – 2022 – 2026

National Notary Assocation – 2022 – Present

E & O Insurance – 2022 – 2026

National Assocation of Legal Assistant – 2013 – 2017

National Bar Association – 2013 – 2017

Certified Short Sale and Foreclosure (SR) - 2004

ACLU Member – 2013

ACLU – Smart Justice Advisory Board Member

o Campaign for Dallas DA – 06/2018

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