Project Management Document Specialist

George F. McLeod

Rosedale, New York *****

**********@*****.*** 646-***-****

Paralegal

Expert legal document specialist with Paralegal Certification and in-depth understanding of the legal process.

Highly experienced in legal processes with more than ten years of relevant experience. Successful in assisting attorneys in trial preparation and interacting with outside counsel. Efficient in the preparation and review of legal documents. Strong background interacting with various stakeholders.

Areas of Expertise

LexisNexis

Administrative Skills

MS Office Package

Trial Preparation

Legal Documents

Project Management

Certified Paralegal

Office Management

Communications Skills

Professional Experience

Wolfcreek Consulting

Loan Administrator June 28, 2021-September 7,2021

Responsible for the review of Mortgage loan files to ensure compliance and accuracy of loan documentation. Acknowledge legal documents received from the Bank’s closing attorneys, ensuring that Title Insurance Policies, Surveys, and Certificates of Occupancy are received for all closings. Review the Mortgage Schedule to ensure that the Bank has received all recorded documents and corresponding Promissory Notes which secure the Bank’s collateral. Update QC logs for the receipt of the legal binders and contact the closing attorney regarding any deficiencies noted with the legal documents.

Modivcare, Melville, NY

Customer Services Representative September 9, 2020-April 9, 2021

Assist customers with transportation questions and concerns. Schedule, modify and cancel reservations as requested. Ensure accurate trip data input. Obtain and document details of any complaints being filed. Receive and document customer concerns. Ensure that all relevant customer information is documented. Refer unresolved customer grievances to designated department for further investigation and resolution. Other duties as assigned.

Appleone, NYC Wall Street (Consultant)

Loan Doc Specialist 3, April 20,2020 – July 3,2020

Responsible for performing a variety of loan documentation duties on moderately complex loans, using

comprehensive knowledge of policies and procedures for loan products. Functions include; processing;

Closing and compliance for loan products; interpreting policies while analyzing applicant, property and

documentation ; ordering all required verification, documentation and subsequent follow ups.

JPMorgan Chase, Brooklyn, New York

Document Review Senior Specialist, October 2008 – September 2018

Accurately review and correctly identify various types of legal processes and proceed appropriately. Partner with internal litigators, business lawyers, title companies and outside counsel to address concerns, remove roadblocks and ensure proper communication. Work directly with outside law firms and governmental issuers to identify JPMC's interest in the legal matters when unknown or unclear. Communicate with various LOB's concerning the processing of various items.

Responsible for the independent preparation and review of various legal agreements.

Researched multiple client databases to determine appropriate stakeholders.

Initiated, sorted and categorized more than 200 pieces of Chase legal correspondences.

Entered and scanned data to merge information into one management system.

JPMorgan Chase, Brooklyn, New York

Legal Receptionist, June 2003 – July 2008

Answer telephones calls forwards call and take message for appropriate personnel.

Open and closes Receptionist desk, and log-in and out of system, unlocks and locks drawers at Receptionist desk. Ensure That suite doors are properly open for business and secured .

Communicates clearly effectively and in a pleasant manner while engaged with individuals on the telephone and with visitors to the office .

Greet visitor to the office and promptly announces their arrival to the appropriate personnel.

Ability to work under pressure while maintaining composure.

Communicate room assignment via Firm intranet and email to appropriate parties .

Equipment Operator/ Copy Center Clerk, June 1998 -2003

Prepare exhibits for trial.

Track orders

Deliver document

Knowledge of various Copy Machines

Education

Paralegal Certification, December 2006

New York Paralegal School, New York, NY

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