Paralegal and Case Manager with Compliance Focus

Jamal Clark

Washington, DC *****

WORK EXPERIENCE

Paralegal / Case Manager (Ethics and Conflicts of Interest) April 2025 to Present

Veterans Affairs -Washington, DC

Assist attorneys with compliance and ethics matters involving property holdings and government real estate interests.

Manage entity recordkeeping and coordinate with agencies to ensure compliance with federal ethics regulations.

Support organizational restructuring and business certification documentation.

Paralegal / Case Manager May 2024 to April 2025

Dicello Levitt-Washington, DC

Drafting legal documents such as subpoenas, pleadings, and other related correspondence.

Conducting background and social media searches.

Assisting with case analysis.

Compliance with deadlines, and calendaring.

Electronic filings of pleadings (both State and Federal).

Open new matters and track litigation matters.

Assisting attorney(s) in preparing for trials, hearings, and depositions.

Summarizing depositions and other relevant records.

Managing cases and working with attorneys on various matters.

Scheduling for attorneys for meetings, depositions, hearings and other meetings.

Paralegal / Case Manager January 2020 to May 2024

SBA-Washington, DC

Research and provide interpretation of the disaster loan program's laws, regulations, policies, and standard operating procedures to provide guidance and support to program managers and loan officers.

Review draft loan authorizations for all loans, as required, and for cases involving non-routine conditions, facts or other circumstances.

Ensure loan application compliance with legal requirements, eligibility, capacity, and authority of the borrowers to incur debt, validity of proposed pledge of collateral etc.

Use computer based systems to identify if all needed loan closing documents are received and to provide necessary instructions for proper creation of documents by others.

Address inquiries and concerns of borrowers and their authorized representatives regarding legal issues and requirements of closing and legal basis of various terms, conditions and collateral requirements

Utilizing Casepoint to perform FOIA requests to validate business authenticity.

Continuing to be knowledgeable of all FOIA exemptions and their relevance to different business types and document request restrictions.

Formatting FOIA requests appropriately while redacting private, personal and classified information based on the 9 exemptions that involve National Security,

Internal Agency Rules, Privacy/Federal Credit Union Act, Trade Secrets,

Interagency Communications, Personal Information, Law Enforcement based on ongoing Investigations, The Regulation of Financial Institutions or Geological

Information.

Appeal with FOIA decision if necessary if appeal is denied or not resolved to satisfaction.

Pre-Litigation Paralegal/Legal Assistant October 2015 to November 2019

Personal Injury Law Firm- (Malloy) Washington, DC

Conducting initial phone and in-person interviews and completing intake applications and forms;

Setting up case files, including data entry of all client and case information, reporting claims to insurance carriers and verifying all available coverages;

Drafting claim notices as required and accurately documenting notice, PIP and SOL deadlines;

Obtaining accident reports and investigative materials, including interviewing witnesses, obtaining scene and damage photographs, issuing FOIA requests and spoliation letters, and proposing other investigative measures (i.e., accident reconstruction) as needed to establish liability;

Filing PIP applications and managing PIP claims through exhaustion, including coordinating benefits, paying providers, and keeping accurate records of all payments and balances;

Requesting, organizing, indexing and summarizing all medical records and bills, lost wage information and all other special damages documentation to properly document and value claim;

Assisting clients with property damage claims as needed; obtaining and analyzing health insurance and other liens for accuracy and completeness, disputing unrelated claims, and negotiating reductions;

Monitoring client treatment status and keeping attorneys informed of relevant changes in care; assessing the need for and coordinating communication between clients, providers, adjusters and attorneys for the efficient and timely resolution of claims;

Drafting demand letters and assembling all supporting documentation in bookmarked pdf format; conducting supervised settlement negotiations and maintaining accurate records of ongoing negotiations; ● Drafting settlement statements;

Coordinating all aspects of settlement disbursements from confirming outstanding medical, A&A and lien balances, including Medicare and Medicaid, to requesting and negotiating reductions, notarizing and coordinating the signing of settlement agreements, processing disbursements and drafting all necessary closing letters;

Also requires maintaining up-to-date case list and resolution reports and accurately recording/billing all time worked.

Real Estate Administrative Assistant June 2012 to August 2015

Rachelle Grant Real Estate - Washington, DC

Coordinate and manage real estate transactions from listing to closing

Prepare and process real estate documents such as agreements, leases, and closing statements

Maintain and update property listings, client databases, and online marketing platforms (MLS, Zillow, etc.)

Schedule property showings, inspections, appraisals, and closings

Serve as a liaison between agents, clients, attorneys, title companies, and vendors

Assist with the preparation of marketing materials and promotional campaigns

Track deadlines and ensure all paperwork is complete and compliant

Manage office files, records, and general office duties (e.g., answering phones, responding to emails)

ELECTRONIC FILING SYSTEMS USED

Pacer, Clio, eFile DC, NetDocs, Litify, MDL Centrality, Yardi

EDUCATION

George Washington University-Washington, DC January 2012 to December 2016

Bachelor of Arts in Paralegal Studies

University of Pennsylvania-Remote January 2024 to December 2024

Certification in Intellectual Property Law

The CE Shop-Washington, DC

Certificate in Real Estate

SKILLS

• Adobe Acrobat

• Microsoft Word

• Intellectual Property

• Real estate law

• Property leasing

• Management

• Legal research

• Negotiation

• Trademarks

• LIHTC

• Paralegal experience

• Case Management

• Interviewing

• Legal case management

• Property management

• Copyrights

• Proofreading

• Microsoft Outlook

• Time management

• Legal administrative experience

• Property maintenance

• Legal Research

• Customer service

• Acquisitions

• Writing Skills

• Microsoft Excel

• Legal Drafting

• Intellectual property law

• Supervising Experience

• English

• Personal injury law

• Typing

• Microsoft Office

• Personal Assistant Experience • Legal drafting

• Patents

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