Executive Professional

Tara L. Williams

*** ******* **** *

Oceanside, Ca 92058

email: ob74rk@r.postjobfree.com

Phone: 585-***-****

Highlights of Qualifications

Proficient in multiple underwriting document programs

Experienced in Legal and Financial Fields

Excellent verbal and written communicator; adept at drafting correspondence, Experienced Escrow Officer, Case Manager and Office Coordinator

Collaborate easily with co-workers and works well independently

Summary of qualifications

Office Coordinator, Property sales and acquisitions, Case Management, Financial Management, Research, Medical Regulations, Document Underwriter, Legal, Credit Analysis, Litigation, Personal Injury, Escrow Officer, Executive Administration, Office Management Procedures and Policies. Human Resource Procedures and Policies, Accounting, Payroll, Job Costing, Financial Assessment, Word Processing: Word, Excel, Access, Outlook, all Microsoft programs; other software: Ram Quest, Fast Transaction System, SES, Turf Systems, Aderant, Credit Software, Hummingbird, Totality, Government websites, State and County Court systems, Fax Main, Lexis/Nexus, Kronos, Westlaw and various Programs.

Work experience

2007- 2010 Phillips Lytle LLP Rochester, NY

Paralegal

Paralegal for Commercial and Residential Finance, Banking, Evictions, Collections, Personal Injury, General Practice litigation.

Responsibilities included commercial property sales and acquisitions, commercial and residential lending, construction loans and financing, financial transactional work, bankruptcy and creditors’ rights and all litigation. Handles multiple accounts and all types of FHA and all other types of loans small and multi-million dollar transactions. Prepares, drafts, creates, reviews, underwrites and modifies standard and complex agreements, including consulting agreements, notes, leases, mortgages, guarantees, titles, liens, motions, service agreements, UCC, equipment contracts, confidentiality agreements, grant agreements and multiple other contracts and documents. New company structures, lending and acts as bank liaison for new loans and grants.

Engages in contract negotiation as necessary. Coordinates production and organization of documents with outside counsel in connection with litigations; analyze documents for potential discovery. Act as liaison among various internal departments as well as with outside agencies.

Case manager for diverse subjects and clients. Schedules and attends all closings and depositions and client meetings. Oversee the progress of documents, orders and digest transcripts to summarize highlights of a proceeding. Regularly handles highly confidential matters with discretion and judgment. Researches statutes, regulations and case law and prepares informative material for general use by the attorneys. Create and maintain internal case databases, run searches on internal and external document databases. Track and maintain all case files, litigation files, garnishments and handles all interaction with sheriffs and courts.

2006 - 2007 Closing USA Rochester, NY

Escrow Closing Specialist

Serve as the communication link to all parties in the transaction. Closings in 50 states, ordering of notaries and scheduling signings and delivery of documents. Prepare escrow instructions. Loan underwriter and reviewer. Request a preliminary title search to determine the basis upon which a title insurance policy maybe issued. Request a beneficiary's statement or pay-off demand relating to existing financing.

Research all funding and finance options for clients. Prepare and complete all HUD’s and closing transactions.

Comply with lender's requirements, specified in escrow agreement. Prepare/secure the deed or other documents related to escrow.

Prorate taxes, interest, insurance and rents according to instructions. Request issuance of the title insurance policy. Close escrow when all of the instructions of buyer and seller have been carried out.

2002-2006 First American Title Seattle, WA

Escrow Officer Commercial/Residential

Opened, closed, reviewed, coordinated and expedited re-sale and purchases for commercial and residential real estate properties. Worked with multiple lenders and brokers.

Evaluated and executed recordings and titles. Prepared and underwrote loan documents, UCC's, Commitments, HUD's, Closing Statements, and real estate contracts and various other documents.

Analyzed credit data and financial statements. Prepared reports with credit information. Performed routine administrative functions such as client interaction, scheduling, preparation of all correspondence, organization of all closings and fundings.

Maintained all electronic and paper files to disburse funds as authorized by instructions, including charges for title insurance, recording fees, real estate commissions and loan payoffs. Prepared final statements for the disposition of all funds deposited in escrow.

2000-2002 JB Instant Lawn Redmond, WA

Office Manager/Coordinator

Management of front office. Administered all human resource responsibilities, interviews, application reviews, payroll and benefits.

Budgeted and balanced all monthly and weekly inventory, expenses, revenue and client billing. Oversaw all cost analysis, orders, scheduling and purchases.

Supervised all support staff, responsible for bookkeeping, typing, phones, filing, supply inventory, and general office procedures.

1997-2000 Apria Healthcare Redmond, WA

Health Care Coordinator and Administrator

Processed, reviewed and expedited prescriptions and various medical forms and referrals to physicians. Knowledge of diagnosis codes and medical claims. Case Manager for medical files and patients.

Point of contact for patients, insurance firms and others. Performed adjustments on accounts and internal quality audits. Handled corrective billing, claims for private insurance to Medicare and Medicaid. Verified all insurance coverage for equipment and prescriptions.

Coordinated delivery and pickup of orders with patients, hospitals and warehouse personnel.

Education

Art Institute Seattle, WA - Associates in Advertising

University of Woodinville, Woodinville, WA -Certificate in Microsoft Programs

Institute of Paralegal Education- Paralegal Studies (diverse categories)

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