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Real Estate Professional | Paralegal

Confident, focused and levelheaded professional with years of progressive, service-focused experience in a diverse array of administrative environments. Possess nearly 10 years of progressive expertise in various real estate settings. Proven methodical approach to task completion with excellent team player mentality. Sound manager of important projects, with the ability to adhere to all assigned deadlines. Dependable, tech-savvy and driven with an amiable, energetic demeanor. Outstanding multitasking acumen used to drive operational success while upholding high levels of integrity. In pursuance of a Real Estate, Paralegal or Legal Assistant role that will call for use of existing skills and allow for career advancement.


Core Competencies

Project Management | Training & Development | Negotiations | Business Development | Time Management

Interpersonal Communication | Spanish Fluency | Organization | DoubleTime | Web ATIDS | Tabs | InTapp Worldox | Caseaware | Prodoc | MS Office | Word Perfect | QuickBooks | DM | Innova | Jabber | WebEx


Professional Background

Fox Rothschild LLP

Legal Assistant/Paralegal (2016 Present)

         Draft real estate contracts, commercial/residential leases and stipulations

         Order title insurance commitments, title search reports, lien searches and surveys

         Manage calendar for, monitor and satisfy all due diligence requirements prior to closing

         Aid attorney in drafting of commercial and residential real estate closing and loan documents

         Effectively satisfy all requirements referenced in the title insurance commitment in the pre-closing phase

         Develop settlement statements, closing disclosures and loan packages; secure approval from all parties prior to closing so as to uphold overall accuracy across all processes

         Attend real estate closings to dispense funds, issue trust account checks and post-close real estate files; consists of preparing final title insurance policies

         Ensure the correct balancing of each real estate file ledger to drive accuracy and precision

         Work with Partners to maintain books and minutes with respect to proper corporate representation

         Prepare UCC-1 and UCC-3 Financing Statements and e-file with the state upon completion

         Create new entities and file annual reports or amendments

         Submit new business intake requests with corresponding Team Leads

         Engage in numerous additional, vital accounting and administrative tasks as needed


Busch White Norton, LLP

Baker, Donelson, Bearman, Caldwell & Berkowitz, P.C.

Paralegal (2014 2016)

         Drafted real estate contracts and stipulations, ordered title insurance commitments and search reports, prepared real estate closing documents, as well as satisfied all title requirements pre-closing

         Arranged settlement statements, closing disclosures and loan packages

         Closed real estate transactions, issued trust account checks and disbursed funds with timeliness

         Post-closed real estate files, which included preparing all final title insurance policies to make certain that each real estate file ledger is properly balanced

         Played a key role in preparing Board of Directors meeting packages with respect to corporate representation; updated digital corporate documents and corporate minutes

         Devised subordination agreements for the largest SBA loan servicer in the U.S.; prepared UCC-1 or UCC-3 Financing Statements and filed them electronically with the state

         Discovered new Florida corporations and filed annual reports for each

         Engaged with the firm s Accountant to reconcile trust and operating accounts monthly



Paralegal (Continued)

         Clerical functions also included submission of new business intake requests to Team Leads, light filing duties, scheduling meetings, booking flight/travel and processing attorney reimbursement requests

         Carefully updated a deposit log with respect to all Florida IOLTA and operating accounts, along with any incoming and outgoing wires; initiated and authorized wires that totaled up to $10M

         Reported on 1099-s tax forms to the IRS annually specific to all office real estate transactions

         Traveled to the local bank to make deposits on an as needed basis

Hewitt & Smiley, P.A.

Paralegal (2009 2014)

         Fielded commercial and residential real estate transactions, along with estate planning/probate matters; essentially fielded all real estate transactions in the office as a subject matter expert

         Dutifully drafted contracts and stipulations, performed title searches, prepared insurance commitments and drafted closing documents with exactness and attention to detail

         Satisfied title requirements prior to closing; prepared settlement statements and loan packages, closed real estate transactions, dispensed funds and post-closed real estate files

         Crafted finalized title insurance policies and aided in the preparation of estate planning forms

         Fulfilled administrative tasks, e.g. phone correspondence, call routing, appointment scheduling and filing 1099 forms annually


Bosso, Bosso & Pardo, P.A.

Paralegal (2007 2009)

         Led real estate duties including the full administration of wills and estates, as well as matters specific to family law, personal injury, litigation and minor foreclosure defense

         Worked as the firm s sole Paralegal to handle all cases under the guidance and mentorship of two Partners

         Drafted real estate contracts, stipulations and title searches

         Prepared title insurance commitments, real estate closing forms and title requirements prior to closing

         Also crafted settlement statements and loan packages; used to close real estate transactions

         Disbursed funds, post-closed real estate files and set up ex-parte hearings, as well as prepared final title insurance policies and probate documents

         Undertook a variety of duties, e.g. answering phones to route calls and schedule appointments

         Helped Attorneys as it related to probate, family and personal injury forms and transcription duties

         Meticulously researched statutes and case law; followed up by preparing exhibits and assisting during trials

         Developed marital settlement agreements used during court appointed mediations each week


Education & Credentials

Fund Certified Paralegal/Legal Assistant, ORNTIC and Attorneys Title Insurance Fund Services, LLC

Associate of Science, Paralegal Studies, Palm Beach State College

Notary Public, State of Florida


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