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Yyyyyy x. yyyyyy

214 Livingston Street, #2 Xxxxxx, XXXXXX xxxxxx (xxx-xxx-xxxx abc@xyz.com

 

Legal Operations Real Estate Property Management Billing Operations Office / Administrative Management

Legal Practices / Procedures Residential Lending / Purchase / Sales Mortgage Operations Regulatory Compliance

Closing Operations Correspondence Drafting Calendar Management Appointment Scheduling Records Management

Team Building Training / Development Project Management Work Prioritization Invoicing Client Relationship Management

 

  • Top Performer who makes sound decisions to reflect positively on legal, real estate, and property management operations in alignment with a firm s vision and goals to attain a competitive advantage and generate robust growth.
  • Visionary Professional who rises above core challenges to improve the bottom line and achieve winning outcomes.
  • Excellent Communicator who develops synergistic relationships with legal professionals, partners, senior-level decision-makers, cross-functional peers, and clients; who excels in autonomous and collaborative work environments; and who leads staff by example and with integrity to build strong teams to expand revenue and attain objectives.

 

Professional Synopsis

 

Zucker, Goldberg & Ackerman, LLC, Mountainside, XXXXXX 2008 2016

 

Team Lead Billing & Invoicing Specialist

  • Capitalized on the opportunity to lead forward-thinking financial and administrative operations, including mentoring and managing a top-performing team of 20 employees while spearheading diverse projects with minimal supervision.
  • Exhibited solid communication skills toward serving as point of contact for paralegals, attorneys, billing teams, and clients, along with actively responding to and resolving issues concerning rates, fee schedules, and documentation.
  • Coordinated and managed attorneys contested foreclosure and litigation billing processes, including printing, distributing, tracking, and editing pre-bills, and creating bills for electronic submission through clients databases.
  • Monitored electronic billing sites for successful submission, status, rejections, and additional supporting documentation.
  • Complied with policies / procedures while managing and maintaining core databases and aforesaid special projects.

 

  Contributed to success with promotion to Team Lead role in May 2011.

  Delivered ongoing guidance to team members via targeted coaching / leadership.

  Trained new personnel on initial job tasks and instructed current staff with new processes.

  Provided vital statistical and analytical data during the development of two new billing systems.

  Recognized for job performance excellence with the first-ever Employee of the Month award in 2010.

  Designed and developed codes / reports to track status of additional fee requests, approvals, and / or denials.

  Improved attorney billing productivity by recommending automated reports to increase billing units / dollars.

  Imported invoices to clients invoicing websites (LoanSphere Vendor Import, Invoicing Management, and Serengeti).

 

AHM Mortgage (f/k/a Columbia National Mortgage, Inc.), Cranford, XXXXXX 2003 2007

 

Mortgage Special II Closer

  • Strategically steered closing functions for several offsite branches and provided additional support to other branches, including reviewing underwriting files for completeness and accuracy, as well as performing title review, preparing closing packages and closing statements, and conducting compliance review for legal regulations and procedures.

 

  Delivered back-up support for Team Lead during absences.

  Successfully closed 80+ loans per month from a high-volume pipeline.

  Personally supported Processing Department in meeting and / or exceeding goals.

 

Columbia National, Inc., Cranford, XXXXXX 2002 2003

 

Post Closer (Part-Time)

  • Utilized broad scope of industry knowledge and dynamic administrative acumen toward reviewing closed loan packages to ensure proper execution, as well as handling detailed post-closing analysis, audit, and general post-closing.

 

  Expertly prepared loan file for submission to the post-closing department.

 

Dwyer & Canellis, P.A., (n/k/a Canellis & Adams, LLC), Xxxxxx, XXXXXX 2000 2003

 

Legal Secretary Assistant to Partner

  • Drove administrative legal success by supporting partner within this full service, general practice law firm focused on results-generating real estate and general litigation, including performing comprehensive daily office functions.
  • Prepared confidential legal correspondence and documents while managing calendars, scheduling appointments, managing a diary of court dates and document due dates, and reviewing all contracts and mortgage commitments.
  • Contacted financial institutions for payoffs / satisfaction of liens, prepared closing documents, and calculated figures.

 

Yyyyyy x. yyyyyy

Page Two (xxx-xxx-xxxx abc@xyz.com

 

Professional Synopsis (continued)

 

Dwyer & Canellis, P.A., (n/k/a Canellis & Adams, LLC), Xxxxxx, XXXXXX (continued) 2000 2003

 

Legal Secretary Assistant to Partner

 

  Trusted with successfully opening and closing the legal office.

  Collaborated with customers regarding key financial transactions.

  Efficiently posted trust accounts and reconciled separate trust ledgers for clients.

  Proactively liaised among attorneys, clients, judges, municipalities officials, clients, and lenders.

 

Columbia National, Inc., Cranford, XXXXXX 1998 2000

 

Mortgage Special II Closer

  • Demonstrated experience in managing all facets of loan closing processes, including preparing confidential correspondence, memoranda and legal pleadings and / or closing documents, instructions, scheduling, and other deliverables under tight deadlines, as well as maintaining knowledge of attorneys practice procedures and formats.
  • Led targeted oversight of individual clients trust transactions, posted debits and credits, reconciled account and ensured data accuracy and completeness, and reconciled and balanced high-volume accounts and computed interest.
  • Contributed skill in personal ixxxxxxury, labor and guardianship cases, last will and testament, power of attorney, and living wills, as well as settlement, Affidavit of Title, HUD-1, and additional documents as necessary for each transaction.
  • Generated bank deposits, verified and balanced receipts, maintained time records, and developed client invoices.

 

  Successfully closed 70+ different loan types per month.

  Recognized for job performance excellence as back-up Team Lead.

  Seamlessly scheduled calendars, appointments, trial dates, depositions, and motions.

 

Dwyer, Canellis & Bell (n/k/a Dwyer & Canellis), Xxxxxx, XXXXXX 1985 1988

 

Legal Secretary Assistant to Partner

  • Played a vital role in assisting partner within this full-service, general practice law firm focused on real estate, estate planning and administration, and general litigation, including resourcefully liaising among clients, attorneys, court personnel, and lenders while preparing key documents, answering and screening calls, and prioritizing correspondence.
  • Exhibited comprehensive knowledge of legal practice / procedure and trust accounting, along with scheduling appointments; coordinating calendars; and managing dockets, trial dates, depositions, motions, and additional dates.
  • Expertly handled real estate transactions, including reviewing and / or preparing contracts, mortgage commitments, title reports / searches, closing instructions, and closing documents, as well as settlements, affidavits, and HUD-1.

 

  Successfully prepared highly confidential correspondence, memoranda, and various legal pleadings.

  Led orientations and training of office procedures for new staff, and prioritized administrative workflow.

  Demonstrated talent in personal ixxxxxxury, labor and guardianship cases, last will and testament, power of attorney, and living wills, along with managing individual clients trust transactions and reconciling key accounts.

 

Education & Professional Development

 

Xxxxxx County College

 

Effective Business Writing (2016)

Administrative Assistant Applications (2016) Fundamentals (2016)

Real Estate Law (2016) Leadership (2011) Accounting Fundamentals I (2010) Understanding HR Functions (2010)

 

State of Xxxxxx

 

Notary Public (Since 1988)

 

Technical Summary

 

LS Fannie Mae IPA System VendorScape Freddie Mac Reimbursement System Serengeti REALTrans

Microsoft Office LoanSphere Desktop Invoicing Management Vendor Impact Lenstar iClear Clarifire

 

Excellent Professional References Provided Upon Request

Yyyyyy x. yyyyyy

214 Livingston Street, #2 Xxxxxx, XXXXXX xxxxxx (xxx-xxx-xxxx abc@xyz.com

 

 

Date

 

Hiring Agent Name

Company Name

Address

City/State/Zip Code

 

Dear__________________:

 

I am exploring a new career opportunity within a challenging [ Insert Job Title ] role, and I believe that I can make a positive contribution to your success.

 

To acquaint you with my background, I can offer experience in Legal Operations, Real Estate, and Property Management with talents in Office / Administrative Management, Billing, Legal Practices / Procedures, Mortgage Operations, and Closings. I am also highly skilled in Team Building, Training / Development, Project Management, Calendar Management, Appointment Scheduling, Work Prioritization, and Client Relationship Management, among other areas.

 

Recently, as a Team Lead / Billing & Invoicing Specialist for Zucker, Goldberg & Ackerman, LLC, I expertly directed all facets of financial and administrative operations, including mentoring and managing a top-performing team of 20 employees while spearheading diverse projects with minimal supervision. Within this role, I served as point-of-contact for paralegals, attorneys, billing teams, and clients, along with actively responding to and resolving issues concerning rates, fee schedules, and documentation. I also coordinated and managed attorneys contested foreclosure and litigation billing processes, including printing, distributing, tracking, and editing pre-bills, and creating bills for electronic submission through clients databases.

 

A sampling of my accomplishments include:

 

  Achieving honors with first-ever Employee of the Month award in 2010.

  Delivering ongoing guidance to team members via targeted coaching / leadership.

  Training new personnel on initial job tasks and instructing current staff with new processes.

  Designing and developing codes / reports to track status of additional fee requests, approvals, and / or denials.

  Improving attorney billing productivity by recommending automated reports to increase billing units / dollars.

  Importing invoices to clients invoicing websites (LoanSphere Vendor Import, Invoicing Management, and Serengeti).

 

To complement this experience, please note that I completed studies in Business Writing, Administrative Assistant Applications / Fundamentals, Real Estate Law, Leadership, Accounting Fundamentals, and HR Functions at Xxxxxx County College. I have also been recognized as a Notary Public in the State of Xxxxxx since 1988.

 

[ Suggestion! Address Here Any Skills / Qualifications / Achievements Relevant to the Job Posting ]. As this is just an example of my abilities, please kindly refer to my enclosed resume for additional experience.

 

As a proven leader, you will find that I am positioned to deliver both immediate and long-term results with a continued commitment to exceeding your team s goals. I am eager to discuss how my qualifications uniquely match your current and future needs, and look forward to interviewing with you soon.

 

Sincerely,

 

 

 

Yyyyyy x. yyyyyy

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