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Work experience

20122014

Paralegal

JAMES CONSULTING SERVICES

Provide support and legal assistance to Colorado and Arizona Attorneys doing business with a Financial Planner focused on managing estates, trusts, real estate and other regulatory matters. Enhance enhancing processes and help maintaining ethical and compliance standards. Assist in various projects as required. 

  • Performed legal research and factual investigations including document gathering and management of docket details as required.
  • Identified process improvements to ensure compliance with legal requirements and to increase efficiency.
  • Conducted initial review, analysis of incoming correspondence and other legal documents.
  • Drafted estates, trusts, wills, powers of attorneys, settlement agreements, dismissals, discovery, legal correspondence and memoranda for attorney and other legal documents as needed.
20082011

Board of Governors President

MINESVILLE COUNTRY CLUB

Directed all Board of Directors meetings and aided newly established corporate leaders in revising and rewriting bylaws. Served as primary liaison between members and management team throughout multimillion-dollar capital renovation assessment process.

  • Addressed inquiries and questions from members on capital allocations and assessments, new construction issues, building timelines and future activities.
  • Collaborated with members on desired capital improvements within the newly proposed facilities.
  • Provided recommendations and feedback to management on staff performance.
20052010

President, Membership Committee  2008 – 2010  Member, Membership Committee   2005 – 2010 

CENTER COUNTRY CLUB

Managed all new member integration events including mixers, luncheons, dinners and tours. Oversaw initial communication processes for new members to ascertain specific needs and inquiries.

  • Orchestrated outreach programs within the community to source and reach out to prospective new members.
  • Met with prospective members and club department heads to collaborate on club programs and determine ideal membership programs and levels.
  • Maintained constant communication with Membership Director on new member statuses and activities.
20032008

President, Social Committee     2005 – 2008                   Member, Social Committee       2003 – 2008 

MINESVILLE COUNTRY CLUB

Attended all committee meetings to strategize, discuss, collaborate on and budget for upcoming social events. Fielded requests and inquiries from members on current and past events.

  • Reported member feedback to Committee President and management on all social and dining events.
  • Participated in Board of Director meetings and communicated with corporate owners and leadership team.
19921999

Closing Paralegal/Closing Manager

THE LONG ISLAND SAVINGS BANK, F.S.B./REILLY, LIKE, TENETY & AMBROSINO, ESQS

Oversaw all mortgage closing activities for entire Real Estate department for 3 major lending institutions generating $500,000 annually. Charged with performing all closing calculations and title reviews and clearance.

  • Formulated and established all office closing policies and procedures utilized daily.
  • Prepared all required closing documentation and ensured accurate disbursement of mortgage proceeds.
  • Ensured quality control and returned closed loans in a timely manner.
  • Fostered and cultivated positive business relationships with bank officials..
19911992

Legal Secretary

JAKUBOWSKI, WOODARD AND GOLDSMITH, ESQS

Supported personal injury, litigation and real estate attorneys with legal matters. Drafted legal documents comprised of summonses, complaints, answers, stipulations, wills, contracts, mortgages, notes, deeds and satisfactions.

  • Prepared and filed all required documentation for legal proceedings.
  • Executed all procedures and prepared briefs for new business incorporation.

Education

Jul 1995

Legal Assistant/Paralegal Program, A.B.A. Approved, Graduated with Honors

Adelphi University 
Jun 1993

Received 65 credits towards a Bachelor of Arts in Liberal Arts

State University of New York