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Click here or scroll down to respond to this candidateCandidate's Name
Street Address Country Place DrivePearl, Mississippi Street Address
PHONE NUMBER AVAILABLEEMAIL AVAILABLEEXPERIENCEPHELPS DUNBAR LLP Jackson, MSParalegal Business Tax Law/Corporate Transactions September 2019 Presento Prepare organizational documents, including articles of incorporation or dissolution, stock certificates and assist in entity formationo Draft, file and manage various business entity documents for corporations, LLCs and partnerships with State agencieso Maintain client corporate recordso Draft estate planning documentso Assist attorneys in all aspects of commercial real estate transactions o Assist with commercial real estate due diligence o Order and review title searcheso Document preparation, including deeds, releases, closing affidavits, etc. o Proofreading and evaluation of real estate documents o Coordinate closing with accounting department including flow of funds, vendor payoffs, wire instructions, etc.o Document recordation and post-closing matterso Prepare closing binderso Draft pleadings, correspondence and other documents related to debt collection o Respond to Requests for InformationBUTLER SNOW LLP Ridgeland, MSBilling and Matter Management AssistantJune 2018 September 2019o Processed edits to proformas in Aderanto Prepared, finalized and distributed billso Assisted billing attorneys with questions regarding proformas/bills o Finalized, mailed and/or e-mailed bills to clients o Upheld all Firm Policies and Procedureso Maintained professional, customer service attitude with timekeepers and administrative staff PHELPS DUNBAR LLP Jackson, MSRegional Billing Coordinator for Jackson, Gulfport and Dallas Offices April 2017 June 2018 BILLING RESPONSIBILITIESo Generated and distributed monthly proformaso Processed edits to proformaso Prepared, finalized and distributed billso Assisted billing attorneys with questions regarding proformas/bills o Gathered backup as needed and submitted bills electronically through ebilling hub o Obtained explanation of work-in-progress write-off requests from requesting attorney o Obtained approval to process work-in-progress write-off requests in accordance with Firm policies and procedureso Obtained approval to reverse invoices in accordance with Firm policies and procedures TRUST ACCOUNTING RESPONSIBILITIESo Processed trust disbursements in accordance with Firm policies and procedures o Initiated non-real estate trust disbursement transactions for processing in New Orleans, including reviewing all such requests for proper authorization and supporting documentation o Entered new vendors into accounting system in accordance with Firm policies and procedures o Reviewed all firm expense invoices and partner and employee expense reimbursements for proper authorization and coding in accordance with Firm policies and procedures OTHER DUTIES AS ASSIGNEDo Oversaw and maintained distribution of petty cash and postal stamps o Prepared monthly petty cash reporto Maintained professional, customer service attitude with timekeepers and administrative staff PHELPS DUNBAR LLP Jackson, MSLegal Secretary/Assistant Business Tax Law/Corporate Transactions March 2012 April 2017 Assisted one partner and two associates (March 2012 April 2017) o Performed all general and legal clerical duties, including occasional paralegal duties o Performed complex secretarial and administrative duties requiring knowledge of legal terminology and the legal processo Assisted attorneys in all stages of business transactions (i.e. forming corporations, limited liability companies, partnerships and other legal entities; corporate contracts, agreements and other related documents)o Created letters, legal documents and memos in Word, spreadsheets in Excel, presentations in PowerPoint; applied styles and used templateso Maintained and updated transaction binders/notebooks o Occasionally drafted pleadings, including notices and summonses o Filed conventional and electronic filings in state and federal courts o Ensured proper setup and maintenance of client files utilizing firms document management system(FileSite) as well as created physical file folders and labels (copied, scanned, profiled all original documents and emails)o Administered calendars; coordinated and scheduled meetings and travel arrangements, and managed contactso Managed client intake process from conflicts check, new matter intake, and initial file creation o Coordinated with attorneys and billing department to prepare and finalize client billings and invoices o Assisted Finance team with inquiries related to accounts receivable o Maintained a good working rapport with clients which required discretion and judgment o Prepared reimbursement requests for attorneys through Chrome River and for client costs through Accounts Payableo Handled incoming and outgoing mail, faxes and scan documents o Performed other administrative duties required based upon the unique practice of attorneys o Entered and proofread attorneys timeo Occasional switchboard dutiesSCOTT SULLIVAN STREETMAN & FOX, P.C. Ridgeland, MS Legal Secretary/Assistant Insurance DefenseMarch 2010 March 2012 Assisted one partner and one associateo Performed all secretarial and paralegal dutieso Drafted pleadings, including motions, orders, subpoenas, summonses, notices, discovery pleadings and responseso Bates numbered and indexed documentso Filed conventional and electronic filings in state, federal, and appellate courts o Prepared for depositions, mediations and trialso Coordinated and scheduled hearings, depositions and meetings o Created and maintained pleadings indexeso Managed client intake process from conflicts check, new matter intake, and initial file creation o Occasional switchboard dutiesPHELPS DUNBAR LLP Jackson, MSLegal Secretary/Assistant Business Tax Law/Corporate Transactions January 2004 February 2010 Assisted one partner and one associateo Performed all general and legal clerical duties, including occasional paralegal duties o Performed complex secretarial and administrative duties requiring knowledge of legal terminology and the legal processo Assisted attorneys in all stages of business transactions (i.e. forming corporations, limited liability companies, partnerships and other legal entities; corporate contracts, agreements and other related documents)o Created letters, legal documents and memos in Word, spreadsheets in Excel, presentations in PowerPoint; applied styles and used templateso Maintained and updated transaction binders/notebooks o Occasionally drafted pleadings, including notices and summonses o Filed conventional and electronic filings in state and federal o Ensured proper setup and maintenance of client files utilizing firms document management system(FileSite) as well as created physical file folders and labels (copied, scanned, profiled all original documents and emails)o Administered calendars; coordinated and scheduled meetings and travel arrangements, and managed contactso Managed client intake process from conflicts check, new matter intake, and initial file creation o Coordinated with attorneys and billing department to prepare and finalize client billings and invoices o Assisted Finance team with inquiries related to accounts receivable o Maintained a good working rapport with clients which required discretion and judgment o Prepared reimbursement requests for attorneys through Chrome River and for client costs through Accounts Payableo Handled incoming and outgoing mail, faxes and scan documents o Performed other administrative duties required based upon the unique practice of attorneys o Entered and proofread attorneys timeEDUCATIONHINDS COMMUNITY COLLEGE, Pearl, MississippiGeneral Studies, 1987-1989PEARL HIGH SCHOOL, Pearl, MississippiGraduated, 1987SKILLSProficient in Microsoft Office SuiteFilesite Document Management SoftwareElite and Aderant Billing SoftwareElite Webview Timekeeping SoftwareElectronic FilingDictaphone10-key calculatorSwitchboardProactive self-starterExcellent written and verbal communication skillsSuperb attention to detail, as well as organizational and multitasking skills Excellent client service skills and ability to work on multiple matters simultaneously in an organized manner Ability to work under pressure to meet deadlinesREFERENCES AVAILABLE UPON REQUEST |
