18800 Lina Street, # 814, Dallas, TX 214-543-9138 / Email – firstname.lastname@example.org
LEGAL EXPERTISE: Paralegal highly skilled in litigation involving Bankruptcy, Personal Injury, Medical
Malpractice, Foreclosure, Real Property litigation, Commercial Contracts, Commercial Leases, Real Estate
Transactions, Wrongful Termination, SEC Filings, Legal Research, Legal Compliance and Mortgage Banking
PROFESSIONAL EXPERIENCE - LEGAL
BANK OF AMERICA INC. 2010 – 2010
Paralegal III – (Project position)
Respond to incoming regulatory issues regarding loan modification, escrow, insurance, payment processing,
title disputes and foreclosure matters. Create and maintain customer relations inside and outside the company
with outside counsel in resolving complex mortgage and banking issues. Verify and investigate consumer
complaints and respond to them with the regulatory agencies in order to avoid legal proceedings. Draft legal
correspondence, utilize internal resources such as AS400, I-portal, Siebel, Outlook, Home Saver, MS Word,
MS Excel and BAC Database in responding to legal issues.
AMERICAN HOME MORTGAGE SERVICING INC. 2009 – 2009
Paralegal – Contracts Review Specialist (Project position)
Review commercial contracts and service agreements between the client and third party vendors. Create excel
spreadsheet to determine if the company is in compliance with government agencies and state / federal
regulations. Interpret legal documents and record the findings in a database to be used in determining if there
are any discrepancies in money market accounts or time demand deposits. Create a spreadsheet ledger on
contracts that need to be inventoried and requested from the Trustee.
HALO GROUP INC., LLC 2009 – 2009
Corporate Civil Litigation / Legal Compliance Paralegal
Draft state specific discovery documents, answer to summons and civil complaint. Create and maintain legal
database to include court information, attorney general and state specific websites. Conduct legal research on
legal compliance, trademark infringement, debt settlement statues, telemarketing statues, online e-filing, loan
modification statues and SEC filings.
McCARTHY, HOLTHUS & ACKERMAN, LLC 2008 – 2008
Real Property Litigation Paralegal
Draft motions, objections, answers, proof of claims, notices, orders and responses to discovery. Communicate
with clients, opposition Attorneys, courtroom deputy and Judges' office. Calendar hearings, client meetings
and monitoring pleadings filed on the docket. Update client system with documents, case information and
hearing results. Create documents and operate computer system using MS Word, Excel, New Track, Lenstar,
Vendorscape, Pacer and Trustee website. Provide responses to client questions, Attorney pleadings and
respond to debtor telephone calls.
THE COREA FIRM, P.L.L.C. 2008 – 2008
Bankruptcy – Foreclosure Litigation Paralegal (Project position)
Draft motions, affidavits, orders, complaints, summary / default judgments, notice of eviction, complaint for
forcible detainer, notice of suit, substitution of trustee, statement of breach, notice of foreclosure, notice of
substitute trustee, agreed orders, adequate protection order, motion to lift automatic stay, reaffirmation
agreement and notice of publication. Arrange foreclosure filing, trustee sale, process service, order title / UCC
search, research non-military status, scan documents for ECF filing
BRICE VANDER LINDEN & WERNICK, PC 2006 - 2008
Prepare motions, orders, affidavits and transmittal letters. Update Client system, monitored payments received
from debtors, trustee offices and clients. Review litigation documents and pleadings on Pacer. Draft responses
to Objection to Claim, Objection to Plan, Agreed Orders involving real property litigation. Review Notes,
Deed of Trust, Assignments, payment history, financial reports and modification agreements.
OLSON NICOUD & GUECK, LLP 2006-2006
Civil Litigation Paralegal
Prepare cases for Trial, indexing files and electronic filing on Pacer. Create trial notebooks, organize witness &
exhibit list, coordinate meetings between Attorneys and clients, contact mediators to set up Attorney
conference, arrange process service and client payments. Interview clients, set up depositions with court
reporter and conducted legal research. Prepare billing statements using Time Slips, calendar hearings and
appointments using Time Matters. Draft subpoenas, summons and petitions to be served on parties. Draft
Discovery documents such as Interrogatories, Request for Disclosure, Answers and Request for Production.
PARALEGALS PLUS 2005-2006
Pre-Litigation Paralegal (Project position)
Review, monitor and index medical documents for litigation purposes. Enter client information into medical
database for litigation database.
PROFESSIONAL EXPERIENCE – MORTGAGE LENDING
CITI FINANCIAL MORTGAGE 2004 - 2005
Mortgage Business Analyst (Project position)
Test mortgage software programs for business application. Enter mortgage scenarios into the system to check
the accuracy of the mortgage process. Analyst must have excellent knowledge of Origination, Processing,
Underwriting, Closing and Funding loans. Generate daily reports and test the loans using Test Director
software program. Test defects after they have been identified and resolved.
COUNTRYWIDE HOME LOANS 2003 - 2003
FHA / VA Loan Processor
Process government loans through closing by verifying borrower’s loan information. Calculate ratios, order
title commitment, surveys, appraisals, insurance information, pay off statements, builder documents, and FHA
/ VA case numbers. Process must clear any underwriting issues; correspond with borrowers, closing agents,
Loan officers, Underwriters, Closers and Builders.
CTX MORTGAGE COMPANY 2002 - 2003
FHA/ VA Post Closing Specialist (Project position)
Audit, review and correct government loans that are not in compliance with VA / FHA guidelines. Review
files where discrepancies are found, correct mistakes on the Closing documents and request documentation so
that the loans can be endorsed by the agency.
CORESTAFF MORTGAGE SERVICES 2002 - 2002
Post Closing Specialist (Project position)
Audit, review and resolve exceptions on closed loans that are not in compliance. Communication with
managers, title companies, branch offices, closing agents and builders is essential. Resolve any underwriting
issues and request documentation to correct deficiencies.
ACCUBANC MORTGAGE 2001 - 2002
Resolution Desk Auditor (Project position)
Resolve loans that have been rejected by government agencies for non compliance. Entered mortgage
information on FHA connection, calculate underwriting computations and correct any errors made on the
borrower’s settlement statement.
CHASE MANHATTAN MORTGAGE 2001 - 2001
Wholesale Loan Processor
Review wholesale loans and coordinate the process between underwriting and closing. Communication with
brokers, loan officers, closers and underwriters is essential. Must be able to order flood certification, enter loan
information into the computer and clear any issues prior to final approval.
FIRST HORIZON HOME LOANS 1998 -/2001
Government Insuring Specialist
Audit and review each file for the accuracy and check all documentation to make sure the loan is in
compliance. Users will enter loan information into FHA connection and VA website to obtain mortgage
insurance certificate. It is important to be knowledgeable about purchase, refinance, new construction and
HUD home guidelines.
COUNTRYWIDE HOME LOANS 1998 - 1998
Loan Origination Specialist / Loan Processor II
Process conventional loans for borrowers. Work on Home Equity loans, streamline refinances and Jumbo
loans. Order appraisal, obtain pay off statement, subordination agreement, homeowners insurance, income
documents, credit report and verify loan information. Clear any conditions prior to underwriter’s approval and
draw closing documents for closer.
SOUTHEASTERN CAREER INSTITUTE, DALLAS, TX
General Practice Paralegal Certification, August 2005
ABA approved program
NORTHEASTERN STATE UNIVERSITY, TAHLEQUAH, OK
Bachelor of Science Degree in Business Administration
TULSA JUNIOR COLLEGE, TULSA, OK
Associate of Science Degree in Business Administration
OKLAHOMA STATE UNIVERSITY, STILLWATER, OK
Associate of Arts Degree in Hotel / Restaurant Management
Microsoft Office Software, Pro Docs, WestLaw, Quatro Pro, WordPerfect, Test Director, Bankruptcy Pro,
Time Matters, Time Slips, Lotus Notes, GroupWise, PACER, Mortgage Serv, Abacus, Doc Prep 3, MS Word,
Excel, Access, AS 400, New Track, LenStar.
Dallas Area Paralegal Association (DAPA), State Bar of Texas/Paralegal Division
National Paralegal Federation Association, State of Texas Public Notary
Service Veteran, Honorably discharged from United States Navy
USS Dale, Homeport - Charleston, South Carolina