Alan Smith
Atlanta,GA
Summary
Driven bankruptcy professional with extensive experience at McCalla Raymer Leibert Pierce, LLC, excelling in legal document preparation and client relations. Demonstrated ability to manage critical deadlines, enhance efficiency, and maintain high compliance standards in bankruptcy processes. Skilled in Microsoft Office Suite and Power BI, showcasing a blend of technical proficiency and self-motivation. Experienced Client Liaison proficient in service, sales and administrative functions.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Client Liaison
Mccalla Raymer Leibert Pierce LLC
09.2022 - Current
- Managed proof of claim portfolio for the firm's largest client.
- Analyzed upcoming deadlines and distributed workload accordingly.
- Collaborated with attorneys, clients, and management to ensure our files met various deadlines.
- Organized meetings, presentations, and trainings to maximize efficiency.
- Enhanced client relations by communicating statuses and escalating time sensitive material.
Legal Assistant
Mccalla Raymer Leibert Pierce, LLC
09.2018 - 12.2020
- Prepared proof of claims, amended proof of claims, transfer of claims, supplemental proof of claims, and document withdrawals.
- Updated clients with results of attorney plan review results.
- Filed proof of claims to meet bar dates.
- Reviewed client systems to ensure product and step statuses were current.
- Maintained strict confidentiality, protecting sensitive client information as required by legal ethics and regulations.
Appraisal Specialist
Ameris Bank
12.2020 - 09.2022
- Ensured orders for appraisals were placed timely to meet closing deadlines on mortgage loans.
- Maintained compliance with FHA, VA, and conventional loan processes.
- Communicated with Appraisers to ensure appointments were scheduled and completed.
- Connected interested parties in appraisal statuses, revisions, and results.
- Submitted information to assign case numbers to necessary mortgage applications.
Education
Bachelor of Science - Business Administration
Oglethorpe University
Atlanta, GA05.2018
Skills
Microsoft Word, Excel, Powerpoint, OneNote, Power BI
Bankruptcy experience
Legal document preparation
Self Motivated
Certification
- Certificate in Business Analytics, Oglethorpe University 2020
Timeline
Client Liaison
Mccalla Raymer Leibert Pierce LLC
09.2022 - Current
Appraisal Specialist
Ameris Bank
12.2020 - 09.2022
Legal Assistant
Mccalla Raymer Leibert Pierce, LLC
09.2018 - 12.2020
Bachelor of Science - Business Administration
Oglethorpe University
- Certificate in Business Analytics, Oglethorpe University 2020
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