Anne Laurie Pierre Louis
Cambridge,MA
Summary
Experienced and dependable Document control professional eagerly seeking entry-level legal assistant opportunities.
Overview
7
7
years of professional experience
Work History
Senior Associate
State Street Corporation
03.2022 - 09.2023
- Collaborated across departments and levels of management to gain consensus on procedural documentation and identify workflow deficiencies
- Generated Loan IQ reports to conduct weekly and monthly BIC (Borrower-in-Custody of Collateral) research to determine loan eligibility
- Lead project efforts to onboard, upload, and track legal packages for various business units
- Prepared meeting agenda and minutes for distribution and record-keeping
- Trained and mentored new hires
Document Control Associate I
State Street Corporation
08.2019 - 03.2022
- Monitored incoming contracts and service agreements for correct terms and proper execution while adhering to deadlines
- Supported Loan Operations by maintaining the integrity and physical possession of legal files and escalating missing expected documents
- Compared data in the system of records against closing documents before saving, indexing, and uploading to the SharePoint and ECMS
- Coordinated electronic exchange of commercial real estate documents with external staff and archived original promissory notes upon delivery
DMC Project Administrator
State Street Corporation
07.2018 - 08.2019
- Researched legal document database for specific key attributes and completed tracking logs
- Verified and assigned the correct naming convention for over 10,000 contracts
- Analyzed 300+ loan documents to locate each Borrower and sub-fund’s respective identification numbers
Project Administrator
Boston Private Wealth & Trust Private Bank
02.2018 - 05.2018
- Prepared collateral valuations for loan advances and disbursements
- Assisted with UCC audit of 2000+ real estate and ABA-secured loans
- Researched ownership of interest by examining insurance policies and titles
Credit Quality Analyst
Bank of America
02.2017 - 01.2018
- Drafted loan agreements and provided status updates to Underwriters, Client Managers, and CSAs regarding booking and funding.
- Conducted customer due diligence and determined creditworthiness by ordering and reviewing insurance accords, UCC filings, and Good Standing certificates of new and existing Borrowers
- Verified customer accounts, voided checks and prepared Direct Debit Agreements and ACH forms
Education
Bachelor of Science - Business Management
Lesley University
Cambridge, MA2025
Certificate - Paralegal Studies
UMass Lowell
Lowell, MA2024
Skills
- Communication
- Detailed Oriented
- Time Management
- Decision-Making
- Project Management
- Proficient in Microsoft Suite, Loan IQ, CRM and Fiserv
Timeline
Senior Associate
State Street Corporation
03.2022 - 09.2023
Document Control Associate I
State Street Corporation
08.2019 - 03.2022
DMC Project Administrator
State Street Corporation
07.2018 - 08.2019
Project Administrator
Boston Private Wealth & Trust Private Bank
02.2018 - 05.2018
Credit Quality Analyst
Bank of America
02.2017 - 01.2018
Bachelor of Science - Business Management
Lesley University
Certificate - Paralegal Studies
UMass Lowell
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