Baochai Zheng
Corporate Paralegal
Wayland,MA
Summary
Personable Corporate Paralegal with proven track record of success managing and leading Wind Energy NDA programs. Skilled in executing and summarization NDAs. Strong collaborator and committed to leading and inspiring teams to achieve shared goals. Passed WA State Bar Exam.
Overview
9
9
years of professional experience
18
18
years of post-secondary education
3
3
Certifications
Work History
Paralegal
SouthCoast Wind/OW North America/Golden State Wind
4 2022 - Current
- Review, edit, and execute NDAs to support Procurement, Supply Chain, Fisheries, Engineering, Commercial, etc.
- Summarize, categorize and update NDAs in spreadsheet monthly; create NDA SOP; create NDA preapproval list - negotiated agreeable terms.
- Manage Service Agreements: update template; review and negotiate terms; manage versions; seek execution; save records.
- Utilize Practical Law & past executed documents to draft legal documents, e.g
- NDA, MOU, Notice Letters, etc.
- Abstract Approval Agenda from Board Meeting Minutes & Board Written Consents into Board Approval Log.
- Manage Board Meeting Minutes, Board presenting PPTs, Board Written Consents, Operating Agreements and other company materials.
- Update corporate policies; maintain company Gift and Hospitality registry & Conflict of Interest registry; draft annual Ethics and Compliance Report including Refinitiv IDD analysis result; schedule and track attendance of Ethics & Compliance training meetings.
- Draft Corporate Biweekly Legal Reports and Summarize relevant company public information into Legal Appian Tool to answer to grandparent company's requests.
- Regulatory filings for company and subsidiaries.
- Perform legal research and legal analysis on Jones Act compliance, Carbon Border Adjustment Mechanism, Lee's River stakeholders research, Waiver of Subrogation, Corporate Transparency Act (CTA), etc.
- Codify discipline information for different legal documents from different departments in Aconex- corporate document management tool.
- Multitask and work across 3 projects at same time within limited amount of given time.
- Receive legal training on FIDIC, international arbitration, project finance, Knock for Knock insurance term, offshore wind reports, offshore wind guideline, global energy market, Ethics& Compliance, IDD, CFIUS etc.
- Coordinate with attorneys to schedule legal meetings and provide other business administration support as needed.
Case Manager/Paralegal Specialist- Compliance & Loan Officer & Team Lead
U.S. Small Business Administration
08.2020 - 12.2021
- Team Leadership in case management.
- Document review of compliance of regulations and rules.
- Both in legal and financial perspectives in service of clients and applicants' business needs.
- Legal savvy and legal efficiency in massive amount of loan processing audit and loan closing documents review.
- Quickly deal with multiple thousands of compliance cases over few months with up to $2,000,000 of loan proceeds disbursement per business.
- Request and review compliance of documentations from prospective business borrowers, e.g., federal tax returns, 4506-T, tax transcripts, business existence proof, schedule of liabilities, credit repull authorization, delinquent credit explanation, government issued photo ID, voided check, business property insurance, corporate board resolutions, LLC certificates, etc.
- Use multiple systems for quick processing of documents and safekeep of information including Rapid, Dynamics, Document Recovery Database, and multiple applications including Outlook, Excel, Word, Adobe, OneNote, Team for Covid Economic Injuries Disaster Loan, advance, targeted advance applications.
Logistics & Customs Compliance Manager
ACE INDUSTRIAL GROUP, INC
02.2016 - 04.2019
- Manage and audit certain vendor bills and supervising vendor work
- Maintain relationship & accountability with Custom Broker and ensure import and custom clearance in time, i.e
- CBP 3461 & CBP 7501 Forms compliance
- Recruit, hire, and arrange route trucking, ship lines, and custom brokers
- Track and renew Arrival Notice, Bill of Lading updates, invoices & packing lists and all necessary shipping documentations
- Assign daily work to team members and lead members to work efficiently in satisfaction of customers' requirements
- Weekly inventory update, research & summary; weekly inbound & outbound report through Excel, Word, and PowerPoint
- Basic knowledge of The Harmonized Tariff Schedule of United States 2019 and verify invoices, payments and trade agreements are correct
- Act as liaison between warehouse & customers and between sales & customers
- Daily interaction in trade agreement process and with drivers to ensure delivery goals met
- Supervise packaging, loading, and unloading correct tubing and casing couplings.
Case Manager/Legal Assistant
Littleton & Associates
07.2018 - 08.2018
- Request information and answer questions with clients via phone calls, emails/ Outlook, texts/ Zipwhip.
- Schedule & coordinate in drive the recorded statements, depositions, and court dates with witnesses, clients, and attorney.
- Translate for Chinese speaking clients to attorneys, doctors, insurance companies, rental cars, etc.
- Write, scan, fax, email, mail legal template documents such as Letter of Representation, Letter of Protection, HIPPA Form, MBMR Request with Affidavit, Reduction Request, Settlement Demand to auto insurance companies, medical providers, lien holders.
- Write, scan, fax, email, mail legal template documents such as Letter of Representation, Letter of Protection, HIPPA Form, MBMR Request with Affidavit, Reduction Request, Settlement Demand to auto insurance companies, medical providers, lien holders
- Proofread, correct grammar, spellings, format before sending out.
- Log into computer software system/ OneNote and record all necessary legal documents, corresponding emails, affidavits, records, attorney's calendars, etc.
- Maintain liaison between clients and attorneys and liaison between the attorneys and insurance adjustors.
- Use Outlook, Skype, OneNote, Word, Excel, and phone calls for office.
- Maintain all case information into OneNote.
- Open and close cases.
Supply Chain Coordinator
Dinkle Corporation, USA
08.2015 - 12.2015
- Trained with SAP SR3 in SD and MM modules.
- Communicate with clients and vendors through phone calls, emails/Outlook, mails and in person.
- Collaborate with headquarter in Taipei for monthly meetings, reports using PowerPoint and Word, Excel, and PDF.
- Trained with Goods Issue, Good Receipt, Sales Orders, Sales Return, Order Replacement and Goods Exchange, Debit Note, Credit Note procedures, etc.
- Documentation and translation (Chinese - English) of SAP training material using Visio and Excel.
- Responsible for creating, monitoring, and changing of Purchase Order and Purchase Requisition and keeping track of open Purchase Orders.
Cargo Freight Operation Coordinator
USA Golden Key
04.2015 - 09.2015
Education
Master of Laws (LLM) - International Business Transaction, Business Association, Trial Advocacy
Washington University in St. Louis
St Louis, MO 05.2001 - 05.2019
Bachelor of Laws - Maritime Law
Jimei University
Xiamen, Fujian ChinaMaster's degree - Department of Political Science
University of Missouri-Columbia
Columbia, MOSkills
Case Management
undefinedWebsites
Certification
Massachusetts Notary Public
Languages
Chinese
Hokkien
English
Publications
- The Effects of International Organization on Civil War Duration
- "On 'Lost or Not Lost' Clause under the 1906 United Kingdom Marine Insurance Act."
Timeline
Case Manager/Paralegal Specialist- Compliance & Loan Officer & Team Lead
U.S. Small Business Administration
08.2020 - 12.2021
Case Manager/Legal Assistant
Littleton & Associates
07.2018 - 08.2018
Logistics & Customs Compliance Manager
ACE INDUSTRIAL GROUP, INC
02.2016 - 04.2019
Supply Chain Coordinator
Dinkle Corporation, USA
08.2015 - 12.2015
Cargo Freight Operation Coordinator
USA Golden Key
04.2015 - 09.2015
Master of Laws (LLM) - International Business Transaction, Business Association, Trial Advocacy
Washington University in St. Louis
05.2001 - 05.2019
Paralegal
SouthCoast Wind/OW North America/Golden State Wind
4 2022 - Current
Bachelor of Laws - Maritime Law
Jimei University
Master's degree - Department of Political Science
University of Missouri-Columbia
Massachusetts Notary Public
LexisNexis Research Proficiency
Washington University School of Law Litigation Certificate
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