Colleen Hallenbeck
Ringwood,New Jersey
Summary
Dedicated and professional paralegal with demonstrated strengths in customer service, time management and document preparation. Good at troubleshooting problems and building successful solutions. Excellent verbal and written communicator with strong background cultivating positive relationships and exceeding goals.
Overview
13
13
years of professional experience
Work History
Paralegal
Lindabury, McCormick, Estabrook & Cooper, PC
05.2017 - Current
- Prepared federal estate tax and gift tax returns
- Obtained tax identification numbers on behalf of estates, trusts and businesses
- Prepared inheritance and state (NJ, NY & PA) estate tax returns
- Assisted attorneys through estate administration proceedings from probate to the filing of refunding bond and release forms
- Communicated professionally with internal staff and external partners to build strong working relationships
- Upheld strict security and confidentiality of documents and data
- Worked closely with executors, heirs and beneficiaries to assure a smooth estate administration experience
- Prepared informal estate accountings.
Paralegal
Law Offices of Steven Robert Lehr, P.C
08.2015 - 05.2017
- Prepared documentation for real estate closings such as closing disclosures, settlement statements, and conveyance tax forms
- Prepared warranty deeds, quit claim deeds, and obtained payoff statements
- Ensured taxes were paid and prorated at the time of closing
- Coordinated and scheduled closing with all parties
- Extensive communication with clients, financial institution officers and counsel
- Performed title run downs prior to recording
- Prepared Medicaid applications and accompanying documentation for County Board of Social Services review
- Acted as liaison between clients and their designated County Board of Social Services representatives in regards to their Medicaid applications.
Paralegal
Reiter and Zipern, LLC
01.2013 - 08.2015
- Drafted and executed estate plan documents; last wills and testaments, durable powers of attorneys, health care proxies, living will declarations, revocable and irrevocable trusts, charitable remainder trusts and qualified personal residence trusts
- Coordinated the transfer of assets, deed preparation and recording
- Reviewed, recorded and catalogued contracts, due diligence mergers and dissolutions of corporations, partnerships and/or limited liability companies
- Managed court calendar and correspondence regarding appearances and responses due
- Processed estates through probate in New Jersey and New York
- Prepared and submitted charitable foundation applications for 501(c)(3) tax exempt status via the Internal Revenue Service.
Paralegal
Lambert, Weiss, Weisman & Gordon, LLP
02.2011 - 01.2013
- Prepared verified foreclosure complaints, Property deeds and assignments of mortgages for filing
- Corresponded with mortgage lenders as to status of foreclosure proceedings
- Coordinated and reviewed documentation for HAMP/ Loan Modification consideration
- Communicated with municipality tax assessors to verify map and assessment information.
Education
Paralegal Studies Program, ABA Approved Paralegal Certificate -
Fairleigh Dickinson University
Hackensack, NJ11.2010
Bachelors of Sciences - Business Administration -
Mansfield University
Mansfield, Pennsylvania05.1992
Skills
- Computer skills including MS Word, Excel, Outlook, Windows and MS Explorer
- Experienced with Javelan, Time Slips, Time Matters and GEMS
- Proficient in uploading court filings in PACER and ECF E-filing
- Notary Public State of New Jersey
- Self motivated with a positive and polite attitude
- Highly proactive with attention to detail, dependable, and extremely organized
- Problem solving and decision making
- Excellent communication skills
Timeline
Paralegal
Lindabury, McCormick, Estabrook & Cooper, PC
05.2017 - Current
Paralegal
Law Offices of Steven Robert Lehr, P.C
08.2015 - 05.2017
Paralegal
Reiter and Zipern, LLC
01.2013 - 08.2015
Paralegal
Lambert, Weiss, Weisman & Gordon, LLP
02.2011 - 01.2013
Paralegal Studies Program, ABA Approved Paralegal Certificate -
Fairleigh Dickinson University
Bachelors of Sciences - Business Administration -
Mansfield University
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