Professional with strong background in legal support, equipped to handle a variety of tasks in a fast pace environment.
Overview
16
16
years of professional experience
Work History
Paralegal
The Berman Law Group
10.2022 - Current
Case Management & Client Communication: Managed personal injury cases from start to finish, including maintaining regular communication with clients and attorneys to ensure all aspects of the case progressed smoothly.
Document Drafting & Filing: Drafted and filed legal documents including complaints, summons, discovery requests, and demand letters. Ensured compliance with filing requirements and deadlines.
Medical Record & Billing Review: Reviewed police reports, medical records, medical billing statements, and PIP/Med Pay logs. Analyzed health insurance liens and provider liens to assess the impact on settlement outcomes.
Settlement & Negotiation: Drafted demand letters to insurance adjusters, negotiated medical billing reductions, and communicated with insurance companies to secure settlements.
Medical Treatment Tracking: Coordinated and tracked clients’ medical treatment, ensuring timely follow-up with healthcare providers. Maintained accurate records of all medical treatments and expenses related to the case.
E-File Management: Utilized legal management software (Aderant Total Office, Filevine) for document management, case tracking, and e-filing. Managed case files in online filing portals and CRN portals for efficient access and updates.
DocuSign & Filing Portals: Proficient in the use of DocuSign for electronic signatures and managed e-filing through various filing portals, ensuring secure and timely submission of legal documents.
Settlement & Final Documentation: Drafted detailed settlement statements and provided clients with clear breakdowns of settlements, medical expenses, and legal fees. Collaborated with attorneys to ensure the accuracy of all financial documentation.
Loan Processor
NP INC
12.2021 - Current
Maintain pipeline for 6 loan officers, keeping contact with all borrowers from loan application to closing.
Requesting and collecting conditions of the approval.
Verify all information collected by the Loan Officer is complete and accurate.
Calculate income.
Verify assets and credit history.
Order VOEs, VODs, VOMs, tax transcripts, social security verification, title work, appraisals, hazard insurance, credit supplements, etc.
General knowledge with FHA, VA and conventional loans.
Experience with Microsoft Word, Excel, Outlook, Adobe, DocuSign, Share drive, DU, LP, AIQ, SimpleNexis and Encompass
Processing Manager
CrossCountry Mortgage
05.2020 - 11.2021
Oversees a team of 6 processors managing pipelines of 20-30 loans each.
Following all loans through to closing.
Training all processors with no mortgage experience from the ground up.
Requesting and collecting conditions of the approval.
Assisted my team with Verifying all information collected by the Loan Officer is complete and accurate.
Calculate income.
Verify assets and credit history.
Order VOEs, VODs, VOMs, tax transcripts, social security verification, title work, appraisals, hazard insurance, credit supplements, etc.
General knowledge with FHA, VA and conventional loans.
Experience with Microsoft Word, Excel, Outlook, Adobe, DocuSign, Share drive, Blend, DU, LP and Encompass
Senior Loan Processor
Choice Mortgage Bank INC
05.2018 - 05.2020
Maintain pipeline for 8 loan officers, keeping contact with all borrowers from loan application to closing.
Requesting and collecting conditions of the approval.
Verify all information collected by the Loan Officer is complete and accurate.
Calculate income.
Verify assets and credit history.
Order VOEs, VODs, VOMs, tax transcripts, social security verification, title work, appraisals, hazard insurance, credit supplements, etc.
General knowledge with FHA, VA and conventional loans.
Experience with Microsoft Word, Excel, Outlook, Adobe, DocuSign, Share drive, DU, LP and Byte
Loan Processor
Reach Home Loans
09.2017 - 05.2018
Maintain pipeline for 6 loan officers, keeping contact with all borrowers from loan application to closing.
Requesting and collecting conditions of the approval.
Verify all information collected by the Loan Officer is complete and accurate.
Calculate income.
Verify assets and credit history.
Order VOEs, VODs, VOMs, tax transcripts, social security verification, title work, appraisals, hazard insurance, credit supplements, etc.
General knowledge with FHA, VA and conventional loans.
Experience with Microsoft Word, Excel, Outlook, Adobe, DocuSign, Share drive, DU, LP and Encompass.
Loan Processor
Presidential Mortgage Group
10.2013 - 07.2017
Maintain pipeline for 5 loan officers, keeping contact with all borrowers from loan application to closing.
Requesting and collecting conditions of the approval.
Verify all information collected by the Loan Officer is complete and accurate.
Calculate income.
Verify assets and credit history.
Order VOEs, VODs, VOMs, tax transcripts, social security verification, title work, appraisals, hazard insurance, credit supplements, etc.
General knowledge with FHA, VA and conventional loans.
Ordered office supplies.
Submitted loan officer expense reports.
Experience with Microsoft Word, Excel, Outlook, DU, LP and Calyx Point.
Certified Notary Public.
Registered with the NMLS.
Loan Officer Assistant/ Jr. Loan Processor
Presidential Mortgage Group
10.2012 - 01.2013
Maintain pipeline for one loan officer.
Loan prequalification's.
Managing all loans from the time of loan application to closing.
Keeping contact with all borrowers to ensure their understanding in the loan process, requesting and collecting conditions of the approval.
Ordering VOEs, VODs, VOMs, tax transcripts, title work, appraisals, hazard insurance, credit supplements, etc.
General knowledge with FHA, VA and conventional loans.
Experience with Microsoft Word, Excel, Outlook, DU, LP and Calyx Point.
Certified Notary Public.
Registered with the NMLS.
Administrative Assistant/ Jr. Loan Processor
Presidential Mortgage Group
10.2009 - 01.2012
Greet all customers upon arrival.
Pre-processing mortgage loans to include but not limited to, preparing files, pulling credit, supplements to credit reports, verifying income information, ordering tax transcripts, ordering and viewing appraisals.
Preparing expense reports.
Experience with Microsoft Word, Excel and Outlook.
General day to day assistant duties supporting multiple Loan officers, to include but not limited to filing, copying, scanning.
Create letters, flyers and spreadsheets.
Answering multiple phone lines and directing calls, or taking messages.
Manage customer database for multiple people.
Manage all mail and FedEx shipments, incoming and outgoing.
Certified notary public.
Order and keep necessary inventory of all office supplies.
Education
RICHARD BLAND COLLEGE -
RICHARD BLAND COLLEGE
Prince George, VA
12.2004
ADVANCED DIPLOMA -
Prince George High School
Prince George, VA
06.2003
Skills
Legal research
Proficient in MS office
Case management
Client communication
Timeline
Paralegal
The Berman Law Group
10.2022 - Current
Loan Processor
NP INC
12.2021 - Current
Processing Manager
CrossCountry Mortgage
05.2020 - 11.2021
Senior Loan Processor
Choice Mortgage Bank INC
05.2018 - 05.2020
Loan Processor
Reach Home Loans
09.2017 - 05.2018
Loan Processor
Presidential Mortgage Group
10.2013 - 07.2017
Loan Officer Assistant/ Jr. Loan Processor
Presidential Mortgage Group
10.2012 - 01.2013
Administrative Assistant/ Jr. Loan Processor
Presidential Mortgage Group
10.2009 - 01.2012
ADVANCED DIPLOMA -
Prince George High School
RICHARD BLAND COLLEGE -
RICHARD BLAND COLLEGE
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