JENNIFER SWENSON
Poughkeepsie,NY
Summary
Proven record of success providing administrative and operational support for attorneys and executives in fast-paced office environments. Highly adept at processing and filing documents for closings and other transactions, preparing wills and legal documents, setting and managing schedules, and coordinating front desk functions for offices. Ethical and self-motivated. Recognized for professional attitude and exceptional customer service, problem solving, organizational, and project management skills.
Professional due diligence analyst equipped to bring thorough investigative acumen and risk assessment capabilities to role. Proven ability to collaborate effectively with team members to deliver comprehensive reports. Committed to maintaining high standards and adapting to dynamic work environments.
Overview
15
15
years of professional experience
Work History
Paralegal/Manager
MORGAN STANLEY
03.2014 - 12.2022
- Reviewed trust and corporation documents regarding names and businesses to make sure there was no OFAC, Negative News, Fraud on the documents that would be a risk to do business with the client.
- Worked with Regional Managers, Underwriters, and Mortgage Consultants to screen clients for different Due Diligence issues.
- Held a weekly meeting with Underwriter Managers, Regional Managers, and Mortgage Consultants to review the files that were being flagged for different Due Diligence issues and made sure the files were moving forward.
- Prepared monthly metrics for the Due Diligence team to monitor work load to keep business operating within budget and increase profits.
- Reviewed Red Flags that were put on loans to see if the flag affected the mortgage.
Legal Secretary
MARTIN LAW GROUP
01.2013 - 01.2014
- Scheduled clients for appointments and supported 1 attorney and 1 paralegal
- Coordinated monthly seminars
- Prepared wills and legal documents for clients and attorneys
- Filed documents for courts and managed front desk functions
- Trained 2 new admins
Paralegal
QUARTARARO & LOIS, PLLC
01.2008 - 01.2013
- Provided legal and administrative support for 4 attorneys
- Trained 5 new employees
- Reviewed and scheduled home equities, lines of credit, refinances, CEMAs, end loans, and purchase loans for the Hudson Valley Federal Credit Union
- Processed files for closings and resolved title issues to prevent closing delays
- Supervised front desk as needed
Education
Associate of Applied Science - Paralegal Studies
Dutchess Community College
Poughkeepsie, NYSkills
- Clerical Support
- Customer Relations
- Document Management
- Event Management
- Staff Training
- Information Gathering
- Research and data collection
- Deadline monitoring
- Task prioritization
- Good judgment and decision making
Timeline
Paralegal/Manager
MORGAN STANLEY
03.2014 - 12.2022
Legal Secretary
MARTIN LAW GROUP
01.2013 - 01.2014
Paralegal
QUARTARARO & LOIS, PLLC
01.2008 - 01.2013
Associate of Applied Science - Paralegal Studies
Dutchess Community College
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