Workfront
Jessica Thomas
Paralegal
Smithfield,NC
Summary
Driven Paralegal successful at thriving in high stress, high-pressure environments and situations involving constant change and vast ambiguity in data and instruction. Seeking a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Paralegal/ Board of Directors Executive Assistant
Legal & General America
09.2018 - 09.2021
- Legal liaison to other departments and administrator of anti-fraud and mandated employee annual trainings
- Maintained the Company document repositories, and ensured timely entry of information into Corporate Summary Sheets, Company contracts, and other databases
- Prepare drafts and files such as, corporate documents, contracts, abstracts, spreadsheets, statements, amendments, presentations, etc
- Fulfilled document requests, document management, and legal database management
- Assisted with incorporation/formation of entities, including qualifications, amendments, withdrawals, mergers and dissolutions of U.S and International subsidiaries
- Independently responded to subpoenas, tax levies, garnishments, requests for records and other legal processes in accordance with applicable law and company procedures
- Responded to regulatory-related requests and reviewed documents for compliance with regulatory requirements of various state departments of insurance
- Drafts, edits, and proofreads external advertising material for approval and recording into required databases
- Managed the governance of assigned vendors and their relationships in compliance with Vendor Management Policy and Program Procedures
- Project lead, creator, administrator, and subsequent trainer of all staff on new CMS marketing database, Workfront, to comply with state regulations.
- Executive assistant to Board of Directors and its Committee members
- Streamlined preparation and distribution of documents for the Board/ committee meetings, arranged board members travel, ground transportation, and meals; maintain physical Minute Books; Digitized and archived Board/committee materials
- Administrator of Legal Department Intercompany website and outside inquiry for internal and external communications
Paralegal/ Processing Manager
US Annuity Services, LLC
07.2017 - 08.2018
- Implemented processes to organize and maintain documents in a paper and electronic filing system
- Review client files, keeping in constant contact with the client as well as preparing all necessary documents for filing in court and servicing information for all interested parties
- Draft contracts, affidavits as well as other formal statements that may be used as supporting documents in court
- Daily correspondence with outside counsel across the country and their paralegals
- Research clients and prior civil cases using Courtlinks and Clear
- Requested clients' credit, researched State and Federal tax liens, UCC Liens and other pertinent information relevant to clients
- Keep all company records, running reports and planning monthly budgets in salesforce
- Oversee the entire legal and processing department to ensure deadlines are met and processes are being followed
- Improved contract processing and boosted productivity by streamlining all request and review processes.
- Worked with financial parties to negotiate interest rates and fund transfers approved in Court.
Paralegal/ Processing Manager
Reliance Funding, LLC
09.2015 - 05.2017
- True Vision Funding, LLC changed company names under new management.
Paralegal
True Vision Funding, LLC
01.2015 - 09.2015
- Organize and maintain documents in a paper and electronic filing system
- Review client files, keeping in constant contact with the client as well as preparing all necessary documents for filing in court and servicing information for all interested parties
- Draft contracts, affidavits as well as other formal statements that may be used as supporting documents in court
- Daily correspondence with outside counsel across the country and their paralegals
- Research clients and prior civil cases using Courtlinks and Clear
- Pull clients' credit, research State and Federal tax liens, UCC Liens and other pertinent information relevant to our client
- Keep all company records, running reports and planning monthly budgets in salesforce
- Oversee the entire legal and processing department to ensure deadlines are met and processes are being followed.
Paralegal
Secure Horizon Settlements
08.2013 - 01.2015
- Reviewed legal documents and forms in order to ensure correctness
- Developed more efficient procedures for contracts' workflow, including creation, checking, sending, receiving, and filing of the quickly growing company also implemented automations
- Directly worked with outside counsel on all civil cases and reviewed draft motions, orders and stipulations
- Familiar with all state laws of the Structured Settlement Protection Act; confirmed that all documents were compliant
- Assisted and reported directly to General Counsel.
Receptionist/Office Manager
Secure Horizon Settlements
04.2013 - 08.2013
Receptionist/Office Manager
Beco Management
06.2011 - 02.2013
Receptionist/Accountant
Eapen Enterprises
09.2010 - 04.2011
Education
Achieved credits towards Bachelor's Degree in Legal Studies, minor in Law for Business -
University of Maryland University College-Online Classes
09.2020
Associates Degree in Paralegal Studies -
Penn Foster College-Online Classes
05.2015
Skills
- Salesforce
- Notary Public
- Problem-solving abilities
- Effective Multitasking
- Workfront
- Thompson Reuters CLEAR,
- Courtlinks
- Proficient in MS Office
- Case Management
- Risk Management
- Legal Compliance
- Document drafting
- Legal Research
- Administrative Support
- File and Records Management
- Contract Review
Certification
- Paralegal Training - 11 years
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeContract WorkWork Location
RemoteImportant To Me
Work-life balanceCareer advancementWork from home optionHealthcare benefitsSoftware
Salesforce
Microsoft Office
Lexis Nexis
CLEAR
Thompson Reuters
DocuSign
TalentLMS (employee training program)
Datasite
Diligent Board Portal Software
CSI compliance software
Timeline
Paralegal/ Board of Directors Executive Assistant
Legal & General America
09.2018 - 09.2021
Paralegal/ Processing Manager
US Annuity Services, LLC
07.2017 - 08.2018
Paralegal/ Processing Manager
Reliance Funding, LLC
09.2015 - 05.2017
Paralegal
True Vision Funding, LLC
01.2015 - 09.2015
Paralegal
Secure Horizon Settlements
08.2013 - 01.2015
Receptionist/Office Manager
Secure Horizon Settlements
04.2013 - 08.2013
Receptionist/Office Manager
Beco Management
06.2011 - 02.2013
Receptionist/Accountant
Eapen Enterprises
09.2010 - 04.2011
Achieved credits towards Bachelor's Degree in Legal Studies, minor in Law for Business -
University of Maryland University College-Online Classes
Associates Degree in Paralegal Studies -
Penn Foster College-Online Classes
- Paralegal Training - 11 years
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