Summary
Overview
Work History
Education
Skills
Timeline
Generic

JONI R. CARTER

Norwalk,CT

Summary

Professional paralegal with strong background in personal injury law. Expertise in case management, legal research, and document preparation. Effective collaborator, adaptable to changing needs, and results-focused. Known for reliability, strong communication skills, and attention to detail.

Overview

21
21
years of professional experience

Work History

Personal Injury Paralegal

Casper & de Toledo
12.2016 - Current
  • PI paralegal with trial experience. Handle files from inception to resolution including: the collection, review and production of all discovery materials, draft and file pleadings, motions, discovery requests/responses, and other legal documents; prepare chronologies, exhibits, and binders for trial court use; perform court filings in both state and federal courts including e-filing and docket tracking; extensive interaction with clients and opposing counsel and their staff along with insurance companies and others involved in the litigation process

Independent Contract Transcriptionist

Net Transcripts
01.2004 - 12.2023
  • Company Overview: (Home Based online business)
  • Transcription of audio calls, webinars, meetings and investor calls for various corporate, government and academic entities through independent contract with web-based transcription service.

Real Estate Paralegal

Barr & Morgan
02.2014 - 11.2016
  • Paralegal responsible for residential and commercial real estate transactions. Compiled and prepared all necessary closing documents. Reviewed title searches and addressed any outstanding lien or assessment issues prior to closing. Prepared all documentation needed by banks for closing of commercial real estate matters. Utilized real estate software (Tara, Agent Net) for preparation and maintenance of client documentation and files. Heavy interaction with lenders, various city and state agencies, title companies etc. to obtain documentation needed for both residential and commercial closings, internet research as needed.

Personal Injury Paralegal

Barr & Morgan
01.2014 - 01.2015
  • Managed all aspects of personal injury and Worker's Comp client litigation files including gathering, organizing, summarizing and tracking client treatment, medical records, medical billing, payments, etc.. Heavy interaction with clients, insurance carriers, opposing counsel and various state agencies in assisting clients with issues related to insurance payments and client reimbursements, compliance with Worker's Comp rules and regulations, liens for medical treatment etc.. Drafted preliminary motions, pleadings, discovery responses and requests, performed legal research as required, assisted with attorney litigation practice in state (NY and CT), appellate courts and multiple district court jurisdictions, calendar and tickler file maintenance, as well as general office duties including transcription, filing, phone coverage, file maintenance, faxing, etcetera.

Legal Assistant

Kelly Legal Services
07.2013 - 11.2013
  • Temporary assignment supporting head of litigation department with responsibilities for preparation of legal documents, file management, time entry, client billing submissions, draft billing, opening & distributing mail, attorney calendar maintenance and routine office duties.

Paralegal

Merritt Staffing Services
01.2012 - 03.2013
  • Long term temp assignment reviewing, coding and summarizing large cache of electronic discovery within tight deadlines; legal research utilizing Lexis-Nexis, Westlaw and Internet sources, assistance with overall trial preparation.

Paralegal

Kelly Legal Services
03.2012 - 10.2012
  • Trust & Estates firm: Assisted in all areas of Trust and Estate practice including writing initial draft of motions, judgments, notices, affidavits, etc., prepared and filed documents with probate courts and conducted document research and record retrieval from probate court utilizing the court's on-premise computer system. Prepared Medicaid applications. Collected records needed for both Medicaid filings with the State of New York as well as challenges to agency decisions involving the denial or suspension of benefits. Assisted with the preparation of trust and estate documents including healthcare proxies, Wills, Living Wills, Revocable and Irrevocable Trusts and Power of Attorney documents. Conducted legal research in the areas of guardianship and family law as needed as well as attended and assisted in legal proceedings held in New York Surrogate and Civil Courts both in Westchester County and New York City.

Legal Assistant (Part time)

Law Office of Allan M. Cane
01.2010 - 01.2012
  • Assisted solo practitioner offering wide range of legal services involving family law, corporate law, workers compensation, personal injury and contract law; transcribed and filed various pleadings, motions, and other legal documents via e-filing in Connecticut and New York. Conducted legal research as needed, tracked short calendars, maintained files and performed general office duties including scheduling appointments and tracking and ordering office supplies.

Legal Assistant to Partner, Of Counsel and Two Associates

Boise, Schiller & Flexner
01.2008 - 01.2010
  • Litigation firm - Production of legal documents including correspondence, document research, document arrangements and general assistance for any attorney needs. Assisted in research for complex litigation, produced, maintained and updated various litigation and research binders.

Legal Assistant to two Partners

Goldman Gruder & Woods LLC
01.2005 - 01.2007
  • Provided litigation and real estate support services. Prepared and filed legal documents utilizing e-filing in Connecticut and Pacer for New York filing. Arranged and tracked marshals’ service of court documents as well as processed payments to marshals for services rendered. Organized and maintained client files and conducted and ordered credit searches and arranged for title searches for real estate practice. Transcribed and edited initial contracts for various real estate transactions and documents for new property developments including declarations, rules, bylaws and Public Offering Statements. Prepared, and forwarded to buyers, purchase agreements, amendments, acknowledgments of receipts for down payments and second deposits. Submitted required bank documents to establish individual buyer sub accounts for receipt of deposits into interest bearing trustee accounts. Updated and maintained Excel database and generated spreadsheets regarding purchases and down payments; ordered online title searches, reviewed and sent information to appropriate town clerk office; ensured appropriate recording of related documents including mortgages, promissory notes, liens and releases; updated Outlook address books for attorneys and maintained calendars; as well as to engage in extensive client contact and provide backup telephone coverage.

Education

Master of Arts - Paralegal Studies

George Washington University
Washington, DC
05.2016

BS - Psychology

Howard University
Washington, DC

Skills

District and State Court, e-filing utilizing Pacer and state court e-filing systems, Westlaw, LexisNexis, internet research, excellent writing skills, Microsoft Office, Microsoft Word, Excel, Outlook, PowerPoint, time sheet entry using various programs including PCLaw ; typing 85 wpm

  • Court filings
  • Calendar management
  • Medical records review
  • Discovery requests
  • Trial preparation
  • Motions drafting
  • Verbal and written communication
  • Notary public
  • Document editing
  • Microsoft Office Suite

Timeline

Personal Injury Paralegal

Casper & de Toledo
12.2016 - Current

Real Estate Paralegal

Barr & Morgan
02.2014 - 11.2016

Personal Injury Paralegal

Barr & Morgan
01.2014 - 01.2015

Legal Assistant

Kelly Legal Services
07.2013 - 11.2013

Paralegal

Kelly Legal Services
03.2012 - 10.2012

Paralegal

Merritt Staffing Services
01.2012 - 03.2013

Legal Assistant (Part time)

Law Office of Allan M. Cane
01.2010 - 01.2012

Legal Assistant to Partner, Of Counsel and Two Associates

Boise, Schiller & Flexner
01.2008 - 01.2010

Legal Assistant to two Partners

Goldman Gruder & Woods LLC
01.2005 - 01.2007

Independent Contract Transcriptionist

Net Transcripts
01.2004 - 12.2023

Master of Arts - Paralegal Studies

George Washington University

BS - Psychology

Howard University

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JONI R. CARTER