Julie Wood
Tappahannock
Summary
Motivated self-starter with a proven track record. Keen in remote work environments, consistently demonstrating high productivity and efficient task completion. Strong work ethic and adaptability complemented by exceptional interpersonal skills. Proficient in time management, digital communication platforms, and data analysis, contributing effectively to team objectives. Skilled in problem-solving and collaboration to achieve project goals.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Executive Assistant
P & W, LLC
Remote
02.2026 - Current
- Monitored incoming emails, ensuring timely responses to all correspondence.
- Performed data entry tasks using various software programs, including MS Excel.
- Provided administrative support in preparing contracts, invoices, and essential business documentation.
- Organized complex calendars for appointments, meetings, and travel arrangements for managing members.
- Acted as liaison between members and stakeholders to facilitate effective communication.
- Managed invoices, reports, and proposals tailored to specific project needs.
- Addressed high-priority issues with discretion and professionalism.
- Developed efficient filing systems for quick information retrieval.
Loan Specialist I (Consumer Team Processor)
Colonial Farm Credit
Tappahannock
01.2022 - 01.2026
- Processed complex real estate loans for home purchases, lot purchases, and construction projects from approval to post-closing.
- Ensured compliance with TRID, RESPA, HMDA, and other regulatory requirements.
- Managed high-volume workload effectively with minimal oversight while multitasking.
- Facilitated smooth closings through open communication with loan officers, customers, attorneys, and title companies.
- Reviewed various reports for accuracy, including paid in full reports and collateral vault reports, correcting discrepancies as needed.
- Trained new employees on construction and real estate loans while implementing efficient processes developed throughout career.
- Maintained organized follow-up system for pending files, including rate lock-ins and post-closing searches.
- Prepared accurate loan documents timely for various loan types such as lines of credit and machinery loans.
Office Manager
Thomas Pelagatti, Attorney at Law
King George
06.2018 - 12.2021
- Managed high-volume settlement office, ensuring efficient operations and timely settlements.
- Processed all real estate files for Virginia and provided backup support for Maryland transactions.
- Corresponded directly with clients, including buyers, sellers, and agents to gather necessary settlement details.
- Maintained attorney's Facebook account, responded to inquiries, and promoted office services and locations.
- Assisted in hiring and interviewing incoming employees to strengthen team capabilities.
- Coordinated settlement processes with lenders, buyers, sellers, agents, and other companies to ensure compliance with deadlines.
- Prepared title work promptly to prevent delays in the settlement process.
- Facilitated checks for disbursement to relevant parties in a timely manner.
Register of Wills- Auditor 1
Prince George's County
Upper Marlboro
08.2016 - 06.2018
- Thoroughly examined probate procedures for accuracy and compliance with legal standards.
- Applied independent judgment in interpreting laws, policies, and procedures on estate asset protection.
- Assisted public and legal community without providing legal advice or counsel.
- Supported personal representatives and attorneys with necessary information to prepare account statements.
- Audited accounts of personal representatives and guardians to ensure fiscal responsibility.
- Reviewed vouchers to validate transactions against established statutes and court protocols.
- Directed amendments to rectify discrepancies in estate administration where necessary.
- Verified compliance of distributions with wills or intestacy laws before closing estates.
Register of Wills- New Estate Deputy 1
Prince George's County
Upper Marlboro
08.2015 - 08.2016
- Served as first line of contact for incoming estate matters and guardianships.
- Managed multiple daily telephone calls from attorneys and public inquiries.
- Provided professional support and guidance to grieving clients with compassion.
- Conducted database searches to obtain current estate information.
- Educated public on various estate paperwork and processes, ensuring state law compliance.
- Attended classes to enhance customer service skills and manage difficult interactions.
Legal Secretary
Thomas Pelagatti, Attorney At Law
Prince Frederick
08.2014 - 08.2015
- Prepared and processed legal documents, including subpoenas, pleadings, and motions, with precision and efficiency.
- Drafted wills, powers of attorney, living wills, and codicils for clients.
- Created deeds and contracts, along with articles of organization and operating agreements for LLCs.
- Attended legal meetings and client interviews, capturing critical notes to support case documentation.
- Conducted database searches to identify pertinent laws and prior court decisions, enhancing case strategies.
- Maintained active notary public commissions in Maryland and Virginia to facilitate legal processes.
- Managed real estate files throughout the lifecycle, ensuring comprehensive documentation for seamless transactions.
- Organized case files in both digital and paper formats for easy access and retrieval.
Education
Associates Degree - Paralegal Studies
College of Southern Maryland
La Plata, Maryland05-2013
High School Diploma -
La Plata High School
La Plata, Maryland06-2010
Bachelor of Science - Finance
Southern New Hampshire University
Hooksett, NH06-2026
Skills
- Self-starter
- Confidentiality and professionalism
- Data entry
- Customer service
- Executive support
- Strong problem solver
- Articulate and well-spoken
- Positive team player
- Confidentiality compliance
- Licenses: Notary Public, Virginia
- Administrative certifications
- Calendar management
- Loan estimates and closing disclosures
- TRID, RESPA, HMDA compliance
- Project coordination
- Document management
- Regulatory knowledge
Certification
Notary Public, Virginia
Timeline
Executive Assistant
P & W, LLC
02.2026 - Current
Loan Specialist I (Consumer Team Processor)
Colonial Farm Credit
01.2022 - 01.2026
Office Manager
Thomas Pelagatti, Attorney at Law
06.2018 - 12.2021
Register of Wills- Auditor 1
Prince George's County
08.2016 - 06.2018
Register of Wills- New Estate Deputy 1
Prince George's County
08.2015 - 08.2016
Legal Secretary
Thomas Pelagatti, Attorney At Law
08.2014 - 08.2015
Associates Degree - Paralegal Studies
College of Southern Maryland
High School Diploma -
La Plata High School
Bachelor of Science - Finance
Southern New Hampshire University