Supportive Eligibility Specialist with extensive application engagement and dedicated service skills. Bilingual professional with skill to maintain accurate records, schedule appointments and handle various administrative responsibilities.
Overview
14
14
years of professional experience
Work History
File Intake/Paralegal
Bendett & McHugh, P.C
05.2022 - 01.2024
I open files for the foreclosure cases
The process of opening a file that is used is called ProLaw
In ProLaw, there are many tabs that are to be used
The websites that clients use are BlackKnight, Tempo, PennyMac, Venderscape
Other websites that are to be used to open files are Accrin, National and State Bankruptcy, Military
The process of opening a file is to have Note, Mortgage, Demand Letter, EMAP Letter, Monthly Statement and Payoff Figures
When all the documents are provided then the process goes by quicker
To finish opening a file, is to draft an FDCPA letter
There are clients that has specific instructions, such as if borrowers are deceased, then to send an email to client letting them know
Also there are clients that the first five numbers of social security to be redacted
Other websites that are used are the USPS for tracking the letters, probate search are any borrowers that are deceased
Also some clients have the scra/pacers that have to be done an a particular date
There is a client that uses a specific website to be able to find the documents.
Paralegal/Legal Assistant
McCalla Raymer Liebert Pierce, LLC
10.2018 - 04.2020
Open new files
To open a file in a website called ProMatters, needed to request from the clients for the note, mortgage and payoff figure
A letter needed to be issued to the borrower stating that the bank has retained us
Search website for social security numbers, also check for Pacer and SCRA
Learned different clients website such as: BFKS, Tempo, Venderscape, and ProMatters
Received Marshals Return of Service from the Marshal, has to make sure that the return matches with the summons
Able to e-file the Connecticut Judicial Website
Update clients with the docket number and Return of Service from the Marshal
Amended Summons and Request to Amend Summons
Follow up with the Marshal for the Return of Service and Supplement
Make sure before proceeding with e-filing that the client has not placed the file on hold
Updated clients with information on the files
Work on any other task that need to be done/assign.
Paralegal
The Law Office of Robert A. Ziegler
09.2017 - 08.2018
Schedule appointments and answer telephone calls
Open new files; send demand letters
Prepare Summons, Complaint, Lis Pendens, Mechanics Liens
Prepare Motion for Default with Judgment Payments, prepare different types of motions, calculate debt, prepare affidavit of attorney fees, affidavit of client fees
Prepare payoff letters, return check letter
Prepare Motion for default to appear/plead
Prepare Demand for Disclosure of Defense
Update interest for clients
Prepare foreclosure mechanic liens; complaint and summons, prepare letter to Marshal for service
Prepare Examination of Judgment Debtor, Subponea on the defendants
Prepare property execution
Able to e~file with the Connecticut Judicial Website
Able to work on the Bankrupty website and federal court
Closed files.
Paralegal/ Payoff
The Law Offices of Juda J. Epstein
02.2016 - 09.2017
Drafted and prepared outgoing payoff information and agreements for Debtors
Direct contact between Debtors and senior attorney
Meet with Debtors to review legal documents
Schedule appointments and answer telephone calls
Drafted legal documents such as summons and complaints, collection letters, verification of debt, disbursement letters, mortgage holders letters and statements
Updating statements for the Benchmark Municipal Tax Services.
Cashier
Target
08.2009 - 04.2016
I provided customer service and taught new employees training and mentorship. Worked on inventory, restocking, and redirecting store assets. Promoted customer satisfaction and safety.