Kerri-Anne Boyle
Kingston,Ma
Summary
Account and customer service representative with high productivity in fast-paced legal environments. Legal research, document drafting, and case management expertise. Clear communication, time management, and issue resolution skills.
Overview
26
26
years of professional experience
Work History
Legal Assistant – Family Law - Fiduciary Litigation
Bowditch Attorneys
Boston, Ma
10.2024 - 07.2025
- Prepared, proofread, and formatted legal documents to ensure compliance with legal standards.
- Drafted and finalized engagement letters to facilitate clear communication of terms.
- Organized and distributed legal documents for attorney and client review.
- Managed attorney schedules, including appointments, meetings, and travel arrangements.
- Assisted with billing processes, including time entry and addressing client inquiries.
- Drafted corporate filings for registered agents and state agencies as required.
- Oversaw post-closing processes by preparing closing binders and deal summaries.
- Coordinated venture deal closings, ensuring timely upload of all necessary documents.
Real Estate Legal Assistant
Triffletti and Costa, P.C.
Plymouth, MA
10.2022 - 10.2024
- Worked directly with head paralegal handling all aspects of the residential and commercial real estate conveyancing in Massachusetts.
- Draft, proofread, and file or send legal documents, such as motions or letters of intent.
- Researched, monitored and submitted correspondence via the probate court database and in person at area probate court houses. Tracking dockets within the probate and civil court databases.
- Tracked, ordered and submitted original discharges and title documents within each county's online database and land court.
- Organized and developed comprehensive estate planning binders to support client estate management and documentation.
- Perform legal and background research when requested.
- Managed incoming communications by screening, directing, and prioritizing calls and emails for legal staff.
- Scheduled and produced new and existing clients with counsel, while maintaining the client portfolios new "redwells."
- Entering attorney's daily client billing loggings into database and preparing monthly bills while submitting to client electronically and USPS.
Administrative Assistant
Lavishly Dunn
Hanover, Ma
09.2022 - 10.2023
- Managed front office operations including phone systems, event scheduling, staffing organization, mail processing, and accounts payable/receivable.
- Oversaw event execution at venues, coordinating with staff and clients to deliver a timely, organized, and professional experience.
- Collaborated with clients to finalize venue arrangements and catering solutions while adhering to budget constraints.
Loan Analyst
CROSSCOUNTRY MORTGAGE
08.2018 - 09.2022
- Liaison for the borrower, underwriter, loan originator and lender through the entire mortgage process.
- In-depth review of income, tax returns & supporting assets to qualify loan prior to underwriting assessment.
- Reviewed all initial disclosures for compliance with Trid, Change of Circumstances and Loan Estimate.
- Managed weekly pipeline reviews and monitored milestone dates for 30-45 loans to ensure timely processing.
- Coordinated closings with brokers, borrowers, attorneys, and closing department, ensuring adherence to rate lock timelines.
- Multitasked in fast-paced environment, maintaining high-quality processing and achieving minimal errors.
- Ability to work in a 2-touch process flow for conventional, FHA & VA residential loans.
- Worked remotely to manage mortgage processes efficiently.
Sales Assistant - Business Development
GUARANTEED RATE
Hingham, Ma
09.2015 - 08.2018
Elite Mortgage Consultant – Team Lead
GUARANTEED RATE
Rockland, Ma
01.2010 - 09.2015
- Managed a pipeline of 80+ loans with an average monthly closing of 45 loans.
- Handled all aspects of the loan process and completed initial underwriting review with Freddie Mac, Fannie Mae, DO, FHA, VA Mass Housing, Condos, Co-Op and CEMA guidelines.
- Reviewed and organized complex files for regulatory compliance, proactively addressing potential issues within tight deadlines.
- Mentored new employees as team lead and trainer, facilitating smooth onboarding and knowledge transfer.
- Leveraged extensive product knowledge to support VP role and enhance team effectiveness.
JP MORGAN CHASE HOME FINANCE
Westwood, Ma
02.1999 - 01.2010
- Senior Loan Processor
- 2005 Senior Loan Closer / Post Closer / Funder – Promoted
- 2003 Branch Coordinator – Promoted
- 2001 Chase Global Investor Services
- 1999 Financial Control Accountant
Education
Business Degree -
Cape Cod Community College
01-1997
Skills
- All data, MS Word, MS Excel, Access, Lotus Notes, Main frame applications, Interleaf, Bloomberg, Power Point, Internet, Outlook, Doc uSign, Sales Force, Live Person, Web Ex, Encompass, Zoom, Byte, CRM, Google Drive, Mail Merge, Kofax Power PDF, Big hand Create, Net Documents, LMS, iManage, Chrome River
- Legal research
- Case management
- Document drafting
Timeline
Legal Assistant – Family Law - Fiduciary Litigation
Bowditch Attorneys
10.2024 - 07.2025
Real Estate Legal Assistant
Triffletti and Costa, P.C.
10.2022 - 10.2024
Administrative Assistant
Lavishly Dunn
09.2022 - 10.2023
Loan Analyst
CROSSCOUNTRY MORTGAGE
08.2018 - 09.2022
Sales Assistant - Business Development
GUARANTEED RATE
09.2015 - 08.2018
Elite Mortgage Consultant – Team Lead
GUARANTEED RATE
01.2010 - 09.2015
JP MORGAN CHASE HOME FINANCE
02.1999 - 01.2010
Business Degree -
Cape Cod Community College