Kimberly J. Morgan
Winston-Salem,NC
Summary
Legal professional with extensive experience in providing top-tier administrative and legal support. Proven track record of managing case files, conducting thorough legal research, and assisting in trial preparation. Highly reliable team player with strong focus on efficiency and adaptability in fast-paced legal environment.
Overview
25
25
years of professional experience
Work History
Paralegal Specialist
Department of the Navy
01.2023 - 01.2024
- Company Overview: Remote Contractor for Department of the Navy
- Camp Lejeune Tort Claims Litigation Classified Contract Ended 9/6/2024
- Tier 1 Security Clearence Paralegal/Legal Technician support for the Camp Lejeune Water Contamination Tort Litigation on behalf of the new Camp Lejeune Justice Act, enacted August, 2022, for the Office of the Judges Advocate (Navy JAG)
- Processed and extracted raw data of claims from Individual and Law Firms bulk claims into an Excel Spreadsheet for specifications and claimant information to a new Claims Management System specific to containing electronic records of claimants
- Analyze and Presumptive Conditions with correct Medical Terminology
- Analyze Law Firm Bulk filing and Claimant Data by MS Excel Spreadsheets
- Supervised and managed as Team Lead of 5 Paralegals/Legal Technicians
- Performed various other Data Entry Excel Spreadsheet Projects for claimant information and various other administrative duties
- Remote Contractor for Department of the Navy
- Camp Lejeune Tort Claims Litigation Classified Contract Ended 9/6/2024
Legal Assistant
Texas Rent Relief Program
01.2023
- Company Overview: Remote Contractor for Texas Rent Relief Program/ERAP Rental Assistance
- Customer service: Developed and maintained relationships with program clients, program applicants, and Landlords and Tenants for rent relief
- Customer service: Developed and Maintained relationships with program clients, program applicants, and Landlord/Tenant in the State of Texas
- Collaborated policies to applicants for approval of Rental Assistance within the program
- Monitored delivery of Tenant's documents to conform/qualify with the program
- Managed Program for Applicant's Statuses to qualify for the Texas Rent Relief Program and approval for payment
- Remote Contractor for Texas Rent Relief Program/ERAP Rental Assistance
Legal Assistant
LHH/Pennsylvania Homeowner's Assistance Fund Program
01.2022
- Company Overview: Remote Contractor for LHH/Pennsylvania Homeowner's Assistance Fund Program
- Collaborated of policy to outside agencies and applicants
- Monitored delivery of data to/from mortgage servicers via CDF file process
- Multiple Microsoft Spreadsheet
- Collected Payoff statements, lien releases, subordination applications, short sale and other loss mitigation applications
- Managed different Program Applicant statuses with Bankruptcy cases, foreclosures cases, tax sales, and claims for excess foreclosure proceeds and payoffs
- Remote Contractor for LHH/Pennsylvania Homeowner's Assistance Fund Program
Legal Assistant
Special Counsel
01.2020
- Company Overview: Remote Contractor for Special Counsel with the U.S
- Small Business Administration
- Public Trust Clearance for the SBA
- Loan Processing Reviewer for the EIDL Loan/Advances
- Reviewing and verifying Loan for EIDL Applicants
- Various Spreadsheet Projects for the SBA such as
- DRD Software Application Review
- Account Funding Review
- DBA Application Review
- Blake Project Review
- PDC Email Review
- Rapid Triage Review & processing
- Remote Contractor for Special Counsel with the U.S
- Small Business Administration
Paralegal
Wharton, Levin, Ehrmantraut & Klein, Attorneys at Law
01.2007
- Medical Malpractice Law for the Defense
- Litigation between Medical Malpractice Insurance Co
- For the Defense
- Court filings, electronic filings, prepare & schedule depositions
- Trial Prep., obtain and prepare discovery, medical records analysis for chronology
- Obtain Physician Expert Witnesses for Medical Record Reviews
- Draft memos, correspondence, depositions, litigation trial books, discovery and responses
Contractual Transcriptionist
01.2008 - Current
- Company Overview: Contractual Transcriptionist Medical/Legal
- Legal Transcriptionist for Baltimore City Maryland Circuit Court, Criminal, 2014 -2015
- Legal Transcriptionist for the North Carolina Administrative Office of the Courts, 2018
- Criminal Hearings and Juvenile Appeals, NC
- Transcriptionist for Depositions, Reporting Agencies and Court Reporting Agencies across the nation
- Notary Public for the State of Maryland and North Carolina
- Contractual Transcriptionist Medical/Legal
Legal Assistant
Highlight Technologies
01.2021 - 12.2021
- Company Overview: Remote Contractor for Highlight Technologies with the U.S
- Small Business Administration Contract Ended 12/30/2021
- Public Trust Clearance for the US SBA
- Various Spreadsheet Management Projects for the SBA such as
- DRD Project Review
- Bank Letter Verification Team & Review Contacting Banks and verifying
- Account Numbers and Routing Numbers for Loan Payouts
- Provided verifications to Attorneys and Paralegals to set up accounts for funding
- Remote Contractor for Highlight Technologies with the U.S
- Small Business Administration Contract Ended 12/30/2021
Legal Assistant/Secretary
McChesney & Dale, P.C.
01.2003 - 01.2007
- Long and Short Term; Disability Claims and Appeals
- Litigation and Arbitration matters regarding ERISA
- Managing Union Representatives and Members, Client Interview
- Transcribed Medical Appeals, Correspondence, Pleadings, Motions, Discovery
- Electronic Filing with the Courts, Research using West Law, Lexus, Nexus
- Manage client billing accounts through
- Maryland Notary Public
- Managed Estates and Trusts
- Wills, Living Wills, Trusts, POA and various other estates
Public Affairs Assistant
Maryland Court of Appeals
01.2000 - 01.2002
- Assistant to Liaison between the Court of Appeals of Maryland, The Public and Legislation
- Form Committees for the Chief Judge of the State of Maryland ADA, Ethics Commission, etc
- Assistant to Legislative Liaison for the Chief Judge Robert Bell
- Prepared and filed Legislative Bills for the House of Representatives and Senate in support of the Maryland Judiciary
- Legal Research for all committees for legislative bills in support of the Judiciary
- Worked closely with the House of Representatives and the Senate of Annapolis, MD for the state
- Assisted and worked closely with the Maryland State Bar Association preparing the Chief Judge for swearing in of new Attorneys
- Managed all affairs of Judges and Courts across the State of Maryland
Education
Paralegal Certificate -
Liberty University Online
12.2024
Skills
- Fast learner
- Scheduling/Planning
- Microsoft office
- File organization
- Calendar management
- Legal document preparation
- Client communication
- Administrative support
- Legal research
- Interviewing clients
- Writing and editing
- Proofreading
- Task prioritization
- Legal/Court processes
- Exceptional telephone etiquette
- Case management
- Advanced word processing
- Legal terminology
- Legal writing
- Court filing
- Civil law
- Criminal law
- Transcription
- Negotiation
- Court reporting
Timeline
Paralegal Specialist
Department of the Navy
01.2023 - 01.2024
Legal Assistant
Texas Rent Relief Program
01.2023
Legal Assistant
LHH/Pennsylvania Homeowner's Assistance Fund Program
01.2022
Legal Assistant
Highlight Technologies
01.2021 - 12.2021
Legal Assistant
Special Counsel
01.2020
Contractual Transcriptionist
01.2008 - Current
Paralegal
Wharton, Levin, Ehrmantraut & Klein, Attorneys at Law
01.2007
Legal Assistant/Secretary
McChesney & Dale, P.C.
01.2003 - 01.2007
Public Affairs Assistant
Maryland Court of Appeals
01.2000 - 01.2002
Paralegal Certificate -
Liberty University Online
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