Lois Duncan
San Marcos,CA
Overview
6
6
years of professional experience
Work History
Paralegal
XiFin, Inc.
01.2025 - 07.2025
- Review, draft and negotiate a variety of contracts to include vendor agreements, NDAs and facility contracts
Corporate Paralegal
Fluidera North America
08.2019 - 06.2024
- Manage and oversee company's contract review process and procedures
- Review, edit, draft and manage various types of contracts (i.e. NDAs, Consulting Agreements, Service Agreements, hotel and trade show contracts)
- Maintain contracts in iManage for company and all U.S. affiliates
- Draft and maintain company minutes, prepare board resolutions, file annual reports, prepare KYC and UBO requests, file Fictitious Business Name applications, draft Secretary’s Certificates
- Maintain corporate records for company and all U.S. affiliates (i.e. operating agreements, real estate leases, Certificates of Merger, Formation and Good Standing, M&A documents)
- Review company catalogs, manuals and advertising for safety and trademark compliance
- Administrative assistance to include coordinating electronic signature process, coding and processing legal invoices and maintaining legal department expense spreadsheet
Education
ABA Approved Paralegal Certificate -
University of San Diego
04-2019
Bachelor of Science -
Kennesaw State University
05-1995
Skills
- Proficient in Microsoft Word, Excel, Outlook, Adobe, iManage, and Ironclad
- Contract Management
- Excellent time management skills
- Strong written and verbal communication skills
- Notary Public
Timeline
Paralegal
XiFin, Inc.
01.2025 - 07.2025
Corporate Paralegal
Fluidera North America
08.2019 - 06.2024
ABA Approved Paralegal Certificate -
University of San Diego
Bachelor of Science -
Kennesaw State University