Lori Bonnell
Phoenix,AZ
Summary
Residential real estate professional and freelance Paralegal with solid foundation in legal support for real estate transactions. Known for meticulous attention to detail in document management and effective communication with clients and stakeholders. Focused on collaborative efforts and adaptable to evolving legal needs, ensuring seamless transaction processes.
Overview
43
43
years of professional experience
Work History
Licensed Real Estate Professional
HomeSmart Elite Group
Phoenix
01.2006 - Current
- Arizona residential real estate transactions, short sales, lender owned and luxury properties.
- Conducted market analysis to identify trends and optimal pricing strategies for residential properties.
- Developed marketing materials using multiple channels to enhance property visibility and attract potential buyers.
- Leveraged social media platforms effectively for increased visibility of listed properties, leading to accelerated sales timelines.
- Increased client satisfaction by providing personalized guidance and support throughout the real estate transaction process.
- Conducted thorough due diligence investigations of properties under consideration by buyers, mitigating potential legal or financial risks involved in acquisitions.
- Maintained up-to-date knowledge of local real estate laws and regulations, ensuring compliance during all transactions conducted.
Freelance Paralegal
Lori Bonnell, PLLC
01.2000 - Current
- Servicing various valley law firms; document preparation including Deeds, corporate documents (Articles of Incorporation, Articles of Organization, Operating Agreements, Bylaws, Minutes, etc.), pleadings, case summaries; patent, trademark, copyright search and document preparation; deposition summaries; conduct research; Westlaw/Nexis; preparation and review of estate planning documentation; draft real estate documents for attorneys including Deeds of Trust, Option Agreements, Warranty Deeds; Leases; research re: real estate transactions for large clients, compliance and regulatory documentation, bankruptcy documentation, divorce and child support documentation, U.S. Patent and Trademark Application filings, annual filings with Arizona Secretary of State’s Office, legislative reports, Partnership Agreements, I.R.S. Application for 1023 Exemption; witness interviews; large case management and file organization; digital tracking and records storage assistance.
- Services also include insurance regulatory, compliance and legislative activities.
Paralegal/Senior Legal Administrative Assistant
Low & Childers, P.C.
01.1989 - 01.2000
- Paralegal & Legal Administrative Assistant to Senior Partner. Duties included preparation of corporate documentation, i.e. Articles of Incorporation, Bylaws, Minutes, etc.; incorporating insurance companies; preparation of all documentation associated with obtaining Certificates of Authority in the State of Arizona and nationwide; work closely with Arizona Department of Insurance staff members; preparation of agent/agency license applications; personally obtain licenses from the State of Arizona Department of Insurance; submission of policy rate and form filings; formation of purchasing groups; review Market Conduct Examinations and summarize; preparation of Forms A, B & C; preparation of various pleadings; assist in preparation for hearings before the Office of Administrative Hearings; prepare hearing notebooks, exhibits, etc.; preparation of deposition summaries; preparation of pleadings to be filed with Arizona Superior Court; monitor and track Arizona insurance-related legislation; attend Arizona Legislature Committee meetings; preparation of legislative reports; prepare state and federal lobbyist reports; legal assistant duties included preparation of correspondence, documents and pleadings; coordinating meetings; filing, answering phones and attorney time entry.
Assistant to Chief Hearing Officer, Director of Insurance & Legislative Liaison
State of Arizona Department of Insurance
01.1985 - 01.1987
- Responsibilities included assisting with all aspects of disciplinary administrative hearings dealing with non-compliance issues; draft Notices of Hearings and Orders, prepare Press Releases, etc.; assist Legislative Liaison in preparation of bill drafting for ensuing legislative session; legislative monitoring and tracking; attend legislative hearings.
Legal Secretary to Senior Partner
Eaton, Lazarus, Dodge & Lowry
01.1983 - 01.1985
- Responsibilities included preparation of correspondence, filing, attorney time entry, preparation of estate planning documentation, Wills, Trusts and Qualified Pension Plan documentation; attend Board of Director meetings.
Education
Some College (No Degree) - Business
Maricopa Community Colleges, Phoenix College
Phoenix, AZSkills
- Residential real estate agent
- Property valuation, marketing, market research, leasing, sales
- Negotiation expertise
- Database management
- Legal and real estate document preparation
- Timekeeping (Billing)
- Legal & Real Estate Research including County Accessor Records
- Closing Preparation
- Case summaries
- Attention to detail, multitasking
- Excellent communication & professionalism
- Proficient in Microsoft Office & time entry systems
Affiliations
- President of LeTip of Paradise Valley
- Member of the Board of Directors of the Arizona Captive Insurance Council (“ACIC”)
- Member, National Association of Realtors
- Member, Women’s Association of Realtors
- Member, Phoenix Association of Realtors
- Member, Arizona Association of Professional Paralegals
- Member, Association of Insurance Compliance Professionals
- Southwest Regional Editor for the Journal for Insurance Compliance Professionals
- Volunteer, Make A Difference, Andre House
- Committee Member for various Charitable Organizational Fundraisers
Hobbies
Professional Competitive Bodybuilder, Hiking, Rollerblading, Mountain Climbing, Biking, Horseback Riding, World Travel
Timeline
Licensed Real Estate Professional
HomeSmart Elite Group
01.2006 - Current
Freelance Paralegal
Lori Bonnell, PLLC
01.2000 - Current
Paralegal/Senior Legal Administrative Assistant
Low & Childers, P.C.
01.1989 - 01.2000
Assistant to Chief Hearing Officer, Director of Insurance & Legislative Liaison
State of Arizona Department of Insurance
01.1985 - 01.1987
Legal Secretary to Senior Partner
Eaton, Lazarus, Dodge & Lowry
01.1983 - 01.1985
Some College (No Degree) - Business
Maricopa Community Colleges, Phoenix College