Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Megan Owens

Risk Management Paralegal
Meridian

Summary

Experienced corporate paralegal skilled at drafting, negotiating, structuring, interpreting, executing, and administering various business and real estate contracts and agreements.

Overview

21
21
years of professional experience
5
5
Certifications

Work History

Risk Management Paralegal

Pennant Services
04.2022 - Current
  • Manage insurance program, provide administrative support, such as responding to requests for and preparing Certificates of Insurance and processing policy changes.
  • Maintain auto insurance and report and manage Auto Claims for all agencies and communities.
  • Obtain GLPL, Auto, HNOA and Workers Compensation insurance coverage for 200+ Home Health, Home Care, Hospice Agencies and Senior Living Communities.
  • Prepare and organize business records, such as personnel files and medical records, for use and production in legal matters.
  • Support workers’ compensation resource personnel with administrative tasks.
  • Process Legal & Risk Management Department invoices and settlements for payment.
  • Keep cases up to date by establishing and maintaining electronic files; monitoring and meeting deadlines; documenting actions; inputting information into case management software; and confirming case status with attorneys.
  • Perform discovery support to in-house counsel including outreach to health care operations to collect case information and documents, working with other Service Center Departments to obtain information and data relevant to litigation, preparation/organization of materials for use and production, and assistance with drafting of written discovery requests/responses.
  • Review all third-party medical records request for HIPPA compliance and approve same.

Corporate Paralegal, Contract Manager

Independent Consultant
03.2021 - 04.2022
  • Coordinate with other members of the Legal & Regulatory team to develop and implement corporate governance and regulatory compliance procedures for various companies and clients.
  • Work with various state and federal agencies to ensure compliance with applicable corporate and regulatory requirements, including managing and ensuring timely and accurate completion of annual corporate registrations, assumed name filings, business licenses, trademarks, and similar corporate record requirements.
  • Create and manage organizational documents, including articles of incorporation, board resolutions, stock certificates and merger agreements. Renew and maintain company licensing. Create and distribute annual reports. Respond to Requests for Information.
  • Draft contracts, such as employment contracts and non-compete agreements.
  • Communicated with clients, opposing counsel and court personnel to keep all parties informed on case updates.

Corporate Paralegal, Contract Manager

Scythe and Spade Company
06.2019 - 03.2021
  • Maintain records of contracts and other legal agreements, with particular focus on monitoring continual compliance adherence.
  • Prepare, review, and manage brokerage agreements, real estate purchase contracts, construction contracts, deeds, commercial lease agreements, subleases, lease amendments, financing documentation and lease abstracts, documenting lease/easement payments, termination agreements, landlord demand letters, mutual release agreements, warranty deeds and easements.
  • Identify problematic issues in leases and other real estate documents, manage critical lease dates and timely exercise options, renewals, and terminations.
  • Draft, structure, interpret, execute, and administer various business filings and real estate contracts and agreements, including but not limited to, amendments, consents, minutes, annual reports, operating, contractor, consulting, vendor, license, professional services, reseller, bylaws, buy sell, business succession, merger, non-disclosure, and non-compete agreements and contracts.
  • Conduct legal research and due diligence, and present findings on various business matters, policies, practices, and transactions, including financial transactions and company procurement policies.
  • Provide guidance as needed to other operational staff to increase compliance-related competencies throughout the organization.

Corporate and Litigation Paralegal

Belnap Legal, PLLC
09.2018 - 06.2019
  • Handle all aspects of the corporate entity administration for 850+ foreign and domestic corporate, limited partnership and limited liability company clients, while adhering to an unwavering commitment to customer service in all communications.
  • Implement and maintain corporate contract database containing over 500,000 documents.
  • Prepare, review and manage brokerage agreements, real estate purchase contracts, construction contracts, deeds, commercial lease agreements, subleases, lease amendments, financing documentation and lease abstracts, documenting lease/easement payments, termination agreements, landlord demand letters, mutual release agreements, warranty deeds and easements.
  • Identify problematic issues in leases and other real estate documents, manage critical lease dates and timely exercise options, renewals, and terminations.
  • Ensure the recording of critical documents and coordinate disbursement of funds from real estate closings.
  • Draft, negotiate, structure, interpret, execute, and administer various business filings and real estate contracts and agreements, including but not limited to, articles of incorporation, stock certificates, amendments, consents, minutes, annual reports, operating, contractor, consulting, vendor, license, professional services, reseller, bylaws, buy sell, business succession, merger, non-disclosure, non-compete agreements and contracts and pleadings to Quiet Title.
  • Conduct legal research and due diligence, provide litigation support and draft legal position statements for attorney review on various business matters, policies, practices, and transactions, including financial transactions and company procurement policies.
  • Complete and file paperwork required by the SEC, IRS, UCC, USDA, OSHA and other regulatory agencies.
  • Compile, review, and organize evidence and other information in response to subpoenas, document requests and authorizations on behalf of corporate clients.
  • Prepare and organize probate documents (petitions, motions, testamentary letters, inventories, forensic accountings, and notices) used in the administration of guardianships, conservatorships, and estates.

Business Owner, Legal Contract and Lease Administrator, Office/HR Manager and Bookkeeper

Owens Consulting, Inc.
06.2004 - 09.2018
  • Identify and implement new technology / consulting transactions, negotiate related issues, and facilitate risk/benefit analysis.
  • Review, draft, interpret and negotiate named and territory account agreements, consulting agreements, special licensing, non-disclosure agreements, terms and amendments for customers.
  • Administer contracts, amendments, and terms, reviewing for accuracy and ensuring company’s compliance policies.
  • Maintain a deep understanding of company contract policy, legal risk and liability, and company position on various matters.
  • Perform complex general accounting functions, including preparation of journal entries, and account analysis. Conduct operating expense reconciliation reviews, perform desk audits of contracts and identify potential for full audits.
  • Work with outside service providers on various portfolio administration duties and special projects and obtain necessary documents related to new and existing transactions.
  • Work regularly with business partners to provide portfolio information and reports for annual budgeting and monthly operations.
  • Build relationships with customers and the community to promote long term business growth.

Paralegal, Financial Recovery and Real Estate Investigator

State of Idaho
12.2008 - 06.2015
  • Drafted, prepared, reviewed and finalized case correspondence and legal pleadings, including, summons, petitions, complaints, answers, motions, hearing subpoenas, briefs, affidavits, orders, judgments, contracts, leases and agreements for attorney review and signature. Reviewed documents for accuracy, compliance, and completeness. Served and filed documents on or with the relevant parties and applicable court or agency.
  • Interpreted and explained legal contracts and various medical liens and the governing regulations, laws, policies and procedures to clients and counsel. Prepared for and attended depositions, settlement negotiations, hearings and trial.
  • Obtained information from patient/client and performed analysis from medical and billing records, CMS and Federal and State agencies’ rules and regulations, payer policies & bulletins, CPT coding guidelines, medical provider policies and procedures.
  • Reviewed claims for compliance. Maintained a high level of confidentiality.
  • Provided testimony in administrative, civil, and criminal hearings based on investigation of alleged crime and the legal and medical basis on which claims were paid or denied. Worked with legal counsel and obtained judgments on behalf of the State and the public.
  • Managed complex cases efficiently using specialized software programs designed for paralegal work to track information related to multiple parties over long periods of time.
  • Negotiated reduction of medical claims and liens, ensuring that the State obtained and maintained the funds needed to continue providing crime victims access to medical and mental health treatment needed to recover from their injuries.
  • Collected payment from insurance companies by analyzing/researching/resolving outstanding claims and payer rejected/denied claims, analyzing accounts for insurance payment accuracy, and assisting patients with their account balance issues.
  • Increased recovery for the State 130% and reduced loss ratios by ensuring the prompt processing of claims.
  • Worked with agency, local and international team of programmers to design and implement custom case/contract management database and form documents, improve processes and design and implement automatic billing and collections database to assist in the management of more than 1700 collection accounts.
  • Developed presentation and training materials and made presentations to educate colleagues/the community about the State’s program to provide crime victims with the medical and mental health care needed to recover from acts of violent crime.
  • Investigated allegations, facts of case and applicable case law and statutes using various investigative techniques.
  • Interviewed complainants, witnesses, experts, performed analysis of complaints based on evaluation of facts and made appropriate conclusions and constructive recommendations based on evidence obtained. Prepared and obtained signed, sworn statements.
  • Wrote detailed reports on each complaint investigated, providing factual backup documentation, analysis of findings and proposed recommendations. Demonstrated increasing mastery of fraud detection methodologies and internal controls and trust account auditing.

Education

Bachelor of Arts - Criminal Justice – Forensic Psychology

Kaplan University
Davenport, IA
04-2008

Skills

  • 20 years’ experience as a business and contract paralegal with the ability to comprehend, interpret, draft, negotiate, structure, execute and administer various types of business and other contracts in compliance with Federal and State regulations
  • Strong knowledge of Entity formations and state filings and compliance, Due Diligence, Legal Contracts, Accounting and Real Estate transactions
  • Experience managing contracts and compliance for businesses across multiple industries, including, but not limited to, Real Estate, Agriculture, Government & Utilities, Manufacturing & Distribution, Oil and Gas, Technology, and Procurement
  • Strong leadership skills with the ability to make difficult decisions
  • Strong organizational skills with the ability to be flexible and self-directed in a fast-paced environment with limited direction
  • Litigation support

Certification

Previous State of California and current Idaho Insurance Licenses.

Timeline

Risk Management Paralegal

Pennant Services
04.2022 - Current

Corporate Paralegal, Contract Manager

Independent Consultant
03.2021 - 04.2022

Corporate Paralegal, Contract Manager

Scythe and Spade Company
06.2019 - 03.2021

Corporate and Litigation Paralegal

Belnap Legal, PLLC
09.2018 - 06.2019

Paralegal, Financial Recovery and Real Estate Investigator

State of Idaho
12.2008 - 06.2015

Business Owner, Legal Contract and Lease Administrator, Office/HR Manager and Bookkeeper

Owens Consulting, Inc.
06.2004 - 09.2018

Bachelor of Arts - Criminal Justice – Forensic Psychology

Kaplan University

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