Summary
Overview
Work History
Skills
Timeline
Generic

NATALIE NEAL

Austin,TX

Summary

Driven and resourceful administrative professional with 15+ years of experience assisting with work of high-achieving executives. Track record supporting professional needs with well-organized precision. Successfully manages high-volume workloads in rapidly changing environments.

Overview

22
22
years of professional experience

Work History

Executive Assistant & Office Manager

Eurus Capital Partners
01.2016 - Current
  • Manage and maintain the day-to-day operations of the owners Portfolio which includes commercial & residential real estate, land, entitlements, oil & gas, and water rights
  • Work directly with the stakeholders
  • Prepare, review, and abstract all contracts
  • Including but not limited to, lease contracts, tenant contracts, amendments, assignments, vendor contracts, insurance, COI, POA and NDA for accuracy per our policy and procedures and to summarize all pertinent information to create deadlines and accountability for our owners
  • Maintain and develop sufficient operations, diagrams, workflows, and policy and procedures for each entity
  • Manage all of the property taxes and insurance for each entity
  • Streamline the due diligence process by providing investor loan packaging, contract abstracting, market analysis, property valuation, environmental and entitlement processing, and zoning/survey reports
  • Prepare and launch marketing campaigns, create investment proposals, teasers, and investment overviews
  • Manage all the contracts for partnership buyout, custom builds, water/ww rights, gas reimbursements impervious cover bank, and entitlements
  • Schedule all travel, appointments, and manage the owner's calendar and emails
  • Responsible for all office operations including supporting the Owner, CFO and Vice President
  • Supervise, manage, and train new employees.

Paralegal & Operations Manager

Chernoff, Stradley & Alford Law Firm
01.2010 - 01.2016
  • Increased and developed new client relationships to increase the firm's profit margin by $5M
  • Drafted all legal contracts, motions, pleadings, judgments, statements, letters, expunctions, and correspondence
  • Prepared for mediation, arbitration, and trial by reviewing each case and drafting all legal documents, exhibits, and discovery requests and responses
  • Met with clients and other professionals to discuss details of case filed pleadings
  • Prepared comprehensive discovery packages that included disclosure statements, answers to interrogatories and production requests
  • Gathered and analyzed research data, such as statute of limitations, decisions, case law, investigated facts and pertinent sources to determine causes of action and to prepare cases
  • Contacted witnesses to testify at hearing, preparation, and delivery of subpoenas
  • Maintained accounting functions for the firm- managed payroll, payroll tax, quarterly tax reports, budgeting, and forecasting, monitor client trust accounts, deposits, billable time, reimbursements, and handle client retainers
  • Managed the law firm's activity, operations, and supervised and trained a successful team for the firm
  • Liaison between the client and the attorney with a human emotional aspect of practice
  • Contract Drafting experience included but not limited to, Letters of Intent, Non-Disclosure, Non-Solicitation Agreements, Separation Agreements, Employment Agreements, Membership Agreements, Articles of Organization, Operating Agreements, Amortizations, Loan Documents, QDRO, discovery demands and responses, subpoenas, letters, pleadings, memorandum, motions, orders, final decrees, exhibits, briefs, and transcripts, and estate planning documents (HIPAA Authorizations, Health Care Powers of Attorney, Durable Powers of Attorney, Marital Property Agreements, Revocable Living Trusts, Certifications of Trust, Declaration of Trust Ownership, Wills, Quit Claim and Transfer on Death Deeds, and Real Estate Listings with Aerial Maps).

Contract Specialist & Sr. Sales Consultant

Grand Homes
01.2007 - 01.2010
  • Pioneered the launch of several master planned communities to build custom homes priced $350K-$850K
  • Negotiated and prepared all contracts for each custom home sold, including the construction agreement, Custom home selection agreement and all required contract documents per our company policy and procedure
  • Implemented a streamline sales process for each lot, floor plan, design selection, and the development process for each community
  • Showed lots, specs, floor plans, architectural blueprints, and model homes to demonstrate features
  • Liaison between the tenant/vendor/owner and construction management/inspectors/brokers
  • Confirmed building permits, licenses, and attended construction management meetings weekly
  • Negotiated, selected, and scheduled all vendors for each neighborhood
  • Coordinated loans /closing dates with the loan officer and title company
  • Conducted market research, identified emerging market trends, and introduced marketing strategies
  • Coordinated numerous events for realtors and clients - networking meetings to represent the company.

Loan Officer

Countrywide Mortgage
01.2002 - 01.2007
  • Managed intake, processing and underwriting of home loans from underwriting to closing
  • Maintained 40-70 loan pipeline of conventional, subprime, FHA, VA, home equity loans and refinances while consistently closing 10+ per month
  • Collected data from each borrower such as their assets, salaries, debts, and employment status to fill in information for the loan application, run credit and preapprove borrowers
  • Researched and reviewed each borrower's HUD-1, credit, employment, income, debt, assets, and property information to qualify each borrower for the best loan option per PITI
  • Ordered and reviewed each borrower's appraisal, insurance, and inspections report
  • Make sure loans are processed in accordance with established guidelines and Truth and Lending rules, regulations, and state standards
  • Met with borrowers, and updated loan officer's, realtors, and attorney/title offices to gather information for loan applications/commitment letters, answered questions and concerns about the process, and gave periodic updates to ensure each piece of the loan transaction is completed appropriately and timely
  • Coordinated closings with borrowers, attorney/title offices, and any other 3rd parties
  • Prepared loans to close - cleared title exceptions, title liens, taxes, judgements, escrow analysis, prepared all closing documentation, entity documents, performed UCC searches and other closing related issues
  • Traveled throughout Texas, Oklahoma, and Louisiana to manage my territory; Coordinated and participated in business development events, sales seminars, and home buying seminars.

Skills

  • Licensed Texas Real Estate Agent
  • Proficient with Microsoft Office, Word, Excel, and PowerPoint
  • Proficient in using QuickBooks, MRI, Adobe, Avid, and Salesforce
  • Travel Arrangement Coordination
  • Conflict Management
  • Meeting Agenda Preparation
  • Performance Assessments
  • Honest and Dependable
  • Team Leadership
  • Strategic Planning
  • Performance Improvement
  • Executive Schedule Management
  • Microsoft Office
  • Process Improvements
  • Financial Services
  • Scheduling
  • Problem-Solving
  • Analytical Thinking
  • Operating Procedures
  • Document Preparation
  • Reliable and Responsible
  • Spreadsheet tracking
  • Records Management Databases
  • Executive Support
  • Time Management

Timeline

Executive Assistant & Office Manager

Eurus Capital Partners
01.2016 - Current

Paralegal & Operations Manager

Chernoff, Stradley & Alford Law Firm
01.2010 - 01.2016

Contract Specialist & Sr. Sales Consultant

Grand Homes
01.2007 - 01.2010

Loan Officer

Countrywide Mortgage
01.2002 - 01.2007
NATALIE NEAL