Phyllis Marks
Fairfield
Summary
Personable administrative professional dedicated to cultivating positive client, staff and management connections. Highly-developed communicator with outstanding skills in complex problem-solving and conflict resolution. Expertise in resource allocation and schedule management.
Overview
36
36
years of professional experience
2
2
years of post-secondary education
Work History
Administrative Assistant
Divine Mother Church
Fairfield
09.2023 - Current
- Computer assistant reviewing, cleaning and uploading Mp3 recorded sessions to be uploaded to web page for sales. Miscellaneous other services
Senior Corporate Paralegal/Contracts Management
Optum, Inc.
02.2013 - 09.2019
- Company Overview: International Organization
- Direct report to Chief Legal Officer/Executive Vice President.
- Responsibilities included Client Contracts/Amendments drafting, finalization, implementation and oversight in support of business staff and CLO.
- Direct oversight, review and finalization of: Vendor agreements/change orders; Business Associate Agreements regarding HIPAA & HITECH compliance; review and finalize NDAs.
- Assisted with review, drafting and negotiation of miscellaneous other transactional documents.
- Interacted with the parent company on all contractual insurance requirements and any documents related to corporate record keeping.
- Performed contracts management responsibilities with Sharepoint and other database input.
- First contact on any queries related to contracts provisions interpretation and producing information.
- International Organization
Contracts Manager
Evolving Systems, Inc.
12.2011 - 01.2013
- Monitored and managed all customer software support and maintenance renewals for international and domestic clients.
- Software and Maintenance Renewals represented 50% of the company's income (approx. $10 mil) in any one year period and required oversight of 9 customer managers and 8 sales staff (as needed).
- Increased effectiveness and timely issuance of purchase orders and payments from customers by establishing and implementing a Maintenance Notification Policy to apply to all such renewals.
- Assigned to monitor customer accounts on subscription levels to ensure upgrades were made timely when prepaid limits were exceeded.
- Reported weekly to CEO, CIO and Vice President, Legal Services on support and maintenance renewals and subscriber increases being pursued highlighting critical elements, action items and timeline status.
- Had taken a process that was seriously past due (over 120 days) in previous quarters to be on time/ahead of schedule for the Q2 and Q3 2010.
- Assisted General Counsel and UK Counsel in drafting master license agreements, amendments/ change requests, statements of work, and in responding to Request for Proposals and/or Quotes and in generating related documents, both Domestic and International.
- Developed and maintained a company wide Contracts Management database.
Sr Business Manager (Legal Services)
Navo Builders, LLC - Sheffield Homes
Vero Beach
05.2005 - 02.2008
- Company Overview: Two Companies Servicing in Real Estate Law
- Assisted in management in drafting all structural warranty claims correspondence and oversaw warranty and general liability insurance issues.
- Managed all corporate entity filings and maintained all corporate records.
- Drafted and reviewed legal documents such as releases, legal notices, various contracts, land purchase agreements, and letter agreements and amendments.
- Reviewed and/or drafted legal documents for various real estate transactions.
- Created and managed subcontractor agreements including development of standard templates.
- Created and managed customer database and regularly communicated status of projects to such.
- Acted as payroll manager.
- Two Companies Servicing in Real Estate Law
Contracts Paralegal
Piper Aircraft, Inc.
Vero Beach
05.2003 - 05.2005
- Company Overview: Small Aircraft Manufacturer and Distributor.
- Drafted, reviewed and assisted in negotiations of all contracts for a 40 million dollar Aircraft manufacturer.
- Contracts encompassed aircraft sales and leasing, engineering projects, parts purchasing, product development, confidentiality agreements, Information Technology (IT) licensing, consulting relationships, joint ventures, financing relationships, intellectual property licensing and real property leasing.
- Coordinated renewals and maintained corporate insurance policies.
- Responded to Request for Proposals (RFP's) from private and government contractors, abiding by Federal Acquisition Regulations (FAR) and State Department requirements when selling aircraft to the US government and other foreign governments such as Israel including overseeing import and export regulation adherence and International Traffic in Arms Regulations (ITAR) compliance.
- Small Aircraft Manufacturer and Distributor.
Contracts Manager
e-Security, Inc.
Rockledge
03.2000 - 04.2003
- Worked closely with the CFO and senior management in due diligence related to successfully obtaining $10 million dollars in the 2nd round of funding.
- Negotiated and drafted contracts for product sales, reseller agreements, consulting and programming agreements and joint venture agreements.
- Responded to RFPs for governmental agencies and also worked in conjunction with General Dynamics on several DoD accounts.
- Created and maintained the contracts database in monitoring milestone completion, expirations, and renewals.
- Worked closely with and managed outside counsel.
Contracts Manager
Compass Learning
San Diego
03.1994 - 04.1998
- Company Overview: (Formerly Josten's Learning)
- Conducted contract negotiations and drafted language to reflect agreed to terms for documents such as Intellectual Property Licensing, talent licensing for use within children's software products, software and hardware licensing, subcontractor and programmer agreements, national distribution agreements and joint venture agreements with other learning systems software developers.
- Primarily focused on learning software development tools for schools and educational institutions throughout the US.
- Developed and maintained contracts database.
- (Formerly Josten's Learning)
Contracts Manager
Compton's NewMedia, Inc.
San Diego
08.1989 - 01.1994
- Company Overview: (Formerly Britannica Software)
- Supervised a licensing and administrative staff of 6 and coordinated all outside counsel support.
- Conducted contract negotiations and drafted language to reflect agreed to terms for documents such as: Intellectual Property Licensing, talent licensing for use within products, software and hardware licensing, subcontractor and programmer agreements, national and international distribution agreements and joint venture agreements with parties such as IBM, Sony, RR Donnelley & Sons, and JVC.
- Developed and maintained contracts database.
- Successfully managed due diligence regarding all existing contracts and other critical documentation for the $57,000,000 sale of Compton's NewMedia from Encyclopedia Britannica to Tribune Company.
- Spent months working closely with the CEO of Comptons and CEO of The Tribune Company to close the deal.
- (Formerly Britannica Software)
Education
Certificate - ABA Certified Paralegal
University of San Diego
Political Science
Stephens College
Columbia, MO 09.1977 - 01.1980
Skills
- Contracts Negotiations
- Intellectual Property Licensing
- Contracts Negotiation
- Mergers & Acquisition
- Contract Management
- Due Diligence
- Revenue Recognition
- Contracts Drafting/Redlining
- Management
- Risk Management
- Personnel Management
- Contracts Database
- Domestic & International Experience
- Real Estate Law
- Microsoft Office Suite
- Sharepoint
Timeline
Administrative Assistant
Divine Mother Church
09.2023 - Current
Senior Corporate Paralegal/Contracts Management
Optum, Inc.
02.2013 - 09.2019
Contracts Manager
Evolving Systems, Inc.
12.2011 - 01.2013
Sr Business Manager (Legal Services)
Navo Builders, LLC - Sheffield Homes
05.2005 - 02.2008
Contracts Paralegal
Piper Aircraft, Inc.
05.2003 - 05.2005
Contracts Manager
e-Security, Inc.
03.2000 - 04.2003
Contracts Manager
Compass Learning
03.1994 - 04.1998
Contracts Manager
Compton's NewMedia, Inc.
08.1989 - 01.1994
Political Science
Stephens College
09.1977 - 01.1980
Certificate - ABA Certified Paralegal
University of San Diego