Renata Mcphaul
NORTH HOLLYWOOD,CA
Summary
Results-driven professional skilled in researching legal case information and preparing necessary correspondence with strong understanding of legal terminology and processes. Adept in maintaining confidential records and client information. Pleasantly assists attorneys in preparing for trials and other legal proceedings.
Overview
9
9
years of professional experience
Work History
Legal Assistant/Paralegal
Baker Tilly
02.2023 - Current
- Legal Document Preparation and Document Review, Legal Research, Drafting Pleadings and Motions, Strong attention to detail and organizational skills, Proficient in Microsoft Office Suite and legal research databases, Excellent written and verbal communication skills, Strong analytical and problem-solving skills, Google Docs, Zoom, Microsoft Office applications, and Slack
Loan Signing Agent
Mortgage Connect
01.2021 - Current
- Review loan documents and personal identifying paperwork or government-issued IDs for each person, Documented transactions in notary journal to maintain permanent records, Check for signs of coercions in either party or fraud and refuse to notarize suspect transaction, Administered oaths and affirmations on legal documents to affirm clients’ honor and accountability
Legal Assistant/Paralegal
Attorney Jolene/ Estate Planning
07.2022 - 01.2023
- Mailed and arranged for delivery of legal correspondence to clients, Managed office scheduling and kept accurate notes on deadlines motions and other dates, Handled telephone calls, meeting plans and conference organization requirements, Provided administrative support and conduct research to assist attorney in estate planning preparation, Conducted thorough research and review of case information to assist attorneys
Mortgage Auditor
Bank of America
06.2017 - 12.2020
- Performed audits of operational and financial areas to check compliance, Oversaw full accounting cycle and prepared financial statements, Closely monitored income and expenses to prepare accurate documents and tables, Designed internal control policies to improve audit scores
Financial Service Representative
Sun America
05.2015 - 05.2017
- Displayed strong telephone etiquette, effectively handling difficult calls, Provided customer service and issue resolution to increase QA satisfaction levels, Maintained records of accounts, Performed complete audit of each mutual fund to identify highest possible results
Education
Paralegal Certificate -
University of California Los Angeles
Los Angeles, CABachelor of Science/ Political Science -
North Carolina A&T State University
Greensboro, NCAccounting Program -
Los Angeles Pacific College
Los Angeles, CASalesforce Associate Certificate -
Lifting the Viel
Los Angeles, CASkills
- Microsoft Word
- Excel
- Salesforce
- QuickBooks
- PowerPoint
- Outlook
- Westlaw
Timeline
Legal Assistant/Paralegal
Baker Tilly
02.2023 - Current
Legal Assistant/Paralegal
Attorney Jolene/ Estate Planning
07.2022 - 01.2023
Loan Signing Agent
Mortgage Connect
01.2021 - Current
Mortgage Auditor
Bank of America
06.2017 - 12.2020
Financial Service Representative
Sun America
05.2015 - 05.2017
Paralegal Certificate -
University of California Los Angeles
Bachelor of Science/ Political Science -
North Carolina A&T State University
Accounting Program -
Los Angeles Pacific College
Salesforce Associate Certificate -
Lifting the Viel