Legal Assistant-Covid EIDL Servicing Center (CESC) Dept.-GS-7-40Hours/Week
U. S. Government/SBA Disaster Assistance
Ft. Worth, TX
04.2023 - 05.2025
Preparing and/or reviewing legal or loan documents for completeness, accuracy, and compliance to assist individual borrowers with residential and/or business loans.
Performing clerical functions, which include answering inquiries promptly, handling sensitive information securely and professionally, and dealing with controversial issues tactfully.
Presenting information clearly and professionally, producing well-written grammatically correct, error-free materials, and contacting colleagues or external customers regarding inquiries.
Using computer and other electronic equipment and software applications such as Microsoft Word, Microsoft Excel, Adobe Pro, CAFS, LIRA, STARS, Scanner, Printer, Copier to produce written reports, spreadsheets, emails, and other documents or reports.
Proofreading, editing, maintaining/safeguarding documents/records containing sensitive or confidential information, verifying the accuracy of documents such as (loan documents, real estate documents, contracts, etc).
Managed accounts and client records of clients, observing confidentiality, and extreme discretion.
Communicated pertinent information to clients via phone, email, and mail.
Legal Assistant-Doc Gen Dept. / Collateral Dept. / Assembly Dept.-GS-7-40Hours/Week
U. S. Government/SBA Disaster Assistance
Ft. Worth, TX
03.2020 - 05.2022
Reviewing, researching, analyzing and creating disaster loan closing documents through data entry, ensuring all necessary documents are entered via the Disaster Credit Management System (DCMS) computer program.
Creating Loan Closing Documents (LCD) via Mortgage Electronic System (MERS) & Reddi Docs System ensuring all necessary documents have been created in compliance with request made by the case manager or attorney.
Conduct intensive research on all county, parish or state specific requirements for the loan closing documents.
Prepare and proof legal documents for both secure and unsecured loans, including complex home and business loans and Economic Injury Development Loans (EIDL).
Support the Finance function in reviewing all contractual documents for critical data components.
Organizing and maintaining documents in a paper or electronic filing system.
Gathering and analyzing data from contracts and performing data entry into MS Excel.
Update the appropriate Financial & Compliance systems including Coupa, Venminder and SAI Compliance 360 to reflect all required changes.
Term Intermittent Legal Assistant-Doc Gen Dept.-GS-7-40Hours/Week
U. S. Government/SBA Disaster Assistance
Ft. Worth, TX
09.2018 - 01.2019
Reviewing, researching, analyzing and creating disaster loan closing documents through data entry, ensuring all necessary documents are entered via the Disaster Credit Management System (DCMS) computer program.
Creating Loan Closing Documents (LCD) via Mortgage Electronic System (MERS) & Reddi Docs System ensuring all necessary documents have been created in compliance with request made by the case manager or attorney.
Conduct intensive research on all county, parish or state specific requirements for the loan closing documents.
Prepare and proof legal documents for both secure and unsecured loans, including complex home and business loans and Economic Injury Development Loans (EIDL).
Legal Assistant-Doc Gen Dept. / Collateral Dept.-GS-7-40Hours/Week
U. S. Government/SBA Disaster Assistance
Ft. Worth, TX
09.2017 - 02.2018
Reviewing, researching, analyzing and creating disaster loan closing documents through data entry, ensuring all necessary documents are entered via the Disaster Credit Management System (DCMS) computer program.
Creating Loan Closing Documents (LCD) via Mortgage Electronic System (MERS) & Reddi Docs System ensuring all necessary documents have been created in compliance with request made by the case manager or attorney.
Conduct intensive research on all county, parish or state specific requirements for the loan closing documents.
Prepare and proof legal documents for both secure and unsecured loans, including complex home and business loans and Economic Injury Development Loans (EIDL).
Legal Assistant-Doc Gen Dept. / Assembly Dept.-GS-7-40Hours/Week
U. S. Government/SBA Disaster Assistance
Ft. Worth, TX
08.2016 - 01.2017
Reviewing, researching, analyzing and creating disaster loan closing documents, through data entry, ensuring all necessary documents are entered via the Disaster Credit Management System (DCMS) computer program.
Creating Loan Closing Documents (LCD) via Mortgage Electronic System (MERS) & Reddi Docs System ensuring all necessary documents have been created in compliance with request made by the case manager or attorney.
Conduct intensive research on all county, parish or state specific requirements for the loan closing documents.
Prepare and proof legal documents for both secure and unsecured loans, including complex home and business loans and Economic Injury Development Loans (EIDL).
Document Specialist I-40Hours/Week
Dyck O'Neal, Inc.
Dallas, TX
08.2014 - 03.2015
Conversion of Client scanned in electronic loan/foreclosure documents to bookmark and create portfolios.
Run OCR (Optical Character Recognition).
Complete data entry into database to create files comprising up to 5,000 documents.
Pull assigned file by numbers from list located on the s-drive, raw images, from either RCO or Special Assets and are listed in T1 or T2 under the banks that we are currently working.
Create and save portfolios.
Legal Assistant-Assembly Dept. / Doc Gen Dept.-GS-6-40Hours/Week
U. S. Government/SBA Disaster Assistance
Ft. Worth, TX
12.2012 - 06.2013
Assembling Loan Closing Documents (LCDS), A/R (action/result) them in DCMS, entering comments, after completion of files forward them to either LGL Appt. Setting or mailing them directly out to borrowers.
2nd backup person to lead over assembly dept.: responsible for logging files in that need to be distributed to attorneys for signatures, distributing/retrieving files to/from attorneys for signatures, deliver files to relo dept., upon retrieval of files from attorney's notarizing said docs, etc.
Typing of Home/Business Application Loans which include typing of such docs as Mortgages, Deeds, etc. for Disaster Victims in various, states via the Disaster Credit Management System (DCMS) computer program, (Mers) Mortgage Electronic Sys. Database & Reddi Docs Sys. ensuring all necessary documents have been created in compliance with request made by the case manager or attorney.
Assembling Loan Closing Documents (LCDS), A/R them in DCMS, entering comments, after completion of files forward them to either LGL Appt. Setting or mailing them directly out to borrowers.
2nd backup person to lead over assembly dept.: responsible for logging files in that need to be distributed to attorneys for signatures, distributing/retrieving files to/from attorneys for signatures, deliver files to relo dept., upon retrieval of files from attorney's, forward to notaries for notarizing of said docs, etc.
Notary - Foreclosure Dept.-40Hours/Week
Bank of America/Recon Trust
Richardson, TX
01.2011 - 08.2011
Notarizing of docs pertaining to foreclosure such as Assignments, Power of Attorney, Substitution of Trustee, Notice of Default, etc.
Scanning of docs and saving them on the S-drive.
Entering Sale Dates and Pub Cost into computer System, BK/ MIL Searches.
Administrative Clerk-Community Development Dept.-20Hours/Week
Mountain View College
Dallas, TX
07.2010 - 01.2011
Perform routine clerical duties requiring fundamental knowledge of office sys. & procedures; Sort/file records/reports, answer phone & convey messages, and run errands; Post info. to records, computes amounts using calculator/adding machine.
Proofread records/forms for accuracy & completeness.
Sort/distribute mail, assist with mailing (addressing/stuffing envelopes).
Operate office reproduction machines, and perform other duties as required.
Disaster Reservist Legal Assistant - Doc Gen Dept.-GS-6-40Hours/Week
U. S. Government/SBA Disaster Assistance
Ft. Worth, TX
09.2008 - 01.2009
Typing of Home/Business Application Loans which include typing of such docs as Mortgages, Deeds, etc. for Disaster Victims in various, states via the Disaster Credit Management System (DCMS) computer program, (Mers) Mortgage Electronic Sys. Database & Reddi Docs Sys. ensuring all necessary documents have been created in compliance with request made by the case manager or attorney.
Legal Assistant - Doc Gen Dept.-GS-5-40Hours/Week
U. S. Government/SBA Disaster Assistance
Ft. Worth, TX
01.2006 - 01.2007
Typing of Home/Business Application Loans which include typing of such docs as Mortgages, Deeds, etc. for Disaster Victims in various, states via the Disaster Credit Management System (DCMS) computer program, (Mers) Mortgage Electronic Sys. Database ensuring all necessary documents have been created in compliance with request made by the case manager or attorney.
Corresponding with attorneys via email regarding applications, some proof and notary.
Timeline
Legal Assistant-Covid EIDL Servicing Center (CESC) Dept.-GS-7-40Hours/Week
U. S. Government/SBA Disaster Assistance
04.2023 - 05.2025
Legal Assistant-Doc Gen Dept. / Collateral Dept. / Assembly Dept.-GS-7-40Hours/Week
Paralegal Specialist-Contract-60 Hours a Week at U.S. Small Business Admin - Office Of Disaster AssistanceParalegal Specialist-Contract-60 Hours a Week at U.S. Small Business Admin - Office Of Disaster Assistance
Customer Service Representative at U.S. Small Business Admin - Office Of Disaster AssistanceCustomer Service Representative at U.S. Small Business Admin - Office Of Disaster Assistance