Stacia Lewis
Frisco,TX
Summary
Paralegal motivated to continually improve and extend personal skills and knowledge to attain increased responsibility and opportunities for professional growth. Driven Paralegal successful at thriving in high stress, high-pressure environments and situations involving constant change and vast ambiguity in data and instruction. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Public Finance Paralegal
West & Associates, LLP
08.2018 - Current
Escrow Assistant
Lawyers Title/Miller West Title
04.2017 - 08.2020
- Process opening orders, initiate file set up, and documents for escrow process
- Provide efficient customer service by speaking with borrowers regarding transactions
- Perform quality control, vesting check and legal on mortgage to validate against commitment and send documents to record following established guidelines
- Maintaining all the documents related to assets and deals safely and in an organized manner Initiating opening or closing of escrow accounts Communicating with clients and providing updates Maintaining the accounts by regularly upgrading details Interact with customers in order to elucidate escrow procedures for the benefit of the client Answering queries over phone or through direct interaction Helping clients with paperwork such as furnishing necessary documents, filling forms and understanding contracts Adhere to the rules and regulations of escrow in all operations Coordinate with the escrow team in various operations Ensure that the documents are precise and accurate Should maintain high confidentiality regarding clients and their accounts Prepare, assemble, and deliver escrow documents
- Order title reports Conduct escrow signings Assist with closings Shipping of lender package Disbursement of transaction
- Developed strong relationships with clients through excellent customer service, fostering trust and loyalty.
- Assisted with the successful closing of numerous escrow transactions, ensuring all parties were informed and satisfied.
- Obtained documents such as proof of insurance and HOA statements.
Receptionist/Legal Assistant
West & Associates, LLP
06.2012 - 04.2017
- Answer and screen all telephone calls
- Assist attorney with client application intake, screen applicants for pilot position available, obtain both previous employment referrals and medical/referrals
- Draft, review and revise various legal documents
- Update and maintain case file and docket
- Prepared and draft responses to discovery
- Manage large document intensive cases using document management program
- Prepare and execute Abstracts and Writs
- Assist with trial preparation Order and maintain office supplies
- Schedule trials, hearings, depositions and mediations.
Billing/Collections/Verifier
Total Sleep Diagnostics
07.2009 - 12.2011
- Responsible for daily and weekly accounts payable reports
- Process insurance, hospital, and patient credit card payments
- Research insurance claims, appeals, lows, and negations reductions
- Responsible for all insurance, collection, courtesy, and corrected adjustments
- Transfer the deductible and/or co-insurance to patient responsibility
- Help patients understand their EOB (estimation of benefits)
- Verify patient’s benefits and determine patient’s responsibility for sleep study or durable medical equipment.
Education
Bachelor of Science - Legal
Kaplan University
Grand Prairie, TX05.2015
Paralegal Certificate -
Arlington Career Institute
Grand Prairie, TX05.2010
Skills
- Possess advanced knowledge of Word Perfect, MS Word, MS Excel, Time Slips, Outlook and Explorer Working knowledge of Power Point, Adobe, Summation, Westlaw, LexisNexis, SoftPro, National TaxNet, Agent Trax, Smartview, and CSC-E Recording Affinity for detail and accuracy Ability to prioritize and work effectively within timeframes and deadlines Excellent employee relations
- Legal Research
- Proficient in MS Office
- Case Management
- Client Communication
- Document drafting
- Notary Public
- Document Preparation
- Administrative Support
- File Organization
- Proofreading
- Attorney Support
- File and Records Management
- Document filing
- Database Research
- Exhibit preparation
- Effective Multitasking
- Attention to Detail
- Critical Thinking
- Legal Document Preparation
- Customer Service
- LexisNexis
- Document Editing
- Document organization
- Client Billing
- Appointment Scheduling
- Data Confidentiality
- Employee Training
- Meeting Preparation
Accomplishments
- Promoted to Senior Paralegal after 5 years of employment.
- Supported 5-6 high profile public finance attorneys.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Collaborated with team of 6-7 in the development of Public Finance deals.
Certification
Certificate of completion available upon request
Timeline
Public Finance Paralegal
West & Associates, LLP
08.2018 - Current
Escrow Assistant
Lawyers Title/Miller West Title
04.2017 - 08.2020
Receptionist/Legal Assistant
West & Associates, LLP
06.2012 - 04.2017
Billing/Collections/Verifier
Total Sleep Diagnostics
07.2009 - 12.2011
Bachelor of Science - Legal
Kaplan University
Paralegal Certificate -
Arlington Career Institute
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