Legal Assistant/Paralegal with background in legal research, document preparation, contract review, client intake, and deadline tracking. Known for organized follow-through, accurate records management, and clear communication while supporting attorneys, clients, lenders, and title teams across fast-moving legal and real estate transactions.
Work History
Real Estate Sales and Leasing/ Mortgage Broker
39 Years 3 Months
Stephanie Cavolt-Taylor | Shingle Springs, CA | 08.1987 - Current
Supported contract talks with buyers, sellers, and counterparties.
Prepared listings, offers, and closing paperwork for private brokerage records.
Reviewed market information to guide pricing and client advice.
Coordinated updates among clients, lenders, title teams, and attorneys.
Tracked deadlines and compliance steps throughout transaction process.
Provided prospective clients with detailed property information and service updates with prospective clients.
Handled price and settlement discussions between sellers and buyers.
Built long-term client relationships through personalized service and guidance.
Attended industry conferences to stay current on field changes.
Managed high-pressure situations and made timely decisions to protect client interests.
Research Analyst/Probate Paralegal
3 Years 6 Months
Choice Plus, LLC | Burlington, WA | 04.2023 - 10.2026
Drafted legal documents for Choice Plus client files and contract reviews.
Researched laws, regulations, and contract terms for legal support tasks.
Prepared filings, exhibits, and administrative paperwork for attorney review.
Collaborated with attorneys in all stages of litigation process.
Drafted correspondence to clients and other attorneys.
Proofread documents prior to filing them with courts or submitting them to opposing counsels.
Created spreadsheets to track case information and deadlines.
Assisted Choice Plus LLC staff by efficiently addressing research requests.
Collaborated with cross-functional teams to ensure accuracy in research findings.
Gathered market intelligence from databases, surveys, and public records.
Event Coordinator
3 Years 9 Months
Vino Tempo Events | Shingle Springs, California | 03.2018 - 12.2021
Coordinated event planning from concept to execution for wineries in Amador and El Dorado counties. Organized diverse events including holiday celebrations, wine maker dinners, pet-friendly gatherings, murder mystery dinners, and concert nights. Wineries include Sierra Vista Winery, Distant Cellars. Managed logistics for private events such as wedding receptions, birthdays, baby showers, and catering selections.
Coordinated golf course weddings, banquets, and tournaments at Cold Springs Golf Course.
Scheduled event timelines with catering, golf operations, and clubhouse staff.
Communicated event details with clients, vendors, and course management.
Greeted tasting room guests with Cielo Winery hospitality and product knowledge.
Poured wine samples and explained varietals, vintages, and tasting notes.
Processed retail sales through POS system and handled cash transactions.
Refilled wine inventory in the tasting area to maintain consistent service during tastings., glassware, and tasting supplies throughout Cielo Winery tasting room.
Assisted guests with wine club sign-ups to enhance their experience and engagement. and explained membership benefits to guests.
Performed opening and closing duties according to established procedures.
Monitored event areas and replenished supplies during private functions
Maintained cleanliness of event spaces to provide a welcoming atmosphere for guests. and reset equipment after winery gatherings
Assisted in setting up and breaking down of the event space.
Coordinated golf course events, banquets, and tournament schedules with staff.
Communicated with clients about event details, contracts, and service requests.
Arranged clubhouse and outdoor venue setup for receptions and special functions.
Ensured all catering needs were met, beverage orders, and banquet service timelines.
Prepared event timelines, staffing plans, and day-of schedules.
Delivered on-site assistance during events during the day of the event including problem solving if necessary.
Legal Assistant/Paralegal
1 Year 1 Month
Blue Ribbon Personnel | Placerville, CA | 05.2015 - 06.2016
Legal support for law firm legal assignments, legal research, complex document preparation, scanning, copying, filing client and attorney correspondence, receptionist, general office duties
Administrative Assistant/Paralegal
1 Year 4 Months
Motherlode Law | Placerville, CA | 08.2013 - 12.2014
Managed receptionist area, greeted visitors, and addressed telephone and in-person inquiries for information.
Managed client intake calls and routed messages for legal staff at law office.
Scheduled attorney calendars, hearings, and meetings using office scheduling systems.
Prepared legal documents, correspondence, and filing packets for Motherlode Law attorneys.
Drafted legal documents for Lanphier & Associates, ensuring compliance with Chapter 7 bankruptcy requirements.
Analyzed and interpreted laws, rulings, and regulations for specific cases.
Advised clients on procedural matters to enhance understanding of their cases.
Reviewed client intake forms and organized case files to ensure accurate firm records.
Paralegal/Intake Coordinator
4 Years 1 Month
American Law Center | Sacramento, CA | 08.1998 - 09.2002
Intake coordinator meeting with clients in person and via zoom for potential bankruptcy and criminal cases. Managed intake department scheduling appointments, reviewing client applications and documentation. Prepared bankruptcy documentation, court filings, attorney support.
Commercial Real Estate Broker
3 Years 5 Months
TRI Commercial-BT Commercial | 01.1993 - 06.1996
Counseled customers on current residential and land market statuses, aligning property options with buyers' needs and financial resources. Generated lists of properties that were compatible with buyers' needs and financial resources. Educated clients on the current real estate market and answered any questions they had. Wrote contract documents, purchase agreements and closing statements. Assisted in developing effective marketing materials for properties, enhancing visibility and attracting potential buyers. Verified that the legal formalities were completed prior to closing dates. Communicated with owners regarding home and loan status. Assisted clients in leasing of homes, retail and entertainment space. Promoted property sales through targeted advertisements, strategic open houses, and active participation in multiple listing services. Negotiated contracts and coordinate with lenders, attorneys and inspectors. Advertised properties to the general public via networking, brochures, ads and multiple listing services to maximize exposure. Short sale specialist. Sold largest land deal in Yolo county, 1989, (8711 acres) Notable deals: Chevys on the River, Sacramento, CA 1987
Managed commercial property listings for TRI Commercial and BT Commercial brokerage teams
Prospected tenants, landlords, and investors for office, retail, and industrial deals
Prepared market research, comparable analyses, and property summaries for client presentations
Commercial Real Estate Agent
2 Years 4 Months
Potter Taylor | Sacramento, California | 08.1987 - 12.1989
Specialized in Land, Office and Retail sales and leasing. Procured development projects and obtained leases from companies such as Jack in the Box, Chevron, and others.
Executed real estate transactions for Chevy's on the River, Harris Lanier, and Fleet Feet, including largest land transaction in Yolo County in 1989.
Obtained first retail lease in the Hyatt Hotel, Sacramento
Analyzed market data and comparable sales for office, retail, and development deals to inform strategic decisions.
Advised clients on site selection, zoning, and occupancy requirements.
Drafted lease proposals and purchase offers in accordance with Potter Taylor transaction standards, ensuring compliance and accuracy.
Negotiated contracts and coordinated with lenders, attorneys and inspectors.
Education
A.S Degree - Paralegal studies
American Public University | Charles Town, West Virginia, USA | 01-2014
Currently in process of obtaining a BS in Sociology
GPA: 3.2
- Paralegal Studies
Heald College | Rancho Cordova, Ca | 01-2012
GPA: 4.0
Bachelor of Science - Sociology
APUS | Charles Town, WV
Skills
Microsoft Office proficiency
Excel spreadsheets
Meticulous attention to detail
Results-oriented
Self-directed
Professional and mature
Strong problem solver
Resourceful
Strong interpersonal skills
Legal administrative support
Legal research
Document preparation
Contract review
Microsoft Excel
Client intake
Records management
Attention to detail
Written communication
Critical thinking
Problem solving
Time management
Excellent communication
Materials coordination
Professionalism
Certification
Licensed California Real Estate Broker Current
Areas of Expertise
Real Estate/ Legal administrative support/Event coordination
Licensed Real Estate Broker and Property Manager at Veterans Realty Services And Property ManagementLicensed Real Estate Broker and Property Manager at Veterans Realty Services And Property Management