Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Stephanie Cruz

Brooklyn

Summary

  • Ability to prioritize and perform dissimilar tasks simultaneously.
  • Self-motivated, Quick learner, excellent verbal & visual communicator.
  • Organized, team player, able to work independently with minimal supervision.
  • Meticulous worker; attentive to quality and detail.
  • Polite, respectful, and courteous manners.
  • Responsible, efficient, and flexible.

Overview

10
10
years of professional experience

Work History

Funding Department

Abrams Garfinkel Margolis Bergson, LLP
10.2023 - Current
  • Monitor and maintain all incoming and outgoing wires into accounts.
  • Organize and prepare all files due for disbursement each day;
  • Responsible for ensuring the all funds are applied to appropriate files and not over funded
  • Responsible for accurately preparing and releasing wires
  • Responsible for accurately preparing certified checks through bank portal:
  • Responsible for running and monitoring weekly reports, such as over under reports, outstanding checks greater than 30-60-90 days

Legal Assistant

Abrams Garfinkel Margolis Bergson, LLP
04.2021 - 09.2023
  • Process all new referrals in computer system and evenly distributed files among team
  • Communicated with Lenders and buyers atty to obtain title reports, deal sheets and broker invoices;
  • Uploaded and indexed all necessary documents for the team
  • Organized CEMA request t ensure timely delivery; Prepared CEMA's, 255's Tax Affidavits;
  • Coordinate with parties to schedule closings with Lenders, buyers and Seller Attorney and Borrowers;
  • Comfortable completing post closing audits and preparing files for return to the appropriate lenders

Legal Assistant

Taub Law Firm
01.2018 - 03.2020
  • Responsibilities include coordinate calendar/depositions/IME's closings and conferences on a daily basis;
  • Ordered, reviewed, and summarized medical records.
  • Worked closely with insurance adjusters and defense counsel to negotiate settlements.
  • Drafted Summons and Complaints, Motions, Pleadings, Discovery, and Interrogatories.
  • Data entry of all calendar dates, emails, scheduling and adjourning depositions.
  • Communicated with law firms, courts, and clients and assisted as needed;.
  • Additional responsibilities include answering phones and various other aspects of reception and office procedures;

Legal Assistant

The Goodman Law Firm
04.2015 - 04.2016
  • Responsibilities include coordinate calendar for closings attorney meetings and court dates on a daily basis;
  • Data entry of newly referred matter for both personal injury and the banking department;
  • Communicated will all necessary parties to coordinate closing including but not limited to buyer's attorneys, title companies, coop attorneys' and per diem closers;
  • Monitored all the return of all out-going closing packages;
  • Assisted with post closing deficiencies with the direction and assistance of the senor paralegal;
  • Additional responsibilities include answering phones and various other aspects of reception and office procedures;
  • Light document preparations under Paralegal supervision included but not limited to Contracts of Sale, Power of Attorneys and retainers;

Education

Diploma -

Luella High School
05.2015

Skills

  • Ability to prioritize and perform dissimilar tasks simultaneously
  • Self-motivated
  • Quick learner
  • Excellent verbal communicator
  • Excellent visual communicator
  • Organized
  • Team player
  • Able to work independently with minimal supervision
  • Meticulous worker
  • Attentive to quality and detail
  • Polite
  • Respectful
  • Courteous manners
  • Responsible
  • Efficient
  • Flexible

References

Available upon request.

Timeline

Funding Department

Abrams Garfinkel Margolis Bergson, LLP
10.2023 - Current

Legal Assistant

Abrams Garfinkel Margolis Bergson, LLP
04.2021 - 09.2023

Legal Assistant

Taub Law Firm
01.2018 - 03.2020

Legal Assistant

The Goodman Law Firm
04.2015 - 04.2016

Diploma -

Luella High School
Stephanie Cruz