Tiffany Richardson
Fort Worth,TX
Summary
Paralegal motivated to continually improve and extend personal skills and knowledge to attain increased responsibility and opportunities for professional growth. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
19
19
years of professional experience
Work History
Paralegal
Frost Brown Todd LLP
10.2019 - Current
- Extensive experience with all aspects of a Commercial Finance and Commercial Real Estate loan transaction from its beginning stages to closing, including title, survey and due diligence review
- Corporate transactional in the preparation of documents relating to entity formation, entity dissolution, foreign qualification, annual reports and order entity searches/certified documents
- Experience in all aspects of commercial loan transactions including, but not limited to, preparation of commercial loan agreements, security and authorization documents, commercial leases and deeds as well as assisting with preparation/filing of UCC financing statements, amendments, and terminations
- Manage checklists, organize and send closing documents, signature packets and post-closing tasks
- Coordinate with title company, surveyor, zoning agents etc
- To resolve issues and other due diligence concerns
- Prepare drafts of ancillary documents, closing affidavits, closing statements, and closing instruction letters, in connection with the development, financing and management of commercial properties
- Draft, revise, format, proofread, and finalize documents including title objection and response letters, agreements, closing documents, loan documents, closing binders and other various documents
- Research liens in connection with corporate financing; perform due diligence searches and legal research and investigation
- Work independently in all aspects of transactional law including, but not limited to, entity formations, dissolutions, and mergers; foreign qualifications all over the country; preparing and filing annual reports; maintaining corporate minute books; preparation of annual board of directors and shareholder resolutions; preparation of stock certificates; and Internal Revenue Service filings for employer identification numbers, s-corporation and entity classification elections
- Maintain company credit card for transactions and process credit card reconciliation for expenses to be applied to the client matter
- Maintain files in Netdocs system for clients
- Create redline docs in Workshare Compare
- Ability to multi-task and prioritize assignments for multiple attorneys in all offices
- Prepare entity formations, file and record documents with recorder's office, Secretary of State and other government offices both electronically and via hard copy nation wide
- Train recent law school graduates (interns and associate attorneys)
- Onboarding client intake assistant for new attorneys transitioning to the FBT - Dallas Office
Paralegal/Legal Assistant
Small Business Administration, SBA
10.2016 - 10.2019
- Commercial Real Estate legal document generation
- UCC filings for County and State
- Maintain and manage the closing checklist to ensure that closing counsel and internal parties have received all required documents to review and close the loan
- Ensure all necessary documents have been created in compliance with the request made by senior management and legal counsel
- Maintain a critical dates schedule and monitor all parties involved to ensure deadlines are met
- Prepare legal documents for both secure and unsecured loans, including complex home, business loans and Economic Injury Development Loans (EIDL)
- Audit loan modification documents returned from the state
- Review and analyze title docs such as title reports, zoning, and surveys
- Maintain working knowledge of county and state specific document requirements
- Create training material for new hires on creating Commercial Loan Closing documents
- Extended hours of duty (10 to 14 hours a day and weekends) may be required
- Extended travel is required when assigned to a field office
- Works independently, planning the work, resolving problems in accordance with instructions, policies and guidelines while adjusting using accepted legal practices and procedures
- Worked alongside attorneys, administrative assistants, and fellow legal assistants on complex cases and legal processes
- Created spreadsheets to track client progress and document billable hours
- Prepared and drafted correspondence and legal forms to maintain smooth communications
- Monitored changes in relevant laws to stay abreast of procedures and provide legal updates to clients
- Responded to client inquiries to provide accurate legal advice and offer assistance
- Organized documents to manage paper and electronic filing systems of clients
- Communicated pertinent information to clients via phone, email, and mail
- Contacted clients to schedule appointments and discuss progress of cases
- Created weekly, monthly, and quarterly expense reports
- Managed accounts and client records of clients, observing confidentiality, and extreme discretion
- Researched and analyzed legal issues and cases to provide accurate advice to clients
Fleet Services/Fleet Credit Account Manager
Mercedes-Benz Financial Services
04.2008 - 10.2016
- Commercial; 4 years
- Client Services/Resolutions Supervisor, Consumer and Commercial; 3 ½ years
- Accounts Payables/ General Account Changes SME, Consumer; 1 year
- Discounting/Remarketing, Consumer; 3 mos
- (temp)
- Account adjustments, customer reconciliations and processing credit disputes
- Manage multimillion dollar accounts/account balancing
- Month end closing and journal entries
- Work collaboratively with all departments and business units to achieve financial quarterly results
- Created/documented new process and procedures for Fair Market Value national accounts
- Lead financial activities, including coordinating and performing, planning, forecasting, reporting, analysis, and monitoring attainment of financial metrics for business leaders
- Receive, analyze, organize, and execute complex database and email request in a timely manner
- Train new team members on applying due diligence procedures
- Frequently support Fleet Credit and Collection functions by modifying multi-asset and multi-million-dollar accounts via rewrites/extensions to manage and maintain delinquency
- Develop reporting and analytical tools to improve the efficiency and effectiveness of monitoring business unit performance
- Coaching and development, quarterly goals, and reviews
- Quality Assurance Call monitoring, evaluations, and feedback sessions
- Manage day to day operations of the Resolutions department
- Takeover escalated supervisor calls and process emergency doc requests
- Manage customer calls, inbound/outbound and follow up on urgent requests
- Responsible for direct communication with internal/external customers, dealers, title/tag agencies, state taxing jurisdictions and all brand partners
- Create training material using Microsoft applications for agents and new hires
- General account changes; update address, due date change, extensions
- Process and print emergency check requests
- Subject matter expert for autopay
- Process and audit autopay bank reports
- Establish and maintain effective and cooperative working relationships with internal customers
- Collaborated with upper management to implement continuous improvements and exceed team goals
- Built relationships with customers and community to establish long-term business growth
- Resolved problems with high-profile customers to maintain relationships and increase return customer base
Paralegal/Office Manager
Huey P. Mitchell, P.C.
12.2005 - 04.2008
- Retrieves and research case law, relevant codes, regulations, and procedures
- Maintain attorney's calendar, arrange travel and meetings
- Accounts Payables and Receivables
- Processing of approved invoices for payment
- Prepare invoices for clients using QuickBooks
- Managed Office, train new hires
- Negotiate with insurance adjusters regarding personal injury and medical subrogation claims
- Maintain and organize case files, and file all documents securely
- Maintain relationship with district attorneys, judges, and court coordinators
- Correspondence to Clients, Attorneys, and Courts
- Legal document preparation using Microsoft Office
- Litigation; Draft and Response to Discovery
- Answer/screen phone calls and schedule appointments
Legal Assistant
Fuller And Eason Law Office
01.2005 - 07.2006
- Maintained Personal Injury case filings
- Legal document preparation using Microsoft Office
- Negotiate with insurance adjusters regarding personal injury and medical subrogation claims
- Interview clients at hospital or accident location for potential representation
- Correspondence to Clients, Attorneys, Insurance Company and Courts
- Organize and maintains legal and litigation related files, records, and databases
Education
Associate of Arts -
Tarrant County College
Fort Worth, TX05.2016
Paralegal Certificate - Legal Studies
Arlington Career Institute
Grand Prairie, TX2006
Skills
- Proficient in MS Office
- Corporate law
- Document filing
- Document preparation
- Administrative support
- Specialty in Corporate Transactions and Commercial Real Estate law
Timeline
Paralegal
Frost Brown Todd LLP
10.2019 - Current
Paralegal/Legal Assistant
Small Business Administration, SBA
10.2016 - 10.2019
Fleet Services/Fleet Credit Account Manager
Mercedes-Benz Financial Services
04.2008 - 10.2016
Paralegal/Office Manager
Huey P. Mitchell, P.C.
12.2005 - 04.2008
Legal Assistant
Fuller And Eason Law Office
01.2005 - 07.2006
Associate of Arts -
Tarrant County College
Paralegal Certificate - Legal Studies
Arlington Career Institute
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