Lori A. Swanson, ACP

Licensed Real Estate Broker at Keller Williams Realty Infinity
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Contact Information
us****@****om
(386) 825-5501
Location
US

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Bio

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5.0

/5.0
/ Based on 2 ratings
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Marie Sarantakis

Lori worked as a paralegal for my firm and I highly recommend her services. She is incredibly knowledgeable, organized, self-driven, and capable of successfully managing complex legal assignments in a variety of practice areas.

Marianne Cohen

It is with great pleasure that I write this recommendation for Lori. Lori was my assistant at DLA. She was a hard-worker, always took the initiative to start and finish projects and did excellent work. She was very conscientious and a team player, always volunteering to stay late or work weekends to help the attorneys finish projects. Lori always put her "all" into everything she did and rarely did I find any mistakes or issues with her work. I never worried when I was out of the office and left Lori with work to accomplish and my emails to monitor. In fact, other attorneys wanted to "steal" her away from me because she was so good! On a personal note, Lori is a great individual and well liked and respected by everyone at DLA. She's very caring and sweet and I would be honored to work with her again one day. Marianne Raimondi Cohen

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Credentials

  • Certified Paralegal
    NALA - The Paralegal Association
    Oct, 2018
    - Oct, 2024
  • Real Estate Broker
    Illinois Department of Financial and Professional Regulation
    Oct, 2022
    - Oct, 2024
  • NALA Advanced Certified Paralegal
    NALA - The Paralegal Association
    Jan, 2021
    - Oct, 2024

Experience

    • Real Estate
    • 100 - 200 Employee
    • Licensed Real Estate Broker
      • Oct 2022 - Present
    • Real Estate
    • 1 - 100 Employee
    • Freelance Paralegal
      • Sep 2020 - Present

      I provide paralegal services for attorneys on a project-by-project basis. Most recently I have been working with Beyond Paralegals assisting with projects for their attorney clients. I have senior-level experience in family law matters and divorce litigation. I also have experience in filing annual reports and maintaining corporate books, residential and commercial real estate, business litigation, mechanic's liens, FOIA requests, zoning matters, estate planning, and insurance defense. I enjoy researching and writing, analyzing discovery, records produced, and financial information, and creating excel spreadsheets that reflect the data in an organized fashion. Show less

    • United States
    • Law Practice
    • 1 - 100 Employee
    • Paralegal
      • Jan 2019 - Aug 2020

      Handled family law matters and divorce litigation. Drafted petitions, motions and responses. Reviewed discovery responses and financial statements and created marital estate balance sheets. Handled routine filings through Cook, DuPage, Will, and Kane counties. Handled family law matters and divorce litigation. Drafted petitions, motions and responses. Reviewed discovery responses and financial statements and created marital estate balance sheets. Handled routine filings through Cook, DuPage, Will, and Kane counties.

    • United States
    • Insurance
    • 700 & Above Employee
    • Paralegal Intern
      • Jan 2018 - May 2018

      Handled insurance defense matters, reviewed medical records, created timelines, reviewed discovery. Handled insurance defense matters, reviewed medical records, created timelines, reviewed discovery.

    • United States
    • Law Practice
    • 1 - 100 Employee
    • Paralegal
      • Sep 2016 - Jan 2018

      Assisted attorneys with residential and commercial real estate matters including closings, document and closing statement preparation, closing books and UCC filings. Assisted with zoning matters including researching city and county zoning requirements, prepared public hearing notices, and submitted FOIA requests. Filed annual reports, handled entity creations/dissolutions, prepared minutes, consents and resolutions, and maintained corporate minute books and stock certificates. Assisted with business litigation discovery, prepared notices for mechanics liens, researched parties involved, and prepared large certified mailings. Created charts, spreadsheets and checklists to aid with several matters including organization of discovery, tracking annual report due dates, real estate closing documents and deadlines, etc. Created detailed instructions and procedures for paralegals related to real estate matters, corporate matters and mechanics liens. Show less

    • United States
    • Law Practice
    • 1 - 100 Employee
    • Real Estate Paralegal
      • Aug 2015 - Aug 2016

      Prepared documents and checklists for residential and commercial real estate closings, tracked deadlines, assembled electronic closing books. Prepared leasing documents and redlining for multiple revisions. Go-to person at firm for real estate issues and assistance. Prepared documents and checklists for residential and commercial real estate closings, tracked deadlines, assembled electronic closing books. Prepared leasing documents and redlining for multiple revisions. Go-to person at firm for real estate issues and assistance.

    • United States
    • Law Practice
    • 1 - 100 Employee
    • Office Manager/Paralegal
      • Apr 2011 - Aug 2015

      Office manager, paralegal manager, and bookkeeper for family law firm in Oak Brook. Paralegal manager to three paralegals. Assisted owner with collaborative divorce law cases and mediations, prepared marital estate balance sheets, drafted pleadings and settlement agreements. Handled A/R and A/P, client billing, ADP payroll, employee benefits and HR matters. Previously worked for owner 1995-2004. Office manager, paralegal manager, and bookkeeper for family law firm in Oak Brook. Paralegal manager to three paralegals. Assisted owner with collaborative divorce law cases and mediations, prepared marital estate balance sheets, drafted pleadings and settlement agreements. Handled A/R and A/P, client billing, ADP payroll, employee benefits and HR matters. Previously worked for owner 1995-2004.

    • United Kingdom
    • Law Practice
    • 700 & Above Employee
    • Legal Secretary
      • Nov 2005 - Nov 2010

      Supported partner, senior associate, mid-level associate and an “of counsel” attorney in areas of Corporate Real Estate, Leasing, Environmental Law and Land Use and Zoning. Began employment supporting three associates, then promoted in 2009 to assignment supporting two partners and an associate. Supported partner, senior associate, mid-level associate and an “of counsel” attorney in areas of Corporate Real Estate, Leasing, Environmental Law and Land Use and Zoning. Began employment supporting three associates, then promoted in 2009 to assignment supporting two partners and an associate.

Education

  • Northern Illinois University
    Bachelor of Science in Business Administration - BBA, Business Administration and Management, General
    2020 - 2022
  • Benedictine University
    Bachelor of Business Administration - BBA, Began working on undergraduate degree at Benedictine and then transferred to NIU
    2018 - 2019
  • College of DuPage
    Associate of Arts and Sciences (AAS in Paralegal Studies), Paralegal Studies
  • College of DuPage
    Associate’s Degree in General Studies

Community

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