Experience

Finkelstein & Partners, LLP

• United States
• Law Practice
• 1 - 100 Employee

• Manager of the Commercial Dept. \ Paralegal

  • 2008 - Present

  Manager of the Commercial Dept. \ Paralegal: Prepared Commercial and Residential Real Estate Closings, Wills, Trusts and Health Care Proxy Documents, Guardianships, and Supplemental Needs Trusts. Responsibilities also include Litigation, Estate Work, Corporate Formations and Workman’s Compensation. Manager of the Commercial Dept. \ Paralegal: Prepared Commercial and Residential Real Estate Closings, Wills, Trusts and Health Care Proxy Documents, Guardianships, and Supplemental Needs Trusts. Responsibilities also include Litigation, Estate Work, Corporate Formations and Workman’s Compensation.



EverBank

• United States
• Banking
• 700 & Above Employee

• Wholesale Closer III

  • 2007 - 2008

  Responsible for fully processing reverse mortgage loans from initial submission thru to underwriting, closing and funding. Report fraud concerns where applicable. Investigate title issues as they arise. Review files for FHA and RESPA requirements. Assisted with HUD audits and post-closing concerns as needed. Worked as a liaison between closing agents, borrowers and reverse mortgage specialists to facilitate the closing and funding of reverse mortgage transactions. Responsible for reviewing and clearing all loans for a legal clear to close. Effectively and timely scheduling and delivering loan documents to closing agents. Responsible for timely funding of loans. Maintain a high level of customer service to brokers and closing agents. Assist in any issues that may arise before, during or after closing of loans.



National Settlement Agency, Inc

• Branch Manager

  • 2002 - 2007

  Opened and Managed the Newburgh branch of National Settlement Agency, Inc. Responsibilities included: obtaining and maintaining Alarm systems, computer systems and personnel, ordering and clearing title searches, verifying compliance of underwriting conditions between closing departments, legal departments and loan processors. Obtained payoffs. Worked with borrowers and attorneys to satisfy previous Federal, State liens and judgments. Assisted customers in obtaining and filing satisfactions on paid accounts. Prepared and coordinated Commercial and Residential purchase, refinances, CEMA and Co-op closings nationwide. Trained mortgage processors and loan officers. Worked with multiple lenders legal staff in order to close loans and verified accurate Document preparation. Prepared final HUD statements for loan closings. Maintained a staff of attorneys and notaries in order to close loans. Conducted and performed closings personally when requested by clients to ensure client satisfaction. Verified the recording of closed loans. Researched and resolved problem areas that arise before, during and after loan closings. Procured and maintained new brokers and lenders to ensure ever growing client base nationwide.



ORIX Financial Services, Inc.

• Documentation & Funding Paralegal

  • 1986 - 2001

  Paralegal: Paralegal to Division Counsel managing over five hundred litigation/bankruptcy cases for multi-billion dollar commercial finance company. I assisted in the development/maintenance of a company wide Litigation tracking system in order to monitor and update all small ticket, middle market and big ticket operations from initial intake to completion. Assisted in maintaining law library. My responsibilities included working with internal/outside counsel, customers and other third parties to resolve Litigation matters. I was responsible for coordinating and updating all branch office litigation issues and expenses reporting to the Division office. Prepared Service of Process. Assisted with legal research and preliminary drafts of legal documents. Trained and supervised collection staff. Documentation and Funding Specialist: Responsible for Document preparation. Verified accuracy of Legal documents in order to close loans/leases. Worked closely with credit and legal staff in order to determine credit strength and legal components of customer base. Ordered lien searches to ensure first priority fillings on collateral. Ordered subordinations when needed. Obtained Insurance coverage on equipment and motor vehicles. Dispersed funds to proper dealers/vendors upon closing of documents. Directed filing of liens in order to secure transactions. Determined proper personal property tax percentages on leases. Instructed title department on proper titling/lien placements on motor vehicles. Aided sales staff personnel with collateral inspections. Trained and supervised documentation staff. Executive Secretary: Managed executive office, payroll, accounts payable, attendance, inventory control and expense reports. Coordinated all travel arrangements. Trained and supervised office staff. Managed automated and manual check writing systems. Used IBM PC, WordPerfect, Lotus, Windows, and mainframe extensively in day to day operations.