Camarillo, California, United States
A detail-oriented and proactive problem-solver with a proven track record of successfully handling multiple high-priority tasks simultaneously and managing heavy case volumes in a rapidly-changing environment. I have experience in multiple legal areas including taxation, real estate, estate planning, general business transactions, and litigation management.
• Litigation Management/ Risk Management: Manage a caseload of up to 300 litigation files to resolution by evaluating legal pleadings, reviewing loan records across multiple platforms, developing case strategy, managing outside counsel, and collaborating with multiple lines of business while maintaining over 95% accuracy on exception reports and audits. • Other: Site designee for special reports, recipient of several awards for efficiently handling files, participating in special projects, and assisting with training associates; represented the Bank as a corporate witness in legal proceedings.
• Taxation: Drafted estate and asset protection plans for clients worth $500K- $5 million; developed business acquisition, disposition, and entity formation plans. • Transactional/ Real Estate: Negotiated and drafted various transactional documents, advised on investment real estate issues. • Collections: Advised on collection issues.
• Taxation: Developed asset protection plans for individuals and small business owners. • Bankruptcy: Advised and assisted in the preparation of bankruptcy petitions, created a streamlined process to maximize practice area efficiency, ensure compliance with statutory deadlines, and successfully handle nearly $100,000 in existing deliverables.
• Taxation: Developed asset protection plans for individuals and small business owners. • Bankruptcy: Advised and assisted in the preparation of bankruptcy petitions, created a streamlined process to maximize practice area efficiency, ensure compliance with statutory deadlines, and successfully handle nearly $100,000 in existing deliverables.