amy-schroeder-paralegal

3
Amy L. Schroeder 199 County Line Rd | Branchburg, NJ 08876 | [email protected] | (908) 347-1078 HIGHLIGHTS I hold an Associate’s Degree in Paralegal Studies, a New Jersey Real Estate License and am a Notary Public. PROFESSIONAL EXPERIENCE SHANAHAN & VOIGT, LLC Paralegal June 2015 – Present Main focus on Residential and Commercial Real Estate Transactions including but not limited to the following tasks: Creating, organizing and maintaining various procedures and systems including document templates and checklists for each type of real estate transaction. Opening, reviewing, and closing contracts from beginning to end including attorney review, inspection contingency negotiations, municipal requirements, preparation of closing documents and review of settlement statements for accuracy. Analyzing title reports for Schedule B Requirements and Exceptions, judgements, tax liens, easements and encroachments to ensure clear title. Preparing bulk transfer requests, lease assignments, and estoppel certificates applicable to commercial transactions. Communicating with clients, real estate agents, Title Company and adversary throughout the transaction to successfully close each file. Additionally assist the firm with Land Use and Zoning applications, Loss Mitigation and Foreclosure matters, Landlord/Tenant matters, Litigation Support, Preparation/Execution of Estate Planning documents, Business Formation and maintaining company website. CHUBB AND SON INSURANCE Agency Bill Specialist July 2009 – May 2012 Managed assigned receivables for 500-600 Tier 2 & 3 producers, monitoring their payment status and cancelling or reinstating policies based on payment history. Upheld Premium Accounting Workstation (PAW) work standards and utilized principles when taking action on all calendar categories to ensure satisfactory resolution for each item.

Upload: amy-schroeder

Post on 16-Apr-2017

30 views

Category:

Documents


3 download

TRANSCRIPT

Page 1: Amy-Schroeder-paralegal

Amy L. Schroeder199 County Line Rd | Branchburg, NJ 08876 | [email protected] | (908) 347-1078

HIGHLIGHTSI hold an Associate’s Degree in Paralegal Studies, a New Jersey Real Estate License and am a Notary Public.

PROFESSIONAL EXPERIENCESHANAHAN & VOIGT, LLCParalegal June 2015 – Present

Main focus on Residential and Commercial Real Estate Transactions including but not limited to the following tasks:

Creating, organizing and maintaining various procedures and systems including document templates and checklists for each type of real estate transaction.

Opening, reviewing, and closing contracts from beginning to end including attorney review, inspection contingency negotiations, municipal requirements, preparation of closing documents and review of settlement statements for accuracy.

Analyzing title reports for Schedule B Requirements and Exceptions, judgements, tax liens, easements and encroachments to ensure clear title.

Preparing bulk transfer requests, lease assignments, and estoppel certificates applicable to commercial transactions.

Communicating with clients, real estate agents, Title Company and adversary throughout the transaction to successfully close each file.

Additionally assist the firm with Land Use and Zoning applications, Loss Mitigation and Foreclosure matters, Landlord/Tenant matters, Litigation Support, Preparation/Execution of Estate Planning documents, Business Formation and maintaining company website.

CHUBB AND SON INSURANCEAgency Bill Specialist July 2009 – May 2012

Managed assigned receivables for 500-600 Tier 2 & 3 producers, monitoring their payment status and cancelling or reinstating policies based on payment history.

Upheld Premium Accounting Workstation (PAW) work standards and utilized principles when taking action on all calendar categories to ensure satisfactory resolution for each item.

Communicated using Discrepancy Management Tool to resolve inconsistencies with billing information to Chubb Underwriters and Field Offices.

Decreased account cancellation within 90 days in department from 60% to 20%. Collaborated with Senior Underwriters and Field Officers to manage accounts up to

$1M and ensure producers were following proper payment methods and timelines. Increased customer satisfaction and ensured compliance with all Standard

Operating Procedures. Evaluated and utilized Chubb Inquiry systems to research customer information

discrepancies when needed.Licensing Specialist July 2004 – January 2008

Page 2: Amy-Schroeder-paralegal

Established Chubb Licensing Services (CLS) Company and maintained appointment schedule for producers, managed information throughout multiple databases.

Sustained continual growth of CLS through proper documentation of monthly invoicing, accounts payable, accounts receivable, collections and reconciliation, wire transfers, and bank deposits.

Facilitated flow of information through communication with peers, Chubb licensing team, and managers regarding processes and procedures regarding appointments and billing.

Processed thousands of appointments daily and kept meticulous records to monitor based on state regulation and expedite calls from clients.

Evaluated billing databases based on performance and intuitive design, choosing Quickbooks to maintain all customer data and invoice records.

Administrative Assistant, Marketing Dept. July 2000 – July 2004 Supported the Marketing Services Manager and 300 Tier 1 Agents, coordinating

closely with outside vendors to plan annual meetings and ensure best pricing for company events.

Maintained marketing services budget, preparing and reconciling expense accounts for Marketing Services Division.

Built a registration website, enabling shareholders to register for flights, review restaurant information and reservations, and obtain meeting details and documents.

Updated and maintained website for marketing services division and provided new information on page for marketing.

Prepared check requests from review of all bills entering marketing department, coordinating with IT staff to produce quarterly reports posted on the company website.

Coordinated overseas and domestic travel for manager, and planned Annual Shareholder’s Meeting for Reinsurance Company, executing details of trip while outside of United States.

EDUCATION

Associate of Applied Science in Paralegal Studies, 2011 – Raritan Valley Community CollegeCoursework in General Education, 1991 to 1993 – Kean CollegeCertifications/Licensure: New Jersey Licensed Realtor, Notary PublicTechnical Skills: Microsoft Office Suite, Rocket Matter Legal Software, WordPress