Legal Contract Manager/ Legal Coordinator - Access Support For Living - Middletown, NY
(2024-08 - 2026-03)
Researched and advised on compliance, regulatory, risk, and corporate matters. Provided support for general legal issues including drafting and reviewing internal policies and protocols, interpreting technical language and communicating the terms of contracts, and advising senior leaders on legal matters.
- Obtained updates from external legal sources, insurance carriers, insurance brokers and agency staff to maintain the legal tracking log and insurance claims tracking log for the network
- Assisted in maintaining and updating, as necessary, corporate bylaws, certificates of incorporation, and related corporate documents. Ensured practices and policies align with New York State Non-Profit laws, rules, and regulations
- Supervised interns working on special legal projects. Managed the electronic contract management system, including tracking, annual reviews, approvals, and workflows
- Created reviewed, amended, analyzed, negotiated and managed contracts, vendor agreements, professional service contracts, lease agreements, and routine legal contract documents (non-disclosures, confidentiality agreements, subpoenas, records requests, Business Associate Agreements, etc.)
- Identified and assist in resolving contract legal issues. Reviewed leases and contracts for insurance requirements, indemnity provisions and risk assessment. Recommend appropriate insurance values and deductibles for all physical damage, business interruption and liability insurance coverages
- Negotiated with insurance brokers, insurance companies and third party administrators (TPA) with respect to premiums, terms and conditions of all property, casualty, malpractice and liability insurance contract renewals, modification of existing contracts and placement of new insurance contracts as needed. Assisted with submitting insurance claims and notifications
- Managed the contracting process including annual review of contracts, periodic KPI checks and reporting. Identified and assessed legal risks arising from proposed contractual requirements. Collaborated with external council when necessary for special projects. Created legal reports and presentations for the board of directors
- Researched and provided legal information to executive leadership as needed. Researched and provide information on disclosures of legal actions to maintain compliance with government systems
- Researched and provided legal information on the development of agendas and actions relating to multiple housing development fund companies and affiliate organizations
- Assisted in creating the Risk Management Plan and recommending risk management controls and systems. Assisted with developing, investigating and monitoring risk management and compliance standards, policies and protocols. Anticipated detected and reported areas of potential exposure to ensure compliance, avoided costs, increased employee awareness, protected the reputation of the network and improved decision-making
- Advised and trained staff on risk management, regulatory and compliance topics. Assisted with OMIG self-disclosures and tracking. In conjunction with the QA and Compliance teams, conduct and/or oversee audits in accordance with Risk Management and Compliance Plans, regulatory requirements and the needs of the network
- Participated in Value Stream, QA, Compliance and other committee meetings as needed. Assisted with meeting CARF, ISO, Joint Commission and other accreditation requirements
Litigation Paralegal - ASK LLP – Boy Scouts of America Claim Action - Remote, St Paul, MN
(2023-09 - 2024-05)
Assisted supervising lawyers and case manager in all phases of litigation process, from discovery period through the trial and onto post trial findings and appeals.
- Knowledge of summation and concordance database. Transcribed calls
- Engaged proactively with attorneys, staff and clients on outstanding billing items and resolution of issues
- Listened to and transcribed audio recorded media and created written chronologies for visual media
Executive Legal Assistant - Alliance Virtual Solutions - Remote, Tampa, FL
(2023-05 - 2023-08)
- Ensured all firm contractors and clients are satisfied with the arrangements in their working environments with the paralegals/attorneys they are assigned. Communicated with paralegals and attorneys for HR matters
- Assisted firm contractors/staff with daily needs. Communicated with paralegals regarding collection of invoices
- Followed up with paralegals for Freelancer update forms; Attended all firm meetings to collect meeting minutes
- Assisted with obtaining information required for e-billing and liaising with e-billing coordinators on outstanding items
- Trained paralegals for proper usage of our firm invoice template, processes and other important firm operations
- Created training programs for paralegals to learn how to be an asset to their attorney(s)
- Worked with designated freelance paralegals to create training videos on various areas of law
- General assistance of firm CEO to develop the company, improve systems and processes
Family Law & Matrimonial Paralegal (Contested & Uncontested) - Claudio & Associates P.C. - Hybrid, Queens, NY
(2022-05 - 2023-05)
Provided legal support to the family law and matrimonial team with litigation.
- Drafted pleadings, monitored and organized cases, interacted with clients, and calendared
- Drafted applications to the court notice of motions, client certifications and proposed form of order
- E-Filed and filed legal documents; tracked and entered individual billable time up to 40hrs per week
- Executed case strategies with experienced attorneys, paralegals, clients, and support staff
- Utilized computerized billing and payable software modules to complete billing processes
- Conducted legal research using Lexis Nexis, West-Law, and other legal software; utilized MyCase for file
NYPD E-Discovery Analyst – (promoted) - Bronx District Attorney Office - Remote, Bronx, NY
(2021-02 - 2022-05)
Performed hands-on forensic data collection and eDiscovery processing services for the NYPD and Bronx DA Office.
- Liaised with the NYPD and opposing counsel to coordinate eDiscovery data collection and processing requests
- Provided technical requirements and guidance to internal/external development teams to drive the development of eDiscovery tools; served as NYPD Discovery contact for entire Domestic Violence Bureau
- Maintained dockets, case info and legal documentation using databases and legal system
- Worked closely with the NYPD for court, calendars and record keeping
- Created detailed, professional documentation and reports, including performance metrics and investigation reports
- Partnered with bureaus to develop defensible approaches to data collection and processing
Trial Prep Assistant (Paralegal) - Bronx District Attorney Office - Remote, Bronx, NY
(2018-07 - 2021-02)
- Scheduled witnesses for cases, performed legal research, telework and remote work
- Worked closely with outside vendors and counsel to minimize document review costs and time
- Executed trial litigation preparation and assisted with litigation training and case management support
- Cross trained as court clerk; executed docketing, calendaring and record keeping
- Obtained necessary evidence and/or notified witnesses for grand jury, hearings, and trial; drafted motions
- Interacted with stakeholders including investigative staff, witnesses, executives and contractors
- Listened to and transcribed audio recorded media and created written chronologies for visual media
- Served subpoenas and drafted medical records/surveillance for cases; built rapport with forensic analysis team at OCME
- Reviewed surveillance and financial reports; transcribed in Patios (Jamaican Dialect) for NYPD and attorneys
- Consulted with criminal and supreme court clerks to obtain certificates of disposition
- Updated computer-based tracking systems, records, files, document preparation/distribution and schedules
Litigation Paralegal - Criminal and Matrimonial and Real Estate Law - Larkin Ingrassia & Tepermayster - Newburgh, NY
(2016-12 - 2018-07)
Executed client billable hour requirement: 1,700 hours annually (142 client billable hours average per month).
- Organized and maintained documentation to large complex case management matters
- Drafted subpoenas and arranged for process servers; advised attorneys of status dates and changes
- Coordinated document retrieval, setup of electronic media for trial and made recommendations for case staffing
- Utilized Yardi for conducting research and distributing real estate documents
- Utilized computerized billing and payable software modules to complete billing processes
- Attended local and out-of-state trials/arbitrations; summarized depositions, arbitration transcripts, briefs, etc.
- Assisted attorneys with complex caseload research, subject and topic
