Jen Atkinson

Experience

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  Michael J. Lamonsoff, Esq

  Sept 1999 - Feb 2000

  Legal Assistant

  Handled the scheduling for attorneys court appearances. Reviewed and requested medical records for potential and current clients. Prepared Motions/Complaints. Prepared Oppositions.Managed obtaining and filing records in file room. Handled client calls and correspondence. In constant contact with clerk’s office.

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  DiJoseph & Portagello

  Feb 2000 - May 2001

  Legal Assistant

  Managed and oversaw the Attorney’s schedules. Handled requests for medical records for clients. Reviewed medical records.Handled deposition scheduling. Prepared Motions/Complaints and filed with courts. Prepared Oppositions.Marked attorney’s calendars for adjournments. Managed database for record room. Prepared case files for attorney to take to court insuring all documents were in file.In constant contact with clients.

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  Smith, Mazure, Director, Wilkins, Young and Yagerman

  May 2001 - Oct 2004

  Legal Assistant

  Involved with my cases from inception through settlement stages. Prepared daily court calendar for all attorneys.Handled all incoming paper work for potential personal injury cases. Acted as a liaison with our attorneys and opposing counsel. Requested medical records to review client's injuries.Sent letters to apposing firms regarding deposition date setups.Ordered court reporters and translator if needed.Prepared Motions/Complaints.Prepared Oppositions.Marked attorney’s calendars for adjournments.Requested records for case preparation. Ensured that all documents that were needed for court were in the case file for each court appearance. Show less

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  BrownGreer PLC

  Nov 2004 - Oct 2005

  Legal Assistant

  Reviewed legal documents for class action lawsuits coming into the firm. Scanned and uploaded information for doctors to review. Received statuses on clients conditions pertaining to the legal action taken. Communicated with attorneys daily to receive updated information and current status on class action lawsuits.Worked on various teams to obtain all necessary documents for attorneys preparing for court appearances.

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  Friedman & McFadden

  Oct 2005 - Dec 2006

  Legal Assistant

  Prepared legal documents for all properties in foreclosure status. Contacted borrower by written notice, reminding them of the payment arrangement deadline. Drafted property description to send to the local papers for the foreclosure sale. Read through Deeds of Trusts/Mortgage to confirm legal obligation to auction off properties.

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  SunTrust Bank

  Jan 2007 - Jun 2014

  Special Assets Assistant

  Reviewed and prepared Mortgage/Loan Satisfaction and Assignments Reviewed title policies.Managed property taxes and homeowners insurance on all Trust mortgages.Frequent Contact with our Trust clients and borrowers; Prepared notices advising them of past due balance, outstanding property taxes due and lapsed homeowner’s insurance coverage.Worked closely with the Mortgage Administrator in maintaining current and accurate records for allMortgages held in Trust Accounts.Assisted in setting up new Trust mortgages; researching property location, taxes and parcel information,obtained insurance policies.Scanned all incoming and outgoing documents; uploading them onto a shared drive to maintain for future reference. Show less

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  Live Well Financial

  Dec 2014 - May 2017

  Risk Management Associate

  Maintain records, compiles information and submits necessary forms for Corporate Business LicensesEnsure timely annual and/or quarterly submission of materials to state agenciesUpload all requested Licensing and Financial information into the MCR (Mortgage Call Report) in NMLSResponsible for maintaining current Surety Bonds for State LicensingWork closely with Risk Management and Regulatory Affairs manager with special projects and activitiesProvide research materials for state examsRenew nationwide state licenses annually Handle litigation process for loan files pending reverse mortgage foreclosureCommunicate and provide necessary documents to outside counsel Follow up on reverse mortgage foreclosure case files pending on Civil Court Calendars Show less

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  Citizens Bank

  Jun 2017 - now

  • Operations Analyst, II - Officer

    Jan 2018 - now

  • Quality Assurance QA/QC Lead Officer

    Jun 2017 - Apr 2018