Experience

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  Donna j. jackson & associates, pllc

  Nov 2001 - Nov 2013

  Paralegal

  Legal assistant to a general practice attorney specializing in domestic, estate and real estate law. • Conduct legal research into case law, finding innovative approaches to cases ranging from custody disputes to questionable deeds and titles • Interview and guide clients and witnesses in the development of written affidavits and preparation of relevant and beneficial testimony • Develop and Implement processes to ensure the protection of the confidentiality of client files and attorney work product • Manage over 200 case files ensuring that deadlines are met and that cases progress appropriately • Draft pleadings, motions and legal briefs as well as provide courtroom support as needed • Conduct written correspondence with clients, mediators, judges, guardians ad litem and attorneys • Prepare, request and organize high volume discovery documents Show less

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  Advance america

  Nov 2013 - Sept 2018

  Compliance specialist

  Acted as part of the legal and regulatory team to insure compliance with State and Federal laws in general and specific to the short-term lending industry • Address compliance issues in four states, 465 centers, including drafting responses to state examination reports, ensuring that written policies and procedures are clear and compliant with federal and state law, conducting legal research, ensuring that documents are compliant with federal and state law and monitoring relevant legislative activity • Develop and maintain relationships with third party lenders including facilitating on-site audits, responding to written information and document requests, resolving mutual customer issues, coordinating product and document changes and developing new product offerings. • Participate in seven new product launches including assisting in development of documents, signage and fee schedules, supporting implementation during and after launch and communicating with regulators, training, and field personnel regarding new product offerings • Represent the compliance department in three projects including assisting in the development of scope and allocation of compliance resources, identifying necessary changes in policies and procedures, reviewing of new and amended documents and coordinating efforts with other department• Coordinated with other departments and outside entities to identify statutory asset requirements for twenty-nine states, 2100 centers. Developed and maintained detailed spreadsheet to monitor compliance with those requirements •Worked with other departments to coordinate compliance related material and develop policies and procedures to insure on-going compliance. • Responsible for the Administration and maintenance of the of internal company website, ensuring availability of internal communications, forms and compliance policies to all staff members. • Respond to complaints from customers filed directly or through government agencies Show less

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  Edward jones

  Jun 2019 - now

  Financial advisor