Andrew Surber Email & Phone Number

Portland, Oregon Metropolitan Area

• Manage contract lifecycle management workflow using contract management software, maintaining and updating contract templates as needed to ensure efficient work production. • Understanding of contract compliance best practices and an ongoing ability to analyze and recommend more efficient methods as the industry evolves.• Respond to internal department requests and ensure all contracts are drafted and executed timely and accurately. • Coordinate with outside vendors to manage producer & entity licenses, ensuring compliance with applicable law and good standing with TPG business partners. • Manage legal document filing systems, including but not limited to shareholder agreements, license copies, contracts, M&A diligence, etc.

Tigard, Oregon, United States

• Increase work product efficiency by over 50% through the development of spreadsheets designed for quantitative analysis of a bankruptcy debtor’s proposed Chapter 13 plan, allowing for accelerated turnaround time for critical case reviews. • Drive $10M in average annual revenue by developing and maintaining spreadsheets designed for quantitative analysis of debtor payments in order to track individual debtor plan performance.• Reduce company overhead costs by $10K average annually through timely analysis and response to trustee and court notices, preserving past due balances and charges post-bankruptcy discharge. • Provide qualitative and quantitative case analysis for new an existing bankruptcy cases, and report analysis results to internal departments, team members, and outside counsel. • Facilitate compliance with federal and state regulatory agencies through multi-team collaboration on implementing bankruptcy pay history database, allowing for greater consumer transparency via monthly statements of accounts per federal bankruptcy rules and regulations.• Responsible for ongoing maintenance of onboarding new legal case information into case management system, opening new case files as needed, organizing documents during case prosecution, and closing out cases as appropriate.• Review, edit, execute, and approve various legal pleadings to be filed in federal court.

Beaverton, Oregon

• Review and process new Bankruptcy filing information, acquiring documents from Docket and enter information into case management system database.• Collect and review financial & collateral documents in preparation for referrals to outside counsel to act on our behalf within the Bankruptcy.• Regularly follow up with attorneys and internal departments as needed to meet court deadlines and protect the company's interest during pendency of bankruptcy case.• Regularly analyze and review mortgage account data & status in preparation for ongoing administrative filings• Work closely with Litigation, Foreclosure, and Loss Mitigation Departments to implement strategies to best serve and protect the company's interest during pendency of bankruptcy.• Review and Research PACER docket system and National Data Center, updating legal case status information as appropriate. • Negotiate with opposing counsel, through our attorney, resolutions to litigated matters

Portland, Oregon Area

• Improved referral intake procedures by leveraging proprietary case management software and enhancing communication amongst fellow teammates across multiple offices, resulting in over 90% client timeline satisfaction.• Received and processed legal referrals from clients for Judicial Foreclosure Actions.• Collected and reviewed financial documents and security instruments in preparation for filing legal actions in County Court on behalf of clients.• Corresponded daily with clients, vendors, and internal partners through the use of phone, email, and legal software• Prepared and filed legal action requests with county courts on behalf of clients.

Tigard, Or

• Opened and maintained legal cases through client referrals and attorney instructions.• Prepared various bankruptcy documents for creditors, including, but not limited to, Motions for Relief, Proofs of Claim, Payment Change Notices, Transfers of Claim, Reaffirmations, Payoff Quotes, and Reinstatement Quotes.• Requested and reviewed security instruments and bankruptcy figures used in the preparation and filing of legal documents.• Electronically filed legal documents through the State of Oregon Electronic Court Filing system at the instruction of the supervising attorney.• Corresponded daily with attorneys, court clerks, and clients through email, telephone, and legal software programs.

• Acted as reception and main contact for clients.• Handled client inquiries, complaints, billing questions, and service requests.• Located resources and information for problem resolution.• Designed best-option solutions for clients.• Coordinated daily with internal partners from other departments within the company.• Balanced and compiled daily transactions into reports for accounting and management personnel.• Scanned, faxed, copied, and filed documents for clients and internal partners.

• Acted as first contact and reception for new and existing clients.• Handled client inquiries, complaints, billing questions, payment extensions, and service requests.• Located resources and information for problem resolution.• Interfaced daily with internal partners from other departments within the Pacific Northwest.• Accepted and processed client deposits and payments.• Gathered and maintained confidential client information.• Scanned, faxed, copied, and filed documents for clients and internal partners.• Updated and maintained document filing and retention system at branch level.

Associates Of Applied Sciences, Paralegal

Bachelor Of Arts (B.A.), Theatre/Theater