Heather A. Leeper Email & Phone Number

Reston, Virginia

Reston, VA

• Sterling Foundation Management is the oldest national Foundation management firm in the country and is the nation's leading facilitator of sales of income interests in Charitable Remainder Trusts (CRTs). Sterling works.
• Worked directly with the President, COO and CFO in the Closing Process for the sale of the Lead Interest of Charitable Remainder Trust.
• Assisted with special research projects for CEO or Chairman as requested.
• Effectively managed the closing process for financial transactions involving the change in ownership of complex Charitable Trusts in 30 calendar days.
• Kept all parties in compliance with the contract, seller requirements, buyer requirements, company requirements and other written instructions.
• Forecasted bottlenecks and took steps to assist the parties in completing their contractual requirements in a timely manner. Kept sellers in the loop throughout the process and walked them through the many steps and.

Leesburg, VA

• Supported President in day to day activities of Law Firm operations and administrative support for volunteer non-profit boards as well as Customer service relations during Seminar Presentations
• Paralegal support for Business, Immigration, and Elder Law Attorneys. Drafted and Recorded Deeds of Gift.
• Created Estate, Medicaid and Veterans Planning Documents using ElderDocx and WealthDocx software.

• Supported Corporate Counsel in Contracts and Compliance Departments.
• Entrusted with drafting Amendments, Statements of Work and NDA’s. Prepared and compared redline drafts, and generated final drafts for signature.
• Responsible for managing contracts by tracking contract progress in SharePoint.
• Processed applicable Financial forms (W-9 and W-8BEN) to create New Vendors for Finance.
• Created Excel Spreadsheets for Contract and purchase order end of year reconciliation.
• Assisted with Due Diligence of Third Parties using WatchDOG Pro, Export Sanctions List and SEC database.

Fairfax, VA

• Supported Virginia Attorney with Deed-in-Lieu of Foreclosure and Foreclosures.
• Draft Deed-in-Lieu documents, upload documents for client review, send documents for execution to borrower and bank, prepare Case File Summary, inform clients of attorney’s opinion on status of title.
• Ran bankruptcy reports, property card searches, contact local municipality for past due utilities and taxes.
• Ordered Title Search Reports, informed clients of attorney’s opinion on status of title.

Fairfax, VA

• Administrative Assistant (at Marine Spill Response Corporation) assisted in clean-up of Deep Water Horizon Disaster
• Managed new hire processing and tracking of paperwork for over 500 applicants, including travel arrangements and drug screen processing. Prepared agenda and documents for daily HR meetings.
• Supported Payroll and Accounting Reconciliation Supervisor with employee payroll, general ledger, journal entry, taxable travel, and leave reconciliation.

Winchester, VA

• Organized and maintained an efficient legal office. Managed Attorney’s calendar, client database, and filing.
• Served as a liaison between attorney and clients. Trusted to conduct initial intake interviews for new clients in first year of paralegal training.
• Prepared Motions, Orders, Agreements, Appeals, Decrees, Discovery, and Interrogatories.
• Tracked billing for Attorney in QuickBooks.

Bachelor Of Arts, Speech Language Pathology

Communication Sciences and Disorders

Education record