Jackie Jacobus Email & Phone Number

San Francisco, California, United States

San Francisco, California, United States

• Contribute to integrating First Republic Bank into JPMorgan Chase with a focus on data management and decommissioning or integrating more than one thousand applications.
• One of three employees in the Office of the General Counsel offered a permanent position at the inception of the transition.
• Partner with the legal operations team to reconcile outstanding invoices totaling over $3 million owed to law firms at the time of acquisition.
• Developed a playbook for the legal discovery department, detailing procedural guidelines for accessing First Republic data across various applications.
• Coordinate with external counsel and vendors to procure and upload loan documents and statements into Relativity for review and production.

San Francisco, California

• Support internal business partners on various lending matters, such as reviewing and drafting critical loan documents, approving adjustments to collateral, easements, agreements with governmental bodies, and changes to.
• Provide strategic and operational support to the members of the Office of the General Counsel responsible for Commercial and Residential Lending, Facilities, Operations, and Litigation.
• File necessary documents with the appropriate state and federal authorities to establish and register and establish the business entities; track deadlines and renewal requirements for entities and make updates as.
• Manage litigation portfolio for Bank and subsidiaries. Review complaints, issue litigation holds, manage insurance reporting, and act as a point of contact for outside counsel for large-scale discovery projects. Work.
• Manage over 50+ outside counsel relationships used for lending and loan closing purposes. This includes identifying and interviewing new counsel, assessing team needs for counsel in specific areas of expertise, and.
• Oversee regulatory matters for individual branches and works in direct contact with the FDIC and State Regulators on all issues regarding branch regulation and support. In addition, I work in conjunction with external.

San Francisco

• Manage lease documentation process for over 40 offices worldwide, including document signatures, amendments, exhibits, and correspondence from landlords.
• Work with the finance department to integrate all leases into the new lease management system and review leases for provisions, deadlines, and financial obligations.
• Coordinate signatures for corporate governance documentation and maintain corporate records for over 20 domestic and international entities.
• Review contracts for appropriate insurance provisions and work with attorneys and insurance brokers to issue project-specific Certificates of Insurance; organize and facilitate yearly insurance renewal process.
• Provide support on regulatory matters such as compliance and licensing.
• Design and format presentations, reports, intranet posts and other documents using Adobe InDesign, Adobe Photoshop, and Wordpress.org.

• Draft legal documents under the supervision of attorneys, conduct legal research using Lexis, and assist with document production and discovery.
• Determined technology needs for the firm, including software and hardware upgrades and new telephone system integration with VOIP, and acted as liaison with the IT vendor to establish a new server structure.
• Manage calendars, budgets, procedures, staffing requirements, and resources for administration of large-scale corporate bankruptcy cases.
• Train attorneys and staff in electronic filing using PACER, computer programs and macros, and document management systems such as iManage and Worldox.
• Prepare and maintain meeting materials, minutes, and original documents for creditor committee supervisory boards.
• Work with the Managing Partner to determine staffing needs, including the creation and implementation of a new office manager position and attorney recruitment process.

• Drafted memoranda, legal correspondence, mail merges and presentations using Microsoft Office Suite.
• Reviewed legal documents, conducted legal research, entered attorney billable time using TABS, organized legal document service, and maintained calendars using Compulaw.
• Developed, updated, and maintained a more efficient records system using subject codes and subfile categories.
• Manage calendar for Managing Partner, including planning and scheduling of meetings and teleconferences, travel, and court appearances.

Ba, Theatre; Minor Communications

Ma, Organizational Psychology

Areas of study included organizational development, change management, effective methods of evaluation, leadership theory, organizational.

Paralegal Certificate, Paralegal Studies