• 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.

• 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 state law.• 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 necessary to officer and director status.• 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 with the General Counsel on litigation reporting to various regulators and support exam requests related to active and settled litigation matters.• 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 collaborating with the Legal Operations Director on the onboarding of attorneys and creation, implementation, and maintenance of the internal attorney database, and management of outside counsel billing portal.• 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 insurance companies on new location reporting, certificates of insurance, and statement of values.• Develop process and procedures for tracking of NDAs; negotiate standard NDA contract terms.

• 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.• Coordinate multiple firm marketing projects, including name change, new attorney announcements, website creation and maintenance, and event planning.

• 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.