I help commercial real estate professionals and small business owners lock down their rights in their contracts, leases, and other legal documentation. You will know what is in your documents, what is missing, and what the consequences are, so you can make sound business decisions. Understand what you are agreeing to, before signing on the dotted line, and without slowing down your business operations.I provide on-call, as-needed fractional general counsel services, where you get a… Show more I help commercial real estate professionals and small business owners lock down their rights in their contracts, leases, and other legal documentation. You will know what is in your documents, what is missing, and what the consequences are, so you can make sound business decisions. Understand what you are agreeing to, before signing on the dotted line, and without slowing down your business operations.I provide on-call, as-needed fractional general counsel services, where you get a unique legal solution customized to your issue and your business. You will have certainty and security and know exactly what the rights and obligations are of everyone in the transaction. Get the in-house counsel you need from an outside attorney who is there when you need responsive, reliable and practical legal advice (with no legal jargon).The practice focuses on: commercial real estate, leasing, sale and purchase, lease renewals, letter of intent, contract review, drafting and negotiations, buy/sell agreements, mergers and acquisitions, small business and franchise, business entity formation, business law, landlord/tenant disputes, construction agreements, lending and diligence business continuity, disaster recovery, estate planning. Show less

I collaborate closely with corporate and field teams to respond to and support the branch locations. I focus primarily on real estate leasing for +/- 900 branch and corporate locations (new locations, renewals, terminations, etc.)Special projects include: Spanish language lead for marketing materials; coordinate external translation and proofreading for compliance/regulatory and audit purposes; in-depth research and resolution for multiple lease defaults and CAM reconciliation items;… Show more I collaborate closely with corporate and field teams to respond to and support the branch locations. I focus primarily on real estate leasing for +/- 900 branch and corporate locations (new locations, renewals, terminations, etc.)Special projects include: Spanish language lead for marketing materials; coordinate external translation and proofreading for compliance/regulatory and audit purposes; in-depth research and resolution for multiple lease defaults and CAM reconciliation items; and multi-department training on leasing protocol.Successes include: negotiating $500K tenant allowance recovery, resolving 10K in landlord repairs, removing insurance default; redrafting internal leasing document library, creating & implementing lease checklist & process; drive completion of three-unit invoice approval process, including gap analysis; create and implement real estate leasing & compliance legal policy; spearhead full migration to lease management software from spreadsheet management; implementing cost-saving measures in real estate leasing related to executive suites.I have extensive knowledge and understanding of state and federal laws and regulations and explaining the legal aspects to non-attorneys. I have demonstrated experience in analytical, critical thinking, and research techniques, with attention to detail, written and oral communication, organization, multi-tasking, and working in a team atmosphere adhering to tight deadlines. I provide multi-department leadership and guidance on industry and regulatory developments and risk management and compliance processes. I identify and analyze legal issues, draft key documents, present clear recommendations, and communicate legal risk factors, andKey experience areas are the Dodd-Frank Wall Street Reform and Consumer Protection Act (Dodd-Frank Act), the Real Estate Settlement Protection Act (RESPA), the Home Mortgage Disclosure Act (HMDA), the Truth in Lending Act (TILA), etc. Show less

I serve as a regulatory and compliance resource with a broad range of experience in regulated industries (mortgage services, insurance). I also have a strong background in real estate with leasing and franchise expertise (commercial and residential mortgages). Skill set highlights are: excellent writing, contract drafting, communication and advocacy skills; focus on compliance and real estate in a growth environment, as well as on simplification and digitization as growth initiatives; project… Show more I serve as a regulatory and compliance resource with a broad range of experience in regulated industries (mortgage services, insurance). I also have a strong background in real estate with leasing and franchise expertise (commercial and residential mortgages). Skill set highlights are: excellent writing, contract drafting, communication and advocacy skills; focus on compliance and real estate in a growth environment, as well as on simplification and digitization as growth initiatives; project leadership; global team experience. I have well-developed oral and written communication skills, excellent interpersonal skills, a demonstrated ability to manage simultaneous priorities, good judgment, issue management and problem analysis skills. In this job, I perform regulatory, licensing and compliance functions for 5 Premium Title entities, including PTS- Texas Title, Inc. I respond to audits: underwriter, state insurance departments, internal, client, etc. I oversee contractual compliance processes and identify potential areas of regulatory risk exposure in escrow and closing functions, then create remediation plans and ensure implementation and follow-up audits. I acquire and maintain all 400+ entity & individual title agent licenses, appointments and continuing education across 39 states and led the adoption of our licensing database management software. Other accomplishments are the creation of a check log protocol for the mailroom and Title Officer experience reviewing and signing title policies and commitments. I have extensive knowledge of mortgage-related regulatory requirements.(RESPA, TILA, Fair Lending, Privacy, CFPB, etc.) Show less

I act as legal counsel for real estate developers and investors, as well as franchisees, including drafting, revising and negotiating real estate and other related documents, including commercial LOIs, leases, sales, commercial condo regimes, guarantees, evictions, tax items, vendor agreements, franchise documents, etc. I also provide legal advice as-needed for non-real estate matters; documentation and civil litigation. I also assist with staffing needs for law firms and other companies and… Show more I act as legal counsel for real estate developers and investors, as well as franchisees, including drafting, revising and negotiating real estate and other related documents, including commercial LOIs, leases, sales, commercial condo regimes, guarantees, evictions, tax items, vendor agreements, franchise documents, etc. I also provide legal advice as-needed for non-real estate matters; documentation and civil litigation. I also assist with staffing needs for law firms and other companies and perform document review (audit/compliance) in English and Spanish. In partnership with RPC Company, I was a Senior Legal Recruiter, working with full cycle recruiting for legal, administrative and clerical fields, including a targeted search and identification of candidates. I also did account development (cold and warm calls) and follow-ups as appropriate, as well as other relationship maintenance with both clients and candidates. Show less

I manage commercial leasing and franchising for a 100+ lease multi-concept portfolio and the associated franchises (including development agreements, closure rights and franchisor incentives) in 3 states (restaurants and retail) for this rapidly-expanding restaurant franchisee/real estate investment group (4th largest restaurant franchise group in US). Controlling costs is a large part of this company’s success, so all of my activities are aimed toward that goal. A major and ongoing project I… Show more I manage commercial leasing and franchising for a 100+ lease multi-concept portfolio and the associated franchises (including development agreements, closure rights and franchisor incentives) in 3 states (restaurants and retail) for this rapidly-expanding restaurant franchisee/real estate investment group (4th largest restaurant franchise group in US). Controlling costs is a large part of this company’s success, so all of my activities are aimed toward that goal. A major and ongoing project I am leading is an investigation to reconcile and recover an estimated $500K in development agreement incentives, including franchise and royalty reductions. Another one is my collaboration with the lead lender to evaluate and attain landlord SNDAs for a $150M syndication loan. Related to the loan, I analyzed and advised General Counsel on the franchise requirements regarding collateralization of loan and subordination issues. Other duties include acting an initial point of contact for potential leases, ground leases, build-to-suit and acquisitions as well as defaults, real estate taxation, CAM, assignment/assumption, etc., and providing leasing analysis to the CEO and General Counsel. I lead interactions with brokers, operations, account managers, franchisors, tenants and landlords to protect client interests, resolve financial disputes, correct defaults, evaluate fee reductions, gain consents for remodels, etc. I also participate in drafting personal and company guarantees, remodeling requirements, assignments, lease terms and consents for remodels and conversions, as well as airport, rental and construction bonds. A major success was spearheading the investigation, evaluation and adoption of lease management software, then designing and implementing the data transfer and lease abstraction process- I recruited and managed 3 law clerks to complete the task. The company was known as Sun Holdings, LLC. Show less

I negotiate with landlords and their representatives and then draft, revise, obtain and process real estate documents for this small-space retailer, in malls and shopping centers in the US and Mexico. I also advise management regarding real estate matters, including leases, subleases, exhibits, addendums, tenant improvement work letters, amendments and extensions. Additional responsibilities include critical analysis/solutions and legal advice related to lease terms and costs, options, real… Show more I negotiate with landlords and their representatives and then draft, revise, obtain and process real estate documents for this small-space retailer, in malls and shopping centers in the US and Mexico. I also advise management regarding real estate matters, including leases, subleases, exhibits, addendums, tenant improvement work letters, amendments and extensions. Additional responsibilities include critical analysis/solutions and legal advice related to lease terms and costs, options, real property taxes, insurance responsibilities, environmental compliance, damage and destruction, condemnation/eminent domain issues, maintenance/repair obligations and default/remedy issues for 4500+ US and 200+ Mexican locations. I work closely with the Mexican entity in negotiating leases for new retail locations internationally.In 2012, I processed 200+ US documents (including an average of one new lease per month) and 94 Spanish language leases. Special projects included evaluating and analyzing 227 Mexican lease documents for insurance risk and liability/compliance issues,summarizing my findings and recommendations, leading to a complete analysis of the Mexican master lease form to ensure adequate insurance coverage in new and existing leases. I also streamlined the lease review procedures for the Mexican operation. Additionally, my research on US tenant liabilities in landlord foreclosure, bankruptcy and receivership situations led to the creation of a new internal policy response to landlord financial issues. Finally, I also support operations of the real estate departments, including special projects and research (inc. Mexican Civil Code analysis) and conducting departmental training regarding real estate issues, such as ground leases, SNDA, foreclosure, etc. and business issues. Show less

Cunningham Lindsey provides loss risk adjustment services. I worked as an adjuster and attorney, specializing in property liability issues in the Latin American market, as well as US/Mexico insurance-related legal research and working with legal teams on both sides of the border to advance client interests. I provided in-house local/international first-line legal evaluation of contract/insurance coverage issues and investigated client claims, through on-site investigations and documentary… Show more Cunningham Lindsey provides loss risk adjustment services. I worked as an adjuster and attorney, specializing in property liability issues in the Latin American market, as well as US/Mexico insurance-related legal research and working with legal teams on both sides of the border to advance client interests. I provided in-house local/international first-line legal evaluation of contract/insurance coverage issues and investigated client claims, through on-site investigations and documentary evidence. My duties included evaluating contract and legal liability of clients and advising/supervising legal defense actions with local counsel for government-owned power companies. I also liaised with insurance personnel/clients regarding status of claims and legal proceedings. Show less

I worked as a foreign legal consultant in this mid-sized Mexico City based corporate law firm, and was responsible for document preparation, legal analyses and client communications in English and Spanish, as well as translations and editing.I am also listed as a contributor in "Legal Guidance for Establishing Corporations in 40 Countries and Regions" Guidance Book, for the Mexico section, available through Lexis Nexus.