Marilyn C Email and Phone Number

• Processed invoices in accordance with client submission requirements, working across various online Financial Platforms. • Extracted and uploaded data to Perfect Practice, Black Night .and other case managements systems. • Worked on Mortgage Foreclosure (Judicial and Non-Judicial) Contested Foreclosure and Complex Litigation departments in various states. • Conducted thorough financial research related to foreclosure laws, regulations, and procedures • Tracked invoices and addressed client invoicing concerns to ensure payment • Responded to customer questions/concerns via the client website portal used • Initiated, responded to, and maintained written and verbal communication with clients and vendors • Regularly maintained status reports and calendar deadlines

• Worked on various administrative tasks, including filing, scheduling, and greeting visitors, with high efficiency and accuracy. I ensured client and employee records were meticulously maintained and oversaw various databases to ensure the seamless uploading of client documentation. Completed administrative tasks including filing, scheduling, and greeting office visitors. • Provided a variety of services which relieved supervisor of administrative details; updated budget recommendations and justification as needed, and uploaded tax returns for clients through online platforms using Liscio for client signatures for E-filing and documentation retrieval. • Worked closely with management, ensured that assignments and deadlines were communicated and adapted plans as needed. Ensured that projects were completed on time and within budget and time constraints. • Provided detailed progress updates to project managers and other stakeholders and made sure that team members had the necessary resources to accomplish their tasks. • Provided a wide range of services to my supervisor, including updating budget recommendations and justification, uploading tax returns for clients through an online platform, and using Liscio for client signatures for e-filing and documentation retrieval. • Resolved questions or problems within established policies and procedures. Participated in decisions impacting budget, scope, and scheduling are typically made in consultation with stakeholders and supervisors. • Maintained client and employee records. Managed various databases for the productivity of uploading documentation for clients.

•Provide business administration support to the Tax Branch Manager, and Senior Tax Accountant(s) to ensure smooth office operations. Responsibilities include maintaining office calendars, coordinating shipments, and serving as a central point of contact for the firm. Maintaining client management database• Process incoming payments via mail, ACH, and credit card processing. Assure timely collection of monies due to firm. Assists with office budgeting by maintaining updated spreadsheets for monthly credit card reconciliation and preparing reports as needed.•Creating and processing invoices for payment, filing invoices, and processing tax payments on Tax Practice CS - Thomson Reuters Tax & Accounting platform. Assist with WIP reporting and billing.• Manage various Excel spreadsheets for tracking financial aspects, including bank deposits, end-of-the-week reconciliation, and monthly AR reports. Manages tax returns for upload and processing on File Cabinet CS for document management which enables securely storing documents electronically on the cloud.• Maintain electronic work papers and tax returns, prepare hard copies, send electronic deliverables, and e-filing final returns with taxing authorities Client setup and account maintenance on Ultra Tax CS platform.•Collate, assemble, and file various tax returns for the tax practice of the 1040s, Trusts, Estates, and HOA engagement letters. Manage e-filings and e-file reports.• Identify potential vendors, evaluate, and make recommendations for hiring vendors for the tax office and necessities. Preparation of shipments and accepting delivery of FedEx and couriered packages, including maintaining office supplies.⦁ Manages new office equipment vendor services such as copiers, printers, laptops and etc. The main point of contact

• Prepared legal documents while assisting attorneys in at a boutique law firm that manages Criminal, Civil, and PI Law matters. • Analyzes legal documents to verify facts, conducted legal research based on case facts and case law. • Prepared legal pleadings for court submission and assisted attorneys in client interviews, assessing causes of action/legal issues and client's legal position. E-filing with State and Federal courts. • Assisted attorneys with trials, hearings, motions, and CJA Federal Court appointments. A paralegal also serves as a liaison between the clerk’s office and the court, the public, and other government agencies. • Other assignments include billing on various online platforms and support for firm administrative functions, address file maintenance, transcription, and entering time charges into the billing system as required. • Tracked and updated attorney correspondence and calendaring, scheduling, and conference meetings, interacting with clients, and responding to client requests and other duties assigned.

Responsible for drafting fair hearing decisions after a review of the fair hearing record in each case assigned, which consists of the recording of the fair hearing proceeding and documentary evidence submitted. The fair hearing unit presents drafts decisions, which are then reviewed and approved by the fair hearing supervisor. The Unit currently has a backlog of cases which is being eradicated, cases require strong analytical skills are necessary to draft findings of fact and apply the facts to DCF regulations, policy, applicable statutes and caselaw. I am responsible for presenting and discussing my resulting decision in a clear and analytically sound, clear and cogent. Also responsible for entering data into the Department's ifamily net system for each case assigned as well as drafting correspondence to be included with the final decision. Once decisions are reviewed by the fair hearing supervisors/director, they are given back to make corrections and edits on decisions, correspondence and memoranda for assigned cases are processed and disseminated to Commissioner for approval. Scanned decisions are entered into the Department's system, and perform additional administrative duties on an as needed basis.

Position SummaryProvided daily support to General Counsel, ADA Coordinator, Operations Department, and in-house Attorney’s, tasks consisted of reviewing confidential, analytical, specialized administrative litigation for case management tasks. Conducted research and developed solutions, options and alternatives for a wide variety of confidential and/or complex administrative or managerial problems. Served as the legal liaison between General Counsel and all other departments for the housing authority; dealt directly with court and agency personnel, assuring the delivery of specialized technical legal information, accurate and efficient legal services and the efficient daily operations of the Legal Department.Duties and Responsibilities:Created, organized and maintained various databases regarding civil and summary process litigation, administrative, and Housing Authority files and indices, maintained litigation calendar, prepared and filled complaints directly with the court. Scheduling and coordinating paper work for evictions at property sites, involving constable, moving company and maintaining administrative deadlines. I drafted preliminary and final versions of motions for execution, eviction notices, notices to quit, and general correspondence, under the supervision of an attorney. Drafted interrogatories and answers; prepared subpoenas, affidavits, motions, deposition notices, abstracts and legal research memoranda as required. Application of agency rules and court procedures for filing and tracking purposes of court documents for court hearings and trials. Performed legal research, reviewed and evaluated personal injury claims and filing of claims with adjustors, prepared files for court and for internal use and distribution. I attended trial hearings and motion hearings at the Cambridge District Court as representative of the legal department for the housing authority regarding summary process matters, small claims and other civil cases.

Position Summary:Managed and maintained official court records which included emergency appeals, expedited appeals, entering initial orders and establishing deadlines. Interacted and provided information to the public, members of the bar and all government agencies directly regarding rules and procedures of the court as well as case specific information. As the Courts works with a high volume of Spanish attorneys and litigants, I attended to the public, attorneys and personnel of the bar in Spanish.Duties and Responsibilities:Managed and maintained caseload on database of 160 to 190 appeals in areas of civil, criminal, immigration, and bankruptcy from their inception to when judgment is rendered. Monitored appeal status’ (both electronic/paper), documenting motions, pre-screening of cases, issuing opinions and orders, drafting orders. Examined documents to determine the nature of request therein for appropriate follow-up. Processed distributed files including trial exhibits, reviewing documents for completeness and conformity with the rules of the court.Responded to written and verbal requests regarding motions, pleadings, briefs, opinions, complaints, and other documents, determining the availability and limitations in place for release of documents.Generated case management, statistical, and other reports for review by court management from an automated case management system.Issued and distributed case management notices, judgments, opinions, orders and filings.Served as back-up to Courtroom Deputy and attended court sessions and conferences in Boston and Puerto Rico.

Position Summary:Eight month Northeastern University co-op Jr. Paralegal position with sister firm, providing research on insurance statutes and regulations relative to decisions, regulatory filings, reviewing corporate documents and filings, and maintaining databases. Duties and Responsibilities:Proof reading of Mergers & Acquisitions Drafts.Conducted computerized and traditional legal research.Translated legal documentation from Spanish to English. Assisted in preparing Court filings. Assisted in Due Diligence projects for Corporate Finance Dept.Maintained client files according to office systems and procedures.

Position Summary:Provided administrative and account payable duties for law office as a Cooperative Education position, which included preparing correspondence, performing Internet research, coordinating and managing large document productions, and assisting attorneys with deposition preparations.Duties and Responsibilities:Assisted in data entry for firm billing / accounts payable. Processed books, orders, and other materials; filing loose leaf services; inputting information on computer catalog; and maintaining distribution lists. Reconciled vendor statements and invoice discrepancies via e-mail and telephone contact with vendors and library staff. Assisted in preparing filings for Corporate, Energy & Utilities, and Litigation areas.