Adaptable & dependable assistant accomplished in assisting attorneys & business owners . Dedicated to maintaining professional standards and ethical work habits to produce quality work content. Excellent organizational skills to excel under deadline and workload pressures.
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Open Buyer files, Docket Deadlines, Get OA information
Print Web pages - RE Portal taxes, Assessor, Treasurer, give file to Attorney
Obtain all names & address info and fill out form. Send client information form if necessary.
Send Buyer/Seller retainer (introduction) correspondence.
Attorney to review contract for modifications & send mod letter before deadline.
Verification that contract is firm deal. (All modifications accepted.)
Send inspection deficiency letter before deadline.
Obtain information relative to contract being a firm deal.
Confirm how buyer is taking title. (Co-owners? Trust? Marital Status?
Diary mortgage contingency date.
Check with lender if loan is/will be approved.
Set closing time & place with Seller. Check docket date and closing checklist.
Order copy of survey & upon receipt forward to attorney for approval.
Open Seller's files & docket deadlines.
Diary attorney review & inspection dates, mortgage contingency, and closing dates.
Print Web pages - Assessor, Treasurer, and Portal tax breakdown / forward to attorney.
Obtain all disclosures for file - Radon, Lead-paint & RRP.
Request title/title search for all sales.
Obtain existing mortgage information.
Check if municipality has inspection requirements.
Order water & zoning certification.
Start preparation of closing statement for attorney.
Request commission statement from real estate agent.
If non-Chicago, get town declaration form & transfer stamps information for Seller.
Schedule closing with clients, title company, lender, and OA.
Schedule pre-signing if seller prefers.
Prepare closing documentation including Affidavit of Title, Bill of Sale, POA, Personal Information Affidavit & Warranty Deed.
Screen phone calls to effectively handle less important inquiries to keep attorneys free for more important matters.
Developed positive working relationship with clients, agents, brokers, title company closers, and survey companies.
Notarize all pertinent documentation.
Microsoft Word, Outlook, File Index & Smokeball
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