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Work Background
TC of Emerald Coast, LLCSenior Transaction Coordinator-Owner
Apr. 2023The Emerald Coast, Florida · RemotePerform all due diligence, for both residential and commercial transactions (title order/review/address curative matters, obtain and review survey, handle curative matters, order all inspections, handle all HOA Estoppel requests, new buyer forms, etc., ,obtain all corporate authority documentation, work with title company on any documentation that they need to close, work with lender on any information they may need from buyers, follow up with title company to obtain all recorded documentation and full copies of closing docs to provide to client, handle any post closing matters that may exist. Do additional research as requested by client, act as notary to client (travel to party(ies) if necessary)
Millennial TitleTitle Agency Manager & Sr. Commercial Underwriter
Jul. 2022 - Mar. 2023Santa Rosa Beach, Florida, United States · On-siteEstablished new office and market presence for company by opening office on 30A/SoWal. Title executive, underwriter and licensed FL Title agent, developed new business both residential and commercial for 30A office, worked with local real estate agents, lenders, community influencers and local government municipalities to establish brand and market share while also founding and establishing Millennial Commercial Title Group. CEO tasked me with heading up the new division for the company to include commercial title training for attorneys, closers and processors to facilitate streamlined commercial transactions, increase commercial client portfolio and build market share with our new Division. Market fluctuations in late Q3 and Q4 of 2022, as well as, Company investments in Crypto currency that did not align with gains to the bottom line resulted in the closing of the 30A/SoWal office in early 2023.
EASTERN CLOSING SERVICES, LLCEscrow Officer/Senior Closer (Consultant)
Jan. 2022 - Jun. 2022RemoteSenior Closer for residential commercial real estate transactions. Work with owner on all marketing and client development for Florida and Georgia.
McNeese Title, LLCPost Closing & Escrow
May. 2021 - Nov. 2021Seagrove, Florida · On-siteMCNEESE TITLE< LLC – Santa Rosa Beach, FL 6/2021-11/2021 Post Closer, Face Closer & Escrow Officer ( RIWF) Handled face closings, drafted loan documentation, review all title commitments, solve all title issues, disbursement of all files post closing, recordation of all legal documentation, handled all tax issues, issue title policies, drafting and maintenance of post closing escrow agreements; handled all files post closing from disbursement through necessary filing of satisfactions; interacted with all clients/realtors/ brokers/attorneys to facilitate client satisfaction.
Sandler Nonwoven CorporationContract Manager & Executive Assistant (COVID- RIWF)
Aug. 2020 - Jan. 2021Perry, GA · On-siteManage all legal, vendor and corporate housing contracts; negotiated all contracts; handled all legal corporate responsibilities; negotiated international employment contracts; handled all expat relocation arrangements; responsible
For CEO’s personal and business calendar; arranged/managed and did all marketing for corporate events; handled all HR new hiring training and drafting and revisions to employee handbook and policies; worked with QA on training manuals, career succession planning; handled all executive contracts and fleet of corporate cars.
Exide Battery CorporationConsultant- Managing Director of Commercial Real Estate (COVID- RIWF)
Feb. 2020 - Jun. 2020Milton, GA · Hybrid(Consulting Project) With Exide Corporation to review, evaluate and make recommendations on entire commercial real estate portfolio to include buy out of commercial leases, locations to close, project to identify all owned real estate domestic and international, making recommendations for capital injections and how real property holdings can help enable that, evaluation of existing loan portfolio and encumbered properties. Additional substantive work in EPA remediation plans on 20+ properties with general counsel and sell off of non-producing properties. (LAY OFF DUE TO COVID-19)
PruittHealthSenior Corporate Paralegal (Covid- RIWF)
May. 2019 - Feb. 2020Atlanta, Georgia · Hybrid• Managed all commercial estate transactions- title/survey/all due diligence/drafting all documents, Collaborated with SVP of Supply Chain on new contract management database for ease of contract management, Worked directly with Chief Investment Officer on all corporate financing transactions, Handled all corporate filings for over 230 entities, Responsible for all Pruitt family Trust work, Special projects for the CEO, Worked with Planning and Development on extensive capital expenditure projects and long term growth initiatives for company.
Martin Wilson LawConsultant- Senior Real Estate Manager/Paralegal
Mar. 2018 - Aug. 2018Macon, Georgia Area · Hybrid(Consulting Project)
• Manage and draft all legal documentation for commercial, cash and complex real estate transactions
• Handle all management of financial databases to balance trust, operations and recording accounts
• Negotiate and draft all corporate documentation, vendor contracts, easements, escrow and hold-back agreements
• Issue all title policies; resolve title issues and work with title company on curative matters
BB&TLegal/Risk/Underwriting Manager- Mortgage Operations
May. 2016 - Jul. 2017Greensboro/Winston-Salem, North Carolina Area · On-site• Supported Mortgage Division in doing all legal reviews of transactions closing in a non-natural entity (LLC, LLP, LP, Trust, FLP, estate, etc)
• Reviewed all corporate documentation • Handled and resolved all title issues • Worked with client’s closing agents to facilitate proper Bank documentation to close mortgage loans • Reviewed and assessed risk levels for Bank compliance with both federal and internal underwriting requirements • Worked with Corporate Legal on all opinion letters, complex legal issues and training for the sales/underwriting/processing and operational staff with regard to legal requirements for non-natural entities • Created training materials and trained across our footprint (entire East Coast) on legal matters and identification of risk for underwriting purposes • Worked on all Wealth client mortgage loans ($1-100Million) for meeting Mortgage Division requirements and for risk requirements for the Bank, as well as, addressing all legal issues, resolving any underwriting requirements, working with clients’ counsels on other legal matters
BB&TSenior Legal Liaison- Wealth Lending
Aug. 2012 - May. 2016Winston Salem, North Carolina• Manager in creating and building out Retail Fulfillment for each area and ongoing creating employee training systems, as well as, a new hire packets for HR. Started with 2 Specialists and built out division to over 150 Specialist • Worked with the University on training curriculum and Quick Reference Guides for all Specialists, Wealth Advisors, Lenders and all respective management. • Drafted all security based collateral documents for loan transactions and training materials • Worked with corporate Legal on details of Risk underwriting and evaluation of clients’ credit rating and TCE with Bank
• Trained various Bank personnel on all aspects of loan operations
• Performed all underwriting and risk grading functions for wealth clients
• Worked with Wealth Strategy Group to implement new policies, procedures, changes in financial goals for wealth advisors, assisted in creating the Wealth Insite Page for Wealth Lending
• Review legal documentation and work with outside counsel, as well as, in-house counsel on large Wealth loans for legal, risk and compliance documentation/analysis. Drafted templates for attorney opinion letter and worked with opposing counsel to make sure that BB&T’s requirements were met
• As Sr Legal Liaison I worked directly with corporate Legal to insure their processes were implemented, together with, compiling a list of pain point with loan operations on legal matters. Acted as Process Facilitator between various departments to remain compliant with regulatory requirements
• Acted as senior meeting facilitator with various departments to insure all issues were compiled, discussed, solutions offered, working points identified and take aways were assigned and tasks completed before next group meeting; report resolutions and progress to Wealth senior leadership
• Underwrote non-natural entities for both Wealth and Mortgage Lending divisions and documented risk grading decisions to Executive Risk Manager and Compliance Officer
BB&TWealth Fulfillment Manager-Wealth Lending
May. 2011 - Aug. 2012Winston Salem, North Carolina• Responsible for creation and build out of Retail Loan Fulfillment for Wealth, Private, Small Business, drafting of processes and policies for Loan Services – new divisions- employee mentoring/training/coaching • Worked with Wealth Strategy on new Wealth product offerings, performed testing, monitored results
• Collaborated with Senior Management other Risk officers on large Wealth deals for stips with closing loans and tolerance of BB&T’s risk appetite
• Managed our largest clients’ portfolios for several lines of credit in excess of $150 million • Responsible for senior management and executive board members’ Reg O transactions
• Hired entire staff to create Wealth and Small Business Centralized Fulfillment-performed formal and OJT training (grew from 0 to 250 employees) • Develop the training materials for our new Specialists; worked with University personnel to create new training for loan operations Specialists for these divisions
• Trained new Site Manager and hired all Specialists, mentored and trained new Wealth supervisors • Built out internal legal for Fulfillment, assisted with building out internal Compliance and Process Management for strategizing with colleagues and executive management to further strengthen the foundation of Centralized Fulfillment in the Retail Sector • Monitor Fulfillment work for QC opportunities for improvement
UPS Capital®Senior Corporate Paralegal
Dec. 2009 - Dec. 2010Domestic and international lending, factoring, securities, corporate governance, litigation, leasing, global trade financing, risk, corporate compliance and public relations work.
Global Franchise Group (GFG Management, LLC)Senior Legal Manager/VP of Global Franchise Development
Jan. 2007 - Dec. 2008Norcross, GA • Acquisition and management of Brand-Centric companies, financing of brands • Licensing and franchising of brands • Securitization of IP assets
• Placement of securitizations, M&A advisory, principal equity investing, and equity raises
• Franchise contract administration, management of all corporate real estate matters, managed franchise database for 3,000+ franchisees & staff, worked with department head on creating in-house legal department, to include evaluation of staffing needs/hiring, work flow, employee morale and compensation structure
• Traveled domestically and abroad selling franchises and monitoring the existing franchises the company owned to sustain growth in the market and insure market share was stable and going up commensurate with our projected stock prices
• Followed trends in industry and advised Executive Board accordingly. Worked with SEC on all regulation matters. Drafted and filed all legal documentation quarterly for all domestic states when we had change in executives, store openings/closing etc. (downsized due to Great Recession)
One Source Transactional & Corporate SolutionsOwner/Operator
Oct. 2001 - May. 2011Atlanta, GeorgiaClients – Home Depot, Lowes, Coca-Cola, Merrill Lynch, Fidelity Title, Chicago Title, Stewart Title, First American Title, Wells Fargo, Bank of America, BB&T Bryan Cave, Greenberg Traurig, Cushing Morris, Morris Manning, UPS Capital, Jones Cork & Miller, Fickling & Co, other law firms, fortune 100 & 500 companies • Services offered: extensive Due Diligence, retail lease review/abstraction, management of large multi-site/multi-state transactions, title abstraction; title underwriting; draft closing documents; survey order/review; environmental report order/review; lease negotiation/drafting/abstraction; rent roll review; CAM review & reconciliation; zoning issues; permitting matters; obtain authority documents; Secretary of State filings; notice letter – landlord/tenant; landlord portfolio management; lender underwriting requirements; facilitate 1031 transactions, (areas of specialty Class A/B office space, timberland, shopping centers ‘big box’ retail, mixed use urban developments, hotels & resorts, cell tower leasing and franchise law, mergers & acquisitions, financial management and review of trust accounts, payroll, etc., creation of new processes/policies for employee training, meeting facilitator on large projects where new projects/processes were created. Negotiation/drafting/recording of joint venture agree, easements, purchase & sale, other contacts; commercial foreclosures & loan modifications, historical development association drafting of easements, complex resort & hotel acquisitions, franchise lending, refinances, capital infusions and new construction/development loans, complex corporate governance & compliance –domestic and international, global financing.)
Fidelity National Title Ins. Co.National Commercial Title Underwriter
Jan. 1998 - Dec. 2001Atlanta, GA • Managed portfolio of 10 large financial and retail clients handling real estate transactions addressing all title, escrow and due diligence issues, closing transactions & follow up with lien perfection. Seasoned in managing large, complex, multi site, & multi state transactions (in 2000 and 2001 co-managed a 2,000+ cell tower site transaction, to include all lease abstractions and due diligence). Transaction types included – class A,B,C office, big-box retail, Simon Malls, construction and asset based lending, REITs, timber, coal mines, railroads, restaurant/restaurant franchising, grocery/drug anchored shopping centers, multi use urban development projects.
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