Christina R. Parsons

 

 

A results driven self-starter with proven strong communication skills and the ability to handle multiple priorities effectively.

 

Ariano, Hardy, Ritt, Nyuli, Richmond, Lytle & Goettel, P.C.

Paralegal; South Elgin, Il                    2011-Present

·               Responsible for initial client contact including the explanation of the estate planning process as well as scheduling consultation appointments

·               Discuss estate planning goals with clients and complete engagement letters

·               Prepare trust, will, power of attorney and all other estate planning documents

·               Review real estate contracts to monitor critical dates and address issues in attorney review letters to opposing counsel

·               Work in conjunction with real estate agents, lenders and opposing counsel

·               Assist in corporate matters which includes drafting entity formation documents

·               Prepare trust administration documents

 

The Law Office of Lisa J. Frisella2008 – 2010

Legal Assistant / Office Manager;  San Diego, Ca

·               Obtained new business by maintaining relationships with existing clients and marketing to new prospects

·               Prepared estate planning documents, guardianship and conservatorship documents

·               Responsible for accounts receivable, accounts payable and calling on delinquent accounts

·               Ensured all notices for guardianships and conservatorships are served on time and reviewed court notes to confirm no defects

·               Coordinated estate planning classes and business shows

·               Performed receptionist duties as needed by answering phones and greeting clients  

 

Estate & Business Law Group, P.C.2002 – 2008

Funding & Estate Plan Administrator;  Libertyville, Il

·               Expanded Annual Maintenance Program from a client base of 75 to 180, increasing profits by 33%

·               Organized and conducted client meetings, interpreted tax/legislative law changes to clients, prepared amendments to update living trusts and monitored next action activities for more than 200 clients

·               Funding Administrator of estate plans, allocated assets into trusts, prepared all funding documents, responded to funding issues and monitored funding status of assets

·               Entered hourly billable time for attorneys, created and maintained monthly billing, costs advanced, opened invoice reports and conducted monthly billing meetings

·               Assisted in post mortem administration both trust and probate

·               Prepared and co-presented at quarterly Trustee and specialty workshops

·               Created monthly and quarterly newsletters for distribution to all clients

 

Iroquois Federal Savings and Loan Association2000 – 2001

Assistant Loan Officer; Clifton, IL

·               Interviewed customers for mortgage and consumer loans, evaluated financial statements and performed credit investigations

·               Closed mortgage and consumer loans

·               Completed delinquency reports for branch manager

·               Set up and maintained quality control files for mortgages

·               Assisted in teller duties, opened new accounts, performed quarterly audits of travelers checks and money orders

 

T & D Metal Products Company, LLC

Payroll Manager, Clerk, Assistant & Customer Service Representative, Watseka, IL1993 – 2000

·               Managed and maintained weekly payroll records and confidential files for 150 employees

·               Calculated employee sales commissions and employee production bonuses

·               Set up bills of material for new products to be manufactured and informed purchasing of material needed for manufacturing

·               Figured cost of material for products and profit margins for sales department

·               Invoiced manufactured parts daily

·               Checked vendor invoices for accuracy and matched invoices with the receiver and purchase order

·               Responsible for shipping schedule and received, entered, and verified all incoming orders

 

Kankakee Community College, Kankakee, IL         1994 – 1995

 

·               Proficient in WealthCounsel, WealthDocs Asset Transfer System, Amicus Attorney and Accounting, Tabs, Lacerte, Smokeball, Goldmine 6.0, TimeMatters, Quickbooks Pro 2005, Settlement Pro, Funding Pro, CCH Advanced Viewplan, Unifi Express 3.1 Mortgage Lending, Unifi Express Consumer Lending, Accessory Manager, Zeus, Microsoft Word, Excel, Outlook, AS/400 Systems

·               Excellent phone skills, ability to communicate with co-workers and clients, problem solving, organizational skills and multi-tasking capabilities