Linda A. Roon

(630) 217-2901 • Linda.A.Roon@gmail.com

OBJECTIVE

A challenging position as a trusts and estates or litigation paralegal that will enable me to use

my trust experience, academic knowledge and strong writing and research skills.

LAW OFFICE/ESTATE AND TRUST EXPERIENCE

Burke Burns & Pinelli, Ltd., Chicago, IL

October 2012 – Current

Office Manager/Human Resources/Client Billing

♦ Monthly time entry/edits; client billing

♦ Prepare financial reports

♦ Manage accounts payable and receivable

♦ Manage Payroll and Human Resource duties

♦ Year-end tax reporting

♦ Report/file firm and attorney certifications: WBE; Supreme Court; Secretary of State;

ARCD; CBA; NABL; MCLE

♦ 401k administration

Delaney Delaney & Voorn, Ltd., Chicago, IL

Paralegal Intern

♦ Opened Probate and Guardianship matters at Cook County Courts

♦ Filed Motions with clerk

♦ Obtained surety bonds

♦ Obtained court dates from judges clerks

♦ Observed probate and guardianship matters in various courtrooms

♦ Recorded deeds at Recorder’s office

♦ Obtained Full Payment Water Certificates

♦ Participated in new and current client meetings

♦ Reviewed and edited Estate Planning documents

♦ Recommended system improvements

♦ Telephone contact with prospective Estate clients

Millennium Trust Company LLC, Oak Brook, IL

Trust Officer 1992 - 2001

Assistant Trust Officer and Office Manager 1989 - 1992

1988 – 2001

♦ Reviewed wills, trusts and in-house legal documents

♦ Prepared IRS tax reporting on 17,000 accounts: $1.6 million client withholding (Forms

♦ Supervised Distribution/Transfer-Out Department and Incoming Funds processing

♦ Collected, valued and distributed assets

♦ Ensured compliance of 12,000 IRA's and Qualified Retirement Plans for a nondiscretionary

trust company

♦ Assisted staff of 50 in resolving complex client questions

♦ Responsible for employee hiring, training, performance management and termination

for 3 departments

April – May 2012

945 and 1042-S); filed 1099-R, 1099-DIV, 1099-INT, 1099-MISC, 1098; monitored

client completion of W-8 BEN; reviewed 1065 Sched K-1’s for IRA client UBTI on

Limited Partnerships and filed 990-T

Linda A. Roon

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EDUCATION

Loyola University Chicago

Institute for Paralegal Studies

Bachelor of Arts in Management with Certificate in Paralegal Studies, summa cum laude, May

2012

American Bar Association-approved post-baccalaureate program

Courses: Estates, Trusts & Wills, Civil Litigation I - III, Legal Research & Writing I - III, Real

Estate I, Business Organizations & Contracts, Legal Ethics, and Law Office Computer

Applications

GPA: 3.96/4.0 scale

2011-2012 President’s Medallion Recipient from the School of Continuing and

Professional Studies

Lambda Epsilon Chi National Paralegal Honor Society Member

Tau Sigma National Honor Society Member

Moraine Valley Community College, Palos Hills, IL

Associate of Applied Science in Business Administration and Management, cum laude

OTHER PROFESSIONAL EXPERIENCE

Carron and Company, Plainfield, IL

Office Manager

2002 – 2009

♦ Administered accounting records for a metal deck subcontractor and three related

companies

♦ Maintained status log of customer contracts/jobs

♦ Filed monthly sales tax Form ST-1 for Illinois and Form BT-1 for Indiana

♦ Reviewed vendor contracts and recommended cost-saving methods by negotiating new

vendor contracts

♦ Created company logos for online and print materials

♦ Maintained physical metal deck inventory and reconciled with monetary inventory

RELATED SKILLS

♦ Experience as an executor and as an administrator; exposed to reviewing, auditing,

recommending adjustments, and filing Form 706

♦ Extensive experience in Microsoft Word, Excel, PowerPoint, Outlook & Adobe Acrobat

♦ Experienced in Internet research

♦ Extensive experience in PC Law

♦ Trained in Westlaw, LexisNexis, Summation, WestCheck, CM/ECF, Concordance, Trial

Director and Tabs3

♦ Extensive experience in QuickBooks

♦ Extensive experience in Microsoft System 36, AS 400 and Trust Maintenance Asset

System (TMAS)

PROFESSIONAL ASSOCIATION MEMBERSHIPS AND COMMUNITY SERVICE

Illinois Paralegal Association - Estates and Trusts Section member

National Federation of Paralegal Associations

Loyola University Alumni Association

Kendall County Election Judge

Not For Profit Snowmobile Treasurer

Not-For-Profit Swim Club Board Member

Camp Counselor