Genia Buchanan
Camden, Ohio 45311
www.linkedin.com/in/geniabuchanan
(C) 513.292.4205
PROFESSIONAL SUMMARY
An analytical, detail oriented Legal Assistant Professional that produces accurate work under time constraints
while prioritizing multiple assignments and completing secretarial tasks such as filing, scanning, answering
multiple telephone lines and calendaring. A proven rapport of professionalism and integrity with clients,
associates, government agencies and executives that provides positive, effective and productive business
relationships. Works well both independently and in a team environment. Experienced in researching and
summarizing complex legislation to accommodate numerous business unit needs for a Fortune 500 Company,
maintaining databases with large amounts of constantly changing legal information, and preparing various legal
documents for the organization of a lending company and/or the closing of a real estate transaction.
Knowledgeable in probate, worker’s compensation and social security law. Notary Republic.
EXPERIENCE
Bolin & Troy, LLC (Oxford, Ohio)
2014-present
Legal Assistant
Preparing various documents for real estate transaction closings such as settlement statements, deeds, mortgages,
notes, affidavits, resolutions, pro-ration agreements, assignments, power of attorneys, leases, land contracts,
contract to purchases and releases. Preparing probate forms and estate planning documents such as wills and trusts
while subsidizing 3 attorneys.
· Processing client payments
· Issuing title insurance and reconciling monthly title issuance report
PNC Bank - Mortgage Division (Miamisburg, Ohio)
2009-2013
Paralegal - Legal Department
Located and tracked federal and state legislation changes through various online resources and then reviewed
legislation to determine impact to national bank mortgage lending while subsidizing 3 attorneys. Interpreted over
400 mortgage lending legislation changes per year resulting in a pro-active notification to the affected business
units for implementation of policy, procedure and computer program changes to comply with the legislation.
· Researched various state legal issues presented by the business units to determine and guide them in proper
resolution
· Validated various 50 state compliance matrices
· Prepared complaint response correspondences limiting risk exposure
National City Bank - Mortgage Division (Miamisburg, Ohio)
1999-2009
Compliance Administrator - Regulatory Compliance Management (2007-2009)
Acted as Corporate Legal Department liaison by facilitating policy, procedure and computer program changes
required to be implemented to comply with federal, state, and local legislation determine to impact national bank
mortgage lending. Summarized over 200 impacted legislation changes per year providing them to the Corporate
Legal Department for interpretation.
· Achieved a 73% increase in early notification to the affected business units impacted by the legislation changes
· Consistently provided a response within 48 hours of researched compliance, legal and investor issues
presented by the business units improving computer systems and customer service
· Identified errors with state compliance matrices and proposed solutions to Corporate Legal Department
· Sanctioned program and document changes monthly
genia.buchanan@yahoo.com
Genia Buchanan, 513.292.4205
Page 2
National City Bank - Mortgage Division (Miamisburg, Ohio)
1999-2009
Compliance Administrator - Joint Venture Administration (2004-2007)
Researched and formulized requirements to structure a joint venture mortgage lending company including broker
licensing, loan officer licensing and continuing education, business licensing and renewal requirements, allowable
fees and disclosure requirements for all 50 states. Assisted with the design of an Access Database to record and
maintain changes to the requirements.
· Organized joint venture mortgage lending companies by conducting business name searches and secretary of
state filings, and developing policies and procedures for the new business model
· Monitored joint venture locations by auditing for compliance with local, state and federal regulation policies
· Coordinated licensing renewal examinations with state regulators
Supervisor - Construction/Rehab Lending (2001-2004)
Managed department process including streamlining procedures and establishing positive business relationships to
achieve triple origination and increase productivity on rehab loan submission packages. Subsidized 2 managers,
oversaw 2 employees who reviewed and underwrote the rehab loan package submissions, and oversaw 5
employees who maintained rehab loan escrow draw account files.
· Activated and enforced a quality control standard practice of Reconciliation Escrow Account Release; and
thereby, slashing the account release error ratio by 45%.
· Collaborated and negotiated with outside attorneys, loan officers, processors, homeowners, builders and
appraisers to resolve discrepancies on documentation during the rehab loan submission package process, the
draw process and during pending lawsuits
· Reconciled and balanced monthly reports including income and expense
Draw Coordinator/Underwriter - Construction/Rehab Lending (1999-2001)
Maintained rehab loan draw account file through escrow account release process while corresponding with clients
daily. Underwrote a minimum of 30 rehab loan submission packages per month to determine if investor
requirements were met resulting in an increase in rehab loan origination to 9 million per month.
· Considered client financial information to determine acceptability and compliance with the product
specifications
· Calculated the release of funds based on the amount of work completed and interest earned income on the
account
· Assisted and advised title companies and attorneys with rehab loan closing issues
ADDITIONAL RELEVANT EXPERIENCE
Legal Secretary Internship, Casper & Casper, Attorney at Law (Middletown, Ohio)
2002
· Drafted interrogatories, interviewed clients, reviewed medical records for discrepancies, researched issues and
prepared case files on Workmen Compensation and Social Security appeals
EDUCATION, TRAINING, AND DEVELOPMENT
Sinclair Community College (Dayton, Ohio)
Associate of Applied Science in Legal Assisting (ABA Approved; 3.8 GPA)
National City Mortgage University (Cleveland, Ohio)
Project Management, Ethics, Confidentiality, Fraud, Privacy, Identity Theft, Bank Secrecy Act, Flood Protection
Computer Skills
TARA, Perfect Form, Ohio Docs, WestLaw, LexisNexis, Lotus Notes, Outlook, Word, Excel, Adobe Writer, Access,
Hyperion, QuickBooks
· Adopted and simplified guidelines, procedures and policies on the rehab loan submission package process and
the rehab escrow account release process