Documentation Specialist, Paralegal Resumes in US-New York: Leticia

Documentation Specialist, Paralegal Resume

Contact Candidate

Name:

Leticia

Location:

US-New York

Experience:

Most Recent Job Title:

Documentation Specialist, Paralegal

Objective:

Resume Text:

.....Begin Resume Preview.....

PROFILE SUMMARY

Highly talented, well-organized and seasoned professional, with more than 10 years of progressive leadership experience in fast-paced, rapid-changing environments. Creative, resourceful and flexible with the ability to quickly grasp issues and resolve them in timely and efficient manner. Demonstrates strong track record of producing quality work under extreme pressure and strict timelines. Articulate in English and Spanish, with strong technical acumen and proficiency in various computer programs such as Microsoft Word, Excel, Lotus Notes, Bloomberg, Access, Scriturra/Doc Manager and OpsWorkstation.

KEY STRENGTHS

- Accurate Reporting & Documentation

- Confidential Record Keeping

- Contract Negotiation

- Data Management

- Needs Assessment

- Creative Problem Solving

- Conflict Resolution

- Staff Training & Mentoring

CAREER OVERVIEW

J.P. MORGAN - NEW YORK, NY

VICE PRESIDENT 2008-Present

- Play an integral role in the migration and unwinding of Bear Stearns Financial Products Inc. (“BSFP”) into JPMorgan.

- Provide assistance in facilitating status of each trade with Credit, Muni Legal and JPMorgan marketers.

- Calculate, communicate and manage capital subsidy numbers, which are marketer incentives to novate trades out of BSFP into JPMorgan Chase Bank (“JPMCB”). This included creating a front to back process with the middle and back offices.

- Work closely with Standard & Poor’s, Moody’s Investor Service, Fitch Inc., and DBRS to facilitate approvals for the novation of more than 800 trades to JPMCB as well as negotiation of fees.

Significant Contributions:

- Oversaw and managed the processing of simultaneous termination of 76 trades due to a trigger event. Which included establishing contact information and payments database, disseminate termination letters, and follow through with payment letters to ensure client satisfaction and compliance with the trigger event criteria in the confirmations.

- Prepared spreadsheet integrated with action plan for each monoline insured counterparty.

- Led the consolidation of active counterparties with ISDA’s to assist JPMorgan ISDA Documentation in mapping against their database and guide missing ISDA’s to JPMorgan.

- Composed a database that categorizes each of the 1600 BSFP trades by product type, economic terms, and ratings for tracking.

- Tested, verified, and confirmed information to assure the successful migration of BSFP documentation systems from DocManager/Scriturra to JPMorgan platform-OpsWorkstation.

BEAR STEARNS FINANCIAL PRODUCTS INC. - NEW YORK, NY

MANAGING DIRECTOR

TRANSACTION MANAGER, Triple-A-Subsidiary 2004-2008

- Coordinated and managed workflow of three employees, responsible for setting departmental goals, creating schedules, as well as training and providing instructions to direct reports on a daily basis.

- Reviewed and proofread all documents presented by direct reports before disseminating to marketers, outside counsel and clients.

- Provided leadership to personnel through training and guiding them in the implementation of new business practices.

- Communicated with various groups including Traders, Marketers, Middle Office, Operations, and Sales.

- Oversaw department operations with processing payments and reconciliation of fails and discrepancies.

- Collaborated with legal and various business units in outlining and implementing new departmental procedures and documentation to bridge constantly evolving business and rating agency requirements.

- Analyzed and handled the negotiation process with external counsel and clients terms of Prospectus’, Pooling & Servicing Agreements, Private Placement Memorandum, Indentures, International Swaps and Derivatives Association, Inc. (“ISDA”) Master Agreements, Confirmations, Credit Support Annex’s and Collateral Assignments for non-structured/structured swaps, swaptions, caps and floors related to closings and potential fixed income and credit derivative trades for new counterparties.

- Determined and resolved economic trade disputes with counterparties, and investigated information mismatch between trading/hedging books and legal confirmations.

- Managed and completed the process of assigning the first group of SPV assignments to Bear Stearns Capital Markets Inc. that decreased capital by approximately $80 million.

DERIVATIVES DOCUMENTATION SPECIALIST 2001-2004

- Evaluated confirmations for interest rate swaps, assignments and terminations for suitability in BSFP.

- Communicated trade terms with front and middle office in order to ensure confirmations were accurate.

- Established goodwill with clients in both corporate and inter-bank settings; retrieved documents and addressed outstanding issues in an agile fashion.

- Produced and disseminated daily and weekly confirmation tracking reports.

- Led the investigation and responded to requests by internal auditor; submitted reports and addressed tickets and confirmations to auditors on a weekly basis.

- Estimated and settled transaction fees.

CREDIT SUISSE - NEW YORK, NY

LEGAL ASSISTANT, Legal and Compliance Department 2000-2001

- Conferred with the director and two vice presidents for credit advisory and documentation.

- Organized materials and recorded minutes of meetings.

- Submitted contracts and other legal documents subject to counsel’s review.

- Arranged legal bills for confirmation by respective business areas and monitored payment status.

- Managed and maintained legal database, as well as organized and disseminated numerous agreements relating to DLJ integration.

BEAR STEARNS & CO. - NEW YORK, NY

LEGAL ASSISTANT, Senior Managing Director for Derivatives 1998-2000

- Drafted and revised agreements, opinions, letters and memos.

- Administered daily calendar, and organized meetings and travel itineraries.

- Outlined and rigorously processed expense reports, as well as reconciled ledgers on corporate accounts.

- Executed complex administrative duties in compliance with legal and business norms.

- Interviewed, coached and mentored newly hired assistants.

EDUCATION AND PROFESSIONAL DEVELOPMENT

----------------------------------------------------

Bachelor of Arts in Sociology, Minor in Economics - In progress

Queens College, The City University of New York, Queens, NY

Associate’s Degree in Dental Technology - 1993

New York City Technical College, Brooklyn, NY

Office Sciences / Computer Applications Certificate - 1999

A job posting is required to veiw full resumes.
Click here to post a job now.

LUCKYDOGJOBS

Value, Talent, Results