Lori Bohannon

About Lori Bohannon

PROFILEParalegal work 7+ years in Corporate & Securities, Trusts & Estates, Real Estate, Land Use, Finance. Assures elevated levels of service and performance. Works on the Compliance, organizational strategy, structure, policy, licensing, and procedure initiatives of the legal department. Excels in complex administrative applications, research, drafting of documents and pleadings, assist with preparation of discovery depositions, commission board meeting minutes, motions, hearing notebooks, hearing, post-hearing briefing. Responsible for implementing, configuring, evaluating, maintaining commercial real estate contracts, legal due diligence systems, E-filing, workflow including developing, implementing, and continuously improving processes for new account setup, payment processing, escrow administration, remittance, accounting, payoffs, release of liens, investor reporting, MSR valuation, Quorum/on demand land, PACER, LISA, and loss mitigation activities. Draft discovery demands, subrogation, prepare materials for trial, arbitration, and mediation. Review new and proposed legislation and determine applicability. Exceptional creative and problem-solving abilities. Training and managing multiple staff members. Quickly identifies and analyzes problems. Design and implement effective solutions and approach. Expeditious auditory learning. Constantly strives for zero error rate. Resolute and consistent performer. Possesses strong work ethic and is thoroughly professional in both outlook and demeanor. Works well in a fast-paced, high-pressure environment. Able and willing to take on additional responsibilities as needed.Specialties: Certified Paralegal, Licensed MCE instructor, Licensed Insurance agent, Notary Republic, Licensed Loan Officer, Licensed Banker, accountancy, business development, transaction closing, credit, credit analysis, customer relations, customer service, development, direct marketing, documentation, employee relations, equities, finance, financial statement analysis, general ledger, hiring, insurance, contracts, leadership, legal, macintosh, marketing, meeting facilitation, mentoring.

Experience

1. Legal Specialist

   Jackson Walker LLP

   Apr 2022 — Present · US

   Paralegal/legal due diligence of a full range of corporate and commercial Land Use and Real Estate contractual transactions. Draft and review organizational documents, Articles of Incorporation, Bylaws, Stock Certificates, Written Consents, meeting minutes, PSA, addendums to contracts, ROW, ROE, UDA, Sidewalk, drainage with required maintenance, utility and multiple easements in multiple jurisdictions, release from ETJ, IPM, zoning applications, permit applications, UCC, Release of Liens, Warranty Deeds, O&L reports, title policies, title objections and corrections, grazing leases, and heirship documents in multiple jurisdictions. File corporate records, DBA, EIN applications, SOS, annual reports, BOI, BSA, TCEQ and FinCEN. Work with attorneys, clients, surveyors, engineers, City, County staff, title companies, and multiple third parties, AB+C portal and permit applications, redlining, drafting, editing purchase sale documents. Choregraphing closing signatures, notarizing and funding wires. Time entry, budgets, retainer collection, wire allocation to funds and expenses for multiple attorneys. Active knowledge and experience in preparing commercial real estate legal documents. Case management. Calendaring purchase sale contract deadlines. Assist attorneys in all phases of real estate contracts creation to finalization, analyzing title histories, surveys, metes and bounds, legal descriptions and appraisals. Knowledge in multiple legal software programs and filing procedures for recording in Courts’ system.

Education

• Texas State University-San Marcos

  BAAS

  2012 — 2014

• Texas State University

  Case law and Litigation research certification

  2014 — 2017

• Texas State University

  Master of Laws (LL.M.)

  2013 — 2017