Susan Stein

About Susan Stein

Paralegal with 15+ years\' business experience in office settings. Easily interacts with all types of people and executes office tasks to meet company\'s goals. Always delivers on time and per specifications. Extremely adept and intuitive at prospective and researching opportunities for organizational growth. Diplomatic and accustomed to maintaining strict confidentiality Specialties: Organizational and analytic skills, written and verbal communications, research skills, survey development skills, data base management, WordPerfect, Microsoft Word, Publisher, PowerPoint, Excel, Apple Pages, Number and Keynote

Experience

1. Life Settlement Specialist

   Life Equity Llc

   Apr 2018 — Present · Akron, OH, US

   Closing Specialist | Paragel | TrainerLife & Viatical Settlements Industry* Managed closing transactions for life/viatical settlements, ensuring accuracy and compliance.* Conducted due diligence on closing packets, identifying and resolving fraud-related issues (signatures, funding, ownership, beneficiaries).* Processed change of ownership and beneficiary forms for secondary and tertiary policies.* Coordinated with insurance companies to verify active policy status and coverage.* Contributed to the development of streamlined department policies and procedures.** Trained new and existing employees on closing procedures and due diligence tasks.* Created resources (checklists, guidelines, tools) to support employees in contract generation and policy verification.* Reviewed legal documentation for life settlements, resolving issues with individuals, trusts, estates, and business entities.* Managed escrow account funding and releases per company protocols.Senior Servicing Specialist | Project Manager | Trainer | Paralegal* Led policy servicing operations, managing policies ranging from $50K to $50M.* Verify policy status with insurance companies to ensure timely issue resolution.* Coordinate payments for policies in grace, ensuring continued coverage.* Train staff on complex policy processes, enhancing team efficiency.* Process change of ownership and beneficiary forms, maintaining accurate records.* Develop and implement new policies and procedures to improve workflows.* Led audits for in-force policies and structured settlements, ensuring compliance and accuracy.

Education

• Ohio University

  Bachelor of Fine Arts

  1986 — 1990

• Cleveland Heights High School

  Dipolma

  1983 — 1986

• Lakeland Community College

  Paralegal Certificate

  2014 — 2016

• The American College of Financial Services

  CLU

  2019 — 2021