Summary
Overview
Work History
Education
Skills
Timeline
Generic

Lisa Esposto

Hamilton,ON

Summary

Driven Law Clerk with 18 years of experience and commitment to the legal field. Fast-learning professional with skill in fast paced Real Estate firm, Communicating with clients daily, data entry and assembly files for signing. Proven to anticipate diverse needs of legal teams.

Overview

18
18
years of professional experience

Work History

Law Clerk

Carson Law Professional Corporation
02.2016 - Current
  • Save all intake documents from client into subfolders.
  • Complete input of information into Unity (mortgage broker, realtor, insurance, client data info, etc.).
  • Follow up on requested information needed from client (signed retainer, property info, client info, mortgage instructions, insurance binder, mortgage statement).
  • Ensure all client documents received are complete and accurate, and follow up with client if not.
  • Contact mortgage broker for instructions & follow up if not received.
  • Double check mortgage broker info sheet for completion.
  • Request and follow up on insurance binder for purchases and refinances.
  • Ensure insurance binder details are correct.
  • Follow up on other solicitor information and commission statements.
  • Assemble signing package when notified according to appointment specifications.
  • Once signing packages are assembled, input data and signatures into signing software for clients to sign
  • Request condo status certificates, if able to. Inform Seth to complete if not.
  • Update client task list in Unity.

Owner/Operator

Self-employeed
01.2016 - Current
  • Managed day-to-day business and class operations.
  • Spoke professionally with customers regarding their enquiries, gathering all necessary information to make educated decisions and address any issues.
  • Assessed income and expenses and adapted plans to improve profit levels.
  • Consulted with customers to assess needs and propose optimal solutions.

Law Clerk

Scarfone Hawkins
08.2015 - 01.2016
  • Assisted solicitor with administrative tasks.
  • Managed administrative duties such as filing documents, scheduling meetings.
  • Created and prepared legal drafts by organizing and assembling information for legal documents and forms.


Law Clerk

Haber & Associates
02.2005 - 07.2015
  • Assisted solicitors and senior clerks with administrative tasks.
  • Managed administrative duties such as filing documents, scheduling meetings, and ordering supplies.
  • Created Real Estate files by organizing and assembling information for legal documents and forms.
  • Created and prepared Wills & Power of Attorneys drafts by organizing and assembling information for legal documents for client to execute..
  • Created and prepared basic corporate draft documents by organizing and assembling information for legal documents and forms.
  • Created and prepared other legal documents by organizing and assembling information for legal documents and forms.


Education

Law Clerk

The Institute of Law Clerks of Ontario
Online

Legal Administrative Assistance

Mohawk College of Applied Arts And Technology
Hamilton, ON
2004

Skills

  • File preparation
  • Gathering client information
  • Preparing legal documents
  • Multitasking
  • Organizing and Prioritizing

Timeline

Law Clerk

Carson Law Professional Corporation
02.2016 - Current

Owner/Operator

Self-employeed
01.2016 - Current

Law Clerk

Scarfone Hawkins
08.2015 - 01.2016

Law Clerk

Haber & Associates
02.2005 - 07.2015

Law Clerk

The Institute of Law Clerks of Ontario

Legal Administrative Assistance

Mohawk College of Applied Arts And Technology

Similar Profiles

CREATE PROFILE
Lisa Esposto