HOA and Litigation Paralegal

Eques, Inc.

Job Description

Job Title: Northfield Paralegal

Department: HOA and Litigation

Reports To: Northfield Attorney

FLSA Status: Non-Exempt

Summary: Performing diversified clerical duties in a professional manner by performing the following duties.

Duties and Responsibilities include the following.  Other duties may be assigned.

• Contacts clients and government offices via telephone, fax, or email  


• Develops a comprehensive understanding of the requirement and procedures of each county government office and innovates internal systems to create a smooth transaction.


• Answers phone when requested from absences or helping other employees.


• Some travel to government offices may be required on occasion.  


• Operates standard office equipment to include a multiple line telephone system, postage machine and scale, calculator, facsimile machine, computer with printer, and photocopy machine.


• Type’s correspondence and various documentation in the proper format and proofreads.


• Files and records correspondence and documents as necessary


• Ensures schedule is set according to attorneys' requests as needed


• Schedules appointments for Northfield attorneys.


• Conducts research as needed.


• Takes notes appropriately for each case appropriately on Clio.


• Communicates appropriately and answers questions with all staff members to keep information flowing.


• Analyzes legal documents.


• Manages client base.


• Performs client intakes using the appropriate software.


• Drafts and notarizes documents and answers questions for clients.


• Serves as a witness as needed.


• Communicates with clients regarding payment of fees, expenses, and invoices.

• 
  E-record statutory agent update and certificates of continued existence; obtain board authorizations to file same

• 
  Performs research for matters and prepares documents according to that research for attorney review.

• Performs other related duties as assigned.

Specific Day to Day Duties may include:

1. 
   E-record documents with the respective county


2. 
   Return debtor phone calls


3. 
   E-record statutory agent update and certificates of continued existence; obtain board authorizations to file same


4. 
   Send emails to clients with cc:’s of correspondence to opposing parties


5. 
   Perform auditor, foreclosure and bankruptcy searches, prepare collection letters for attorney review


6. 
   Perform auditor, foreclosure and bankruptcy searches, pull deeds; prepare certificates of lien for attorney review


7. 
   Order copies of recorded documents; search for copies of recorded documents


8. 
   Order police reports and public records


9. 
   Prepare Instructions for Service and standard motions; notices of appearance


10. 
    Prepare small claims complaints; verify military status


11. 
    Prepare debt verification letters


12. 
    Prepare fee agreements and upload client files


13. 
    Prepare table of contents; review final versions of governing documents


14. 
    Prepare marginal indices re: members when needed for cross-referencing


15. 
    Notifying clients of necessary court appearances and directions for attendance

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill, and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Language Ability:

Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents. Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Ability to write speeches and articles for publication that conform to prescribed style and format. Ability to effectively present information to top management, public groups, and/or boards of directors.

Math Ability:

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages.

Reasoning Ability:

Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

Computer Skills:

To perform this job successfully, an individual should have knowledge of Microsoft Word, Microsoft Excel, Box, internet software, Clio project management software, Clio Grow, and Bamboo.

Education/Experience:

Associate's degree (A. A. / A. S.) or equivalent from two-year college or technical school; or two to four years related experience and/or training; or equivalent combination of education and experience.

Certificates and Licenses:

• 
  Notary public


• 
  Valid driver's license

Knowledge, Skills and Other Abilities:

• 
  Telephone etiquette skills


• 
  Oral and written communication skills


• 
  Knowledge of legal terminology


• 
  Interpersonal skills


• 
  Organization skills


• 
  Planning skills

• 
  Grammatical skills


• 
  Time management skills


• 
  Computer literacy skills

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit, use hands, and talk or hear. The employee is occasionally required to stand and walk. Specific vision abilities required by this job include close vision.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.