Overview
Work History
Education
Skills
Certification
LANGUAGES
WORK AUTHORIZATION
Timeline
Generic

Dawn Carlton

St. Charles

Overview

12
12
years of professional experience
1
1
Certification

Work History

Personal Executive Assistant to James N. Gordon, President

Midwest Diversified Management Corp
02.2013 - Current
  • Liaison between President and corporate office on day-to-day operations, ongoing projects, and contract execution
  • Acquisition - Draft and finalize letter of intents for multi-family residential apartments, retail centers and other assets, and coordinate same between brokers and President for potential additional assets.
  • Coordinate and finalize assignments and closing statements to buy-out silent partners' limited partnership interest.
  • Coordinate and finalize commercial loan extensions and refinance with banking institutions
  • Financial analysis on retail center cash flows, balance sheets, and income statements, to ensure all distributions are accurately reported on tax returns
  • Prepare and coordinate cash calls for partner contributions for real estate taxes, capital contributions, and litigation settlement matters
  • Comparative analysis of all operational expenses and advise President of cost-saving alternatives, and logistics of same
  • Draft, review, and finalize new asset Limited Liability Company and Partnership Agreements
  • Obtain Internal Revenue Service Tax Id and Employer Identification Numbers for new entity assets
  • Maintain projected to actual debt to income schedule of real estate, and communicate same to business partners
  • Research and implement financial alternatives to accounts payables
  • File entity annual reports to ensure compliance on a multi-state basis, fictitious name registrations, and renew existing registrations
  • Handle registered agent matters and assign pertinent individuals to resolve same, and prepare summary report
  • Communicate with title and survey companies on obtaining and updating title policies, site plans, and surveys for compliance and project development.
  • Notarize all legal documents, loan guaranties, retail centers building permits, and city compliance documents.
  • Assist in litigation matters with outside counsel, obtain document production information, and coordinate same until the conclusion thereof.
  • Maintain master loan balance database and summary of terms for asset to liability comparison.
  • Maintain detailed portfolio asset entity list.
  • Oversee President's personal Irrevocable Voluntary and Revocable Trusts to ensure timely life insurance premium payments.
  • Oversee all President's personal financial statements, bills, appointments, and all other miscellaneous assigned items.

Education

Masters - Legal Analysis

Webster University
01.2010

Bachelor of Arts - Business Administration

Lindenwood University
Saint Charles, Missouri
01.1993

Certification - undefined

St. Charles West High School
Saint Charles, Missouri
01.1991

Skills

  • Balance Sheets
  • Life insurance
  • Tax Returns
  • Financial Analysis
  • Financial Statements
  • Closing
  • Liability
  • Litigation
  • Real estate
  • Westlaw
  • Paralegal
  • Accounts Payables
  • Payments
  • Registrations
  • Legal Documents
  • Transcription
  • Typing
  • 85 WPM
  • Database
  • Project Development
  • Liaison
  • Operations
  • MarketingRetail
  • Retail
  • Multi-Family
  • Logistics
  • Annuities
  • Microsoft Office

Certification

Paralegal Certification

LANGUAGES

English - Intermediate

WORK AUTHORIZATION

  • I am authorized to work in the following countries:
  • United States

Timeline

Personal Executive Assistant to James N. Gordon, President

Midwest Diversified Management Corp
02.2013 - Current

Masters - Legal Analysis

Webster University

Bachelor of Arts - Business Administration

Lindenwood University

Certification - undefined

St. Charles West High School

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Dawn Carlton