RESUME

Debra L. Pratt
3523 Northwood Avenue
Toledo, Ohio 43613
419-509-2493 - dpf8437a@westpost.net
EMPLOYMENT OBJECTIVE
Be an integral member of a fast-paced business environment in which I will utili
ze my extensive financial, banking, real estate, legal and corporate experience,
along with my exceptional organizational, communication and customer service sk
ills.
EMPLOYMENT EXPERIENCE
1/08 - 10/10 MERRILL LYNCH - 7255 Crossleigh Court, Suite 104, Toledo, OH 43617
Front Office Manager for 12-employee wealth management branch office; executive
assistant to Resident Director. Responsibilities included:
* Manage all incoming phone calls, greet clients and maintain all client files.
* Prepare all client financial account reports, update as required; post reports
online per compliance regulations. Consistently exceeded production quotas with
over 95% client reporting for branch office.
* Receive/process all client check deposits; maintain reporting of deposits and
safekeeping/disposal of same per compliance regulations.
* Open, time-stamp and distribute all incoming mail per compliance regulations;
maintain incoming/outgoing mail files per compliance regulations.
* Coordinate and maintain all Financial Advisors' calendars, including schedulin
g client meetings and wholesaler (vendor) lunch meetings; coordinate luncheons f
or all wholesaler meetings.
* Prepare/submit all Financial Advisors'/support staff expense reports and docum
entation supporting all expenses.
* Coordinate all travel arrangements for Financial Advisors and office staff.
* Plan/coordinate all client marketing events for branch office.
* Maintain and update global client e-mail list.
* Coordinate all travel arrangements for Resident Director, both individual and
family. Attend to payment of all household bills and expenses for Resident Direc
tor and family.
* Maintain office supply inventory; order all branch office stationery, envelope
s, business cards, etc.
* Maintain branch facility by submitting online work orders for maintenance of b
ranch; process payments of invoices for products/services for branch.
6/99 - 1/08 CAPITAL BANK, N.A., n/k/a FIFTH THIRD BANK - One SeaGate, 23rd Floor
, Toledo, OH 43604
Senior Administrative Assistant for Senior Vice President and six Vice President
s in Commercial Real Estate ("CRE") Lending. Responsibilities included:
* Gather/organize financial data for clients to draft loan proposals.
* Prepare/send commitment letters to clients for lending offers.
* Prepare/organize necessary documents for loan closing and funding, making sure
all loans meet compliance and regulatory requirements.
* Prepare/submit all commercial Mortgage Releases to Lucas County Recorder and m
aintain files regarding same.
* Submit all CRE accounts payable online using Bank-dedicated software.
* Order/maintain office supplies for CRE department; coordinate maintenance/upke
ep of office equipment.
* Prepare all correspondence/memoranda for CRE department.
* Extensive client interaction to resolve personal/business financial questions
and/or issues; perform internal research for loans and deposits and general clie
nt assistance.
2/89 - 5/99 EASTMAN & SMITH, LTD. - One SeaGate, 24th Floor, Toledo, OH 43604
Legal secretary in real estate, medical malpractice insurance defense, corporate
/civil litigation and landlord/tenant law. Responsibilities included:
* Real Estate - Prepare real estate documents, including bond and foreclosure do
cuments and pleadings, construction loan agreements, bank and state loan documen
ts, promissory notes, mortgages, deeds, security agreements, declarations of res
triction, codes of regulation, bylaws, lease agreements, easements and land cont
racts.
* Litigation - Prepare all Common Pleas and Appellate Court filings, including C
omplaints, Answers, Requests for Production, Interrogatories and Settlement Agre
ements; maintain docket.
* Landlord-Tenant - Prepare all Municipal Court documents, including Complaints,
Answers, Sheriff's Sale Notices, Notices of Eviction and attendant paperwork an
d follow-up; maintain docket.
* Prepare all client correspondence and memoranda, schedule appointments, answer
incoming phone calls and client filing.
11/79 - 1/89 SHUMAKER, LOOP & KENDRICK LLP - 1000 Jackson Street, Toledo, OH 436
04
Legal secretary in medical malpractice insurance defense, ERISA, labor relations
and employment discrimination law. Responsibilities included:
* Prepare labor agreements, EEOC and OCRC position statements.
* Prepare medical malpractice pleadings, including Complaints, Answers, Requests
for Production, Interrogatories and Settlement Agreements.
* Prepare ERISA plan documents, Internal Revenue Service forms and compliance pa
perwork for submission to the IRS.
* Prepare correspondence and memoranda related to all areas of law; answer gener
al client questions; make travel arrangements and schedule appointments.
5/79 - 11/79 CONNELLY, SOUTAR & JACKSON - 405 Madison Avenue, Suite 1600, Toledo
, OH 43604
Legal secretary in personal injury and corporate law. Responsibilities included:
* Prepare general pleadings, letters, memoranda, etc.
* Schedule all travel arrangements, appointments and greet clients.
7/77 - 5/79 WILSON, FRASER, RAPTES & CLEMENS - 316 North Michigan Street, Toledo
, OH 43604
Legal secretary in patent, trademark and copyright law. Responsibilities include
d:
* Prepare patent, trademark and copyright documents and forms for submission to
United States Patent, Trademark and Copyright Office.
* Manage all accounts receivable and payable and associated bookkeeping and repo
rting.
* Prepare general correspondence and memoranda; schedule appointments and greet
clients.
EDUCATION
Maumee High School, Maumee, Ohio - Two-year member National Honor Society
University of Toledo
Davis College
Typing speed 110 WPM with 2% error ratio. I am a Notary Public for the State of
Ohio; my commission expires November 7, 2014. References are available upon requ
est.