Real Estate Los Angeles

KATHERINE RIVERA

Woodland Hills, ***** *********@*****.*** 818-***-****

www.linkedin.com/in/katherine-rivera-a449b63a

Professional Summary

Accomplished professional with extensive experience in directing M&A housing projects including the management of a 30+ property portfolio as well as facilitating in complex real estate transactional closings throughout New York City and Los Angeles. Known and commended for professionalism, integrity, confidentiality, organization, attention to detail and the ability to work productively in challenging environments. Excels in identifying areas of improvement and implementing solutions which enhance performance, improve processes, and achieve business goals. Experience

LOW INCOME INVESTMENT FUND 49 Stevenson Street, San Francisco, CA Paralegal – Remote / Contractor (Financial Services) – 10/2021 to 3/2023

• Hands on oversight, under General Counsel guidance, of the preparation and/or review and finalization of consultant agreements, engagement letters, purchase and sales agreements, addendums/amendments and all due diligence required.

• Tracking all contract related matters and due dates, as well as quarterly compliance tasks, open audit items and follow ups.

• Preparing and filing various IRS tax forms for all corporations including Forms W-9, 1099-S and SS-4 Employer Identification Number (EIN).

• Preparing and filing Form DE-542 for all independent contractors through the State of California’s Employment Development Department website.

• Requesting Good Standing Certificates and lien searches for all corporations through CT Corp. as needed in preparation of a closing, IRS filing submissions and government compliance matters.

• Conducting OFAC & SAM searches for all vendors/contractors/consultants in compliance with the law.

• Drafting all corporation documents (i.e., Borrowing Resolutions, By-Laws, Board Member Resolutions, and Consents).

MACERICH 401 Wilshire Boulevard, Santa Monica, CA Manager, Real Estate Paralegal – 11/2019 to 7/2021

• Managing the Company’s process for obtaining title information, including placing title orders, coordinating ordering of surveys; reviewing title policies and survey matters; updating the legal department database of title reports, title policies and surveys.

• Led the process of providing property-related legal information for due diligence needs in shopping center sales, including preparing due diligence lists (e.g., schedules of real estate documents) and folders for shopping center sales, advising and assisting asset management in response to buyer due diligence inquiries, including preparation of and response to estoppel certificates.

• Reviewing existing leases and other documents such as development memorandums for existing exclusives and prohibited uses/use restrictions and prepare schedules/exhibits of same for pad sales and anchor/box lease transactions.

• Researching and reviewing anchor and other legal documentation to determine key terms, timelines, rights, and obligations and provide written assessments.

• Drafting template Reciprocal Easement Agreements and anchor lease amendments, purchase and sale agreements, office listing agreements as well as default notices, rent deferral letters and other legal documents, preparing correspondence, memos, and reports.

• Preparing critical date charts for anchor projects; managing critical dates and deadlines for anchor projects currently in process.

• Handling inquiries regarding property ownership, including research of real property history and chain of title; confirm and diagram fee and leasehold ownership.

• Overlooking documentation for large transactions; coordinating execution and delivery of documents; preparing transaction summaries and maintaining closing binders.

• Supervising escrow transactions for pad/outparcel/excess land sales, including monitoring, and coordinating escrow responsibilities, and preparation of closing documents and closing instruction letters.

• Handling and overseeing, under real estate attorney guidance, the preparation and/or review and processing of estoppel certificates, and the due diligence required for issuance of estoppel certificates, as well as easements, other simple development related agreements.

STONE, GENOW, SMELKINSON, BINDER & CHRISTOPHER LLP 9665 Wilshire Boulevard, Beverly Hills, CA

Contract Administrator - Contractor (Entertainment Law) – 8/2019 to 9/2019

• Created client matters, updated client database and files.

• Formed Corporations (S-Corp., C-Corp. & LLC entities) with registered agent.

• Prepared and filed various IRS tax forms for all corporations including Form 2553 and SS-4 Employer Identification Number (EIN).

• Requested Good Standing Certificates for IRS 2553 filing submissions.

• Drafted all corporation documents (i.e., Certificates of Incorporation, Articles of Incorporation, Corporate By- Laws, Director and Shareholder Resolutions, Shareholder Certificates, Consents, Minutes).

• Calendared deadlines and follow-ups.

• Tracked email and follow ups.

• Interfaced with talents business managers, business agents and accountants. HUDSON HOUSING CAPITAL LLC 45 Rockefeller Plaza, 28 th

Floor, New York, NY

In-House Paralegal – 6/2015 to 7/2019

• Provided legal support to General Counsel/Vice President, Outside-Counsel, Developers, and Investors for a 30+ property portfolio of complex LIHTC affordable housing projects throughout the United States.

• Oversaw and managed all legal due diligence and closing aspects of merger and acquisition.

• Prepared and file UCC-1 financing statements and UCC-3 Terminations, as needed.

• Interfaced with Fortune 500 clients and worked with top attorneys handling Fortune 1000 clients. Prepared correspondence and managed e-mail.

• Prepared and submitted Capital One Loan Participation Certification forms (e.g., Freddie Mac Multifamily Form 1115).

• Performed OFAC FINRA searches to achieve compliance with the applicable securities laws and regulations and FINRA rules.

• Worked closely with finance, asset management, acquisitions, and accounting team.

• Conducted consumer credit and background checks (e.g., litigation and bankruptcy checks). Ordering and reviewing court records or described litigation.

• Formed, amended, or dissolved entities for all housing projects as well as requesting Good Standing Certificates and EIN’s pre-closing.

• Drafted and distributed reimbursement and legal invoices; maintained closing checklists/trackers and create organizational charts.

• Reviewed all organizational documents and resolutions. Distributed organizational charts for Investors, Developers, and Outside Counsel.

• Reviewed lien searches for all entities participating in transactions prior to closing as well as monitoring changes to partnership structure.

• Conducted survey and title review in advance of Capital Contributions.

• Drafted pre-development and loan documents.

• Tracked maturity dates of pre-development loans and draft extension side letters in a timely manner.

• Prepared closing documents and lower/upper tier closing binders. Arrange delivery of LPA to Developer/Developer Counsel and Upper Tier Closing Binders to Investor/Outside Counsel.

• Drafted Amendments to the Limited Partnership Agreements, Operating Agreements, Consents and Resolutions.

• Generated, transmitted, and tracked escrow instruction letters for pre-development loan funding and the advance of Capital Contributions pre- and post-closing.

• Attended closings and notarize documents, as needed. KONNER TEITELBAUM & GALLAGHER 462 Seventh Avenue, New York, NY Real Estate Paralegal – 11/2009 to 6/2015

• Liaison between all parties involved in sale, purchase, and refinance process primarily with respect to co-op and condominiums transactions.

• Facilitated in the purchase and or refinance process from application to closing.

• Conducted legal due diligence in residential real estate transactions.

• Drafted and finalized Contracts, Riders, Escrow Agreements, Escrow Deposit Letters, Time of Essence Letters, Leases, Amendments/Modifications, Power of Attorney, Post-Possession Agreements, Personal Property Agreements, Operating Agreements, Member/Trustee Resolution.

• Prepared transfer tax documents, deeds, FIRPTA, IRS tax forms.

• Ordered and reviewed title reports and lien searches for violations, title defects.

• Processed and distributed daily checks, review check requests.

• Requested and provided check breakdowns, closing costs and Pro-forma closing statements to opposing counsel, transfer agents, and clients prior to closing.

• Interacted with and responded to 3 partners, three associates, and clients regarding closing matters.

• Resolved post-closing issues with lending institutions.

• Formation of legal entities.

• Scheduled appointments with clients for the execution of documents. Education and Licenses

John Jay College of Criminal Justice

Major: Forensic Psychology

• Attorney-at-Law Declaration & Letter of Attestation (in lieu of Paralegal Certificate) State of New York

• REU - Real Estate U

Course: California Real Estate License Course

Additional Skills

• Proficient in Spanish (oral and written).

• Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Adobe Acrobat Pro, Nitro Pro, Word Perfect, Blue Jeans, Fuze, Ring, Skype, Zoom, Microsoft Teams, iManage, Yardi, Salesforce, Workshare Compare, Time Matters, Hot Docs, E-Copy, ShareFile, QuickBooks, Concur, Typing, Data Entry, E-mail, Internet, ACRIS, Filing.

• Exceptional organizational skills, detail oriented.

• Strong analytical and problem-solving skills.

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