• Assess problems or questions to propose solutions and implementing those solutions to improve operational efficiency• Responsible for: overseeing operations, setting deadlines, monitoring progress, and ensuring deliverables are on time• Identify and manage potential risks and blockers• In charge of keeping stakeholders informed, resolving issues, and communicating with higher-ups, clients, and vendors• Maintaining project documentation and using project management tools such as Agora and Yardi

• Travel to meet client(s) - varying from 1 to 8 clients per day• Explain the contents of Escrow, Lender, and Loan Broker documents without being legally liable• Notarize documents, administer oaths, and verify and record clients’ identities

• Organize purchase, sales and rental contracts, disclosures, and documents, including bills pertaining to the transactions• Generate California Association of Realtor (C.A.R. forms)

• Worked with numerous title and insurance companies, banks, and brokerages to verify critical information such as loan amounts, fees, coverage, and credit for real estate agents and clients• Managed inbound and outbound mail for FedEx, GLS, title messengers, and US mail in addition to scheduling client pick-ups• Generated datasheets to track and catalog client data and information using RBJ software to ensure data integrity and accuracy• Performed the escrow process from initial open package generations to final closing packages for residential, commercial, and business sales, including filing of documents, packaging loan documents, and funding the loan• Handled all incoming and outgoing calls for the business, while screening for potential fraudulent callers

• Managed business records and leases, while reorganizing information on managed rental and privately owned properties• Oversaw the bulk of the business’s personal finance and business accounting on Excel and QuickBooks• Discovered and corrected a major database issue with missing leases, preventing significant future financial losses in rental lease errors• Revamped and streamlined the archaic paper log system that was used, replacing it with an electronic document system for faster retrieval and reliable storage• Performed primary checks on different documents, including invoices prior to secondary checks performed by accounting controllers and accounting assistants• Proposed a number of modern business practices and ideas which were incorporated into the business model such as converting digitizing all physical files and physical invoices

Escrow Officer Assistant• Assisted with filing, openings, closing, document generation• Extensively trained on navigation and use of RBJ software for database use• Organized incoming and outgoing mail for FedEx, US mail, title messengers, and pick-up• Handled incoming and outgoing calls, along with screening for fraudulent callers