Providing exceptional services while helping sellers, buyers, lenders and agents have a smooth closing.

Combined Recording & Warehousing into one great team.

Reviewing documents.Typing commitments.Creating CPLVerifying Taxes and Assessments.

Review Deeds &Security Instruments prior to being sent record. Send documents for recording via UPS & simplifile. Prepare Owner & Lender policies.

As an Account Executive I have hands on experience with note chains, assignment chains, title policies, loan closing documents, collateral files and servicing files. I also use Microsoft Work, Excel and Pivot tables extensively. I take a high volume of incoming calls. I managed 3 of the top 10 clients. I had daily, weekly and monthly client conference calls which required preparing agendas and reports to be sent out prior to meetings. As the Sales Force Admin, I set up new users, assigned user roles, updated reports and graphs on the dashboard.As the manger of the Recorded Docs area I complete online and phone research to obtain the recording information and or obtain copies of documents sent to the county for recording.

I prepared income tax returnes for individuals as well as small businesses. I also helped clients open IRA accounts.

I called Doctor's offices and obtained Certificates of Medical Necessity so that patients could receive diabetic supplies. I did this for priviate insurace companies as well as Medicaid.

Provided clients with Customer Service. Helped with Invoicing. Put together the nightly deposits and drop off. Orders office supplies and worker supplies.