Brittany Vanbrunt Email & Phone Number

• Preparation of all documents associated with the processing and closing of escrow, conveyance of title, recording of documents, clearing of title requirements and issuance of title insurance. Interviews escrow.
• Develops and maintains business by the extensive application of basic marketing and customer service techniques.
• Effectively communicates in person and on the telephone with clients and customers. Answers customer questions and/or telephone calls concerning status of pending items in the escrow files. Takes proactive approach to.
• Trains, supervises, guides, and assigns and reviews the work of one or more escrow technicians, assistants, secretaries and/or receptionists. Assists in training escrow officers
• Develops and maintain clientele by effective solicitation of business
• Attends client and business development functions. Represents company in public, customer and community relations activities.

San Francisco, California, United States

• Ensuring the highest quality output for our customers and for identifying opportunities for better training and process improvement
• Review processed files, focused on the largest impact parts of the process, to identify any potential risks or errors
• Help to develop new trainings and workflows for production associates based on findings
• Collaborate to prioritize problem areas and hyper-care for new customers, ensuring OpsEx associates are working on the greatest priority areas
• Lead OpsEx team via training, hiring, coaching, and day-to-day management

Pacifica, California, United States

• Preparation of all documents associated with the processing and closing of escrow, conveyance of title, recording of documents, clearing of title requirements and issuance of title insurance
• Responsible for gathering pertinent facts from all parties for the preparation of escrow instructions, drawing of documents, issuance of title policies and the disbursement of funds, and otherwise assists escrow.
• Effectively communicating both in person and on the telephone with clients and customers with answering questions, diplomatically resolving complaints and/or concerning regarding the status of items in the escrow. In.
• Responsible for autonomously make time-sensitive decisions in matters that have a significant financial impact on the Company throughout the closing process.
• Assist in establishing and maintaining guidelines and/or implementing new procedures to ensure quality settlement services.
• Independently and collectively develop unique and effective strategies to obtain and retain customers.

San Francisco

• Work directly with Personal Capital’s investment clients by effectively communicating portfolio and market strategy, performing operational duties, and servicing clients through diligent and detailed follow up in a.
• Comprehensive relationship management through conventional communication methods as well as email, chat, and video conference.
• Act as liaison between clients and Investment Committee—communicate investment strategy and engage in portfolio, market, and economic dialogs.
• Facilitate all account and relationship operational requests using cutting-edge proprietary and third party technology solutions.
• All aspects of ongoing client service and retention. Specific non-client facing duties include but are not limited to:
• Provide frequent and detailed client feedback to all members of the Personal Capital team.

Foster City, California, United States

• Assess performance of employee, decide decisively, and take action if necessary
• Develop management strategy for a team involving positive recognition
• Assist in interviewing and hiring strong employees for the firm
• Oversee training by coaching mentors and mentees
• Acts as a resource for challenging and resolving associates non-standard questions and situations
• Develop team members by appropriately assigning projects and extra responsibilities to reward performance and build broader skill sets

• Supported all other institutional teams from a data analysis and research standpoint to assist in the winning of new business and the management of our existing $17B in AUM
• Utilized multiple proprietary databases as well as third-party resources to produce a wide range of in-depth evaluation of our strategies versus those of our competitors
• Assisted in the production of general marketing and client-specific data and material
• Compiled and analyzed data on the performance, characteristics, attribution, and valuations of various institutional strategies
• Compiled and analyzed competitor and related market data
• Responsible for the creation and distribution of the group's 780+ quarterly reviews

• Served as an integral point of contact during the initial relationship set-up for the firm's high net worth clients.
• Processed client-completed new account documents and coordinate the transfer of assets to begin a client's relationship with the firm
• Learned what it takes to open new accounts, transfer assets, and process various types of transactions for our clients
• Built strong judgment, problem-solving and critical-thinking skills, attention to detail and the ability to multi-task with a high level of responsibility