Carlie Taylor
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Carlie Taylor Email & Phone Number

Financial Services Consultant at TIAA
Location: Charlotte, North Carolina, United States 5 work roles 1 school
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
Role
Financial Services Consultant
Location
Charlotte, North Carolina, United States
Company size

Who is Carlie Taylor? Overview

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Quick answer

Carlie Taylor is listed as Financial Services Consultant at TIAA, a with 106 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Carlie Taylor.

Carlie Taylor previously worked as Real Estate Processor at Hutchens Law Firm Llp and Real Estate Administrative Assistant at Hutchens Law Firm Llp. Carlie Taylor holds Bachelor'S Degree, Theatre/Theater from University Of North Carolina Wilmington.

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Email format at TIAA

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TIAA

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Profile bio

About Carlie Taylor

Results-driven business professional with a meticulous attention to detail and a diverse arts background. Combining the precision and analytical skills cultivated in a business environment with the creativity and artistic sensibilities fostered through an arts background, I bring a unique perspective to the field. By seamlessly merging my artistic sensibilities with my business acumen, I consistently deliver exceptional results, innovative solutions, and an unwavering dedication to achieving organizational goals.

Current workplace

Carlie Taylor's current company

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TIAA
Tiaa
Financial Services Consultant
Charlotte, NC, US
Employees
106
AeroLeads page
5 roles

Carlie Taylor work experience

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Financial Services Consultant

Charlotte, Nc, Us

Real Estate Processor

Charlotte, North Carolina, United States

-Responded promptly to client inquiries and concerns, using exceptional communication skills and a customer-focused approach to deliver accurate information and resolutions, fostering positive relationships and client satisfaction.-Led the processing of real estate transactions from initiation to closing, expertly guiding clients through each step and ensuring clarity on requirements and timelines, thereby enhancing client confidence and satisfaction.-Conducted thorough reviews of legal documents and contracts, applying attention to detail to identify discrepancies and ensure compliance with regulatory standards, which minimized risks and streamlined processes.-Developed and implemented efficient workflows for transaction management, improving turnaround times and facilitating seamless communication between clients, attorneys, and external stakeholders.

Real Estate Administrative Assistant

Charlotte, North Carolina, United States

-Served as the primary point of contact for clients and visitors, representing the firm with professionalism and a welcoming demeanor, effectively establishing rapport and enhancing client trust and satisfaction.-Managed scheduling and correspondence for attorneys, ensuring timely communication and seamless coordination that supported case management and improved client service delivery.-Prepared and organized client meeting materials and legal documents, demonstrating strong attention to detail and compliance with firm protocols, which facilitated clear and informative interactions with clients.

Jan 2024 - Jun 2024

Call Center Team Lead

-Led and motivated a team of call center representatives, fostering a collaborative environment to achieve performance goals and enhance overall customer satisfaction through effective coaching and support.-Monitored and analyzed team performance metrics, implementing data-driven strategies to optimize call handling processes and improve response times, resulting in increased efficiency and customer engagement.-Served as the primary point of contact for escalated client issues, utilizing strong problem-solving skills to resolve complex inquiries and ensure a positive client experience while maintaining compliance with company policies.

Oct 2023 - Dec 2023

Ehr Data Abstraction Consultant / Quality Assurance Auditor

-Exhibited exceptional communication skills by effectively engaging with administrative staff and patients to gather critical information, verify insurance details, and coordinate appointment scheduling, ensuring a seamless and supportive experience for all parties involved.-Diligently maintained accurate and comprehensive records within electronic healthcare systems (EPIC and Athena), upholding data integrity and strict compliance with privacy regulations, showcasing a commitment to high-quality standards and meticulous attention to detail.-Delivered impactful training to new staff members, providing clear and engaging instruction on utilizing EPIC/Athena systems for appointment management and accurate record maintenance, fostering a collaborative learning environment.-Collaborated closely with hiring managers and internal teams to assess client needs and develop targeted job descriptions that attracted a diverse and qualified candidate pool, demonstrating a strong understanding of participant-focused solutions.

Jul 2022 - Oct 2023
Team & coworkers

Colleagues at TIAA

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1 education record

Carlie Taylor education

FAQ

Frequently asked questions about Carlie Taylor

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What company does Carlie Taylor work for?

Carlie Taylor works for TIAA.

What is Carlie Taylor's role at TIAA?

Carlie Taylor is listed as Financial Services Consultant at TIAA.

Where is Carlie Taylor based?

Carlie Taylor is based in Charlotte, North Carolina, United States while working with TIAA.

What companies has Carlie Taylor worked for?

Carlie Taylor has worked for Tiaa, Hutchens Law Firm Llp, and Intellect Resources®.

Who are Carlie Taylor's colleagues at TIAA?

Carlie Taylor's colleagues at TIAA include Katherine Stackhouse, Debbie Hooker, My Info Snee, Jessica Hill (Amick), and Hannah Mcfadden.

How can I contact Carlie Taylor?

You can use AeroLeads to view verified contact signals for Carlie Taylor at TIAA, including work email, phone, and LinkedIn data when available.

What schools did Carlie Taylor attend?

Carlie Taylor holds Bachelor'S Degree, Theatre/Theater from University Of North Carolina Wilmington.

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