Cary Ley Email & Phone Number

Phoenix, Arizona Area

Part of a small team contracting with the world's largest law firm. Uses Forte, BigHand, Matrix, DocXtools and numerous other software to ensure a high production, high accuracy product. Unofficial transcription guru using BigHand..

Part of a large group of Licensed attorneys, non-licensed attorneys, paralegals and Criminal Justice majors providing legal support for large, complex legal projects.

Phoenix, Arizona Area

• Responsible for maintain a solid interaction with all Financial Advisors by providing “beyond best in class service” by processing all requests within Advisor Group’s contracted SLA. These include:
• Account Applications (Brokerage and Non-Brokerage)
• Change Requests
• Adoption Agreements
• Employer Sponsored Work Plans
• Form 5304

Phoenix, Arizona Area

At Advisor Group, we believe that Advisors are heroes and we prove this every day. As part of the Transition Team, I am pleased to transfer any book of business given us. This includes sponsor updates all the way through complex fee based Advisor managed accounts. If I have a question, I will call you. I will never second guess what you demand for your.

Tempe, AZ

• Implement legal spend services for Elevate's clients.
• Provide legal bill analysis support, reviewing law firm bills to ensure compliance with the client’s litigation handling guidelines.
• Use this data and other information to support clients with analytics, strategy, and reporting.

• Selected from over 50 candidates for the position.
• With minimal training, rapidly expanded my knowledge base and became one of the top producers.
• On average, reviewed 30 to 50 loans per day, ranging from simple to very complex including Jumbo and Super Jumbo loans with no errors.
• Selected, trained for and analyzed enhanced flood loans.
• Highly skilled in researching and analyzing Titles, Deeds and Liens to ensure that they meet the specifications of a loan and that all parties are included and satisfied in order to close the loan.
• Volunteered for overtime and Saturdays to reduce queue volume.

Assisting Wealth Management clients over the phoneProvided stock quotesRaised credit card limitsAdded and removed flags on accountsTransferred funds between accounts

• Successfully competed with 20 other candidates for one open position.
• Responsible for taking inbound calls from contractors, performing the following duties:Checking contractors in and out of work orders.Granting additional authorization within established directives.Taking detailed.
• Dispatched emergency work orders. This involved getting detailed information from the client and finding a contractor in the area that is familiar with the client, usually after hours.
• Worked closely with account managers and other departments within the company to ensure a quick, seamless and satisfactory conclusion to all work orders.
• Attempted to get training on my functions, duties and responsibilities. Training was not made available.

Phoenix, Arizona Area

• Promoted from Customer Service Specialist to Installation Coordinator.
• Responsible for calling customers and scheduling main service panel upgrades, solar panel installations, and service calls.
• With only one other co-worker, realized booking revenue of not less than 10 million dollars per month, every month.
• Consistently given new duties and responsibilities.