Cathy Fertitta Lippe Email & Phone Number

Dallas, Tx, Us

Dallas, Texas, United States

Dallas, Texas, United States

Dallas, Texas, United States

RIF

Dallas, Tx

Assist multiple consultants with daily operations including:Providing a positive relocation experience for the transfereeRespond to general inquiries from transferees when Consultant is not availableEnsure Consultant knows of any and all activity occurring when Consultant is not availableAssist in obtaining services, information, and documents for assigned transferee file; document activity in information systemsSends pre-marketing packets to realtorsProcess transferee requests for benefits including but not limited to disbursements, lodging & transportationEnsure completeness of each relocation file, i.e., all data/information is accurate and up to date at all times; documents and contracts, signed, dated, approved, executed and placed in fileMentored lesser experience AssociatesAny additional assignments, activities, and/or projects as requested by Consultant or management

Coppell, Tx

 Manage caseload of non-homeowner transferees for multiple clients Administer the client policy to transferees moving within the U.S.  Interact and counsel transferee regarding exceptions, as required by client Counsel the transferee on policy components  Create cost estimates for clients as requested Coordinate relocation services Counsel transferees regarding the expense management process  Order approved services for the non-homeowner transferee Identifies and builds relationships with service providers Track and follow up with transferees on a regular basis to ensure positive service evaluations Understands and meets service level agreements Updates GMS system with relevant information, i.e. keeping notes up to date on each file

Xerox Relocation & Assignment Services

Domestic Relocation Non-Homeowner Consultant (since 07/2011)* Manage caseload of non-homeowner transferees* Administer the client policy to transferees moving within the U.S. * Interact and counsel client regarding exceptions, as required by client* Counsel the transferee on policy component * Create cost estimates for clients* Coordinate relocation services * Counsel transferees regarding the expense management process * Order approved services for the non-homeowner transferee* Process expense reports for non-homeowner transferee* Identifies and builds relationships with service providers* Participates in year-end presentations to clients, if required* Track and follow up with transferees on a regular basis to ensure positive service evaluations* Understands and meets service level agreements* Updates GMS system with relevant information, referral fees, service fees, and notes on each file

Managing a caseload for several clients, Counseling employees in regards to relocation benefits, Coordinate relocation services

Assist multiple consultants with daily operations including:Providing a positive relocation experience for the transfereeRespond to general inquiries from transferees when Consultant is not availableEnsure Consultant knows of any and all activity occurring when Consultant is not availableAssist in obtaining services, information, and documents for assigned transferee file; document activity in information systemsSends pre-marketing packets to realtorsProcess transferee requests for benefits including but not limited to disbursements, lodging & transportationEnsure completeness of each relocation file, i.e., all data/information is accurate and up to date at all times; documents and contracts, signed, dated, approved, executed and placed in fileMentored lesser experience AssociatesAny additional assignments, activities, and/or projects as requested by Consultant or management Cathy Lippe

Assist in relocating employees for various clients.

Opened and distributed all mail, logged final docs in system, prepared and imaged documentsPrepared hazard insurance Change Notice letters for all closed loans Prepared and sent demand letters Responded to Investor Outstanding Docs ReportsCorrected and Re-Recorded Final Docs as neededProcessed Paid in Full Loans Reviewed and resolved MERS Transfers issuesRemitted Final Docs to InvestorsCompleted construction Loan follow-upGovernment Insuring: Identified closed-loan documents specific to loan type and transactionProcessed

Opened and distributed all mail, logged final docs in system, prepared and imaged documentsPrepared hazard insurance Change Notice letters for all closed loans Prepared and sent demand letters Responded to Investor Outstanding Docs ReportsCorrected and Re-Recorded Final Docs as neededProcessed Paid in Full Loans Reviewed and resolved MERS Transfers issuesRemitted Final Docs to InvestorsCompleted construction Loan follow-upGovernment Insuring: Identified closed-loan documents specific to loan type and transactionProcessed

Retrieve final documents from title companies to send to investors.

Received contracts/new ordersCompleted initial file set up, order title work and payoffs, clear curative matters and help prepare files for closingShipped file including payment of all escrow items, recording of documents Prepared legal documents to be sent for recording in the county clerk's office Prepared Owner and Mortgagee Title PoliciesCoordinated title work for National Business Services (NBS)Prepared commercial closing binders and deliver to closing team Followed up on any missing itemsTracked pending orders and distributed report to closing teamTitle Work Packages: Distributed title commitments packages Conformed title commitment to survey and distribute to all partiesPre Close PrepClose and FundPost Closing: Policy issuance; document distribution

Received contracts/new ordersCompleted initial file set up, order title work and payoffs, clear curative matters and help prepare files for closingShipped file including payment of all escrow items, recording of documents Prepared legal documents to be sent for recording in the county clerk's office Prepared Owner and Mortgagee Title PoliciesCoordinated title work for National Business Services (NBS)Prepared commercial closing binders and deliver to closing team Followed up on any missing itemsTracked pending orders and distributed report to closing teamTitle Work Packages: Distributed title commitments packages Conformed title commitment to survey and distribute to all partiesPre Close PrepClose and FundPost Closing: Policy issuance; document distribution