Cherry Daniel Email & Phone Number

United States

Southlake, Texas, United States

Southlake, Texas

Fort Worth, Texas

Answering all incoming calls, transferring calls to the CEO and staff members, taking messages for CEO and staff members. Supporting the CEO of the company, office staff and field members. Bank deposits, contacting vendors via email or phone, data entry, Excel spreadsheet, stocking and ordering supplies, scanning legal documents, using UPS & Fed EX web.

Dallas/Fort Worth Area

Scheduling appointments and supporting the CEO of the company, office staff and field staff.Coordinating and preparing meeting agendas, personal errands, bank deposits, contacting clients via email and phone, preparing leases, titles and legal documents for oil field clients and corporations.Verifying employment for ex-employees, Data entry, Excel.

Trophy Club, Texas

Supported the finance team and the supervisor of post-closing. Prepared documents with checks to clients, policy packs, clients’ spreadsheets.Developed and maintained new and past clients’ files and records. Notarized all legal documents. Data entry and other clerical duties as needed. Communicated with clients via phone, email and coordinating.

Dallas/Fort Worth Area

Filed court documents with different counties of the State of Texas.Assisted the CEO and VP, prepared documents in Word and Excel, filed, scheduled daily appointments, contacted clients when needed, organized and coordinated monthly meetings.Developed a filing system and maintaining client files, orders and audited supplies for office.Assisted human.

Mansfield, TX

Assisted the CEO of Company as well as the staff (5 loan officers & 1 underwriter), screened all calls for the company.Communicated with clients as requested and sent checks to clients via FedEx/UPS, prepared and coordinated meetings, communicated with brokers and clients regarding paperwork needed to complete home loan packages.Prepared and tracked loan.