Daniel Robin Email & Phone Number

Florida, United States

Brandon, Florida, United States

Brandon, Florida, United States

• Perform accounting of multimillion-dollar real estate closings including the disbursement of proceeds, commissions, third party fees, and attorney’s fees and costs.
• Reconcile retainer, IOLTA, IOLA, EMS, and escrow bank account balances with client trust sub-ledgers.
• Create accounting reports of client trust sub-ledgers for reporting and analysis.
• Analyze and reconcile unapplied cash to trust reports to insure financial accuracy and post unapplied cash to the retainer accounts to prevent the commingling of operating cash and client funds.
• Various administrative duties, such as the opening and closing of escrow interest bearing accounts, posting interest to client accounts, recording deposit and disbursement transactional data, and performing backup.

Brandon, Florida, United States

• Daily posting of lockbox, wire, ACH, remote check deposits (Capital, AP, and AR) and credit card payments.
• Research and respond quickly and efficiently to office and client inquiries.
• Process audit requests, account reconciliations through cash receipt reversals, and wire/check refunds for clients.
• Balance the accounts receivable daily transactions to the cash applications sub-ledger report for the end-of-day report submission to upper management.
• Perform duties of filing, scanning, pulling backup and keying payments to invoices.
• Special projects and additional duties as assigned, including interviewing and training new hires and coordinating tasks and training of Quarter 4 Cash Posting Teams.

Gainesville, Florida Area

• Worked closely with partners and associates to research and organize case materials
• Provided in-house technical support for law practice management software programs.
• Assigned as a special case handler in May 2017 for a case that settled in October 2017 in lieu of an available paralegal while attending school full-time.
• Responsible for answering the phone in a professional manner providing answers for clients when possible and transferring calls or taking messages when needed.