• Work with clients, attorneys, and settlement agents to manage all aspects of 1031 exchange transactions• Prepare and process exchange agreements for relinquished and replacement properties• Review and approve settlement statements to comply with the Internal Revenue Code Section 1031• Prepare instructions for the banking team for incoming and outgoing wires

• Prepared, edited, and processed form documents for the firm• Relayed and resolved routine client inquiries• Performed data entry and established and maintained records• Provided marketing, sales, and customer service support to the regional sales office

• Followed up with customers about their service experience to boost customer service index• Reached out to clients who have deferred services to explain recommendations and schedule• Coordinated pickup and deliveries for clients servicing their vehicles at the dealership• Drafted all Service repair orders and quote warranty and pre-paid maintenance packages

• Worked with customers and technicians to identify required maintenance• Advised customers on necessary and recommended services• Computed cost of replacement parts and labor of repairs• Entered itemized estimate on service order and explained estimate to customer

• Answered incoming phone calls according to a proven, pre-set script, and scheduled service appointments• Followed up with Service department to determine if the appointment was kept and what the outcome was• Contacted customer base on marketing incentives via e-mail and phone to schedule a service appointment• Purified and updated customer changes in database• Notified specific departments of appointments and forward customer concerns to the department manager

• Developed strategies for digital marketing initiatives• Provided design and creative insight for ecommerce websites, social media pages, and other online platforms• Worked with the Marketing and Leadership teams to develop digital content and advertising campaigns• Cultivated strategies to increase online reach and further enhance search engine optimization• Developed blog content that would be posted on the company website

Business Management / Marketing

• Assisted in the Marketing efforts of the firm, including the creation of flyers and pamphlets• Collaborated in teams to achieve a quality product• Completed a vast redesign of the company website• Developed and maintained company website and Facebook and Twitter platforms including website analysis• Completed grant applications to allow the company to benefit the local region