Jenna Gilson Email & Phone Number

- Build, optimize, document and iterate on Endpoint’s operational implementation process (across sales, product, operations and leadership) and ensure accessible and adopted by all employees.- Collaborate with Business Operations team members to work to institute and maintain a cross collaboration knowledge sharing platform.- Collaborate with Business Operations team members to document new & refined processes & standard operating procedures.- Test and quality review existing and new processes ensuring- Collaborate with the Business Operations team, Sales, Product and Operational Leadership to launch new markets.- Launch and optimize post launch feedback loop to review and continually refine established SOPs, workflows and processes.- Collaborate with Ops Leadership, Learning & Development to produce high quality training materials for the Operations team.- Work with Product Teams & Business Operations teams to test, document, quality check and successfully roll out all new process releases in operational systems.- Launch and support a data driven feedback loop that informs continual improvements and optimizations within the operational environment.- Work autonomously in a distributed team across multiple time zones.

- Assist in training new employees and provide current employees with additional training as needed- Monitor status of files to ensure team members are on track to reach OKR goals- Create, pull and analyze productivity reports- Create work instructions as needed- Screen/interview prospective new hires to build the team- Review files for quality and accuracy of work to determine if team members need additional training- Work with Closing and Customer Experience managers to ensure teams are in alignment and work with them to resolve any discrepancies- Meet with team members on a regular basis to check in with them asses their productivity- Monitor workflows to analyze if any process changes are needed- Oversight of day to day operations in HUB

- Assist in training new employees and provide current employees with additional training as needed- Monitor status of files to ensure team members are on track to reach OKR goals- Create, pull and analyze productivity reports- Create work instructions as needed- Screen/interview prospective new hires to build the team- Review files for quality and accuracy of work to determine if team members need additional training- Work with Closing and Customer Experience managers to ensure teams are in alignment and work with them to resolve any discrepancies- Meet with team members on a regular basis to check in with them asses their productivity- Monitor workflows to analyze if any process changes are needed- Oversight of day to day operations in HUB

Scottsdale, Az

Endpoint is a mobile-first Title and Escrow company, built from the ground up to deliver a radically improved closing experience for real estate agents and their buyers and sellers. Through its digital platform, Endpoint keeps everyone effortlessly and securely in the know throughout the transaction, while streamlining the process to make closing simple, fast and transparent.

Scottsdale, Az

• Open new orders, complete lender requests, resolve title defects, obtain signatures• Prepare Settlement Statements and Closing Disclosures• Work closely with lenders and builder to keep transaction on track, Explain procedures and answer questions for clients• Prepare escrow documents, prorate taxes and interest, handle closing of files, handle recording corrections, disburse files

Scottsdale, Az

• Work exclusively with Mattamy Homes• Open new orders, complete lender requests, resolve title defects, obtain signatures• Prepare Settlement Statements and Closing Disclosures• Work closely with lenders and builder to keep transaction on track, Explain procedures and answer questions for clients• Prepare escrow documents, prorate taxes and interest, handle closing of files, handle recording corrections, disburse files

Scottsdale, Az

• Open new orders, clear title report, prepare escrow documents, fulfill lender requests, order payoff statements, prepare Settlement Statements and Closing Disclosures• Disburse all closed files, complete daily branch bank deposit• Responsible for branch 1099 report• Check documents for completeness and accuracy and follow up with Buyers and Sellers for documentation, prepare recording packages and correct any recording rejections

Scottsdale, Az

• Assisted Escrow Officers by opening orders, disbursing closed files, sending out title commitments, creating and sending user name and passwords for clients to access our online system, create Closing Protection Letters, receipting in money for files, create opening letters, scan documents into the closing system. • Made file covers for all new orders, reading through contracts to assess who was involved in the file and researched their contact information. • Answered phones, ordered office supplies, created and sent out a Daily Report listing all new, closed, and cancelled files for the previous day, sent out checks & past due invoices for the accounting manager. • Various tasks for CEO including research and travel arrangements

• Actively engaged in lead generation and follow up with clients • Interviewed clients to determine what kinds of properties they were seeking and advised them on market conditions, prices, mortgages, legal requirements and related matters. • Collected and analyzed information to provide clients with lists of properties compatible with their needs and financial resources • Performed comparative market analysis’ and made recommendations to clients • Coordinated appointments to show homes to prospective buyers

Scottsdale, Az

• Proactively engaged customers and non-customers in person and over the phone to consistently exceed sales goals, resulting in a spot as number one Teller in market multiple quarters in a row.• Processed customer transactions while uncovering and identifying customer’s financial needs, suggesting services and products that would be beneficial for them.• Appointed as branch advocate for a customer service program after consistently receiving perfect customer service survey scores, contributing to getting the branch to the top in customer service.

Scottsdale, Az

• Answered multi-line phone and greeted clients.• Assisted designers and communicated with vendors on a daily basis.• Designed and implemented a system for ordering office supplies that saved the company thousands of dollars a year.

Scottsdale, Az

• Answered multi-line phone and transferred calls to corresponding companies within the building.• Greeted and guided clients.• Retrieved and organized mail for 100+ companies and performed administrative tasks on a daily basis.