● Consistently facilitate forward order movement through the workflow within predefined timelines.● Conduct comprehensive property research to obtain property information and managed orderdocumentation, fostering strong partner relationships with Right of Entry Specialists Nationally.● Deliver on client expectations by building and maintaining positive relationships with key partners in the right of entry process. ● Partner with key right of entry partners to resolve escalations and expedite orders.● Maximize the department by managing order volume and small projects.● Resolved escalations effectively and managed multiple projects to optimize departmental efficiency.● Enhanced client experience by streamlining order processing and ensuring timely delivery.● Assigned 100+ Right of Entry projects each week to Specialists to pursue legal entry agreements

Monitors ongoing compliance accounts with financial covenants and initiates appropriate remedies for non-compliance• Communicate effectively with HNW and UHNW clients and their Financial Advisors (FA) or Investment Representative (IR) regarding their trust, agency or custodial accounts• Interpret and implement legal terms of trust instruments, insurance policies and other trust related legal agreements on an ongoing basis• Communicate effectively with attorneys, accountants and other professionals in assisting clients in timely resolution of legal compliance issues• Review each relationship periodically (according to governing trust documents) to ensure compliance with trust terms, proper documentation, etc. (Compliance/Legal requirement)• Review trust documents to determine if there is an Arbitrage Tax rebate calculation/payment to IRS• Act as liaison between client, Account Managers and Trust Financial Management delivering a high level of customer service as it relates to the client on account inquiries and understanding governing legal document requirements• Oversee and execute tax payments and any other disbursements for the benefit of beneficiaries or the trust• Reviews documents transcripts to ensure accounts are set up correctly on various systems, conducting various legal research regarding legal documents obtained

• Works with the Modifications Team to handle transactions related to Specially Serviced Returned Loans, Specially Serviced Transferred Loans and assist with inputting loan servicing trigger notes into Wells Fargo’s system of record, Strategy. • Transactions include but not limited to working with, interacting with Special Servicers, Asset Managers and other senior members within the Commercial Mortgage Servicing Group. • Responsible for reviewing, corresponding and auditing work from Wells Fargo’s WFIS (India Team) partners for the Specially Serviced Transferred Loan. • Reviewing, analyzing and auditing modified commercial real estate construction or problem loans and foreclosures. Functions include: reviewing moderately complex legal, appraisal and title information; analyzing loan documentation• Ensuring all files and procedures are in compliance with government regulations and Bank policies; conducting periodic audits of loan files.

Duties consist of Preparing 1099’s for various different small business owner’s, perform related clerical duties, such as word processing, maintain filing and record systems, faxing and scanning documents to computer database. Calculate, prepare and issue documents related to accounts such as bills and invoices, issue checks, process credit card payments, managing up to 4 phone lines, greeted customers, communicating closely with clients and vendors, responding and resolving customer issues and inquiries.

Duties consist of ordering Flood Reports, Title Policies, Insurance Certificates, Zoning Reports, utilizing knowledge of these procedures to troubleshoot issues that may arise within the closing transaction. Notarize legal documents, prepare preliminary and final closing settlement statements, proofread legal documents, such as loan agreements, notes, deeds, and UCC’s for errors or omitted information, and perform rate locks. Utilized Bluewire, CMBS Imaging Website, MERS (Mortgage Electronic Registration System), and other systems related to closing large loans. Review systems for accuracy and completeness.

Obtain Mortgage payoffs, Homeowner’s Insurance, and invoices pertaining to the Mortgage Closing. Notarize legal documents sent for recording, review documents for completeness and accuracy. Prepare closing packages for deadlines, and disburse checks in a timely manner. Created and maintained various legal real estate documents including Lien Waivers, Warranty Deeds, Subordination and Modification Agreements, Quitclaim Deeds, Power of Attorney forms and letters. Completed day-to-day clerical functions including copying, faxing, maintaining office equipment, answering phones, and ordering supplies. High client contact.