Marc Workman Email & Phone Number

Greater Salt Lake City Area

Management for post sales account. System research for errors, omissions and resolution. Successfully leading client calls for account maintenance and development. Ordering new lines of service and changing features for wholesale customers. Billing reconciliation. Reduction in force March 2019• Decreased need for client conference calls from weekly to monthly.• Stopped client migration away from MetTel• Project management for onboarding new clients

Greater Salt Lake City Area

Real Estate Title and Curative Specialist with expertise in executing title corrective actions and resolving issues including vesting, judgments, liens, subordination agreements, releases, legal descriptions and other title concerns. Oversaw documentation on all new multi-state property purchases and property sales. Managed investigation and payment for all property taxes, HOA, tax liens, insurance premiums and property violations. Evaluated and approved purchase agreements, settlement statements, title commitments, schedule A and B and warranty deeds. Liaised with local government agencies and HOAs to clear code violations, liens and HOA violations. Created and maintained property accounts in Salesforce. Facilitated property damage repair and case resolution. Relocated office operations to Georgia facility.• Produced a $40K savings by identifying misapplied tax payments and HOA payments. • Negotiated with HOA board and management companies for reduced fines, resulted in a $5k savings. • 100% on time paid multi state property tax and HOA assessments which resulted in the company avoiding assessed penalties, interest or late fees.• Researched and eliminated duplicate flood insurance coverage saving $15k.

Greater Salt Lake City Area

Tax research for U.S. Bank, Cenlar Bank, CCO Bank and Chase Home Finance on real estate taxes, assessments and liens. Investigated past due Real Estate taxes, paid amounts due with penalties when verified. Company liaison with cities, counties and attorneys to bring the clients’ assets current on real property taxes on foreclosed properties. Lien research. Reviewed legal descriptions and appraisals for accurate parcel identification.• Implemented new organizational processes and procedures and successfully trained tax research team freeing management staff time.• Effectively prevented tax sales and liens for over 50 at risk properties.

Greater Salt Lake City Area

Managed a $1.2-million-dollar portfolio of large print and mail customers to meet contract compliance. Ensured data compliance to meet print and mail deadlines. Processed monthly billing and inventory control. Prepared and generated recurring reports. Acted as Lead for clients with programming department on changes in data and format. Served as the direct contact for all client issues at the corporate level. Managed client implementation process and training.• Increased existing client portfolio by 15% through business analysis and investigating new areas for e-statements.• Developed and documented new clerk training resulting in a two-month cost savings on productivity.

Greater Salt Lake City Area

Managed a $78-million-dollar portfolio for American Express Gift Card and Mall Gift Card program. Direct contact for all client issues at the corporate level. Contract compliance for both American Express and client. Prepared and generated recurring reports. Weekly, monthly and quarterly progress presentation to clients. Developed marking programs in multiple states. Business analysis for increasing product usage.• Increased sales by 3% through implementing incentive programs for client employees.• Managed and coordinated merchant programs, which increased gift card acceptance by 15%.

Greater Salt Lake City Area