Account Representative
Current. Streamlined capital allocation for affordable and community housing projects by creating wire tracker sheets from CRM Database data and ensuring lien-free titles in the legal search database for weekly disbursement of funds by the National Co-investment program.● Boosted workflow efficiency by syncing the CRM Database with the Subledger system, fixing ERP integration issues, updating suspense cues, and promptly addressing team and client requests.● Effectively communicated with clients to obtain building completion documents on fully funded accounts and provide financial information through interest rate letters, enhancing cross-team collaboration