Sandra Fay-Wotherspoon Email and Phone Number
Sandra Fay-Wotherspoon work email
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Sandra Fay-Wotherspoon personal email
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Licensed Realtor in North and South Carolina currently serving in the role of Client Care Specialist/Transaction Management. Seasoned business analysis professional of 20 years with emphasis on compliance and enforcement, audit, collections and customer relations. Qualifications include data analysis and reconciliation, gap identification and closure, contract auditing, and collections—primarily in the public sector. Detail oriented, process driven individual with highly developed skills in analytical and critical thinking, troubleshooting, problem resolution, and negotiation.CORE COMPETENCIES:Communication Skills:• Superior Internal and External Customer Service Skills• Process Driven, Detail-Oriented, Self-Directed• Verbal and Written Communication Skills• Critical Thinking & Problem Solving Skills Business Skills:• Compliance Enforcement and Collections• Contract Auditing and Gap Analysis• Case Management and Negotiation Skills• Taxpayer Education and Assistance Technical Skills:• Expert proficiency in all Microsoft Office Products• Spreadsheet and Database Development• Business Intelligence—SAP Applications• Data Entry, Analysis and Reconciliation Skills• CRM - RedTail Technologies
Don Anthony Group With Exp Realty
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Licensed Client Care Specialist And Transaction ManagementDon Anthony Group With Exp RealtyCharlotte, Nc, Us
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Licensed Client Care Specialist/Transaction ManagementDon Anthony Group With Exp Realty Mar 2016 - PresentCharlotte, North Carolina Area• Draft Offers, Listings, and Amendments required in contract• Contract Negotiations • Review incoming transactions for completion• Manage deadlines in relation to the contract• Respond to requests in a timely manner• Manage communication between Agents, Client, Closing Attorneys, etc.• Ensure file compliance throughout the transaction• Brief sellers with showing feedback• Make sure MLS listings are accurate and make changes as necessary or requested• Follow up with clients and prospects with excellent customer service• Work closely with sellers to complete listing contracts• Follow up with agents regarding their showings of our listings• Listing coordination - MLS entry, schedule photography• Social media content creation• Online reputation management (including gathering reviews)• Develop/implement systems to ensure a smooth client experience• Database management and updates• Client care – manage existing client expectations, communication and updates
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Client Services RepresentativeSecurity Financial Management, Inc. Dec 2014 - PresentOrlando, Florida AreaResponsible for assisting the firm’s four managing partners with general investment services relating to wealth management and retirement solutions. Key activities include:• Interact with clients by telephone and in person to answer questions, take information, complete new account applications and/or fund transfer requests, schedule client meetings for advisor, etc. • Act as liaison with financial institutions, such as broker-dealer, custodian institutions, mutual fund companies, third party money managers, and insurance companies. • Initiate, track, and expedite new account processes, fund transfers, and trades. • Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.• Review brokerage applications to ensure they are accurate and complete (“in good order") prior to transmittal. • Prepare portfolio reports and presentations for meetings with current and prospective clients.• Assist with ad hoc projects as requested by senior staff.
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Builder Services Representative - Business Analyst/GeneralistPrice Brothers, Inc. Sep 2013 - May 2014Charlotte, North Carolina Area• Responsible for communication, coordination and scheduling of plumbing construction activities for single family home builders in North and South Carolina• Research and interpretation of plumbing specifications and building plans to perform gap analysis between base building proposals and home owner customizations• Utilize in-house Job Management System (JMS) to develop final bill of materials for slab, rough and finish trim plumbing phases• Manage, coordinate, purchase and schedule delivery of building materials with vendors, home builders and internal field crew supervisors• Coordinate construction (plumbing) permits with home builders and local governmental agencies• Responsible for coordinating and scheduling field construction activities (work order tickets) with the home builder and internal field supervisors in a fast paced and dynamic work environment
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Revenue Specialist Iii—General Tax Administration (Compliance Enforcement)Florida Department Of Revenue Oct 2008 - Jul 2013Maitland, Florida• Collected outstanding business taxes utilizing State of Florida prescribed methods including collection calls, skip tracing, bank freezes, cash levies, revocations, field visits, and criminal investigation referrals• Planned, processed, coordinated, filed, monitored and enforced liens, warrants, stipulations and satisfactions for all taxes administered by the Department• Determined the collectability of warrants and the cost/benefit in pursuing further enforcement actions• Negotiated equitable settlement agreements with taxpayers and their attorneys, agents, or accountants• Prepared documentation for revocations and provided testimony at administrative and judicial hearings• Resolved taxpayer inquiries regarding tax liabilities through analysis and research of departmental billings and final audit assessments and made necessary adjustments in the system• Educated and assisted taxpayers to ensure past and future compliance with departmental tax laws• Designed database and mail merge for mass bank freezes including time management reminders -
Revenue Specialist Ii—General Tax Administration (Collections Enforcement)Florida Department Of Revenue Aug 2005 - Oct 2008Maitland, Florida• Initiated contact with taxpayers via telephone and/or personal visit to obtain payment of taxes, fees, penalties, and interest • Collaborated with taxpayers and/or their personal representative to secure additional documentation and resolve discrepancies on tax returns to make final determinations• Resolved taxpayer inquiries regarding tax liabilities through analysis and research of departmental billings and final audit assessments• Explained policies and procedures and provided assistance to taxpayers to ensure past and future compliance with tax laws administered by the Department
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Revenue Specialist Ii—Cse (Compliance & Enforcement)Florida Department Of Revenue Jun 2004 - Aug 2005Orlando, Florida Area• Reviewed documents and contacted appropriate parties to ensure compliance with applicable statutory and regulatory requirements and court orders• Monitored existing obligations to ensure routine payment of support• Managed a high volume of cases to administer legal enforcement actions including driver license suspension, credit reporting, income deduction, and unemployment compensation intercepts• Researched and prepared financial affidavits, case status, correspondence, liens, legal referrals, and other documents required to initiate administrative or legal action• Conducted interviews with clients to resolve complaints, answered inquiries, and explained program requirements and processes
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Operations Analyst I And Ii—Cse (Contract Management)Florida Department Of Revenue Aug 2001 - Jul 2004Tallahassee, Florida Area• Received, reviewed, and audited compensation requests/invoices from contracted entities• Performed annual post audits on selected invoices for each assigned collection contract• Compiled and analyzed monitoring data and developed and presented the final report to management• Designed and maintained contract management tracking spreadsheets and databases
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Revenue Specialist Ii—Cse (Domestic Court Unit)Florida Department Of Revenue Jul 1999 - Aug 2001Tallahassee, Florida Area• Researched and prepared child support cases for judicial hearings with regard to paternity, enforcement, and modifications of child support• Calculated child support guidelines and established child support agreements where appropriate• Attended judicial proceedings for the establishment and enforcement of child support and provided sworn testimony as needed• Represented the Department and custodial/non-custodial parents in mediations• Validated location, income, and financial affidavits to determine if a support case warranted modification
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Project ManagerThe Kramer Group, Inc. Jul 1998 - Jun 1999Orlando, Florida Area• Designed databases and spreadsheets using MS Access and MS Excel• Interviewed, hired, and supervised healthcare reimbursement collectors• Managed daily activities of healthcare reimbursement projects and reported findings to the CEO• Composed actionable correspondence to hospital administrators
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Revenue Specialist Ii—Cse (Collections & Compliance Enforcement)Florida Department Of Revenue Aug 1997 - Jul 1998Orlando, Florida Area• Effectively maintained caseload of over 800 child support cases; used skip-tracing resources to locate defendants for enforcement action; monitored payments and initiated appropriate enforcement actions as prescribed by Florida statutes; applied federal and state laws to collection of child support.
Sandra Fay-Wotherspoon Skills
Sandra Fay-Wotherspoon Education Details
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President’S List, 4.0 Gpa -
Seminole State CollegeSumma Cum Laude, 4.0 Gpa -
Southern CollegeGraduated With Honors, 3.9 Gpa
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Southern CollegeGraduated With Honors 3.85 (Gpa)
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William R Boone High SchoolGeneral Studies/Music
Frequently Asked Questions about Sandra Fay-Wotherspoon
What company does Sandra Fay-Wotherspoon work for?
Sandra Fay-Wotherspoon works for Don Anthony Group With Exp Realty
What is Sandra Fay-Wotherspoon's role at the current company?
Sandra Fay-Wotherspoon's current role is Licensed Client Care Specialist and Transaction Management.
What is Sandra Fay-Wotherspoon's email address?
Sandra Fay-Wotherspoon's email address is ri****@****ail.com
What schools did Sandra Fay-Wotherspoon attend?
Sandra Fay-Wotherspoon attended Valencia Community College, Seminole State College, Southern College, Southern College, William R Boone High School.
What are some of Sandra Fay-Wotherspoon's interests?
Sandra Fay-Wotherspoon has interest in Classical And Jazz Music, Cooking And Sailing.
What skills is Sandra Fay-Wotherspoon known for?
Sandra Fay-Wotherspoon has skills like Policy, Auditing, Microsoft Excel, Data Entry, Accounting, Government, Customer Service, Access, Data Analysis, Financial Reporting, Accounts Payable, Analysis.
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Sandra Fay Wotherspoon
United States
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