Trust Administrator
Current
Oct 2021 - Present
Who is Sarah Way? Overview
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Sarah Way is listed as Trust Administrator at RenPSG, based in Kalamazoo, Michigan, United States. AeroLeads shows a matched LinkedIn profile for Sarah Way.
Sarah Way previously worked as Director Of Internal Operations at Property Force, Inc. and Trust Associate at Greenleaf Trust. Sarah Way holds Bachelor Of Arts - Ba, Business/Commerce, General from Eastern Michigan University.
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RenPSG
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Profile bio
About Sarah Way
✴ Financial services professional with extensive experience across estate settlement & trust administration in a fast growing company.Account Management ✶ Internal Operations ✶ FinancialServices ✶ Regulatory Affairs ✶ Revenue Growth✅ MY SPECIALTIES● Taking the lead on high-touch customer service management projects.● Turning around previously-ineffective business operations with streamlined processes,relationship development, and financial management.● Handling multiple projects simultaneously.● Moving projects forward and meeting deadlines through a well-executed workflowprocess.● Building relationships to sustain and strengthen integrated services.● Continuing education to have a greater impact in my roles.✅ HOW I TREAT CUSTOMERSI listen to understand circumstances and situations and work to positively impact customerexperiences. By providing knowledgeable information throughout the course of managing aclients’ projects, they can come to expect active, professional communications that provideupdates, education, and my full attention to any questions they may have. Clients enjoyengaging with me and have expressed satisfaction regarding services across several industries.✅ MY ATTITUDEGo-getter! I am all in and am most motivated to complete projects to the fullest satisfaction ofmy clients and company. Communications are a foundational piece of what I do professionally,and I love engaging with those across multiple levels of a corporation and clientele alike. If I canmake a process in someone’s life easier, I will work to the fullest of my ability to make it happen.✅ MY FAVORITE QUOTES"Keep Calm and Carry On" - WWII British Government propaganda
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3 roles
Sarah Way work experience
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Director Of Internal Operations
Property Force, Inc.
Oversaw internal business functions, revising and streamlining all aspects of businessoperations to support rapid growth and new business development.✅ RESPONSIBLE FORProperty Management ✶ Financial Services ✶ Tax Coordination ✶ Vendor Relations ✶Contracts & Negotiations ✶ Customer Service ✶ Business & Financial Writing✅ BUSINESS GROWTH & DEVELOPMENT✔️ Developed strategic plan to assess staffing needs and created all functions of onboardingprocedures✅ PROCESS IMPROVEMENTS✔️ Overhauled maintenance, significantly reducing maintenance requests while reducing ownercosts and unnecessary service calls✔️ Leveraged vendor contracts and moved company to high-priority list✔️ Standardized processes: communications, documentation systems, workflow processes✔️ Automated several services✅ FINANCIAL REPORTING & ANALYSIS✔️ Tax & Regulatory Compliance✔️ Tenant Billing, Owner Payment, Reporting Processes✔️ Tenant Insurance Policies✔️ Billing Audits✔️ Payroll Solutions✔️ New Company 401k
Oct 2019 - May 2021
Trust Associate
Senior Trust Relationship Associate, Estate SettlementPrevious Roles: Team Service Coordinator ➼ Senior Team Service Coordinator ➼ SeniorAccount Specialist, Estate Settlement✅ RESPONSIBLE FOREstate Settlement ✶ Trust Administration ✶ Tax Coordination ✶ Financial Services ✶Customer Service✅ ACCOUNT MANAGEMENT✔️ Maintained detailed financial and estate tax documentation, remaining sensitive to highlyconfidential information✔️ Managed non-traditional assets: ownership rights, appraisals, inspections, outstanding billsand expenses, distribution, valuations, and removal or sales✔️ Built referral relationships✔️ Incorporated various technologies to streamline documentation✅ CLIENT CARE✔️ Provided high-touch services, being proactive and comprehensive in estate settlements✔️ Managed CEO client relationships ✔️ Established Estate Settlement workshop for clients as value-added educational service✅ Training✔️ ABA Trust School – Certificate in Trust – Intermediate, 2018✔️ ABA Trust School – Certificate in Trust – Foundational, 2017
Apr 2008 - Oct 2019
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Sarah Way education
FAQ
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What company does Sarah Way work for?
Sarah Way works for RenPSG.
What is Sarah Way's role at RenPSG?
Sarah Way is listed as Trust Administrator at RenPSG.
Where is Sarah Way based?
Sarah Way is based in Kalamazoo, Michigan, United States while working with RenPSG.
What companies has Sarah Way worked for?
Sarah Way has worked for Renpsg, Property Force, Inc., and Greenleaf Trust.
How can I contact Sarah Way?
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What schools did Sarah Way attend?
Sarah Way holds Bachelor Of Arts - Ba, Business/Commerce, General from Eastern Michigan University.
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