✴ 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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Trust AdministratorRenpsg Oct 2021 - PresentKalamazoo, Mi -
Director Of Internal OperationsProperty Force, Inc. Oct 2019 - May 2021San Francisco Bay AreaOversaw 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
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Trust AssociateGreenleaf Trust Apr 2008 - Oct 2019Kalamazoo, Michigan, United StatesSenior 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
Sarah Way Education Details
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Business/Commerce, General
Frequently Asked Questions about Sarah Way
What company does Sarah Way work for?
Sarah Way works for Renpsg
What is Sarah Way's role at the current company?
Sarah Way's current role is Trust Administrator.
What schools did Sarah Way attend?
Sarah Way attended Eastern Michigan University.
Not the Sarah Way you were looking for?
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Sarah Way, MD, JD
Dallas, Tx -
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