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Skills

  • Workflow Optimization
  • Payment processing
  • Management accounting
  • Accounting systems and controls
  • Cost accounting
  • Implementing technology in settlement processes
  • Legal compliance in settlements
  • Multidisciplinary team collaboration
  • Regulatory compliance
  • Compliance with federal and state regulations

Work Experiences

  • Avoided delays.
  • Built and maintained strong relationships with third-party vendors, enabling faster resolution of outstanding title issues and maintaining a 98% satisfaction rate with all parties.
  • Collaborated closely with real estate agents and brokers to provide comprehensive support during every stage of the settlement process, leading to an increase in referral business by 15% in 2020.
  • Achieved results in 2021.
  • Collaborated with attorneys.
  • Audited settlement documents for completeness and accuracy.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Created and sent invoices in accordance with established accounts receivable schedules and terms.
  • Adjusted Workday settlement policies.
  • Achieved zero missed deadlines in 2023.

Summaries

  • Accounting principles, reconciliation procedures, report generation, and account payment processing are all areas of expertise.
  • Accounting systems and related computer software programs, such as Workday and Microsoft Excel, are second nature to me.
  • Through general ledger entries and account reconciliations, dedicated to quickly increasing profitability and reducing expenditures.
  • Clear understanding of performance reporting and workflow optimization as well as performance reporting training.
  • Strengths in team leadership and process improvement backed up by Miscellaneous training.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Focused, committed, and adept at quickly identifying errors and mitigating losses.
  • Committed to processing invoices with 100 percent accuracy.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Proactive and self-motivated, with a high level of professionalism and excellent problem-solving skills.

Accomplishments

  • Introduced a rigorous review process for settlement packages, achieving a 73% decrease in incomplete or inaccurate documents submitted.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Led efforts to standardize closing procedures between multiple locations, decreasing variance in closing outcomes by 78% across the company.
  • Documented and resolved method which led to category.
  • Successfully used ServiceNow to manage all settlement data and documentation, increasing efficiency by 55%.
  • Facilitated post-settlement client communication, improving customer satisfaction scores by 77% according to company metrics.
  • Developed and executed training programs for new settlement coordinators, leading to an average productivity increase of 64% within 3 months.
  • Collaborated with real estate professionals to adapt service offerings, resulting in a 60% boost in new customer acquisition in 2023.
  • Effectively managed up to 6 concurrent settlements, ensuring on-time completion for 47% of closings.
  • Developed performance KPIs for settlement teams, which helped track and improve closing efficiency by 48% within 7 quarters.

Affiliations

  • International Association of Credit and Collection Professionals (ACA International)
  • Commercial Real Estate Women (CREW)
  • Certified Title Insurance Specialist (CTIS)
  • National Association of Social Workers
  • American Marketing Association
  • Association for Supply Chain Management (APICS)
  • National Association of Realtors (NAR)
  • Freemason
  • Project Management Institute
  • Compliance Management Certification Program 2023

Certifications

  • First Aid/CPR Certified
  • Mortgage Loan Originator License – North Carolina
  • Certified Mortgage Underwriter (CMU)
  • Certified Financial Services Auditor (CFSA)
  • Loan Processor Certification – Harbor & Co.
  • National Notary Association (NNA) Certified Signing Agent
  • Certified Settlement Service Provider (CSSP)
  • Digital Notary Certification – Washington
  • Cisco Certified Network Associate (CCNA)
  • Project Management Professional (PMP)

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