Annelise Ohlson

Settlement Operations Specialist at Snapdocs
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Contact Information
us****@****om
(386) 825-5501
Location
Denver, Colorado, United States, US

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Experience

    • United States
    • Software Development
    • 200 - 300 Employee
    • Settlement Operations Specialist
      • May 2021 - Present

      • Provide cross-customer order management and customer service through orders in a timely, professional, detail-oriented manner, while handling and prioritizing multiple tasks in a high volume environment. • Maintain cross-functional relationships via open written and verbal communication • Provide assistance to team on challenging orders and exercise problem solving skills to reach optimal solutions for clients • Communicate feedback for the development of innovative solutions for platform automation and efficiency • Participate in projects such as Unverified Notary Project, Guru Content Creators Project, Sweeping, Document Verification, Chat Bot Testing and Round-table Discussions • Elected as a Diversity and Culture Co-Chairperson for the Company Engagement Committee. Collaborate with committee to create initiatives for employee engagement while also creating artistic marketing flyers for monthly Employee Resource Group events Notable Achievements while in this position include: - Recognized for top 10 highest QA score over several weeks - Consistently perform and exceed QA and productivity metrics. Show less

    • United States
    • Real Estate
    • 1 - 100 Employee
    • Marketing Coordinator
      • May 2017 - Oct 2019

      • Provide digital and print marketing services to an office of a hundred brokers and assisting in creative strategy for their brand• Perform individual Agent consultations that includes 6-month marketing process and discussion of broker marketing material• Communicate with 50 agents to create innovative and creative marketing such as brochures for listings, monthly postcards and mailers, business cards, e-newsletters sent out through mailchimp, print newsletters, flyers, signatures, e-flyers, pop by cards, luxury books, listing and buying presentations, and other custom marketing• Coordinate agent and client appreciation events throughout the year• Research and setup marketing content for broker’s newsletters and social media • Utilized in house printing and cutting of marketing material with Konica Printer and Duplo Cutter machine Show less

    • Reception Administrative Assistant
      • Jul 2015 - May 2017

      • Greet guests, answer phones, manage emails, and book conference rooms for closings• Enter new listings into MLS database and update property listing statuses for agents• Post new listings, under contracts, price changes, open houses and training events to company intranet• Perform administrative duties such as printing, copying, faxing and scanning• Prepare property tours and coordinate weekly sales meetings

    • United States
    • Hospitals and Health Care
    • 700 & Above Employee
    • Business Support
      • Apr 2014 - Jun 2014

      • Perform receptionist duties such as greeting guests, answering phones, signing in patients for classes and appointments, and taking payments for co-pays and memberships • Set up paperwork and register new patients for Phase II and Diabetes • Conduct administrative duties such as new patient packets, diabetes referral tracking, reminder calls, excel projects, stocking supplies, typing handouts, and laminating punch cards • Enter in-patient charges and new orientation tracking into Meditech Show less

    • Real Estate
    • 1 - 100 Employee
    • Real Estate Agent
      • Mar 2011 - Jan 2014

      • Assist clients in their home buying process from start to finish. • Communicate with mortgage brokers, title companies, loan processors, agents, appraisers and contractors during the home buying process to make sure the experience was coordinated accurately to close. • Hold open houses and assisted clients in house walk through. • Conduct organized meetings with clients to discuss their needs in the housing market • Work on lead generation, networking and marketing as an agent Show less

    • United States
    • Oil and Gas
    • 700 & Above Employee
    • Materials Accounting Clerk
      • Sep 2013 - Dec 2013

      • Enter pipe tallies and movement of pipes in and out of well sites into excel to track • Process and scan invoices into AP Imaging • Update equipment ID tags in database and excel • Perform other materials accounting administrative projects such as printing, finding errors in program reports, scanning, and looking up property numbers • Enter pipe tallies and movement of pipes in and out of well sites into excel to track • Process and scan invoices into AP Imaging • Update equipment ID tags in database and excel • Perform other materials accounting administrative projects such as printing, finding errors in program reports, scanning, and looking up property numbers

    • United States
    • Mining
    • 700 & Above Employee
    • Learning & Development Specialist
      • Nov 2011 - Jun 2012

      • Conduct special projects using very high-level technical skills in MS Excel and MS Word • Coordinate on-sight training and continuing education classes held for employees • Pull together all materials and supplies needed for executive level training courses • Perform many administrative duties such as copying, faxing, ordering food, filing, ordering supplies, communicating with individuals in other departments, and putting together files for regional groups • Run the Insights database for all employees signing up, being debriefed, and preparing for team sessions Show less

    • Investment Accounting Operations Analyst
      • Feb 2011 - Jul 2011

      • Execute proxy votes for all clients during high season. • Work in a team-oriented environment while meeting weekly quality assurance goals. • Price basket swaps, foreign and domestic securities from Bloomberg. • Utilize at least 5 different applications at any one time, including windows, email, internet, proxy database, ballots, and excel. • Execute proxy votes for all clients during high season. • Work in a team-oriented environment while meeting weekly quality assurance goals. • Price basket swaps, foreign and domestic securities from Bloomberg. • Utilize at least 5 different applications at any one time, including windows, email, internet, proxy database, ballots, and excel.

    • United States
    • Veterinary Services
    • 1 - 100 Employee
    • Administrative Assistant
      • Aug 2009 - Apr 2010

      • Help organize files and assisted in hospital projects • Enter client files and pet information into database • Assist with front desk and receptionist duties • Clean, restock and keep inventory on hospital supplies. • Help organize files and assisted in hospital projects • Enter client files and pet information into database • Assist with front desk and receptionist duties • Clean, restock and keep inventory on hospital supplies.

    • United States
    • Retail Apparel and Fashion
    • 700 & Above Employee
    • Retail Sales Associate
      • Mar 2007 - Apr 2009

      • Perform sales and customer service duties targeted towards national and international clients. • Reach outstanding level of sales within the company and reach weekly goals. • Perform duties as cashier and closing associate. • Set up clothing projects for display. • Perform sales and customer service duties targeted towards national and international clients. • Reach outstanding level of sales within the company and reach weekly goals. • Perform duties as cashier and closing associate. • Set up clothing projects for display.

  • Platinum Catering Services
    • San Antonio, Texas Area
    • Banquet Server
      • May 2008 - Oct 2008

      • Uphold the highest level of customer service • Maintain a friendly and approachable attitude towards guests and staff • Assist with set-up and breakdown of tables, linens, chairs, etc, for full service of banquet events • Serve food and beverages to guests and assisted with additional needs • Follow health and safety standards at all times • Uphold the highest level of customer service • Maintain a friendly and approachable attitude towards guests and staff • Assist with set-up and breakdown of tables, linens, chairs, etc, for full service of banquet events • Serve food and beverages to guests and assisted with additional needs • Follow health and safety standards at all times

Education

  • Texas State University
    Bachelor’s Degree, Finance, General
    2006 - 2010

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