Experience

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  Boston National Title

  • United States
  • Real Estate
  • 200 - 300 Employee

  • Director, Sales Operations (formerly Director Of Client Relations/Member of Client Success Team)

    • Jun 2017 - Present

    As Director of Client Relations, I am primarily focused on being the liaison between Operations and Sales, in regards to new client on-boarding and overall business development goals; working with our sales teams to understand client expectations, streamline our internal processes and identify any opportunities within our service model that need to be addressed. I also handle direct client and sales team member escalations (i.e. tracking, consulting with operations and sales on procedural enhancements to improve client satisfaction, and identifying training opportunities for the clients, sales and/or operations teams). As a member of the expanded Client Success Team, I am responsible for implementing company pricing directives and handling external fee vendor relationships and integrations.

  • Private Wealth Closing/Escrow Specialist

    • Mar 2012 - Jun 2017

    Private Wealth Closing/Escrow SpecialistWorked on a specialized team which caters to the private banking channels of various lenders. I assist with title processing, curative and clearance, scheduling, HUD/Closing Disclosure preparation, final document delivery, post closing and funding. We process roughly $20-25MM in refinances per month, with a specialization in complex transactions including, but not limited to, multi property refinances, cross-collateralizations, simultaneous closings and multi-party closings. We provide "white glove" service to each private banking client and their respective customers, tailoring our process for each transaction, to meet and exceed the needs and special demands of high net worth customers, with great attention to detail to ensure that each transaction is completed with minimal to no errors. Our team is available 24 hours a day, 7 days a week and we provide closing services anytime, anywhere in the world. We work diligently to deliver a stellar closing experience using aggressive-performance standards and high-speed SLAs, that will cultivate, sustain and grow each business relationship.HSBC Title Processor/Post Closing SpecialistHandled title processing, title clearance and submission/receipt of subordination requests. Also, assisted with post closing and signed document audits/quality checks. (Was selected to join the Private Wealth Team based on the merit of my work.)*NOTE: Began my career with Boston National as a temp for Aerotek. Temped from 3/12 to 7/12, when I was offered a permanent position.

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  Catalina Marketing

  • St. Petersburg, FL/ Saddle Brook, NJ

  • Sales Account Specialist

    • Aug 2008 - Sep 2011
    • St. Petersburg, FL/ Saddle Brook, NJ

    Sales Account SpecialistIn this role, I worked directly with sales and the client to ensure all specs are received, input, reviewed and implemented for accurate execution of in-store marketing and advertising campaigns. Once programs were executed, I also aided sales with program budget management. Key Accounts: Unilever, Sun Products, Welch's, Alberto Culver, Dannon, Stonyfield and Evian.Team Lead, Manufacturing/Retail Client ServiceEnhanced my people management skills while providing coaching and guidance to my team in reference to program execution, legal compliance, liability risks, issue escalation and career development. As I took on more responsibilities, I was able to assist management with staffing and various HR processes, i.e. interviewing, new hire setup, etc. Also, acted as interim Retail Client Service Manager for 2 weeks.Executive, Manufacturing Client ServiceAssured the highest standard of quality in the execution of promotional and advertising communications. Additionally, I was accountable for project management, troubleshooting live programs and my continual development of Catalina and industry knowledge. Key Accounts: Sara Lee, SC Johnson, Pillsbury, Yoplait, General Mills and multiple Direct Response clients (i.e. Payless, Midas, Fifth Third Bank, Discover).Coordinator, Manufacturing Client ServiceUtilized behavioral marketing techniques to develop multi-million dollar client marketing programs, created manufacturing coupons in accordance with client specifications and processed database changes to existing programs.*NOTE: Began my career with Catalina as a temp for Office Team, a Robert Half Company. Temped from 8/08 to 1/09, when I was offered a permanent position.

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  Contemporary Closings, Inc.

  • President/ Licensed Title Agent

    • May 2007 - Oct 2008

    Opened Contemporary Closings Incorporated, a full-service title insurance company, as President and Licensed Title Agent. Responsible for all business and operating activities including, but not limited to, marketing, bookkeeping, order entry, processing, closing, scanning files and escrow reconciliations. Expert in Softpro Title Software and Quickbooks.

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  TITLE EXCHANGE

  • Licensed Title Agent

    • Jan 2005 - Mar 2007

    Processed, closed and disbursed my own files. Typed policies and handled compliance issues. Worked with mortgage brokerage companies, real estate agents and independent buyers and sellers.

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  Mills Title, Inc.

  • Processor/ Closing Agent

    • Aug 2003 - Dec 2004

    Completed my licensing requirements, earned my Florida Title Insurance License and was promoted to work in a satellite St. Petersburg office. Responsible for processing, closing and disbursing all files for an active roster of 10+ real estate agents and a few mortgage brokers. Expert in TitleSoft.

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  First American Title

  • Escrow Officer/ Post Closing Agent

    • Oct 2001 - Aug 2003

    Began as an escrow assistant, aiding with disbursements, file balancing, cutting checks and weekly and monthly reconciliations. Got promoted to an escrow officer, fully responsible for maintaining escrow account records. Also, aided with processing, recording activities and typing policies. Expert in FAST Title Transaction System and Closer's Choice.