Contracts Specialist

• May 2022 - Present

Contract Administrator II

• Aug 2019 - Apr 2022

Assistant

• Feb 2019 - Aug 2019

-Responsible for transfer of QuickBooks profiles to client’s server. -Troubleshooted basic IT issues and setup of employee computer access. -Revised client compliance policy to ensure clarity and accuracy. -Responsible for transfer of QuickBooks profiles to client’s server. -Troubleshooted basic IT issues and setup of employee computer access. -Revised client compliance policy to ensure clarity and accuracy.

Financial Advisor

• Dec 2018 - Feb 2019

-Provided Clients with needs analysis to determine financial and product needs. -Presented qualified financial plans to clients. -Acted as a liaison between the insurance company and client for all matters. -Provided Clients with needs analysis to determine financial and product needs. -Presented qualified financial plans to clients. -Acted as a liaison between the insurance company and client for all matters.

Recording Manager

• Feb 2015 - Dec 2018

Formerly: Disbursement-Funding Clerk, Post-Closing Lead, Funding and Disbursement Manager -Ensured the recording of all real estate closing documents with the proper state registries. -Prepared after closing deeds for specific clients to ensure legal viability of recorded documents. -Reviewed lender specific documents before transmission to the lender -Monitored the IOLTA accounts for discrepancies and reconciliation. -Provided the controller with daily transaction forecasts. -Assisted as backup of workflow in the Post-Closing and Funding Departments. Notable Accomplishments -Primary point of contact for firm’s partners in their key transactions -Managed the Post-Closing and Funding Department team of 10 employees -Reorganized structure of the Post-Closing department to improve efficiency of workflow and retention of employees. -Optimized review of document compliance to ensure timely turnaround for client materials. Show less

Sales Consultant

• Jun 2014 - Jan 2015

-Assisted clients with all front-end aspects of the automobile sales process. This includes, but is not limited to the following: determining the clients needs and wants, selecting a potential vehicle for the client, performing an instructive test drive, and initializing the close and back-end of the sale -With use of a CRM, contacted potential clients, as well as current and past clients, in regards to their current and future vehicle needs -Worked with both current title holding banks and insurance companies to ensure a client's previous vehicle is properly paid off and the future vehicle properly insured. Show less