Escrow Assistant

• Oct 2020 - Present

Client Services and Marketing Coordinator

• Feb 2019 - Oct 2020

• Generates leads through Facebook and Google Ads to drive up seminar and meeting attendance • Engages current clients through social media campaigns to continue providing value • Builds and maintains relationships with over 700 clients • Conducts and manages 50 outbound sales calls per week during sales campaigns • Designs and edits electronic monthly and printed quarterly newsletters • Services client accounts by processing withdrawals, RMD’s, and beneficiary updates • Generates leads through Facebook and Google Ads to drive up seminar and meeting attendance • Engages current clients through social media campaigns to continue providing value • Builds and maintains relationships with over 700 clients • Conducts and manages 50 outbound sales calls per week during sales campaigns • Designs and edits electronic monthly and printed quarterly newsletters • Services client accounts by processing withdrawals, RMD’s, and beneficiary updates

Funder

• Oct 2017 - Dec 2018

• Facilitated 30 client accounts per day to ensure commissions, debts and seller proceeds were paid • Maintained confidential client and business information to guarantee security • Efficiently managed the distribution of millions of dollars each week • Accurately input and maintained account information in a specialized database

Policy Typist

• Dec 2016 - Oct 2017

• Researched and generated property title policies to ensure on time delivery• Coordinated and scheduled appointments for escrow officers• Prepared documents for customers and escrow officers with accuracy and attention to detail

Bank Teller

• Apr 2016 - Dec 2016

• Processed customer transactions with outstanding customer service • Balanced cash drawer daily to ensure transactions were completed accurately • Counted the vault and preformed bank closure procedures • Processed customer transactions with outstanding customer service • Balanced cash drawer daily to ensure transactions were completed accurately • Counted the vault and preformed bank closure procedures

Sales Lead

• Apr 2014 - Apr 2016

• Set up and arrange store displays • Complete customer transactions accurately • Build relationships with customers and upsell products • Set up and arrange store displays • Complete customer transactions accurately • Build relationships with customers and upsell products