Experience

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  Commerce bank

  Oct 2003 - Aug 2006

  Responsible for opening and closing the branch Settled vault log to ensure that all transactions were accounted forApproved transactions over $2,000 for tellersAudited tellers on a monthly basisReceived and shipped currency to the cash roomRecipient of the “Employee of the Quarter” Award in 3rd quarter of 2006 Processed financial transactions accurately in order to comply with zero deficiency policyAssist with opening and closing proceduresManaged commercial transactions of over $10,000Issued money orders, cashier’s checks, and gift cards to customers

  • Weekend Teller Supervisor

    Oct 2004 - Aug 2006

  • Teller

    Oct 2003 - Oct 2004
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  Fulton bank of new jersey

  Sept 2006 - Jul 2014

  • Adherence to prescribed auditing and security policies for branch opening and closing procedures• Custodianship of the cash vault with over $250,000 in daily currency• Employment of Situational Leadership Model to instill team trust and respect of ten full-time supervisees• Development and maintenance of work schedule for branch supervisees on a bi-weekly basis• Professional Development of employees through weekly and monthly coaching sessions focused on improving individual and branch sales goals• Responsibility for hiring, training, onboarding, formal and informal professional evaluation/reviews, and termination processes for bank teller positions within the branch• Accurate settlement of ATM machine with a cash limit of $50,000, teller drawer with $15,000 cash variance, and the vault via daily audits of teller passes and counting bundled currency• Performance of cash flow audits of all employees, the vault, and the ATM machine on a monthly basis with branch manager• Stewardship for 10+ daily commercial transactions ranging from $10,000-$100,000 and 300+ daily bank transactions• Management and investigation of risk loss, to include internal and external fraud, while maintaining entire branch cash flow difference under $500 a year• Responsibility for increasing the branch sales portfolio through obtaining 12 new merchant, 12 mortgage, and 12 Fulton Financial Advisor referrals on an annual basis, while simultaneously motivating and monitoring such progress with supervisees• Adherence to excellent customer service by maintaining 90%+ on all mystery shoppers and those interacting with supervisees under my purview• Compilation of daily branch recap reports to balance and budget general ledger accounts for the branch Show less

  • Teller Manager

    Sept 2012 - Jul 2014

  • Customer Service Representative

    Jun 2010 - Sept 2012

  • Teller

    Sept 2006 - Jun 2010
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  Coldwell banker preferred

  Jul 2014 - Aug 2016

  Sales support administrator

  • Process Escrow deposits and Escrow Releases• Auditing closed transactions to make sure all information is entered according to company policy, Real Estate Commission regulations, and Sarbanes-Oxley compliance, making corrections to transactions and reports as needed and obtaining supporting documentation.• Processing agent commissions; verify incoming checks, match amounts, update any accounts receivables.• Process garnishments and other agent related compensation programs.• Ensure that all questions and problems with transactions are appropriately answered.• Respond to field inquiries related to commissions; investigate and resolve outstanding issues.• Generate reports for transactions on a daily, weekly, and monthly basis, maintain relocation & exception spreadsheets.• Provide excellent customer services to clients and vendors and to the independently affiliated sales agents, as requested. Show less

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  Keystone title services

  Aug 2016 - Oct 2018

  Settlement officer

  • Effectively communicate with real estate agents, lenders, clients, vendors, and anyone else involved in the closing process in order to obtain necessary information.• Gather pertinent information to compile a complete HUD/ALTA/ Closing Disclosure, as well as all closing documents, for settlements• Meet with clients to complete deed packages for settlements.• Time manage and schedule settlements according to the target settlement dates.• Respond to inquiries related to the title report; investigate and resolve outstanding issues.• Attend settlements to explain and communicate all closing documents, notarize documents, and disburse funds.• Create and present the PowerPoint slide presentation at the monthly branch meetings to communicate title updates and events.• Provide excellent customer services to clients and vendors and to the independently affiliated sales agents, as requested. Show less

• 

  Compass

  Nov 2018 - Mar 2020

  Conveyancer

  • Established conveyancing department by creating and managing workflows and systems• Created the entire conveyancing process for Compass agents from start to finish• Met with clients to complete deed packages for settlements• Responded to inquiries related to the title report; investigated and resolved outstanding issues • Cleared property titles by ordering payoffs pertaining to liens against the property

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  Sqs | square settlements

  Mar 2020 - Aug 2024

  • Operations Manager

    Jan 2023 - Aug 2024

  • Post-Closing Manager

    Aug 2021 - Jan 2023

  • Conveyancing Manager

    Mar 2020 - Jan 2023
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  Spire abstract llc

  Aug 2024 - now

  Production coordinator