Carrie Miskawi

Experience

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  Hollywood Video

  Jan 1996 - Jan 1998

  Store Manager

  • Opened a new store, hired and trained staff of 15, while managing day-to-day operations. • Managed profit and loss statements, cash flow, scheduling, inventory control and product ordering.

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  AT&T

  Jan 1998 - Jan 2000

  Sales Representative

  • Exceeded sales quota by 175%, 2 years in a row and received the Circle of Excellence Award.• Maintained superior customer service, retaining large volume of repeat client base.

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  Cisco

  Jan 2000 - Jan 2001

  Administrative Assistant

  • Managing and directing calls, greeting clients and supporting 50 sales engineers with daily tasks, ordering of sales/office supplies.

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  Stewart Title

  Jan 2001 - Jan 2004

  Junior Escrow Officer

  • Increased desk revenue each year and received the Platinum Million Dollar Plus Award two years in a row, 2003 and 2004.• Researched, verified, and assured completion and accuracy of all information from preliminary title report data, judgments and liens.• Managed, organized, and maintained refinance files efficiently for process and final disbursement.• Completed closing transaction documents by assembling documents; reviewing papers with parties; explaining provisions and procedures; answering questions; checking document completeness and accuracy; obtaining signatures.• Coordinated closing process with title, lender, broker, real estate agents, clients and other interested parties. Closed escrow accounts by disbursing funds to all required parties. Show less

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  Fidelity National Title

  Jan 2004 - Jan 2006

  Escrow Officer

  • Completed real estate escrow transactions by determining requirements, evaluating, analyzing and assuming responsibility for escrow orders from open to close. • Provided strong customer service and relationship support within the realtor/loan officer circle of clients.• Prepared private party notes and deeds of trust for clients. • Trained and mentored escrow assistants. • Developed and executed sales presentations to potential clients.• No file losses incurred on any sale or refinance transaction. Show less

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  Cornerstone Financial Group

  Oct 2017 - Jun 2023

  Client Communications and Marketing

  Plan, implement overall company marketing plan, including event management• Operations management of all company financial paperwork and reports• Responsible for all client onboarding and client relationship building• Ensured consistent high level customer service, responsible for all scheduling,confirming, qualifying clients• Create all marketing materials and publicize events via social media• Oversee company operations, compliance tasks as directed by Managing Partner• Assistant to Managing Partner• Technical operations and social media manager• Optimize procedures and operations through system implementation• Business Development• Set new gross profit record for 2018 for both office locations• Proficient in Redtail CRM Show less

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  Allworth Financial

  Jun 2023 - now

  I currently work side by side our Regional Vice President, to grow our Custodial Referral Relationships.I am the national liaison between Allworth Financial and our Custodial Referral Partners.I am the first point of contact for our future clients, educating them about our panoramic planning process and strategic opportunities to help them achieve their financial objectives and goals. Facilitating the onboarding process with our team and integrating them into the Allworth Family. Assist with presentations, marketing materials and attend and present at Custodial Referral Partner events and meeting when necessary. Show less

  • Senior Inside Sales Specialist

    Aug 2024 - now

  • Senior Relationship Manager

    Jun 2023 - Aug 2024