Jennifer Gillespie
United States Experience
Title Production Support Lead
• Directly Assist the Manager for Commercial Services for the States of Colorado and Arizona
• Manage communications between Commercial Examiner’s for both states and the Escrow Department for each respective State
• Review and proofread Commercial Title Commitments completed by offshore services
• Prepare background searches for Commercial transactions
• Amend Title Commitments in response to Escrow requests
Escrow Assistant
• Reception duties for new office included answering phones, greeting customers, preparing space for closings, etc.
• Received contracts from listing agents – initiated closing services
• Collected, recorded & deposited earnest money for each real estate contract
• Received Title Commitments – reviewed & resolved title issues where necessary
• Provided lenders with all required documents as well as drafted & finalized closing disclosure
• Prepared both real estate & loan documents for closing
• Disbursed closed files & scanned all documents – sent file over to policy
• Kept an open line of communication with agents, buyers / sellers & lenders throughout the closing process
Escrow Assistant
• Opened orders for providing closing services once real estate contract was received from listing agent
• Requested lender information from agents & lenders
• Once lender information received, sent requested documents to lenders (CPL, O&E’s, license numbers, etc.)
• Reviewed Title Commitment – resolved title issues where necessary including; judgements, payoff information, vesting issues, releases & other title issues
• Drafted initial closing disclosure for loans & sent out to lenders
• Worked with lenders throughout the escrow process to finalize closing disclosure for buyers
• Received & verified loan documents prior to closing from lenders
• Maintain a high level of customer service through open lines of communication with agents, lenders & customers
Personal Banker
• Provide first line back up for all Personal Banking Retail positions including, open and service customer accounts, operating a transaction window, & processing customer checking, savings and loan transactions
• Provide excellent customer service while listening for sales opportunities, explain and promote bank products or services to customers
• Follow up with prospects and current customers by telephone or letter to promote new products and services and/or thanking customers for existing business.
• Actively monitor the status of key customer relationships to promote business growth and service quality, Increase the number of services used per customer to increase both profits and customer retention.
• Answer questions and solve problems for customers and office staff concerning all services provided by the bank
• Maintained a detailed level of knowledge of retail products and services
• Opens, closes, and allows, customer’s access to their safe deposit box following specified procedures if necessary.
• Worked collaboratively with the personal banking team to achieve customer service and sales objectives
• Actively participates in banking center sales activities
• May act as backup to the branch operations supervisor in their absence as designated
• Maintain an acceptable Cash Over and Short account according to the bank policy guidelines.
• Prepare Currency Transaction Reports and Monetary Instrument logs.
• Open and close the banking center according to bank security policy
Office Manager
• Maintains all accounts payable, accounts receivable & end of month account reconciliation in Peachtree 2011 Accounting Software
• Records, deposits & files all paid Customer invoices
• In charge of weekly payroll to all employees
• Reports & pays all essential monthly employee remittance to appropriate Unions
• Answers & schedules all customer phone calls & appointments
• Orders necessary inventory for residential & commercial installations
• Registers all installed units for warranty though various Manufacturer websites
• Daily responsibility of main dealer information including: consumer rebates, sales spiffs, marketing funds & consumer surveys
• Maintains all customer records & accounts in current & previous years
• Types, mails & files proposals for both residential & commercial jobs
Sales Support Specialist
• Assists sales teams with multiple tasks including, but not limited to, Request for Proposals and Data Analysis
• Works with the President, Vice Presidents, and Managers on various projects tracking sales over extended periods of time
• Manages and updates company wide database used by all branches
• Coordinates, schedules and oversees all new hire training
• Answers & distributes customer phone calls, questions and leads to the appropriate department/ sales representative
• In charge of printing and shipping all marketing material and business cards for the entire company
• Schedules travel and books reservations for various colleagues, primarily for the Executive Team
Operations Manager
• Organized and maintained the daily operations of training sessions throughout North America
• Arranged all training space throughout the United States and Canada
• Updated company website with new job postings for students and electronic memorandum with student testimonials
• Granted CPA/NASBA/CPE credits to those that have qualified
• Scheduled travel and booking reservations for various colleagues
• Organized monthly book keeping and superiors expenses
