Customer Service Real Estate
Resume:
Sandra Polston
Dunn, NC *****
abkn22@r.postjobfree.com
Objective
To find employment in a field that will allow me to utilize my strong
analytical and customer service skills and my knowledge of office procedure
and accounting
Experience
Four Oaks Bank & Trust - Four Oaks, NC
2007- Present
Loan Documentation Specialist & Loan Document Review Specialist
. Prepare documents for loan officers in 14 branch locations; mortgage
(including early disclosures and escrows), construction, vehicle,
unsecured, CD secured
. Key loans into database after loans are closed
. Phone and e-mail communication with loan officers and assistants
. Search scanned documents to verify customer credit disputes submitted
via Equifax reporting system
. Review loan files for documentation accuracy
. Review loan files for Reg Z and other compliance regulations
. Maintain exception report: document and clear exceptions on
spreadsheet
. Search scanned documents to research documentation questions from loan
assistants and loan officers
. Phone and e-mail communication with loan officers and assistants
concerning exceptions
. Send exception report weekly to loan assistants and loan officers for
comments concerning exceptions.
. Update exception report upon receiving comments from branches
. Send exception report at month end to administration
. Maintain In & Out spreadsheet for files that have been sent back to
branches for correction.
. Maintain Mortgage Lender's spreadsheet
. Create HMDA's for residential loans
. Track participation loan payments
. Purge and file loan documents
John A. Whitley, Attorney - Smithfield, NC
2005 - 2007
Legal Assistant
. Transcribing legal documents and letters
. Preparing all of the office's legal documents
. Maintaining four bank accounts including Trust accounting
o Reconciled monthly statements
. Corresponding with attorneys and legal assistants
. Preparing Real Estate sale closures
o Corresponding with lender, real estate agents, title company
o Verified closing packages from the lender
o Liaison between title insurance company and the buyer
o Preparing HUD settlement statements, disbursement checks
o Recording post sale documents with the Register of Deeds
o Preparing post sale document packages for the lender
. Answering multi-line telephones
o Screening calls for attorney
o Corresponding with clients by phone and mail
Key Contributions
. Streamlined office marketing resulting in a significant increase of
business and profit
. Actively sought innovative business technologies to increase office
efficiency
. Maintained all business related functions when the attorney was
away
. Excellent interpersonal skills sold 95% of incoming potential
clients
. Upon leaving found and trained an excellent replacement.
S. Vann Sauls, Attorney - Benson, NC
2003 - 2005
Legal Assistant
. Preparing Real Estate sale closures
o Corresponding with lender, real estate agents, title company
o Verified closing packages from the lender
o Liaison between title insurance company and the buyer
o Preparing HUD settlement statements, disbursement checks
o Recording post sale documents with the Register of Deeds
o Preparing post sale document packages for the lender
. Corresponding with attorneys and legal assistants
. Answering multi-line telephones
o Screening calls for attorney
o Corresponding with clients by phone and mail
St. James Plantation - Southport, NC
1997 - 2003
Property Manager
. Managed 200+ rental properties and 4 employees
. Managed maintenance and laundry personnel
. Worked closely with sales department and company executives
. Met with prospective owners to explain the advantages of our Property
Management program
. Continuous verbal and written communication with property owners
. Liaison between owners and management
. Monitored the Trust accounting
o Prepared monthly bank reconciliations
o Prepared all month end and year end financial reports
. Prepared projected budget for Property Management department
. Maintained constant communication with property owners to insure that
their investment was kept up to St. James standards
. Ordered all supplies that were needed for the convenience of our
guests and for the Property Management department to operate
efficiently
. Performed quarterly evaluations of personnel
. Interviewed, hired and trained new employees
Key Contributions
. Developed office procedures to run a successful office
. Successfully managed an efficient office with no turnover
. Encouraged a team environment with co-workers and employees
. Gained written recognition on assisting sales staff in obtaining
property sales
. Received Employee of the Month awards twice
. Maintained excellent or superior marks on employee evaluations
. Improved the appeal of the rental properties by adding amenities
Trust Account Manager
. Maintained general ledger for 200+ properties
. Maintained industry specific accounting software for all rental
properties
. Prepared monthly bank reconciliations
. Prepared and mailed month end financial reports to property owners
. Responsible for accounts payable and receivable
. Prepared year end reports and 1099s to property owners
. Reported 1099 income to the IRS using magnetic media
Education
BRUNSWICK COMMUNITY COLLEGE - Bolivia, NC
Real Estate Broker's License (Expired)
Professional Training
. Annual real estate trust accounting update courses
. Continuing education courses in real estate
. Telephone etiquette seminars
. Customer service seminars
Capabilities
. Microsoft Word/Works
. Microsoft Outlook
. Microsoft Excel Spreadsheets
. Proficient in all office equipment
. Proficient in filing systems
. Proficient in ten-key
. Excellent Interpersonal Skills
. Strong organizational and analytical skills
. Proficient in all aspects of general office maintenance
Contact this candidate