Administrative Assistant Life Insurance

ASHLEY TINGLE

Woodstock, GA *****

Morris Manning Martin 08/16-07/18 Legal Assistant

•Firm specializes in residential real estate and investment properties

•Prepared and opened new contracts and properties (new construction) that we receive each day (app.10-15 each day)

•Ordered title and tax information for each contract or new property

•Entered all contacts and property info in our database AIM/Title Work Space

•Reviewed each contract and property info into our database Sureclose and reviewed them to make sure there was pertinent information for the closers information was pertinent info for the closers (such as contact sheets, deeds and the various documents we kept in each file

•Disbursed files (that I prepared and opened) after each closing was complete. This includes lender documents, certified deeds PT61 forms with the limited warranty deed, the note, CD for the borrower and seller and final settlement disclosure. Also made sure each document was notarized correctly. I am also a notary which expires in 2021.

•Scanning all lender documents (including deeds) into Sureclose and other documents in each file making sure each document was in the correct placeholder. Sent out the lender package with certified copies of deeds, POA forms (if they have one) and other attorney/lender documents and other correspondence in file and send to the lender via FedEx

•Sent out all checks related to the closing, such as agents commission, seller proceeds and other parties involved in the closing

•Other administrative duties (answering the phone half day) Prepare conference rooms and coffee bar for each closing and cleaning each room after the closing. Made sure each call was directed to the proper attorney, closer, pre-closer and post closer

Smith Tempel Blaha LLC 5/14 - 8/16 Administrative Assistant

•Handle all billing for small law firm (six attorneys), including creating all invoices and sending them out to clients via email and regular mail

•Entered/updated all billable time from all attorneys from Excel spreadsheets

•into our billing system, PC Law.

•Processing all payments received in office via check and credit card and depositing

•them online to our banking institution.

•Processing and entering into PC Law all incoming statements/invoices for

•national and international vendors

•Prepare IDS (Information Disclosure Statement), reported and filed them online via the

•USPTO website, as well as other legal documents.

•Research patent and trademark information online via Google patents,

•FPO.com (free patents online), espacenet.com and TSDR (Trademark Status &

•Document Retrieval)

•Processing and sending out monthly reminder notices for accounts that

•are past due

•Creating and maintaining Excel spreadsheets for all international vendors costs

•Scanning all financial documents and statements to electronic database via Adobe

• Assisting the Paralegal with other administrative duties

Emerald Wealth Management LLC 7/07 - 9/08 Office Manager

•Prepared and managed all client documents: investment accounts, life insurance applications and other legal documents and communicating with partner investment companies

•Maintained client financial database, as well as create reports, run queries and prepare spreadsheets for the representatives on a daily basis

•Scheduled client appointments and handled all client follow up needs for the representatives

•Ran investment portfolio proposals for potential clients

Northwestern Mutual Financial Network 6/98-9/01 Administrative Assistant

•Assisted Agent in estate planning preparation for high-net worth clients

•Prepared collateral assets and materials for estate cases; including in-depth client presentations

•Facilitated marketing; including scheduling appointments, maintaining database, and client information

Computer Skills

Microsoft Word, Excel, PowerPoint, Outlook, Internet Explorer, Contact Partner, ACT, DST Vision, Streetscape, Salesforce, PC Law, Adobe, USPTO website and TSDR, Mozilla Firefox, Sureclose, AIM/Title Work Place

Education

Georgia Southern University Bachelor of Science in Journalism GPA 3.47

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