Customer Service Escrow Assistant

Shari R. Alleman

Receptionist

adr884@r.postjobfree.com • 925-***-****

LinkedIn URL • San Ramon, CA 94582

Accomplished and detail-oriented professional with extensive experience providing skilful administrative management and support on executive level. Proven track record of success in achieving customer satisfaction through continuous delivery of top quality care. Adept at preparing well-researched and accurate documents, managing busy calendars, and efficiently handling daily office tasks. Strong background in all facets of client management, clerical support, personal support, services desk management, and project controllership. Outstanding communicator able to establish strong rapport with diverse client populations and set individuals at ease with calming demeanor. Exceptionally organized with proven abilities in developing and maintaining records with utmost confidentiality.

Areas of Expertise

Strategic Planning & Execution

Colander management

Customer Service & Management

Inventory Control

Office Administration

Relationship Building

Process Improvement

Workload Prioritization

Time & Resource Optimization

Professional Experience

First American Title Company – Fremont, CA 2019 – 2022

Receptionist/Assistant

Greeted and welcomed various guests while maintaining professional attitude. Provided answers to queries and referred callers to proper department within office by listening concerns and gathering relevant information. Maintaining privacy of customers' sensitive information. Organized multiple daily meetings with clients for loan document signatures. Placed orders for office supplies and maintained optimal level of stock to accomplish requirements of office staff members. Updated office calendar with new customer appointments and vacation requests. Received and reviewed various emails and faxes from consumers, clients, lending institutions, and other firms regarding active and completed transactions.

●Only authorized employees in office; responsible for daily accounting.

●Balanced all incoming checks received each day to ledger with financial institution.

●Fostered and maintained strong relationship with customers by delivering exceptional service.

●Only employee in office with necessary training to order homeowners' specific title reports

Synergy Home Care – Lincoln, NE 2016 – 2019

Home Healthcare Provider

Gained experience with patients suffering from Alzheimer's disease and dementia. Upheld accountability for transportation to doctor visits and general household maintenance. Maintained and provided medications as well as scheduled appointments. Submitted client status reports as well as communicated with family members.

●Administered medication and provided best course of action.

●Developed and maintained strong relationships with clients by delivering exceptional service.

●Provided medical service and performed procedure depending on patient's needs.

First American Title Company – San Jose, CA 2011 – 2015

Customer Service/Escrow Assistant

Collaborated with mortgage lenders, real estate agents, and insurance agents as well as borrowers and sellers of real estate via daily phone calls and emails. Supported with preparation of escrow settlement, including detailed list of all charges. Completed escrow transactions through integration of all parties vital. Coordinated closing dates and times with all parties, provided clear explanations of all closing documents, and fielded queries about calculations behind closing statement. Formulated, executed, and recorded authorized documents.

●Assisted in finalizing deals, including residential property loan deals involving title insurance.

●Appointed as part of two-person team by county manager including senior escrow office located in satellite office.

Additional Experience:

Receptionist/Scheduler, Gastroenterology Medical Office, Home Health Care Provider, and Visiting Angels, Temporary Agency Services – San Ramon, CA

Customer Service/Escrow Assistant, LandAmerica Commonwealth Title – Pleasanton, CA

Education

Bachelor of Science

College of Business Administration –University of Nebraska – Lincoln, Nebraska

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