Customer Service, Problem Solving, Organizational skills, Financial/Ta

Lyn Carpenter

*** **** ****** ** ****, Itasca, TX 76055

Cell: 972-***-****

************@*****.***

Objective: Seeking a full-time position with a progressive, customer service-oriented organization that will utilize my extensive background and skills to our mutual satisfaction.

Achievements/Licenses

State of Michigan Resident Agent Insurance License (Escrow License)

State of Texas Notary Public and Texas RON Electronic Notary Certified

Numerous Real Estate Mortgage and Bankers Association of America Certificates of Completion of Regulatory Compliance

Proficient in various software programs including MS Office, QuickBooks, Time Matters, ECI ITK & more

Winner of numerous Customer Service Excellence Awards and most recently 3rd Quarter Associate for Excellence and Most Improved Department

Worked for #1 in company in Customer Service, Sewell Cadillac, while attending school at night

Commercial Construction background in family-owned company. Worked for Longcrier Construction, the largest commercial construction company in Dallas at that time.

Employment History

Sandlin Homes

Warranty Administrator

January 2022 – Current

Process warranty claims and assist homeowners through the claims process. Collect data from homeowners and trade partners to properly access the claim and apply against warranty standards. Review submissions and accept or reject claims objectively. Communicate with all parties to see the claims through

completion within the set standards of execution. Address claim within 24 business hours of submittal. Schedule immediate repairs for emergency major mechanical warranty claims. Verify non-emergency

warranty claims completed in 7-14 business days. Determine if the claim is accepted or rejected based on the warranty standards. Research each home's original trade partners and contractual scope parameters. Coordinate information to trade partners and homeowners/managers/residents to schedule repairs. Followed up on all claims at all stages to assure progression to completion of claim. Created clear and concise service orders for trade partners. Communicated with trade partners to schedule work with all applicable information. Obtain quotes for warranty work that is outside of original trade partnerships scope of work. Managed repairs at homes from beginning to completion. Maintained documentation of all interactions with homeowners/managers/residents and trade partners. Negotiated, submitted, and approved payment requests for warranty work outside of original scope of work. Maintain the status of all assigned warranty claims for clear communication within the team. Identified current trends or recurring issues to address and improve the warranty and business processes. Communicate with homeowners, trade partners, and colleagues and maintained positive functioning business relationships with homeowners and trade partners. Communicate with all parties with a sense of urgency to needed.

Marchon Partners

Electronic Online Notary Public

May 2020 - June 2020 (Contract)

Assist with electronic signing completion of documentation requiring electronic notary. Certified RON Electronic Notary Public for the State of Texas.

Administrative/Accounting/Bookkeeping Assistant

Self-Employed

February 2017 – December 2021

Prepare bank reconciliations, handle banking transactions, update general ledgers and prepare monthly, quarterly, and yearly financial reports. Update client's CPAs with tax related documentation. Prepare and review communications (letters, emails, etc.) with staff and customers. Accounts payable/accounts receivable, bookkeeping and payroll assistance as needed. Assist clients with documentation for purchases/sales of real estate.

Skills: Quickbooks, Notary Public, Taxes, Outlook

Refocus Group, Inc.

Executive Administrative Assistant (contract position)

March 2016 - January 2017

Managed multiple calendars, booked domestic/international travel and hotel reservations, planned executive meetings and company events, interacted with Board Members, staff, vendors, medical device investigators and doctors. Prepared expense reports including collecting invoices and additional documentation for reimbursement, reconciled corporate credit card, and assisted in other areas as needed. Assisted with FDA submissions, updated clinical trials data spreadsheets, updated procedures manuals, and assisted with delivery of PMA Module submission.

Highland Homes

Exec Admin Asst to President & CFO

July 2014 - February 2016

Liaison for staff (personal and company) to schedule meeting requests. Problem solver for issues with staff at various personally owned properties. Prepared personal monthly, quarterly, and year-end financial reports for President and processed accounts payable for various entities, jet, and personal properties. Organized and kept confidential personal and corporate financial, property, bank accounts and investments account files. Processed all bank reconciliations, made all entity deposits, opened, and closed bank accounts, as necessary. Prepared Excel spreadsheets and handle financial projects as requested by CFO or President. Maintained multiple calendars for President, CFO, and owner’s personal jet with scheduling of same. Coordinate meetings and material required by attendees with catering as needed. Distribute reports, personal/corporate gift/award purchases as required and process and reimburse company for personal staff payroll. Managed use and/or sale of professional team tickets. Liaison with tax accountants and provided support/documentation for personal and entity tax returns. Assist with documentation for closings of purchase and sale of real estate.

Torchmark Corporation (contract position)

Agent Licensing

July 2013 - April 2014

Review state renewal appointment requirements, notify agents/agencies regarding requirements and fees, document fees received and update journal entries to accounting. Prepare extensive Excel spreadsheets to update and monitor state renewals, terminate appointments, reinstate, and reappoint agents in Vertafore, research of agents as required by deficiencies between state lists and company profiles, review state invoices and prepare accounting documents (i.e., check requests, journal entries and scanning/saving documentation) for payment approval and send to appropriate vendor for payment.

David A. Boden, CPA, LLP

Client Services Administrator/Office Manager/Personal Assistant

August 2008 - April 2013

Responded to client requests and new client inquiries, delegated staff to handle client needs and responded to all customer service issues. Process firm and partner’s personal A/P, A/R, prepare firm billing & handle collections, prepare, and submit P/R, prepare firm and partner’s personal bank reconciliations, assist with preparation of firm and partner's financial reports. Assist partner with personal investments, manage leased properties, assist with documentation required for sale/purchase of numerous properties, oversee CPA administrative staff, and monitor/approve ordering of office supplies, train staff on firm time & billing software. Liaison with attorneys, clients, bankers, and research subjects as needed by partner.

Closer To Go

Owner/Sole Proprietor

December 2007 - December 2008

Contract Closer/Mobile Notary who communicated with various title companies and borrowers to schedule closings and location. Receive and print all closing documents and instructions. Review closing documents with borrower, notarize, and fax appropriate documentation to receive funding approval. Ship original documents to lender/title as instructed.

Title First Agency, LLC

State of Michigan Operations Manager

September 2005 - July 2007

*Michigan Region was sold to competitor

Manage staffing levels, pipeline, oversee training, resolve customer service issues, respond to internal audit issues, perform employee performance appraisals, implement policies and procedures, monitor office escrow accounts and production to ensure smooth operations, handled difficult mortgage closings, and covered for escrow officers on leave.

Transaction Technologies of Michigan, LLC

Escrow Officer/Office Mgr

June 2004 - July 2005

New office set-up. Ordered and processed title commitments, review/resolve title issues, handle lenders requests, review mortgage documents, close, notarize, receive funding authorization, and ship documentation to lender and issue Title Policy. Manage day-to-day office needs, ordered office supplies, worked directly with clients and vendors to ensure smooth operation and payment for services provided.

Countrywide Home Loans Troy, MI

Team/Operations Mgr

October 2001 - March 2004

Resolve/respond to customer/branch issues, monitor pipeline, training and motivation of loan specialists, processors, and closers. Ensure efficient regional operations and workflow. Assist Loan Center Manager and Regional Operations Manager in overall operations and ensure compliance with procedures initiated by National Operations. Implement policy and procedures in compliance with company guidelines and discuss issues and resolutions with national production and underwriting department.

References supplied upon request

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