Communicate frequently and collaborate with Operations Officer to share market progress and understand operational implications with a goal of maintaining high customer satisfaction and ensuring the ability to service new clients.
December 17, 2022
Reviews and ensures status reports for property tax payments to ensure taxes are paid timely, accurately and prior to any economic loss date to avoid penalties.
January 22, 2023
Prepares reports on the status of various escrow parameters, processes and departmental operations.
March 09, 2023
Provides service to consummate transactions such as those involved with large or multi-parcel residential sales and loans and commercial transactions.
April 01, 2023
Build, maintain, and improve relationships with both current and potential clients to increase customer satisfaction, add business volume, and ultimately increase the profitability of the branch.
April 05, 2023
Demonstrated capacity in developing staff (both seasoned and new), operating a profitable model (operations improvement, team development, etc.
May 04, 2023
Manage and oversee all activity of the Escrow and Business Services group related to the day to day operations, which includes account openings, escrow disbursement requests, wire transfers, daily EB-5 and DACA administrative tasks, respond to subpoenas, garnishment, attachments, levies and other types of legal warrants served on the Bank.
May 09, 2023