Allison Norris
Cape Coral
Summary
Dynamic and goal-oriented professional with extensive experience in maintaining a positive client relationship, account management and exceptional customer service.
Skilled in gathering and verifying information, identifying trends, and ensuring compliance with regulations. Strong critical thinking, problem-solving, and communication skills to collaborate effectively with team.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Loan Servicing Escrow Specialist
Sanibel Captiva Community Bank
08.2018 - Current
- Reviewed escrow accounts to ensure compliance with state and federal regulations.
- Research public records to confirm property ownership and identify liens or encumbrances.
- Verify Real Estate tax amounts, due dates, and asses, and assess potential delinquencies or overpayments.
- Investigate discrepancies in escrow payments related to taxes, insurance or or other escrow obligations.
- Research all lines of insurance policies to insure they meet lender and federal regulations.
- Cultivated and nurtured professional relationships with insurance agencies, insurance carrier,title companies, and other industry experts, while staying abrest with the federal regulations.
Client Services Agent
McGriff Insurance Services
01.2015 - 07.2018
- Processing applications, endorsements, renewals and rewrites, as well as cancellations. In addition to other administrative duties to support the selling agent
- Assisted in the development of customized solutions for individual client needs, ensuring high levels of satisfaction.
Teller/ Customer Service
Sanibel Captiva Community Bank
01.2011 - 12.2015
- Teller duties consist of maintaining proper cash limits, cashing checks, accepting deposits, issuing cashier's checks, money orders, and traveler's checks, cash advances, and wire transfers, transfer of funds, and paying / receiving large amounts of currency coin
- Customer Service Representative Duties: including opening and closing accounts, cross-selling and consultative sales of financial products, and maintaining up-to-date knowledge of banking services and products
Education
Bachelor of Science - Legal Studies Magna Cum Lade
Florida Gulf Coast University
12.2014
Associates in Political Science - Political Science Honors
Edison State College
12.2012
Skills
- Organizational growth
- Client confidentiality
- Document preparation
- Multitasking and organization
- Qualitative research
- Data interpretation
Certification
Public Notary
4-40 Insurance License
Timeline
Loan Servicing Escrow Specialist
Sanibel Captiva Community Bank
08.2018 - Current
Client Services Agent
McGriff Insurance Services
01.2015 - 07.2018
Teller/ Customer Service
Sanibel Captiva Community Bank
01.2011 - 12.2015
Associates in Political Science - Political Science Honors
Edison State College
Public Notary
4-40 Insurance License
Bachelor of Science - Legal Studies Magna Cum Lade
Florida Gulf Coast University
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