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
Fort Myers, FL
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
Fort Myers, FL
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
Bachelor of Science - Legal Studies Magna Cum Lade
Florida Gulf Coast University