Ariel M. Tirado

● Validate and review all daily activity (contributions and distributions) for specified clients in a timely manner
● Process EFT related tasks including Road Lots, par adjustments, and cash component analysis
● Ensure all Daily and Monthly reports are processed accurately and efficiently to meet internal and external standards
● Communicate with clients confirming all client's needs are met

● Review work from all branches on daily reports
● Certify all accounts, CD’s, and IRA’s are coded correctly
● Analyze legals including death certificates, LLC Paperwork, Condo Trust Agreements
● Inspect finished products to verify conformance with customer specifications and company quality standards

● Prepare the Preliminary Documents to send to Lenders including the legal descriptions for Deeds and Attorney Certificates
● Communicate with attorneys to provide Purchase and Sale Agreements and necessary documents
● Acquire Municipal Lien Certificates
● Draft files for each sale and refinance
● Disburse checks for each closing

● Connect with borrowers to get necessary information and signatures

● Communicate with clients in Spanish and English
● Research immigration applications for the specific needs of clients
● Attend client meetings to assist with translation and record meeting notes
● File and organize cases