ASHLEY SEE

Responsibilities and tasks in this position(s) include but are not limited to:

• Working directly with a specific team of clients, via email or phone, to ensure orders are set up for excellence from start to finish.
• Lead an entire platform for specific clients.
• Meet directly with clients on a weekly/monthly basis.
• Meet monthly goals/numbers.
• Provided leadership and guidance to team members, ensuring that tasks were completed on time and to a high standard.
• Developed strategies to increase team productivity and improve customer service levels.
• Conducted performance appraisals for team members, providing feedback and identifying areas of improvement.
• Resolved escalated customer complaints or queries promptly and efficiently.
• Monitored team performance against targets, taking corrective action where necessary.
• Organized regular meetings with all stakeholders to ensure clear communication between departments.
• Collaborated with other departments to develop effective solutions that meet customer needs.
• Identified opportunities for process improvements, implementing changes when required.
• Provided support to junior staff during peak periods of workloads.
• Created detailed reports on team activities as requested by management.
• Delegated daily tasks to team members to optimize group productivity.
• Monitored team progress and enforced deadlines.
• Collaborated with management team to implement new work procedures or policies.
• Reviewed customer requests and provided competitive quotes in a timely manner.
• Developed relationships with clients and appraisers to negotiate terms and conditions as needed.
• Communicated effectively with customers regarding quote status, changes, or additional information required.

• Responsibilities and tasks in this position(s) include working directly with a specific team of clients, via email or phone, to ensure orders are set up for excellence from start to finish
• Receiving and making phone calls to and from appraisers, clients, and borrowers for status updates
• Create new orders
• Receive payments
• Work with specific clients for escalated orders
• Train onboarding teammates
• Follow up on escalated orders
• Complete orders within a recorded time frame
• Follow and report on fellow teammates progress
• Work with quality control and vendor management in assigning orders to appraisers and informing them of property conditions and products ordered
• Perform in weekly team lead meetings
• Lead a team of Client Advocate Supports
• Travel as needed to meet with specific clients
• Daily and weekly reporting to clients on their orders.

• Responsibilities and tasks in this position(s) include receiving and making phone calls to and from appraisers, clients, and borrowers for status updates
• Receive payments
• Work with specific clients in a communications email folder for escalated orders
• Train onboarding teammates
• Follow up on escalated orders
• Complete orders within a recorded time frame
• Follow and report on fellow teammates progress
• Work with quality control and vendor management in assigning orders to appraisers and informing them of property conditions and products ordered.