Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

BETH A. HARRISON

Norman

Summary

Driven professional with experience in Real Estate, title coordination, estate planning services, specializing in client communication, document management, and curriculum development. Seeking to leverage strong leadership, organizational and customer service skills in a challenging role with a highly respected organization, contributing to both client success and continued professional growth.

Overview

19
19
years of professional experience
1
1
Certification

Work History

Real Estate Agent

Self-employed
01.2017 - Current
  • property management portfolio
  • short term rental management portfolio
  • transaction management
  • Analyze market trends, conditions, & activities to accurately advise clients on how to be competitive in the market
  • Accompany buyers during visits to and inspections of property, advising them on the suitability and value of the homes they are visiting based on current market conditions
  • Advise sellers on how to make homes more appealing to potential buyers

Funding Coordinator

Cain, Cain, and Janik, Estate Planners for Life
02.2024 - Current
  • Research and verify the accuracy of client-provided documentation, including property title records, deeds, public records, financial statements, and other ownership documents necessary for retitling assets into estate plans
  • Enter and maintain title and asset ownership information in specialized software systems to track client progress and trust funding status
  • Collaborate closely with estate planning attorneys and team members to prepare comprehensive estate planning and trust funding documents
  • Communicate with clients and their financial professionals to provide clear instructions for retitling ownership and updating beneficiary designations on financial assets
  • Coordinate the recording of new deeds to retitle real estate ownership into clients’ trusts, ensuring compliance with relevant regulations

Education & Career Development Manager – West Region

McGraw Real Estate Academy
06.2022 - 01.2024
  • Plan, develop, and deliver OREC approved pre and post licensing course material to students enrolled in the McGraw Oklahoma Sales License program, both in person and virtually
  • Develop, implement, and present OREC approved continuing education courses to McGraw agents across 8 offices
  • Collaborate with Brokers in each office to ensure the education needs of agents are being met
  • Contact prospective and current students to increase participation and ensure course completion
  • Work with McGraw Education Department team to implement policies and procedures for the Sales License program and to achieve goals established by McGraw Leadership

Senior Associate-Investment Publishing Team

TIAA
09.2014 - 09.2016
  • Lead Coordinator of multiple internal and external business partners to manage projects effectively
  • Implementation Manager of enhanced web experiences across TIAA-CREF web properties
  • Business Team Liaison who troubleshoots issues, coordinates reviews with data and technical partners, and manages communications across multiple platforms throughout the issue management process

Transition Manager-Client Solutions and Transitions Team

TIAA
11.2010 - 09.2014
  • Collaborated with internal client and team to develop solutions through delivery of final agreement
  • Delivery changes might include new or enhanced products and services as well as those related to the closure of products, features, provisions or tools
  • Provided a centralized control point as gatekeeper for product and services configuration
  • Ensured effective, controlled, and tested internal delivery of products and services to the organization product and service implementations

Financial Services Consultant-Inbound Call Center

Customer Care Coordinator-Customer Care Team
09.2006 - 04.2008
  • Assessed customer written complaints and verbal issues through various customer communication channels
  • Prioritized and assigned cases to the Customer Resolution Manager based on the nature and scope of the issues
  • Evaluated, logged and maintained issues in the case management tool, set expectations on the resolution of issues and assisted in taking measures to regain the confidence of customers
  • Ensured that all client issues were documented in accordance with regulatory requirements and internal standard operating procedures

Education

MBA - Business

University of Oklahoma
Norman, OK

Bachelor of Science - Business

Oklahoma State University
Stillwater, OK

Skills

  • Reliability
  • Critical thinking
  • Organizational skills
  • Active listening
  • Verbal and written communication
  • Interpersonal skills
  • Analytical thinking
  • Documentation review
  • Professionalism
  • Time management abilities
  • Microsoft Office Suite
  • Customer service

Certification

  • Current
  • Real Estate License-State of Oklahoma: January 2017-Present
  • Past
  • NASD Series 7: General Securities Representative License 2003-2018
  • NASD Series 66: Uniform Combined State Law License 2003-2018
  • Life and Health Insurance License: 2003-2018

Timeline

Funding Coordinator

Cain, Cain, and Janik, Estate Planners for Life
02.2024 - Current

Education & Career Development Manager – West Region

McGraw Real Estate Academy
06.2022 - 01.2024

Real Estate Agent

Self-employed
01.2017 - Current

Senior Associate-Investment Publishing Team

TIAA
09.2014 - 09.2016

Transition Manager-Client Solutions and Transitions Team

TIAA
11.2010 - 09.2014

Financial Services Consultant-Inbound Call Center

Customer Care Coordinator-Customer Care Team
09.2006 - 04.2008

Bachelor of Science - Business

Oklahoma State University

MBA - Business

University of Oklahoma

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