BREEANN MCLEOD

- Selected as a member of the transition team for Zillow's acquisition of Spruce Title Company.

- Supported real estate closing transactions by providing a high level of customer service, answering escalated questions and proactive communication to both internal and external customers including sellers, lenders, borrowers, notaries, vendors, attorneys and county offices.

- Create, verify, and disbursed funds via wire, ACH, checks and back to the company via Internal Transfers after ensuring all disbursement instructions adhered to compliance guidelines.

- Ensure company accounts balance per transaction by reviewing disbursements and deposits. While resolving overages / shortages as discovered.

- Oversee multiple accounts, while being accountable for meeting or exceeding SLA’s and time-sensitive production goals with accuracy and professionalism.

- Proficiently process and issue payments based on invoicing, ensuring accuracy and timeliness in all transactions.

- Ensure that all invoices are properly authorized and have appropriate supporting documentation before initiating the payment process.

- Maintained vendor and supplier relationships, promptly resolving any inquires or discrepancies related to invoices or payments.

- Completed Special Projects, assigned tasks and answered escalated team questions with minimal supervision.

- Report escalated errors or trends found during disbursement to Funding Manager.

- Provided Post Closing Audits on Executed Closing Documents to ensure compliance with title practices & legal state/lender Specific guidelines.

- Reviewed, Balanced and corrected errors on interest, principal and closing costs.

- Worked with third-party vendors to address and clear loan closing requirements.

- Offered one-on-one support daily as a Subject Matter expert for team members and managers to drive continuous improvement.

- Supported real estate closing transactions by providing a high level of customer service, answering escalated questions and proactive communication to both internal and external customers including sellers, lenders, borrowers, notaries, vendors, attorneys and county offices.

- Create, verify, and disbursed funds via wire, ACH, checks and back to the company via Internal Transfers after ensuring all disbursement instructions adhered to compliance guidelines.

- Ensure company accounts balance per transaction be reviewing disbursements and deposits. While resolve overages / shortages as discovered.

- Oversee multiple accounts, while being accountable for meeting or exceeding SLA’s and time-sensitive

production goals with accuracy and professionalism.

- Proficiently process and issue payments based on invoicing, ensuring accuracy and timeliness in all transactions.

- Ensure that all invoices are properly authorized and have appropriate supporting documentation before

initiating the payment process.

- Reviewed, balanced, and and ensured full funding for 150 transactions weekly.

- Maintained vendor and supplier relationships, promptly resolving any inquires or discrepancies related to invoices or payments.

- Completed Special Projects, assigned tasks and answered escalated team questions with minimal supervision.

- Trained newly hired top talent to fill key positions and maximize productivity.

- Continuously identify opportunities for process improvements and actively participate in system enhancements or automation initiatives to streamline processes.

- Report escalated errors or trends found during disbursement to Funding Manager.

- Provided Post Closing Audits on Executed Closing Documents to ensure compliance with title practices & legal state/lender Specific guidelines.

- Reviewed, Balanced and corrected errors on interest, principal and closing costs.

- Worked with third-party vendors to address and clear loan closing requirements.

- Offered one-on-one support daily as a Subject Matter expert for team members and managers to drive continuous improvement.

- Partnered with management, directs, head of departments to develop and coordinated trainings to help individuals learn company policies and procedures.

- Consistently enhanced and updated my knowledge through active participation in continuing education programs and advanced training sessions, all while effectively managing and completing my daily work.

- Oversaw the process of receiving and handling new authorizations, as well as conduct necessary follow-ups for pending authorizations.

- Recorded client details and uploaded documents into databases for subsequent evaluation and monitoring including but not limited to, EPIC, Empower, and internal databases.

- Provided patients with comprehensive information regarding eligibility criteria and various affordability alternatives in a courteous and considerate manner.

- Strictly adhered to HIPAA requirements to ensure the upmost protection of patient confidentiality.

- Managed front office customer service, appointment management, billing and administration tasks to streamline workflow.

- Contacted insurance companies to ascertain pertinent information regarding policies and payment benefits for patients.

- Facilitated the transmission of medical records and other correspondence by utilizing various channels such as mail, email, or fax.

- Maintain professional interactions with both customers and internal personnel, effectively addressing inquiries and providing assistance via phone, email, and in-person interactions.

- Managed appointment scheduling by accommodating the availability of both patients and staff members, efficiently rescheduling or cancelling appointments as needed.

- Updated and recorded customer or client information, ensuring accurate maintenance of accounts while also proficiently handling data entry tasks.

- Diligently scanned and filed various documents, including forms, reports, correspondences, and receipts, ensuring organized record-keeping.

- Extracted, arranged, and archived medical charts for the purpose of facilitating access to pertinent information by staff members, management personnel, as well as external parties making official requests.

- Engaged customers in a friendly profession dialogue to determine needs, or assist in finding specific

products, questions and offering product advice.

- Answered incoming telephone calls, promptly providing detailed information about the store, products,

and services.

- Collect payments and provide accurate change, ensuring precise transactions.

- Educated clients on proper care and usage while selling a range of hair care products, styling tools, and hair treatment chemicals.

- Stayed up to date on current and emerging trends to increase professional value and meet diverse needs.

- Maintained knowledge of current promotions, exchange guidelines, payment policies, and security practices.

- Ensured the freshness of store merchandise by stocking, replenishing, and organizing inventory.