Professional Summary
Overview
Work History
Education
Skills
Timeline

Charlotte Beasley

Reach Pediatric Therapy
Mobile,AL
19
years of professional experience

Professional with extensive experience managing complex workflows in real estate and office settings. Strong in oral and written communication, calendar coordination, and document handling. Focused on efficient operations, accurate records, and excellent customer support.

Work History

Office Manager

3 Months
Reach Pediatric Therapy | 07.2026 - Current
  • Managed daily front-desk operations, greeting families and directing calls with professionalism.
  • Scheduled pediatric therapy appointments, coordinated provider calendars, and resolved conflicts promptly.
  • Processed patient intake paperwork, maintaining accurate records and confidential documentation.
  • Supported insurance verification and prior authorization requests for therapy services.
  • Updated client information in practice systems to ensure clean, reliable records.
  • Communicated with therapists, families, and referral sources to keep schedules organized.
  • Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
  • Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
  • Streamlined office operations by implementing efficient filing systems and organizational strategies.

Real Estate Title Processor

4 Years
Delta South Title Powered by Propy | 06.2022 - 06.2026
  • Reviewed title commitments and cleared vesting, lien, and legal description issues for closing readiness.
  • Prepared closing packages, settlement documents, and escrow instructions with strong accuracy and compliance.
  • Coordinated curative requirements with lenders, agents, and attorneys to resolve title defects efficiently.
  • Verified property records, ownership history, and document consistency across files and closing systems.
  • Streamlined file workflow by prioritizing deadlines, tracking open conditions, and reducing processing delays.
  • Expedited transaction processes by promptly addressing inquiries from buyers, sellers, lenders, and realtors regarding title matters.
  • Supported clients throughout the closing process by providing necessary documentation and responding to questions or concerns about their transactions.
  • Played a vital role in successful property closings by ensuring that required documents were prepared accurately and delivered promptly to clients.
  • Managed high-volume workloads effectively while maintaining attention to detail in the review of preliminary title reports.
  • Resolved complex title issues by working closely with underwriters and attorneys to provide accurate information.
  • Maintained confidentiality and security of personal information to protect customer privacy and prevent identity theft.
  • Communicated with customers to resolve common title issues.

Closer

10 Months
Trustmark Bank | 08.2021 - 06.2022
  • Reviewed closing figures, corrected discrepancies, and ensured accurate settlement statements before final execution.
  • Coordinated loan closing packages, verifying disclosures, title documents, and funding conditions for compliance.
  • Communicated with loan officers, processors, underwriters, and title companies to resolve documentation issues quickly.
  • Monitored pipeline status, prioritizing escalations and maintaining smooth workflow through closing.
  • Served as a reliable point of contact for both internal teams and external partners throughout deal closures ensuring efficient information flow.
  • Verified closing financial disclosure amounts against settlement and escrow agent figures to accurately reflect borrowers' bottom-line costs.
  • Prepared preliminary settlement statements and loan closing instructions for review by title companies and closing agents.
  • Reviewed titles, insurance and flood zone certifications to meet closing standards for each property.

Real Estate Title - Closing Agent

1 Year 1 Month
Crane Title, Inc. | 07.2020 - 08.2021
  • Coordinated transaction timelines with lenders, realtors, attorneys, and clients for smooth closings.
  • Reviewed title commitments and cleared exceptions before scheduling closing appointments.
  • Prepared closing documents, ensuring accuracy across settlement statements, deeds, and lender requirements.
  • Verified wire instructions and disbursed funds while maintaining strict compliance controls.
  • Streamlined file preparation processes to improve accuracy and reduce closing delays.
  • Managed confidential transaction records while maintaining adherence to escrow and title regulations.
  • Handled sensitive financial information discreetly, maintaining confidentiality for all clients involved in transactions.
  • Established a reputation for reliability by regularly exceeding expectations of both internal colleagues and external clients.
  • Facilitated seamless communication among involved parties, fostering strong relationships and positive outcomes.
  • Prepared comprehensive closing documents to facilitate smooth property transfers between parties.
  • Expedited the closing process for clients by coordinating with lenders, attorneys, and real estate agents.
  • Delivered prompt responses to inquiries from clients demonstrating professionalism and commitment to quality service.
  • Balanced competing priorities while managing multiple closings simultaneously, consistently meeting deadlines without sacrificing quality of work performed.
  • Resolved title issues promptly to prevent delays in property transactions and closings.
  • Provided exceptional customer service throughout the transaction process, earning repeat business from satisfied clients.
  • Enhanced client satisfaction by efficiently managing all closing tasks and ensuring timely completion.
  • Mitigated risk for all parties involved by diligently verifying essential information during the closing process.

Real Estate Agent

12 Years 7 Months
Better Homes and Gardens Real Estate | 01.2008 - 08.2020
  • Managed buyer and seller consultations, translating goals into tailored property search and marketing strategies.
  • Negotiated purchase offers, counteroffers, and contract terms to protect client interests.
  • Coordinated open houses, showings, and property tours to generate qualified buyer interest.
  • Conducted comparative market analyses to price listings competitively and guide client decisions.
  • Utilized MLS and CRM systems to track leads, listings, and client communications.
  • Prepared listing presentations, disclosures, and transaction documents for accurate, compliant closings.
  • Advised clients on staging, pricing, and timing to improve listing appeal and marketability.
  • Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.
  • Negotiated, facilitated, and managed real estate transactions.
  • Advertised client properties through websites, social media, and real estate guides.
  • Maintained connections with clients to encourage repeat business and referrals.
  • Streamlined communication between all parties involved in transactions, ensuring smooth closings and satisfied clients.
  • Communicated with clients to understand property needs and preferences.
  • Developed strong relationships with mortgage brokers, attorneys, and other professionals to streamline the home buying process for clients.
  • Advised clients on market conditions and property value for informed decision-making.
  • Negotiated favorable contract terms for clients, resulting in higher satisfaction rates and repeat business.
  • Provided exceptional support during the negotiation process, advocating for clients'' best interests at all times.
  • Conducted comprehensive market research to provide clients with accurate information on current trends and pricing strategies.
  • Consulted with homeowners on appropriate listing prices based on extensive comparative market analysis, resulting in faster sales and satisfied clients.
  • Presented purchase offers to sellers for consideration.
  • Successfully managed multiple offers for sellers, securing the best possible outcome in each situation.
  • Marketed and sold property for clients by hosting open houses and advertising online and in print.
  • Assisted first-time homebuyers in navigating the complex real estate process, guiding them from pre-approval to closing.
  • Hosted successful open houses by preparing properties for viewing and effectively showcasing features to potential buyers.
  • Wrote listings detailing and professionally highlighting property features to increase sales chances.
  • Consistently stayed up-to-date on industry trends and best practices, attending professional development courses and seminars to better serve clients.
  • Expanded client base through consistent networking events, maintaining a high level of customer service and professionalism.
  • Strengthened professional reputation through consistently positive client reviews and referrals from satisfied customers.
  • Improved property listings by collaborating with photographers to capture visually appealing images that accurately represented each property''s unique qualities.

Education

High School Diploma

Block High School | Jonesville | 05-1983

Skills

Office management
Team leadership
Calendar management
Administrative support
Data entry
Insurance verification
Customer relations
Effective communication
Calendar coordination
Document organization
Appointment setting

Timeline

Office Manager

Reach Pediatric Therapy
07.2026 - CurrentRead More

Real Estate Title Processor

Delta South Title Powered by Propy
06.2022 - 06.2026Read More

Closer

Trustmark Bank
08.2021 - 06.2022Read More

Real Estate Title - Closing Agent

Crane Title, Inc.
07.2020 - 08.2021Read More

Real Estate Agent

Better Homes and Gardens Real Estate
01.2008 - 08.2020Read More

Block High School

High School Diploma
Read More
Charlotte Beasley