Summary
Overview
Work History
Education
Skills
Certification
Software
References
Timeline
Generic

Genny Lee

Puyallup,WA

Summary

Proven leader with a track record of fostering team collaboration and boosting client satisfaction. Skilled in client relationship management and business development, I've successfully enhanced team performance and cultivated strong client ties. My approach combines strategic account management with effective team training, driving significant business growth and operational efficiency.


Overview

24
24
years of professional experience
1
1
Certification

Work History

Director of TC Services

Transactly
04.2024 - Current
  • Enhanced team collaboration through regular communication, goal setting, and performance evaluations.
  • Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth.
  • Cultivated a positive work environment that fostered employee engagement, increased retention rates, and boosted overall team morale.
  • Monitored and coordinated workflows to optimize resources.
  • Leveraged professional networks and industry knowledge to strengthen client relationships.

Account Manager

Transactly
05.2022 - 04.2024
  • Increased client satisfaction by building strong relationships and addressing their needs promptly.
  • Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
  • Developed customized account plans for clients to help them achieve their business goals.
  • Quoted prices, credit terms and other bid specifications.
  • Streamlined internal processes for better efficiency in account management tasks.
  • Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
  • Kept detailed records of daily activities through online customer database.

Owner | Real Estate Transaction Coordinator

TC Solutions, LLC (Acquired By Transactly)
02.2016 - 05.2022
  • Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
  • Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
  • Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
  • Implemented marketing strategies to increase brand awareness and attract new customers.
  • Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
  • Hired, trained, and managed a high-performing team of independent contractors dedicated to achieving company goals.
  • Managed day-to-day business operations.
  • Boosted agent productivity by taking on administrative tasks, allowing them to focus on sales and relationship-building activities.
  • Expedited closings by coordinating efforts between buyers, sellers, lenders, and agents to ensure timely completion of necessary tasks.
  • Managed multiple concurrent transactions with exceptional organization skills, ensuring deadlines were met and clients were updated regularly.
  • Organized and maintained transaction files in compliance with company policies and industry regulations, ensuring easy access to all relevant documents.

Escrow Closer

Chicago Title
08.2013 - 02.2016
  • Provided top-notch support to real estate professionals, fostering strong professional relationships and earning a reputation for excellence in escrow closing services.
  • Managed complex multi-party transactions for successful completion, ensuring client satisfaction and timely closings.
  • Resolved title issues prior to closing, collaborating with title officers to ensure clear property ownership transfers.
  • Coordinated with various stakeholders, including buyers, sellers, lenders, and agents to facilitate smooth escrow closings.
  • Maintained strict confidentiality of sensitive client data while handling a high volume of files and transactions.
  • Prepared accurate settlement statements reflecting the financial details of each transaction for final approval by all parties involved.
  • Developed strong relationships with clients and real estate professionals through exceptional customer service and prompt communication.

Owner | Mobile Signing Agent

G & M Signing Services
09.2009 - 08.2013
  • Increased client satisfaction by providing accurate and timely notarial services.
  • Streamlined document signings for efficient completion of loan closings.
  • Enhanced company reputation with professional demeanor and strict adherence to industry regulations.
  • Reduced errors in documentation by meticulously reviewing all paperwork prior to signing appointments.
  • Assisted clients in understanding complex mortgage documents, guiding them through the signing process stepbystep.
  • Provided mobile notary services to accommodate a diverse range of client needs and locations.

Escrow Manager

Golf Escrow
07.2006 - 08.2009
  • Enhanced client satisfaction by efficiently managing escrow transactions and addressing concerns promptly.
  • Streamlined workflow processes for smoother escrow operations, improving team efficiency and productivity.
  • Coordinated successful property closings by effectively overseeing document preparation and funding disbursements.
  • Increased staff competency by providing comprehensive training on industry regulations and best practices.
  • Fostered a positive work environment, resulting in increased employee morale and retention rates.

Escrow Closer

The Escrow Group
01.2000 - 07.2006
  • Managed complex multi-party transactions for successful completion, ensuring client satisfaction and timely closings.
  • Prepared accurate settlement statements reflecting the financial details of each transaction for final approval by all parties involved.
  • Ensured compliance with industry regulations by staying current on changes in laws and best practices related to escrow closings.
  • Developed strong relationships with clients and real estate professionals through exceptional customer service and prompt communication.

Education

High School Diploma -

South High School
Willoughby, OH

Skills

  • Client Relationship Management
  • Business Development
  • Lead Generation
  • Goal-Oriented
  • Customer Service
  • CRM Software
  • Customer Training
  • Account Management
  • Contract Negotiation
  • Converting Leads
  • Team Training
  • Teamwork and Collaboration

Certification

HubSpot Inbound Sales Certification

WA Real Estate Broker License

WA LPO License

WA Notary License

Software

HubSpot - used at Transactly

Open to Close - TC Software and CRM - used at TC Solutions, LLC

Google Suite, Microsoft Word, Teams, Slack

References

References available upon request.

Timeline

Director of TC Services

Transactly
04.2024 - Current

Account Manager

Transactly
05.2022 - 04.2024

Owner | Real Estate Transaction Coordinator

TC Solutions, LLC (Acquired By Transactly)
02.2016 - 05.2022

Escrow Closer

Chicago Title
08.2013 - 02.2016

Owner | Mobile Signing Agent

G & M Signing Services
09.2009 - 08.2013

Escrow Manager

Golf Escrow
07.2006 - 08.2009

Escrow Closer

The Escrow Group
01.2000 - 07.2006

High School Diploma -

South High School

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Genny Lee