Summary
Overview
Work History
Education
Skills
Timeline
Generic

Heather Kidwell

Riverview,FL

Summary

Detail-oriented Processor skilled in data entry and validation. Quality-focused and reliable in completing accurate work surpassing performance expectations. Stays ahead of demand with great multitasking and time management abilities. Quick learner comfortable working independently or in team setting. Smart Communicator with strong can-do, positive approach to tackling tasks and overcoming challenges. Management professional with extensive daily planning and operations experience.

Overview

21
21
years of professional experience

Work History

Processor

SOURCETEK
01.2023 - Current
  • Managed over 30 files day and 50 customer calls day
  • Conduct initial welcome calls with new small businesses applicants
  • Develops rapport and build strong relationships with clients / customers
  • Follow up daily with multiple clients via phone and email in high volume environment
  • First point of contact for new business prospects in determine next steps for each Prospect
  • Demonstrate ability to work independently as well as being productive team member making outbound calls every day
  • Excellent Problem Solver and willing to collaborate in team environment
  • Gather client financial information and documentation
  • Nurtures relationships of clients through constant positive interaction and exceptional customer service
  • Comfortable and efficient in multitasking
  • Received and reviewed incoming documents and materials
  • Improved function and performance by adopting suitable processor software applications
  • Examined incoming materials and compared to documentation for accuracy and quality
  • Entered data into computer tracking system and filed paperwork according to procedures
  • Interacted regularly with peers and management to pursue continuous improvement of facility operations and promote teamwork-focused environment

Account Executive

ERTC.com
11.2022 - 01.2023
  • Managed over 80 calls per day.
  • Follow up daily with multiple clients via phone and email in high volume environment
  • First point of contact for new business prospects in determine next steps for each Prospect
  • Demonstrate ability to work independently as well as being productive team member making outbound calls every day
  • Excellent Problem Solver and willing to collaborate in team environment
  • Gather client financial information and documentation
  • Nurtures relationships of clients through constant positive interaction and exceptional customer service
  • Comfortable and efficient in multitasking
  • Built and strengthened relationships with new and existing accounts to drive revenue growth
  • Qualified leads, built relationships and executed sales strategies to drive new business
  • Resolved issues promptly to drive satisfaction and enhance customer service
  • Met and exceeded service level goals to achieve standards and expectations
  • Leveraged CRM to collect, organize and manage sales data and customer information
  • Employed proactive and collaborative approaches to strengthen relationships and manage customer needs

Title Processor/Closer

Trust And Title
11.2021 - 10.2022
  • Liaison between company, loan officer, and borrow
  • Investigate, research, resolve issues with title commitments to be delivered to customers
  • Make changes to commitments upon request
  • Work with underwriting to clear complex issues and obtain over limit liability approvals
  • Assist with subordination, pay off, HOA items, and other title matters as needed
  • Order deeds and once ordered verified transfer fees applicable, and any necessary fees cd/alta
  • Communicate accurately and punctually with clients, lenders, real estate agents, and others
  • Effectively deliver and manage pre-closing, closing, and post closing requirements and processes across multiple clients
  • Open new orders, requesting and reviewing title commitment, lien search, estoppel letters, payoffs and surveys
  • Preparation of seller/buyer documents, closing statements, perform closings, title policies and post closing
  • Review purchase contracts and addendums, orders all documents needed to close in timely manner,-closing disclosures, settlement statements, power of attorney etc.
  • Review and comply with Lender closing instructions prepares closing disclosure and balance with lender and work closely with them throughout closing process
  • Complete closing transaction documents by assembling documents, reviewing papers with parties, answering questions, checking documents for completeness and accuracy, obtaining signatures
  • Examined and verified 40 titles weekly
  • Performed data entry and other administrative tasks to keep records and files organized and accurate
  • Audited and reviewed title documents for accuracy and compliance with state and federal regulations
  • Organized and prepared tax and title documents to transfer ownership of property
  • Prepared tax and title documents to submit legal transfer work to DMV
  • Calculated and remitted state sales tax, service, and other charges
  • Analyzed title documents to identify potential issues and resolve any discrepancies
  • Developed and maintained relationships with title companies, lenders and other stakeholders to facilitate smooth transactions
  • Examined land records and identified potential problems with title search results
  • Created legal documents such as deeds, mortgages and leases based on title search results

Unit Manager (General Manager)

Waffle House
09.2015 - 05.2021
  • Manager over 40 employees per day
  • Motivating team to perform their jobs based on company's standards
  • Providing high quality customer service and great food experience
  • Maintaining cost effective operation and food cost
  • Coaching and counseling Team Members as well as other Managers within their control
  • Recruiting, Training, and developing employees to expected performance and certification levels
  • Implement all company's standard guidelines and policies to maintain work efficiency
  • Drive sales growth by 10% and staff development
  • Scheduling employees, and ordering merchandise
  • Inventory and cash control
  • Payroll and P&L reports
  • Employment verification
  • Managed time efficiently in order to complete all tasks within deadlines
  • Demonstrated respect, friendliness and willingness to help wherever needed
  • Organized and detail-oriented with strong work ethic
  • Used critical thinking to break down problems, evaluate solutions and make decisions
  • Developed and maintained courteous and effective working relationships
  • Identified issues, analyzed information and provided solutions to problems

Buyer

Century Fasteners Corp
05.2012 - 09.2015
  • Created shipping orders in Century's database system
  • Arranged all quality codes, order notes, & pertinent instructions to order as submitted
  • Built long-term supplier relationships with vendors to establish quality and competitive pricing
  • Maintained complete documentation and records of all purchasing activities
  • Collaborated with internal departments to better understand needs and determine purchasing requirements
  • Communicated with vendors regarding inventory needs and negotiated prices to maintain profit margins
  • Computed and created purchase orders to monitor stock levels, verify purchase requisitions and expedite customer orders
  • Oversaw purchasing process from initiating requests to finalizing contracts to deliver smooth transaction
  • Developed and improved account relationships
  • Managed and maintained purchase orders and invoices
  • Placed orders for merchandise consistent with quality, quantity and other specification requirements
  • Established relationships with vendors to secure competitive pricing and discounts

Processor

Shapiro, Gache
11.2010 - 11.2011
  • Corrected titles and position notifies for final write up intended for clients
  • Completed 200 defendant searches week
  • Research companies in multiply websites (CMS, Accurint, Sunbiz, NIC, FDIC, Atides XE & Secretary of
  • State, Vendorscape, & LPS)
  • Gather and analyze research data
  • Edited reports describing any title encumbrances encountered during searching activities, and problem-solved actions needed to clear titles
  • Analyzed documentation such as mortgages, liens, judgments, easements, plat books, maps, contracts, and agreements to verify factors such as properties' legal descriptions, ownership, or restrictions.
  • Received and reviewed incoming documents and materials
  • Contacted appropriate agencies to complete searches, order records, and obtain documents
  • Compiled lists of mortgages, contracts, and other documents pertaining to titles
  • Performed data entry and other administrative tasks to keep records and files organized and accurate
  • Communicated with customers to resolve common title issues
  • Maintained confidentiality and security of personal information to protect customer privacy and prevent identity theft
  • Audited and reviewed title documents for accuracy and compliance with state and federal regulations
  • Conducted comprehensive title searches to maintain accuracy and compliance of real estate transactions
  • Researched ownership interests and liens on real estate properties
  • Examined land records and identified potential problems with title search results

Teller

Bank of America
02.2008 - 12.2009
  • Balance currency, coin, and checks in cash drawers at ends of shifts, and calculate daily transactions using computers, calculators, or adding machines
  • Resolved problems or discrepancies concerning customers' accounts
  • Advised, promote, or sell products or services such as travelers' checks, savings bonds, money orders, and cashier's checks, using computerized information about customers to tailor recommendations
  • Process transactions such as term deposits, retirement savings plan contributions, automated teller transactions, night deposits, and mail deposits
  • Gathered information required for provision of services, such as opening accounts, savings plans, and purchasing bonds.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates
  • Processed customer transactions promptly, minimizing wait times
  • Disbursed cash and checks accurately while maintaining security of cash drawers
  • Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches
  • Served as primary point of contact for customers, providing assistance with account maintenance and transactions
  • Answered telephone inquiries on checking and savings accounts, loans, and lines of credit
  • Monitored and reported suspicious activity in line with bank security policies
  • Maintained accurate records of customer transactions in line with bank procedures
  • Educated customers on online banking and mobile banking applications

Abstractor/Examiner

Ace Abstracts
03.2002 - 02.2008
  • Analyze title searches, mortgages, and trust deeds
  • Prepare title commitments
  • Prepare list of all legal instruments applying to specific piece of land in building's on it
  • Examine documentation to verify factors such as properties, legal descriptions
  • Knowledge of probate estates
  • Judgments and liens
  • Title searches for real estate properties residential and commercial
  • Progressive experience and research collection
  • Typing skills
  • Converting obstacles into opportunities by recognizing problem and developing solution
  • Title searches and 60 year searches
  • Analyzed title documents to identify potential issues and resolve any discrepancies
  • Conducted comprehensive title searches to maintain accuracy and compliance of real estate transactions
  • Developed and maintained relationships with title companies, lenders and other stakeholders to facilitate smooth transactions
  • Examined land records and identified potential problems with title search results
  • Managed time efficiently in order to complete all tasks within deadlines

Education

Finance

USF Tampa
Tampa, FL

Associate's degree - Business Administration

University of South Florida
2020

Skills

  • Windows XP/Access/Excel/ Windows 7
  • Teamwork and Collaboration
  • Loan Document Validation
  • Leadership & Self-Motivated
  • Customer-oriented/Productive
  • Team Player/Reliable/Efficient
  • Profit & Loss / Budgeting
  • Inventory control / P&L Management
  • Customer services / Time Management
  • Analysis skills
  • Certifications and Licenses (ServSafe)
  • Adobe Acrobat Expertise
  • Training and Development
  • Management of Personnel Resources
  • Monitoring Food Preparation
  • Database Interface and Query Software
  • Microsoft Office
  • Legal Documentation
  • Mortgage Closing Scheduling
  • Document management
  • Data entry experience
  • Supply ordering

Timeline

Processor

SOURCETEK
01.2023 - Current

Account Executive

ERTC.com
11.2022 - 01.2023

Title Processor/Closer

Trust And Title
11.2021 - 10.2022

Unit Manager (General Manager)

Waffle House
09.2015 - 05.2021

Buyer

Century Fasteners Corp
05.2012 - 09.2015

Processor

Shapiro, Gache
11.2010 - 11.2011

Teller

Bank of America
02.2008 - 12.2009

Abstractor/Examiner

Ace Abstracts
03.2002 - 02.2008

Finance

USF Tampa

Associate's degree - Business Administration

University of South Florida

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Heather Kidwell