Jack William Tate
Aldie,VA
Summary
Equipped with problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Operations Specialist
Allied Title & Escrow, LLC
12.2022 - Current
- Lead company-wide AI research and implementation, introducing automated workflows to streamline daily tasks and reduce processing times.
- Develop and standardize operational processes across departments, improving staff productivity and consistency of output.
- Manage and audit 30 escrow accounts daily (>$25M) ensuring strict compliance with underwriter requirements.
- Review and approve high-value wire transfers maintaining 100% accuracy and mitigating financial risk for our clients and the company.
- Produce and analyze daily, weekly, and monthly operational reports, providing leadership with an insight to how the company is performing.
- Direct the post-closing team, balance workload, set priorities, and step in to complete urgent files to maintain 100% on-time delivery.
- Serve as office manager for one branch, overseeing client experience, in-office closings, and supply chain of office resources.
- Coordinated communication between clients, agents, and lenders to ensure timely transactions.
- Provide internal IT and troubleshooting support to staff, reducing downtime and ensuring business continuity.
Operations Assistant
Allied Title & Escrow, LLC
06.2022 - 12.2022
Operations Intern
Allied Title & Escrow, LLC
06.2021 - 08.2021
Member Services Manager
James Madison University Recreation
05.2019 - 06.2022
- Oversaw training programs for staff, ensuring consistent service delivery and adherence to operational standards.
- Scheduled 40 employees for shifts, taking into student traffic and employee strengths.
- Assisted in recruiting and hiring of staff.
Education
Bachelor of Business Administration - Entrepreneurship & Innovation, Computer Information Systems
James Madison University
Harrisonburg, VA05.2022
Skills
- Operational efficiency
- Planning and coordination
- Compliance auditing
- Cross-functional communication
- Project and logistics management
- System development
- Attention to detail
- Teamwork and collaboration
- Effective communication
- Adaptability and flexibility
Technical Skills
Microsoft Excel (Advanced), Microsoft Project, Python, HTML, CSS, JavaScript, UML & ER Modeling
Certification
A+, Notary Public (VA)
Hobbies and Interests
Content Creation, Running, Football
Timeline
Operations Specialist
Allied Title & Escrow, LLC
12.2022 - Current
Operations Assistant
Allied Title & Escrow, LLC
06.2022 - 12.2022
Operations Intern
Allied Title & Escrow, LLC
06.2021 - 08.2021
Member Services Manager
James Madison University Recreation
05.2019 - 06.2022
Bachelor of Business Administration - Entrepreneurship & Innovation, Computer Information Systems
James Madison University
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