Summary
Overview
Work History
Education
Skills
Timeline
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Jamie Russell

Grantsville

Summary

After being a stay at home mom for 15 years to a busy household with 4 children, I rejoined the work force in 2022. I have been learning and studying to become a licensed 1031 Exchange Officer and enjoy working in the real estate field.

I am a thorough team contributor with strong organizational capabilities. Experienced in handling numerous projects at once while ensuring accuracy. Effective at prioritizing tasks and meeting deadlines.

Overview

21
21
years of professional experience

Work History

1031 Exchange Officer

Exchange Services, LLC
02.2022 - Current
  • As an exchange officer, I assist clients with setting up 1031 exchanges
  • I draft documents for relinquished and replacement properties
  • I review settlement statements for closings and send funds as needed
  • I have set up accounts with Zions Bank and their banking systems
  • I am proficient in maintaining document records and security in sending and receiving documents
  • I work closely with title and escrow companies throughout the process of the exchange
  • I speak with clients on the phone and through email regarding questions about their exchanges
  • I continue to study the tax code to become more well versed and to soon become licensed

Insurance Assistant/Customer Service

Farmers Insurance
05.2008 - 01.2010
  • As the assistant to the Insurance agent, I received all incoming phone calls from customers
  • I answered questions regarding insurance policies, set up new policies and made any needed changes
  • I also took payments and made phone calls to delinquent customers to set up payment plans

Escrow Assistant

Metro National Title
03.2004 - 11.2006
  • I started with Metro National Title as the front desk secretary which entailed me greeting customers that were coming into the office for closings, taking and fielding all incoming phone calls, setting up all new files, assisting in clearing title, and ordering all office supplies as needed
  • I was promoted to escrow assistant where I would make sure that the title was clear before closing, enter numbers into closing documents, received wires after closing, funded closed files and cut checks as needed

Education

Utah College of Massage Therapy -

Utah College of Massage Therapy
Salt Lake City, UT
01.2003

High School Diploma - undefined

Hunter High School
West Valley City, UT
01.2002

Skills

  • Transaction processing
  • Client confidentiality
  • Data entry proficiency
  • Document analysis
  • Client relationship building

Timeline

1031 Exchange Officer

Exchange Services, LLC
02.2022 - Current

Insurance Assistant/Customer Service

Farmers Insurance
05.2008 - 01.2010

Escrow Assistant

Metro National Title
03.2004 - 11.2006

High School Diploma - undefined

Hunter High School

Utah College of Massage Therapy -

Utah College of Massage Therapy

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Jamie Russell