I love the outdoors, and all animals
Open To Work
KAREN NEUMANN
Bookkeeping/ Office Manager/ Customer Service
COSTA MESA,CA
Work Preference
Summary
Dynamic leader and adept problem-solver with extensive experience in operational management and team leadership. Proven ability to foster a collaborative environment that empowers employees to take ownership of daily functions while consistently meeting customer needs. Committed to excellence through diligent training and mentorship, leveraging exceptional management skills to drive team performance and achieve organizational goals. Strong communicator with a talent for organizing resources effectively to enhance productivity and efficiency.
Overview
25
25
years of professional experience
Work History
Insurance Specialist
Automobile Club of Southern California
04.2025 - Current
- Analyze policy documents to provide precise information and resolve customer inquiries effectively.
- Process premium payments and reinstatements of auto insurance policies while maintaining excellent customer service standards.
- Enhanced customer satisfaction by addressing insurance-related inquiries and resolving issues promptly.
- Researched and resolved routine and complex issues.
- Simplified complex insurance concepts for clients, facilitating informed decision-making regarding policy options.
- Cross-sold insurance products to existing clients to reach sales targets.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Educated clients on insurance policies and procedures.
- Analyzed customer needs to provide customized insurance solutions.
Customer Sales Assistant
SecondStar Dreams
08.2023 - 04.2025
- Built strong relationships with customers, fostering loyalty and repeat business.
- Managed inventory and maintained an organized pop-up store environment within many travelling events, and enhancing visual appeal.
- Utilized strong communication skills to effectively upsell relevant add-on products or services during transactions.
- Processed cash and credit transactions accurately, maintaining a balanced register at the end of each shift.
- Enhanced customer satisfaction by providing timely and accurate product information.
- Participated in ongoing training sessions to continuously improve product knowledge and sales techniques.
- Maintained up-to-date knowledge of products and services to better assist customers in their purchasing decisions.
- Described product highlights and benefits to help guide purchasing decisions.
- Provided exceptional services and pleasant shopping experiences to retail customers.
- Merchandised new products in visually appealing and organized displays for optimal sales promotions.
- Created inviting environment for customers by maintaining store organization and cleanliness.
Director of Trust Accounting/ Sr. Escrow OPS Mgr.
Generations Escrow
11.2016 - 08.2023
- Conducted regular audits of escrow accounts to ensure accuracy, compliance, and proper funds disbursement upon closing per industry best practices.
- Reviewed escrow accounting reports and resolved outstanding check or open file balance issues
- Handled day-to-day accounting processes to drive financial accuracy for multiple escrow branch locations.
- Reconciled complex trust accounts, identifying discrepancies and implementing corrective measures.
- Maintained compliance with regulatory requirements through diligent monitoring of account activity.
- Tracked funds, prepared deposits and reconciled accounts.
- Improved internal controls within the Trust Accounting function, enhancing overall operational effectiveness and reducing potential risks associated with non-compliance or fraud incidents.
- Streamlined trust accounting processes for increased efficiency and reduced errors.
- Assisted with audits related to multiple trust accounts; provided documentation and addressed any concerns raised by auditors.
- Managed multiple trust accounts and ensured accurate financial reporting.
- Ensured the timely distribution of funds to customers according to best Escrow practices.
- Managed risk by conducting periodic reviews of trust accounts and implementing appropriate controls.
- Maintained detailed records of trust account transactions, ensuring accuracy and transparency in financial reporting.
- Detected and corrected mistakes early on and implemented systems to avoid recurring issues.
- Prepared working papers, reports and supporting documentation for audit findings.
- Trained new employees on accounting principles, company procedures, proper protocols, and customer service standards.
- Resolved customer inquiries, concerns, and complaints promptly while maintaining confidentiality and adhering to fiduciary responsibilities.
- Monitored office workflow and administrative processes to keep operations running smoothly.
Escrow Officer
Various Escrow & Title Companies
04.2001 - 08.2023
- Facilitated complex escrow transactions, ensuring compliance with legal and regulatory requirements.
- Coordinated communication between buyers, sellers, and lenders to streamline transaction processes.
- Reviewed and prepared closing documents to maintain accuracy and completeness.
- Managed the disbursement of funds following established protocols and timelines.
- Mentored junior staff in escrow procedures and best practices for enhanced team performance.
- Ensured adherence to company policies while providing exceptional customer service throughout the escrow process.
- Managed multiple escrow accounts simultaneously, balancing financial transactions and minimizing risk of errors.
- Prepared detailed settlement statements for each transaction, accurately reflecting funds received and disbursed.
- Collaborated with real estate agents and lenders to expedite closing times on property sales.
- Scheduled closing appointments for seller and buyer or arranged for delivery of documents for out of area closings.
- Enhanced customer satisfaction by promptly addressing inquiries and resolving issues related to escrow transactions.
- Maintained organized and accurate documentation for all escrow transactions, ensuring compliance with industry regulations.
- Prepared documents for closing and handled complete disbursement and follow up of escrow transactions.
- Reviewed contracts thoroughly to ensure accuracy before proceeding with the escrow process.
- Returned executed loan packages to lender for review and approval in accordance with lender instructions.
- Assisted in training new employees on company policies, procedures, and software systems used in the escrow process.
- Facilitated successful closings by guiding clients through the signing process and explaining complex legal terminology in layman''s terms.
- Set up escrow transactions, processed deposits and mailed out forms and preliminary title reports for review.
- Managed escrow accounts, ensuring all financial transactions adhered to regulatory standards and were executed efficiently.
Skills
- Escrow management/ Operations Officer
- Financial Accounting
- Funds Disbursement
- Financial Transactions Expertise
- Organizational proficiency
- Multi-tasking Capabilities
- Team Collaboration/ a Strong Leader
- Customer Service focused
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Quote
It's a great day to make it a great day ~ Be the best you can be!
Interests
I am a "Cat Lady" with 5 furry babies
I enjoy helping and being of service to others