Kelly Potter
Rathdrum,ID
Summary
At Heritage Escrow, excelled as an Escrow Receptionist by enhancing customer satisfaction and streamlining office operations. Demonstrated strong organization and escrow knowledge, effectively managing client communications and supporting Escrow Officers. Achieved a welcoming office atmosphere, showcasing exceptional interpersonal skills and adaptability in a dynamic industry.
Overview
6
6
years of professional experience
Work History
Escrow Receptionist
Heritage Escrow
03.2014 - 03.2020
- Enhanced customer satisfaction by providing efficient and professional front desk services.
- Cultivated a welcoming atmosphere within the office, greeting all visitors with warmth and professionalism upon arrival.
- Strengthened relationships with clients through prompt and professional communication via phone, email, or in-person visits.
- Contributed to a positive work environment with excellent interpersonal skills and team collaboration.
- Ensured compliance with industry regulations by maintaining updated knowledge of escrow practices.
- Managed high call volumes, directing inquiries to appropriate departments for timely resolution.
- Maintained strict confidentiality of sensitive information while ensuring secure storage of important documents.
- Provided exceptional administrative support to Escrow Officers including scheduling appointments, correspondence management, filing paperwork.
- Demonstrated adaptability in an ever-changing work environment, staying informed about industry trends and best practices.
- Facilitated seamless client onboarding by accurately inputting data into company software systems.
- Promoted office efficiency with regular inventory checks and supply ordering as needed.
Education
Notary Public
California Massage Therapist - Massage, Swedish/deep Tissue/acupressure
Southern California School of Massage
Riverside, CA03.1996
Legal Secretary - Legal Secretary
North American College
Phoenix, AZ05.1984
Skills
- Escrow Knowledge
- Strong Organization
- Data entry proficiency
- Appointment Scheduling
- Document Preparation
- File Management
- Real Estate Terminology
- Organization skills
Timeline
Escrow Receptionist
Heritage Escrow
03.2014 - 03.2020
Notary Public
Massage Therapist - Massage, Swedish/deep Tissue/acupressure
Southern California School of Massage
Legal Secretary - Legal Secretary
North American College
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