Kimberly Montgomery

• Developed strong relationships with clients through excellent customer service, fostering trust and loyalty.
• Review real estate contract and prepare escrow instructions, open title & obtain necessary information.
• Assisted with successful closing of numerous escrow transactions, ensuring all parties were informed and satisfied.
• Obtained documents such as proof of insurance and HOA statements.
• Maintained open communication with lenders, brokers and borrowers.
• Coordinating collection of information to finalize transaction.
• Distributing contracts to parties of transaction as well as review of appraisal district information.
• Pre-closing duties to include file set-up in RamQuest order entry system, monitoring and communicating to clients scheduled escrow disbursements, receipts and organizing file for hyperlinked documents.
• Post-closing duties which include processing closing packages, check distribution, document recordation and special information gathering or communications.

Independence Title dba Anywhere - Front Desk Receptionist

• Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
• Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
• Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
• Ensured accurate record-keeping with diligent data entry and database management for vital company information.

• Conducted research, gathered information from multiple sources and presented results to COO as well as others within BayMark
• Ordered furniture for all locations across United States
• Developed team communications and information for meetings
• Maintained energy and enthusiasm in fast-paced environment
• Demonstrated respect, friendliness and willingness to help wherever needed
• Led team in gathering and delivery of PPE supplies project to over 180 clinics

• Administrative support - Pinnacle Realty Mgmt.
• Administrative Support - Carter Financial Wealth Mgmt.
• Admin Asst., Asst. Lease - Cushman & Wakefield Property Mgmt.
• Front Desk Executive - Apparel Group
• Administrative support - Addus Health
• Administrative Asst - BayMark Health Services

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• Maintained staff directory
• Supported logistics for programs, meetings and events, including room reservations, agenda preparation and calendar maintenance
• Project punch lists
• Created detailed expense reports and requests for capital expenditures
• Coached new employees on administrative procedures, company policies and performance standards
• Interacted with vendors, contractors and professional services personnel to receive orders, direct activities and communicate instructions
• Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors
• Scheduled office meetings and client appointments for staff teams
• Handled client correspondence and tracked records to foster office efficiency
• Monitored supervisor's work calendar and scheduled appointments, meetings and travel
• Improved office efficiency by organizing and maintaining electronic and physical files.

• Supported owner of Astrov
• Follow up with vendor concerns or escalations
• Prepared correspondence for all projects
• Prepared daily, weekly, and monthly deposits for company
• Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.

• Processed consumer and commercial loans
• Assisted with consumer banking for multiple loan officers
• Evaluated customer needs by advising beneficial products
• Handled confidential information
• Created detailed expense reports and requests for capital expenditures