Lori Wickard
Georgetown,TX
Summary
Texas notary signing agent offering excellent documentation, communication and organizational skills. Excellent work ethic, strength and experience. Performance-oriented manager with strategic and analytical approach to solving problems and providing impeccable client services. Successful and experienced managing multiple priorities. Willingness to take on added responsibilities to ensure team sucess.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Certified Notary Signing Agent
Business Finance Solutions / Easy Speedy Notary
Austin, Texas
11.2017 - Current
- Checks documents and identifying credentials for all parties.
- Administered oath to document signers to obtain affirmation of truth.
- Generats reports, uploaded documents into digital storage and prepared client case affidavits.
- Produces detailed reports to track trends and keep senior management informed.
- Followes detailed directions from management to complete daily workload.
- Performes wide-ranging administrative, financial and service-related functions.
- Directes automation of office procedures such as correspondence management, recordkeeping and online communications.
VP Sales Administrative Executive
Business Finance Solutions, LLC
Austin, Texas
11.2017 - Current
- Workes with lenders and the Small Business Administration to provide hundreds of our business owners (nearly simultaneously) to obtain both PPP and EIDL loans, confidentially and creatively. Works with client to obtain necessary documentation, negotiated with lenders, and assisted in executed loan documents.
- Strong ability to work with critical decision makers, especially owners of $1 million to $50 million dollar companies.
- Maintained strict confidentiality with their business and personal financial information. Resolves problems with high-profile customers to maintain relationships and increase return customer base.
- Identifies prospects' needs and developes appropriate responses along with suitable information on products and services.
Sales Assistant
Toll Brother Home Builder, Texas
Austin, Texas
07.2016 - 07.2018
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Inform customers of promotions to increase sales productivity and volume.
- Greeted customers and offered assistance with selecting merchandise, finding accessories and completing purchases.
- Assists customers with prompt and polite support in-person and via telephone.
- Consultative sales approach to understand customer needs and recommend relevant offerings.
- Fielded customer questions to share information about products, availability and pricing.
Education
Associate of Arts - General Studies
College of DuPage
Glen Ellyn, IL07.1986
Skills
- Certified Notary Signing Agent -State of Texas
- Online Notary Public- State of Texas
- Surety Bonded
- E & O Coverage
- Microsoft core products, Word, Excel, Outlook
- Customer Satisfaction
- Customer Relationships
Certification
- Certified Notary Signing Agent - Texas Office of the Secretary of State Issued March 2021
- Online Notary Public Commission - Texas Office of the Secretary of State Issued March 2021
Affiliations
We Are Not Broken, Inc. - Georgetown Texas 2022-
501 (5)(3)
Member of Board of Directors of Non-Profit Organization
focused on helping women who have become disfigured by war wounds, surgery and domestic violence.
www.wearenotbroken.org
Timeline
Certified Notary Signing Agent
Business Finance Solutions / Easy Speedy Notary
11.2017 - Current
VP Sales Administrative Executive
Business Finance Solutions, LLC
11.2017 - Current
Sales Assistant
Toll Brother Home Builder, Texas
07.2016 - 07.2018
Associate of Arts - General Studies
College of DuPage