Megan Jeffries

Managed escrow accounts to facilitate timely disbursements and reconciliations. Supported successful closing of multiple escrow transactions by keeping all parties informed. Obtained and organized necessary documents such as home warranty releases and HOA statements. Followed up on the status of release policies and the return of recorded documents. Streamlined escrow processes through efficient document management systems for quick access to information. Returned executed loan packages to lenders for review and approval based on their instructions. Prepared closing documents and managed complete disbursement of escrow transactions. Set up escrow transactions, processed deposits, and mailed forms and preliminary title reports for review. Reviewed escrow accounting reports and resolved outstanding check or open file balance issues. Opened incoming orders and established escrow files within one hour of receiving purchase agreements.

Streamline and support office operations, enhancing workflow efficiency across multiple locations. Establish relationships with vendors ensuring all invoices are entered in a prompt manner, and statements are checked at the end of every month to ensure all accounts are current for multiple centers. Provide support to all guests, checking in and out, answering questions, scheduling appointments, and collecting payments. Responsible for on-boarding new employees, prepare all documentation for the first day. Conduct new employee walkthrough, discussing benefits, ordering uniforms, setting up direct deposit, and addressing all necessary training classes per their respective position. Monitor all office supplies inventory and place weekly supply orders as needed. Provide exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence. Create organizational systems for payment collections, AP/AR, deposits, and recordkeeping. Help with verifying payroll and updating employee hours when needed. Facilitate a positive work environment, addressing employee concerns promptly. Handled sensitive information with discretion, supporting confidentiality of company documents and personnel records. Support the accounting department by accurately entering invoices, expense reports, and other financial transactions into the accounting software. Reduce discrepancies by conducting thorough invoice reviews and reconciliations. Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices. Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments following all corporate protocols. Input financial data and produce reports using WorkDay. Effectively communicated with clients about payment needs and kept updated, detailed and correct ledgers.

Assisted customers by addressing inquiries through clear communication and problem-solving skills. Supported management of customer accounts by updating information accurately and promptly. Handled challenging situations with professionalism while resolving conflicts. Acquired in-depth product knowledge to offer tailored recommendations based on customer needs. Guided new customer service representatives on company policies and best practices. Demonstrated enthusiasm and professionalism in interactions with clients and colleagues. Kept current with product and service updates.

Oversaw verification of customer information, including licenses, insurance, and credit profiles. Conducted follow-up calls to customers post-service to enhance quality assurance practices. Coordinated requests for client registration and license plate pickups while assisting cashiers with transaction processing and documentation management.