RAE ALBERT

Liaised between clients and title companies, facilitating timely and compliant investment property transactions. ● Ensured compliance with IRS 1031 exchange regulations, safeguarding clients from tax liabilities. ● Coordinated incoming funds, investment strategies, and fund disbursement processes to align with client objectives. ● Reviewed and approved invoices to maintain financial accuracy and adherence to regulatory standards.

Coordinated 1031 exchange documentation, ensuring accuracy and timely submission of escrow records.

Reviewed exchange files for compliance with tax-deferred transaction requirements and internal procedures.

Communicated with clients, title officers, and intermediaries to resolve transaction issues quickly.

Reviewed reconveyance documentation, created and finalized documents in Word, tracked data using Excel, and facilitated lienholder releases., transfer ownership to the borrower

Demonstrated respect, friendliness, and willingness to help wherever needed.

Assisted with day-to-day operations, working efficiently and productively with all team members.

Worked flexible hours across night, weekend, and holiday shifts.

• Handling foreclosures from start to finish. Reviewed documents for accuracy and clarity, customer service, answering phones, keeping spreadsheets updated, mailing, posting, publications.

Administered trust and estate accounts, ensuring fiduciary compliance and accurate documentation.

Reviewed governing instruments, interpreting trust provisions to guide account actions and distributions.

Coordinated with attorneys, beneficiaries, and advisors to resolve account issues and maintain service continuity.

• Indexed documents from county database into database for Title Financial Corporation and sister companies, ensuring accurate record-keeping and accessibility. Drew legal descriptions for counties lacking plat maps, facilitating property identification and compliance for Title Financial Corporation.
• Self-motivated, with a strong sense of personal responsibility.
• Worked effectively in fast-paced environments.
• Skilled at working independently and collaboratively in a team environment.

ICD-9 Coding; Medical Transcription; Medical terminology

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