Work Preference
Summary
Overview
Work History
Education
Skills
Websites
Languages
References
Portfolio
License
Timeline
SoftwareDeveloper
Rebecca Wilson
Open To Work

Rebecca Wilson

Life & Health Professional Broker
Goshen,IN

Work Preference

Job Search Status

Open to work
Desired start date: Immediately

Desired Job Title

Escrow OfficerExecutive Administrative AssistantNotary Signing AgentInside Sales/Logistics ManagerBilling/Accounts Receivable Associate

Work Type

Full TimePart TimeContract WorkGig WorkConsultingVolunteerSeasonal Work

Location Preference

On-SiteRemoteHybrid
Location: Goshen, IN
Open to relocation: No

Salary Range

55000/yr - 200000/yr

Summary

Dynamic Executive Assistant with over 12 years of experience providing high-level administrative support to top executives in finance, sales, and accounting sectors. Renowned for meticulous attention to detail and an unwavering commitment to executing tasks with exceptional accuracy and precision. Demonstrated ability to effectively manage high-volume workloads, thriving in both collaborative team environments and independent settings while consistently exceeding expectations through proactive initiatives and innovative contributions. Exceptional communication and organizational skills facilitate successful navigation of rapidly changing environments, all while maintaining a polished and professional demeanor.

Overview

12
12
years of professional experience

Work History

Life & Health Professional Broker

Planright Financial
11.2025 - Current
  • Answered inquiries and provided information to sales representatives, distributed appropriate paperwork, and fulfilled quote requests to deliver excellent customer support.
  • Arranged for inspections and surveys of sold properties.
  • Prepared contracts and related documentation according to strict standards.
  • Conducted research to answer questions and handle issues using multiple systems and resources.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Analyzed customer needs to provide customized insurance solutions.
  • Designed presentations and marketing materials to promote insurance products.
  • Educated clients on insurance policies and procedures.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Conducted annual reviews of existing policies to update information.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.

Escrow Officer

Metropolitan Title Company
12.2024 - 08.2025
  • Opened incoming orders and set up escrow files within an hour of receiving purchase agreement.
  • Managed real estate closing process in compliance with applicable standards and legal requirements.
  • Followed-up on status of releases, policies, and return of recorded documents.
  • Returned executed loan packages to lender for review and approval in accordance with lender instructions.
  • Prepared documents for closing and handled complete disbursement and follow up of escrow transactions.
  • Explained very technical financial information to applicants in easy to understand language.
  • Developed and maintained relationships with customers, lenders and other third parties.
  • Established plans and payoffs for customers' loans, prioritizing control of overall costs.
  • Scheduled closing appointments for seller and buyer or arranged for delivery of documents for out of area closings.
  • Followed industry standard escrow procedures and maintained awareness of regulations governing escrow process.
  • Examined purchase and sale agreement for potential items of concern and addressed immediately.
  • Managed escrow accounts, ensuring accurate fund disbursement and compliance with regulations.

Executive Administrative Assistant

Madsen Steel Wire Products
08.2022 - 03.2024
  • Supported human resources initiatives by coordinating interviews and assisting with new hire orientations and assisting with Direct labor efficiency variances.
  • Enhanced communication between other departments and vendors by reviewing and approving requests for purchase and making and sending out purchase orders.
  • Increased productivity with the implementation of digital tools for document management and collaboration using JobBOSS to produce invoices, reports and other deliverables.
  • Fostered a positive work environment by addressing employee concerns and helping team-building activities.
  • Maintained confidentiality when handling sensitive information, protecting company interests and employee privacy.
  • Ensured prompt completion of projects by monitoring progress against deadlines, providing updates to executives as needed.
  • Handled confidential and sensitive information with discretion and tact and updating and keeping confidential database and records.
  • Produced correct office files, updated spreadsheets to support executives, filed paperwork and organized computer-based information.
  • Greeted arriving visitors, determined nature and purpose of visit and directed individuals to proper destinations.
  • Screened calls and emails and responded accordingly to support executive correspondence.

Notary Signing Agent

Complete Formations Guaranteed LLC
08.2021 - 06.2022
  • Facilitated seamless real estate transactions by accurately executing all necessary documents, including deeds, mortgage notes, and sworn statements and certified and attested power of attorney documents acknowledgments.
  • Increased efficiency for lenders and title companies by promptly returning completed documents after thorough verification of their accuracy, followed proper protocols when notarizing documents and verifying signatures and dates for compliance.
  • Reduced errors in the document processing by meticulously reviewing documents prior to obtaining signatures and noting any irregularities to report them to the proper authorities and providing clear explanation of documents and guaranteed compliance with state laws and regulations through diligent adherence to notarial procedures and record-keeping practice.
  • Enhanced client satisfaction by efficiently managing loan signing appointments and always keeping a professional image.
  • Ensured prompt completion of signings by effectively coordinating schedules with clients, title companies, and lenders.

Inside Sales/Logistics Manager

Look Trailers
08.2018 - 08.2021
  • Maintained up-to-date knowledge of available products to best serve customers and maximize sales potential.
  • Created and updated customer accounts with relevant information.
  • Streamlined logistics processes by implementing efficient inventory management systems.
  • Negotiated transportation and logistics contracts to reduce shipping costs and resolved shipping discrepancies by coordinating with customer and courier communications.
  • Administered sales orders, as well as processed and documented transactions.
  • Directed logistics operations and shipping procedures, rates and routes in making determinations on best shipping methods for materials.
  • Kept corporate departments and customers updated on critical shipments, prepared updated shipment reports for executives and client's.
  • Improved on-time delivery rates by perfecting transportation routes and scheduling.
  • Ensured regulatory compliance in all aspects of logistics operations, including transportation safety standards and customs requirements.
  • Conducted regular audits of logistics practices to find areas for improvement and implement corrective actions accordingly.
  • Meticulously tracked shipments from origin to destination, proactively addressing any delays or issues that arose during transit.

Billing/Accounts Receivable Associate

NIBCO
02.2017 - 04.2018
  • Preparing financial statements like balance sheets, income statements, and cash flow statements; Performing account reconciliations and analyzing variances; Ensuring compliance Using SAP systems.
  • Expedited month-end closing procedures by efficiently reconciling account balances and preparing necessary reports.
  • Monitored credit limits to minimize exposure to potential severe debt risks, safeguarding company assets.
  • Resolved invoice disputes professionally and efficiently by working closely with both internal departments and external clients.
  • Prepared and mailed invoices to customers, processed payments, and documented account updates.
  • Monitored accounts to verify compliance with payment terms and schedules and reconciled accounts receivable ledger to verify payments and resolve variances.

Accounts Payable Associate/Office Assistant

Chase Manufacturing
07.2016 - 02.2017
  • Enhanced office efficiency by managing schedules, organizing files, and supporting a clean workspace.
  • Generated and sent invoices based upon established accounts receivable schedules and terms.
  • Investigated daily variances and corrected errors to resolve discrepancies.
  • Improved invoice processing efficiency by implementing a new digital filing system.
  • Ensured proper approval levels were met for all invoices before processing payments, maintaining internal controls.
  • Matched purchase orders to invoices and logged invoices into computer.
  • Reconciled processed work by verifying entries and comparing system reports to balance numbers.
  • Reviewed each invoice and requisitions for payment approval.
  • Prepared checks and helped with payroll duties.

Customer Service Specialist

RV Parts Nation
03.2015 - 06.2016
  • Actively took part in team meetings and professional development workshops, continuously seeking opportunities to enhance skills.
  • Managed high call volume, emails and faxes daily, problem solving and providing product information and customer satisfaction by resolving issues promptly and professionally.
  • Recorded product or service failure complaints and notified appropriate departments and addressed customer complaints and mitigated dissatisfaction by employing prompt and on-point solutions.
  • Maintained up-to-date knowledge of products and services to provide correct information to customers and handled escalated calls calmly, finding resolutions that satisfied both the company and the customer's needs.

Purchasing Assistant

Smart Cabinetry
07.2014 - 02.2015
  • Kept consistent email communication with stores and suppliers to confirm and track orders and verify price revisions on purchase orders.
  • Maintained consistent email communication with stores and suppliers to confirm and track orders and verify price revisions on purchase orders.
  • Verified receipt of items by comparing items received to items ordered and resolved shipment order errors with suppliers.
  • Maintained complete documentation and records of all purchasing activities and verified accuracy of bills of lading, contracts, purchase requests, pricing and documentation of audit purposes.
  • Computed and created purchase orders to monitor stock levels, verify purchase requisitions and expedite customer orders as well as follow up with suppliers to confirm receipt of items by comparing items received to items ordered and resolve shipment order errors with suppliers and delivery schedules.

Education

High School Diploma -

Goshen High School
06.2012

Skills

  • Effective interpersonal communication
  • Confidentiality compliance assurance
  • Billing and reconciliation
  • Accounts receivable and payable
  • Resolution of payroll discrepancies
  • Service excellence
  • Expertise in title criteria
  • Continuous skill enhancement
  • Escrow management
  • Logical evaluation
  • Clear interpersonal communication
  • Vendor partnership development
  • Skilled in prioritizing concurrent responsibilities
  • Comprehensive documentation skills
  • Effective goal development
  • Proficient in organization techniques
  • Expertise in closing procedures
  • Document review expertise
  • Skilled in finalizing document preparation
  • Real estate negotiations
  • Real estate closing processes
  • Closing process management
  • Lender relationship management
  • Title insurance
  • Loan document packages
  • Notary public certification
  • Closing document preparation
  • Real estate transactions
  • Title document review
  • Contracts
  • Closing process expertise
  • Funds disbursement
  • Title requirements
  • Legal requirements
  • Closing disclosure
  • Loan document review
  • Escrow standards

Websites

Languages

English

References

Elizabeth Morgan
574 527-1382
morganmobilenotary@gmail.com

Steve Cochran
260-829-6561
317-372-0351 (Cell)
scochran@madsenwire.com


Elsie Western
269-235-4701
elsiecorr@yahoo.com


Tonisha Price
574-848-5665
Tonisha.Price@looktrailers.com

Portfolio

FEATURED
Featured Picture
Licensed Broker

License

•Licensed Notary Public - 2021 - Current
•Licensed Title Insurance - 2021 - Current
•Licensed individual resident agent - 2021 - Current

•Indiana State Life & Health & Security Insurance Producer License

Timeline

Life & Health Professional Broker

Planright Financial
11.2025 - Current

Escrow Officer

Metropolitan Title Company
12.2024 - 08.2025

Executive Administrative Assistant

Madsen Steel Wire Products
08.2022 - 03.2024

Notary Signing Agent

Complete Formations Guaranteed LLC
08.2021 - 06.2022

Inside Sales/Logistics Manager

Look Trailers
08.2018 - 08.2021

Billing/Accounts Receivable Associate

NIBCO
02.2017 - 04.2018

Accounts Payable Associate/Office Assistant

Chase Manufacturing
07.2016 - 02.2017

Customer Service Specialist

RV Parts Nation
03.2015 - 06.2016

Purchasing Assistant

Smart Cabinetry
07.2014 - 02.2015

High School Diploma -

Goshen High School

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