Samantha Harlan

Experienced documentation specialist supporting the leading Roth IRA operation on the market. Proven track record in end-to-end document processing, data quality control, metadata management, asset valuation tracking, and exception check handling while working with thousands of clients. Ability to network and speak confidently to all individuals in both high tempo and relaxed environments.

• Investigated and resolved billing and account discrepancies, coordinating with cross-functional teams to ensure accurate reconciliations.
• Collected and input metadata to enhance search-ability and accuracy of investor records and reporting.
• Performed rigorous quality control checks on documentation and asset valuations to support accurate investor statements.
• Managed all department exception checks, ensuring prompt escalation and issue resolution.
• Maintained proactive communication with stakeholders and demonstrated exceptional organization and attention to detail.
• Achievements: maintained a 96% accuracy rate while working with hundreds of documents daily, and a 99% SLA completion rate throughout my tenure.

Sales and client-driven operations professional with extensive real estate signing experience. Experience in prospecting, building relationships with notable public figures, negotiating terms and costs, guiding deals from initial contact to closing, and maintaining a high standard of client service with the largest title and law firms in the country. California real estate law knowledge used to ensure compliant, seamless closings

• Conducted outbound outreach (cold calls and emails) to notaries nationwide to initiate signings.
• Built and maintained strong client relationships with buyers, sellers, brokers, and title companies.
• Negotiated signing costs and terms to balance client needs with company profitability.
• Prepared proposals and pricing terms.
• Managed the full sales cycle from initial inquiry through closing.
• Coordinated needs assessment, document review, and cross-functional collaboration to move signings forward efficiently.
• Drove closings by aligning internal teams (documentation, compliance, escrow) and external parties to ensure timely, legally binding signings: proactively resolved issues that threatened deadlines.
• Served as the primary liaison across departments to address obstacles, optimize workflows, and maintain a professional representation of the company under varying client scenarios.
• Delivered consistent, high-quality service that supported repeat business and referrals; maintained clear, proactive communication with clients throughout the sales and closing process.