Sasha Walton
Milwaukee
Summary
Skilled in verifying documents and checking individual details against required standards. Technically-savvy with advanced proficiency in Microsoft software, focused, detail-oriented, and conscientious advanced understanding of regulations and standards. Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Hardworking and reliable with strong ability to complete tasks. Offering skill and highly organized, proactive and punctual with team-oriented mentality.
Qualified Closing Coordinator and effective at coordinating closings between agents, lenders, attorneys, buyers and sellers. Background includes tax filing, administrative and customer service-oriented positions. Developed strong communication and organizational skills and proficient in managing multiple tasks simultaneously and ensuring accuracy in documentation and transactions. Seeking to transition into new field, leveraging these transferable skills to make meaningful impact.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Closing Coordinator
Knight Barry Title
01.2024 - Current
- Contacted appropriate agencies to complete searches, order records, and obtain documents, such as payoff and judgments.
- Facilitated communication between all involved parties throughout the entire closing process, ensuring transparency and setting clear expectations at each stage.
- Demonstrated problem-solving skills in addressing any unexpected issues before closing, ultimately ensuring a successful outcome for all parties involved.
- Contributed to the overall success of the team by maintaining a strong sense of professionalism and commitment to high-quality work at all times.
- Collaborated with lenders, agents, and legal professionals to resolve transactional and title issues.
- Expedited closings by managing deadlines efficiently, prioritizing tasks according to necessity and urgency.
- Contacted customers via mail, telephone and email to relay information.
- Demonstrated respect, friendliness and willingness to help wherever needed.
Tax Administrator
Bdo Usa
02.2023 - 04.2023
- Checked completeness of information when processing applications and transactions.
- Understood and followed oral and written directions.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Conducted independent field audits and investigations of income tax returns to verify information provided.
- Processed tax deliveries
- Worked with client excel spreadsheets for uploading tax documents
- Streamlined tax processes through effective coordination with cross-functional teams, resulting in timely completion of tasks and fewer errors.
- Managed timely filings of all necessary federal and state income tax returns, avoiding penalties or late fees due to missed deadlines.
- Prepared and reviewed federal and state income tax returns in accordance with applicable tax laws.
- Assisted in managing audits of federal and state income tax and state and local filings.
Customer Service Analyst
US Bank Home Mortgage
05.2016 - 05.2022
- Increased first-call resolution rates by creating an extensive knowledge base for quick reference during interactions with customers.
- Provided knowledge to customers regarding construction / heloc loans
- Calculated heloc bills
- Processed payoffs in a timely manner
- Audited incoming loans
- Demonstrated flexibility in handling varying workloads by adapting quickly under changing circumstances while maintaining focus on results.
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
Teller
Bmo Harris
03.2014 - 05.2016
- Prepare and verify cashier's checks
- Count, verify, and post armored car deposits
- Monitor bank vaults to ensure cash balances are correct
- Carry out special services for customers, such as ordering bank cards and checks
- Enter customers' transactions into computers to record transactions and issue computer-generated receipts
- Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds
- Resolve problems or discrepancies concerning customers' accounts
- Receive and count daily inventories of cash, drafts, and travelers' checks
- Examine checks for endorsements and to verify other information, such as dates, bank names, identification of the persons receiving payments, and the legality of the documents
- Issue checks to bond owners in settlement of transactions
- Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips
- Balance currency, coin, and checks in cash drawers at ends of shifts and calculate daily transactions, using computers, calculators, or adding machines
- Inform customers about foreign currency regulations and compute transaction fees for currency exchanges
- Receive mortgage, loan, or public utility bill payments, verifying payment dates and amounts due
- Identify transaction mistakes when debits and credits do not balance
- Sort and file deposit slips and checks
- Process transactions, such as term deposits, retirement savings plan contributions, automated teller transactions, night deposits, and mail deposits
- Arrange monies received in cash boxes and coin dispensers according to denomination
- Count currency, coins, and checks received, by hand or using currency-counting machine, to prepare them for deposit or shipment to branch banks or the Federal Reserve Bank
- Perform clerical tasks, such as typing, filing, and microfilm photography.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
Education
Bachelor's Degree - Business Administration And Management
Mount Mary University
05.2013
Skills
- Account reconciliation
- Audits
- Case management skills
- Planning & organizing
- Data management
- Analytical
- Communication
- Customer service 10
- Financial Departments 10
- Attention to detail
- Closing coordination
- Tax documentation
Certification
eCornell Certificate- Bank of America Institute for Women's Entrepreneurship
Timeline
Closing Coordinator
Knight Barry Title
01.2024 - Current
Tax Administrator
Bdo Usa
02.2023 - 04.2023
Customer Service Analyst
US Bank Home Mortgage
05.2016 - 05.2022
Teller
Bmo Harris
03.2014 - 05.2016
Bachelor's Degree - Business Administration And Management
Mount Mary University
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