Tara Morales

Responsible for providing support and service to clients by receiving and processing orders related to corporate public record filings and document retrieval and managing workflow within an assigned team within the department.

DUTIES AND RESPONSIBILITIES:

• Work with assigned team to solve issues and improve processes
• Work directly with management on special initiatives and projects as directed
• Work directly with the IT department to improve the functionality of Capitol Services’ Order Entry System
• Prepare, maintain, and coordinate training for new hires within the department
• Serve as the point person for new hires within assigned team
• Manage the workflow within assigned team
• Participate in meetings with assigned manager to discuss workflow, staffing, training, and personnel issues
• Monitor the queues of assigned team members to identify any issues that need to be addressed and ensure that all projects are completed in a timely manner
• Provide opportunities and channels for feedback from assigned team and report feedback to assigned manager
• Compile informative reports regarding each member of assigned team for assigned manager
• Obtain and maintain a Financial Crimes Enforcement Network (FinCEN) identification number
• Submit Beneficial Ownership Information Reports to FinCEN
• Communicate with clients to determine their needs and offer consultative service by extending knowledge of best practices and guidelines, keeping in mind that the client ultimately determines the parameters of the order
• Communicate with clients, coworkers, correspondents, jurisdiction employees, and others in a timely, effective, and professional manner
• Utilize Capitol Services’ Order Entry System to “build” transactions and release various portions of the order to coworkers, correspondents, or state/county offices for processing
• Generate proposals for clients, including fees and turnaround expectations
• Follow system prompts related to client preferences, Finance department warnings, and other information closely
• Access public record websites for the purpose of filing and retrieving publicly recorded documents
• Review filings prepared by the client and prepare filings when asked, paying close attention to statutory and jurisdictional rules and regulations
• Submit prepared filings to correspondents or state/county offices directly for filing
• Maintain clear records throughout transactions to ensure accurate results and invoicing

DUTIES AND RESPONSIBILITIES:

• Communicate with clients to determine their needs and offer consultative service by extending knowledge of best practices and guidelines, keeping in mind that the client ultimately determines the parameters of the order
• Communicate with clients, coworkers, correspondents, jurisdiction employees, and others in a timely, effective, and professional manner
• Utilize Capitol Services’ Order Entry System to “build” transactions and release various portions of the order to coworkers, correspondents, or state/county offices for processing
• Generate proposals for clients, including fees and turnaround expectations
• Follow system prompts related to client preferences, Finance department warnings, and other information closely
• Access public record websites for the purpose of filing and retrieving publicly recorded documents
• Review filings prepared by the client and prepare filings when asked, paying close attention to statutory and jurisdictional rules and regulations
• Submit prepared filings to correspondents or state/county offices directly for filing
• Maintain clear records throughout transactions to ensure accurate results and invoicing