Licensed Florida Notary Public / National Notary Association Certified Signing Agent
Licensed Florida Real Estate Sales Associate / Realtor® More than two decades of experience spanning regulated financial services, real estate finance, and transaction oversight ~ • Loan Underwriting Manager - New business established for Equity Trust Company IRA clients ~ Created all website content - Developed website ROI calculator - Created non-recourse loan application package - Created loan servicing system web interface - Established, tested and documented workflow processes and procedures - Assessed real estate investment economics and debt service coverage ratio - Validated application requirements - Validated pre-approval criteria and system data - Ordered property appraisals and flood certifications - Approved loan applications - Balanced closing statements - Prepared loan closing packages - Facilitated communications with all parties of the transaction - Processed electronic funds transfers - Validated documents recorded in public record
• Licensed Title Insurance Agent (multiple states) - New business established for Equity Trust Company IRA clients ~ Established, tested and documented workflow processes and procedures with insurance underwriting partner - Conducted new business introduction sessions with IRA clients of affiliate Equity Trust Company - Opened and managed title orders through closing - Facilitated communications with all parties of the transaction including: IRA client, IRA custodian, title insurance underwriter, buyer/seller, listing agent, buyer's agent, lending institution, mobile notary - Approved title commitments - Cleared title clouds - Balanced settlement statements - Scheduled closings - Validated documents recorded in public record
• Business Development - 10+ years represented company at nationwide real estate investor conferences - Established company presence with conference introduction, sign displays, brochures, applications - Procured new accounts - Educated investors about the benefits of using IRA funds to invest in real estate and other non-traditional assets, real estate investment strategies, Entity ownership structures, Internal Revenue Code 4975 rules and regulations pertaining to IRA investments and prohibited transactions
