- Proactively meet customers' needs and exceeded expectations while receiving raving reviews from upper management
- Received incoming balanced settlement funds, included all complicated settlement funds and issues
- Disbursed all outgoings settlement funds with closing instructions and fully executed all closing disclosures with various levels of complexity
- Reviewed all funds for accuracy prior to disbursement including dollar amount, payee information and wire information
- Mentored all new hires within the funding team
- Guided clients through the 1031 Exchange process by educating them on the net-lease market, setting investment objectives, and managing due diligence