Detail-oriented professional specializing in customer relationship management and data entry. Demonstrated success in executing division orders while enhancing communication to improve customer satisfaction and operational efficiency.
Overview
5
5
years of professional experience
Work History
Division Order Tech
Phoenix Energy One, LLC
Denver
2025.03 - 2026.04
Executed processing of division orders by recording returned dates and updating owner information, including addresses and Tax Identification Numbers (TIN), in the database.
Managed preparation, sorting, and mailing of division orders to interest owners to ensure timely distribution.
Processed ownership changes based on submitted division orders, death certificates, and address change confirmation letters.
Delivered customer service by responding to division order inquiries via owner relations hotline and email, promptly escalating complex requests to analysts.
Supported and collaborated with Land Administration team members on projects, monthly tasks, and day-to-day items
Investor Relations Associate
Phoenix Capital Group
Denver
2023.02 - 2025.03
Coordinated welcome packets, online portal account creation, investment agreements, and accreditation documentation for Capital Markets team and investors, enhancing onboarding experience
Executed conversions, title transfers, redemptions, and beneficiary paperwork, ensuring compliance and accuracy in investor records
Conducted research on bond maturity follow-up, provided statement/account explanations, and resolved interest payment discrepancies, improving investor satisfaction
Scheduled investor meetings with Capital Markets associates
Managed attendance for webinars and followed up with participants by sending replays
Condo Desk Project Review
V.I.P. Mortgage
Scottsdale
2021.09 - 2023.01
..Comprehensive review of HOA questionnaires, budgets, litigation, title reports, and legal documents. Determined condominium warrantability for 98% of the projects reviewed.
Successfully assessed risk by analyzing data and project information of over 100 condominium projects.
Enhanced database of condominium projects and detailed HOA information, increasing coverage by 50 projects.
Organized training sessions on project review process for sales teams and executives, improving understanding and execution.
Owner Relations/ Division Order Analyst Assistant at Foundation Energy ManagementOwner Relations/ Division Order Analyst Assistant at Foundation Energy Management
Division Order Analyst at Consolidated Asset Management Services, LLC (CAMS)Division Order Analyst at Consolidated Asset Management Services, LLC (CAMS)