At Brown Harris Stevens New Jersey, I maintain and reconcile the firm's escrow ledger and produce monthly market reports for firm leadership.
I keep licensing and roster records accurate for 31 agents across the firm's CRM, internal spreadsheets, and MLS member lists. I also maintain Excel workbooks for listing inventory, escrow records, and development leads.
At New York Life Insurance Company, I prepared life and disability insurance applications and served as clients' point of contact with underwriting. I assessed insurance planning needs using client financial data and guided clients through policy options and application requirements.
