Current Employment Status:
Hired Part Time on Aug 30, 2024
I do Surplus Claims for foreclosed properties due to delinquent tax sales and mortgages (FL, CA, VA, and MD states). I also, do State Fund claims, and below are the tasks that I can help you with:
•Prepare Limited Liability Company documents, Operating agreements, and Company SOP.
•Locate the APN of each property with the given address or legal description
• Researching to find contact information for the agency responsible for tax foreclosure excess funds/overages per county
• Contacting the agency via
• Documenting all contact, process, and form information per county in our company repository• Sorting and filtering lists based on specific criteria
• Skiptracing lists to find contact information for owners (ie. phone numbers,
• Updating tasks assigned in CRM
• Documenting processes to help analyze what works and doesn’t work for continued optimization
• Operations support and follow-ups with the team
• Organising schedule and calendar
• Project Management
• Sales and marketing assistance
• Client support-related tasks
• Data entry and other Ad hoc tasks as needed
• Excellent verbal and written communication skills
• Experienced in office management systems and procedures and project management apps
• Exceptional time management skills and ability to multi-task and prioritize work
• Strong organizational and planning skills
• Have a dedicated workspace/home office set-up
APPS AND TOOLS that I have used:
Social Media – Buffer, Hootsuite, RecurPost,Tailwind, Later,
Cloud Storage – Google Drive, DropboxOffice
Productivity Software – MicrosoftTeams, Microsoft Powerpoint, Google Docs,Google Sheets
Websites – WordPress
Website Theme – Divi
Skip Tracing – Clear, iDiCore, BeenVerified, LeadPages, TruePeopleSearch
Newsletter Software – MailChimp
Project Management – Asana, Basecamp,Trello,
Password Sharing – LastPass
SKILLS & PROFICIENCIES
Schedule appointments (business andpersonal)
Following up with clients/customers
Put together
Research and planning
Internet research
Update projects
Create weekly reports
Clear phone,
Communication
Situation Evaluation and Attentiveness
Empathy Ability
Persuasion Skills
Time Management and Flexibility
Supervisory Skill
Yes, if you're looking for someone that can get your life easier,
I’m your Surplus Claim Expert and I come from a place of HELP.
Let me share my skills and experiences.
Please send me a message or book a call for a FREE audit.
Experience: 5 - 10 years
Experience: 5 - 10 years
Experience: 10+ years
Experience: 10+ years
Experience: 10+ years
Experience: 10+ years
Experience: Less than 6 months
Experience: 10+ years
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