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 email and/or phone to request overages lists, verify the claim redemption period and process, and obtain appropriate claim forms for a specific county
• 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, email addresses, social media accounts, mailing addresses, etc)
• 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, Facebook, Pinterest, Twitter,
- Instagram
- Cloud Storage – Google Drive, Dropbox
- Office Productivity Software – Microsoft
- Teams, 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, Monday.com, Slack
- Email – Gmail, Outlook
- Password Sharing – LastPass
SKILLS & PROFICIENCIES
- Schedule appointments (business and
- personal)
- Following up with clients/customers (email,
- phone and SMS)
- Put together emails and contracts
- Research and planning
- Internet research
- Update projects
- Create weekly reports
- Clear phone, Email, and Live Chat
- 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.