Marissa Milan

Client Services Team Lead @Appraiser X Suite

Santa Ana, CA, US
MOBILE NUMBERS
+17•••••••09

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WORK HISTORY

Sep 2024 — Present

Client Services Team Lead @Appraiser X Suite

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Coordinate communications with appraisers, Appraisal Management Companies (AMC), andthird-party reviewers, to facilitate accurate and prompt delivery of appraisal and evaluation productsand services for residential properties Coordinate communications with AMCs to explain residential appraisal, trainee program, andvalue conclusions as needed, including scope of work issues and property concerns during thecourse of the valuation assignment Ensured the correct type of valuation and scope of work are ordered based on the data provided bythe lender Creating CRT training manual, department procedures, guidelines, and standards; Logging order processes including logging error tracking for internal, collaborative team training Order workflow procedures Late order procedures and tracking On-hold and/or canceled order and trip fee processes Revision review and tracking Escalation processes Working knowledge of AIR Compliance and USPAP Regulations Telephone processes and scripts New construction document request Train new AXS Client Services staff, review work to ensure accuracy Establish and oversee workflow to ensure team maintains proper sequence of order dates,inspection dates, and due dates within set timelines I establish as CRTL Oversee team processing of completed appraisals for accuracy and compliance to ensure work meetsCompany standards Directly responsible for CRT escalations, including customer issues, complaints, revisions, AIRcompliance violations, report delivery errors, and hostile telephone or email Effectively communicate and outlined appraisal reports to clients, as requested Create email handling, rules, quick steps for entire company Built relationships with key employees among customers to create more effective communication Create and participate in team-building activities to enhance working relationships Create and maintain entire Operations department appraiser assignments and flow chart

ABOUT MARISSA MILAN

Experienced Customer Relations and Account Manager | Driving Success Through Efficiency and Client Relationships

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