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.