OUR BUSINESS IS PROTECTING YOUR BUSINESS
Positively
Balanced
NATIONWIDE ESCROW
RECONCILIATION SERVICES
for Title Companies & Real Estate Attorneys
Meet The Team
Mary Anne Harris
President & Founder
Mary Anne began her law firm career in 1990 and obtained her Paralegal degree in 1992. In 1997, she began as a law firm administrator where she reconciled escrow accounts.
During that time, she identified a need to provide the real estate industry with a more robust solution for escrow reconciliation.
In 2000, Positively Balanced was created to help law firms and title companies becoming compliant and reducing risk while increasing profits and improving business operations.
Executive Team
With over 30 years of experience in the banking industry, Keri has built a distinguished career. She has developed a deep understanding of the banking world, having held leadership positions up to Vice President of Operations. She thrives in her role, where she is passionate about working closely with clients and ensuring a smooth onboarding process that sets them up for success.
Outside of work, Keri enjoys spending her free time on sunny patios, riding her Harley with her husband, and playing a little golf.
Kim Ptak
Senior Director of Operations
Kim has held various roles since joining the company in 2016. With over 20 years of prior experience in the software industry—from sales to operations management—she brings a strong foundation in business and team development. Outside of work, Kim enjoys spending time with her family and cheering on Alabama football in the fall.
Executive Team
Business Development Team
Mary Jane began her career in 1998 as a receptionist at a busy real estate law firm, where she quickly gained valuable insight into the world of real estate transactions. Over the years, she expanded her knowledge and experience, learning many aspects of real estate closings while also freelancing for various offices. After taking time off to raise her two daughters, Arden and Aniston, Mary Jane returned to the industry and took on leadership roles as the Sales Manager and then Business Development Manager for Positively Balanced, Positively Closed, and Real Estate Closing Path.
In her free time, she enjoys playing tennis and traveling with her husband. When home, she can most likely be found watching football on her back porch or walking her doodle puppy, Sadie, by the lake.
Jennifer brings to Positively Balanced a unique and comprehensive background in the title industry. Over the years, she has been involved in every facet of the business. Her roles as a closing office pre-closer and closer, and also a licensed Realtor with 24 years of experience, provide her with an invaluable understanding of the industry from multiple perspectives. Her peers describe her as a marketing creative mastermind with a natural ability to communicate effectively and connect with people. Jennifer's creativity, dedication, and people-first approach make her an exceptional leader and an asset to our team.
Outside of work, she and her husband are raising their three busy children in the Atlanta suburbs. She can usually be found showing houses or somewhere cheering in the stands for her kids, UGA or the Braves.
Project Management Team
Melissa joined Positively Balanced in 2019, bringing with her a strong foundation in both administrative support and accounting. She began her career as an insurance secretary while earning her Bachelor's Degree in Accounting, a combination that has shaped her problem-solving skills and attention to detail. Melissa thrives on overcoming challenges and enjoys being a part of the collaborative, positive team culture at PB. Her dedication and passion for her work make her a valuable contributor to our ongoing success.
Jacque Simmons
Her career in the title industry began in 2000 as an auditor with Stewart Title, following her experience as a staff accountant at a CPA firm. In 2003, she joined Fidelity National Title, supporting the sales team and educating clients through seminars and workshops focused on reconciliations, audits, and industry Best Practices. Throughout her career, she has been passionate about helping agents understand compliance requirements and feel confident and prepared for their audits. Her favorite part of the job continues to be educating clients and helping them succeed.
Outside of work, she enjoys spending time with her family, which includes two daughters, two sons-in-law, and six grandchildren. She and her husband have been married for 50 years! When she's not working, you'll likely find her enjoying a trip to Disney World, setting sail on a cruise, or making memories with her grandchildren.
Denice Drake
Her journey in the title industry began in 1988, and over the years, she has learned that the one thing you can always count on is change—and that you never stop learning! She spent 32 years with a major title underwriter, gaining experience in accounting, escrow operations, agency auditing, fraud investigations, and claims. Along the way, she developed a deep appreciation for the hardworking professionals who keep the industry moving and discovered her passion for helping agents succeed.
During her years as an auditor, she was introduced to Mary Anne Harris and Positively Balanced. She quickly learned that an agent using Positively Balanced meant one thing—a much happier auditor! After two attempts at retirement, she found her way to Positively Balanced, where she now works alongside a team she has admired for years. She plans to stay until her third retirement—hopefully, the third time's a charm!
Account Management Team
Kelli McCrea
Zoe Staples
Melissa Kanzler
Amy Harber
Sarah Miller
Karen Gorman
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Shandon Goggins
Morgan Stanley
Kelly Schomburger Padden
Affiliate Associate
Bookkeeping
Cindy joined Positively Balanced in 2019. In her current role, she is a seasoned Manager of Billing and Accounting. She is dedicated to delivering exceptional financial accuracy with her bookkeeping skills. With over 25 years of experience, she is a self-proclaimed number nerd.
When not working, Cindy and her husband, Mike, love to travel and spend quality time with family and friends. When she isn't spoiling her grandson, Cindy is a coffee enthusiast, cat whisperer, Netflix binger and always on a quest for the perfect pizza.
Anila Mathis
Amy Lowery
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Mercedes Floretino
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Samantha Reyes
Compliance Team
Melissa has been a key member of our team since 2015, bringing with her 15 years of experience in the banking industry. As our Compliance Director, she ensures that our operations meet the highest standards of regulatory adherence and industry best practices. Her extensive background in the banking sector has equipped her with a sharp eye for detail and a deep understanding of compliance requirements.
Outside of work, Melissa enjoys staying active through workouts, exploring new restaurants, and spending quality time with her family.
Lorraine Dale
Amy Rogers
Amy Saunders
Deborah Blanks
Positive Pay Team
Kendra Brooks
Latoya Mathews
Jocelyn Pulsipher
Angela Callahan
Front Office Coordinator
Tonnie Tanner
