Amanda Taylor
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Assistant Escrow Officer
Chicago Title
03.2020 - 10.2023
- Scheduled closing appointments for seller and buyer or arranged for delivery of documents for out of area closings.
- Set up escrow transactions, processed deposits and mailed out forms and preliminary title reports for review.
- Prepared documents for closing and handled complete disbursement and follow up of escrow transactions.
- Forwarded title clearing documentation to title officer for approval.
- Examined purchase and sale agreement for potential items of concern and addressed immediately.
- Followed-up on status of releases, policies, and return of recorded documents.
- Returned executed loan packages to lender for review and approval in accordance with lender instructions.
- Communicated requirements and title exception information to clients.
- Prepared and delivered projected HUD-1 settlement statements to lender upon request.
- Checked signatures and legal descriptions for accuracy and integrity.
- Managed real estate closing process in compliance with applicable standards and legal requirements.
- Developed and maintained relationships with customers, lenders and other third parties.
- Explained very technical financial information to applicants in easy to understand language.
- Supervised loan personnel and motivated to maintain customer service and performance standards.
- Assessed loan portfolios for compliance with underwriting policies.
Assistant Escrow Officer
North American Title
01.2017 - 03.2020
- Scheduled closing appointments for seller and buyer or arranged for delivery of documents for out of area closings.
- Set up escrow transactions, processed deposits and mailed out forms and preliminary title reports for review.
- Prepared documents for closing and handled complete disbursement and follow up of escrow transactions.
- Forwarded title clearing documentation to title officer for approval.
- Opened incoming orders and set up escrow files within [Number] hours of receiving purchase agreement.
- Returned executed loan packages to lender for review and approval in accordance with lender instructions.
- Communicated requirements and title exception information to clients.
- Developed and maintained relationships with customers, lenders and other third parties.
- Supervised loan personnel and motivated to maintain customer service and performance standards.
- Identified opportunities to cross-sell and upsell loan products to customers.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
Assistant Escrow Officer
Old Republic Title
01.2016 - 01.2017
- Scheduled closing appointments for seller and buyer or arranged for delivery of documents for out of area closings.
- Set up escrow transactions, processed deposits and mailed out forms and preliminary title reports for review.
- Prepared documents for closing and handled complete disbursement and follow up of escrow transactions.
- Forwarded title clearing documentation to title officer for approval.
- Followed industry standard escrow procedures and maintained awareness of regulations governing escrow process.
- Examined purchase and sale agreement for potential items of concern and addressed immediately.
- Followed-up on status of releases, policies, and return of recorded documents.
- Communicated requirements and title exception information to clients.
Education
Associate of Arts - Legal Assistant
Heald College
Hayward06.2000
High School Diploma -
San Leandro High School
San Leandro, CA06.1998
Skills
- Settlement Statements
- Legal Requirements
- Customer Accounts Management
- Lender Relationship Management
- Customer Satisfaction
- Administrative Duties
- Customer Interaction
- Business Correspondence
- Consumer Disclosures
- Status Updates
- Check Disbursement
- Clerical Support
- Providing Feedback
- Time Management
- 10-Key Data Entry
- Efficient Service
- High-Volume Environments
- Serve Customer Needs
- Special Projects
- Oral and Written Comprehension
- Customer Experience
- Active Listening and Learning
- Office Operations
- Outbound Calls
- Complex Problem-Solving
Certification
- Licensed Assistant Escrow Officer - 2008-2020
Timeline
Assistant Escrow Officer
Chicago Title
03.2020 - 10.2023
Assistant Escrow Officer
North American Title
01.2017 - 03.2020
Assistant Escrow Officer
Old Republic Title
01.2016 - 01.2017
Associate of Arts - Legal Assistant
Heald College
High School Diploma -
San Leandro High School