Amber Shepherd
San Jose,CA
Summary
Knowledgeable Escrow Officer with 25+ years of Complex transaction experience. Well-versed in real estate contracts, lender policies and title requirements. Detail-oriented and thorough with excellent analytical and independent thinking skills. Strong knowledge of escrow process, title process and company policies and procedures to service clients. Prepares and delivers escrow documents in compliance with regulations and laws. Expert knowledge of Resale, Residential, Short Sale, refinance, hard money, double escrows, escrow & Title only, assignments, and commerical real estate transactions and accompanying title insurance policies and endorsements required to support high producing team.
Overview
28
28
years of professional experience
1
1
Certificate
Work History
Tax Assistant
GSA Tax Accountancy- Contract 1099
08.2021 - Current
- Input all tax documents into Tax Software Assist in bookkeeping in QuickBooks.
- Streamlined tax processes for improved efficiency, reducing errors and increasing overall productivity.
- Collaborated with team members to complete complex tax returns accurately and efficiently.
- Streamlined the owner''s schedule by managing appointments, meetings, and travel arrangements.
- Enhanced efficiency in daily operations by organizing and maintaining office filing systems.
Senior Escrow Officer-Remote Closing Specialist
Endpoint Title INC
06.2021 - 10.2022
- Enhanced client satisfaction by efficiently managing complex escrow transactions and providing exceptional customer service.
- Reduced closing timeframes for residential and commercial properties by streamlining escrow processes and coordinating with relevant parties.
- Confident in making Management Decisions and Supporting Upper Management, managing Escrow Assistants and office staff for my team as well as the Corporation.
- Very strong organizations skills and meticulous attention to detail.
- Ability to multi-task in very fast paced work environment.
- Fostered strong relationships with clients, lenders, agents, and attorneys to facilitate smooth escrow transactions and maintain a high level of referral business.
- Assisted junior escrow officers in resolving complex issues, fostering their professional growth and development.
- Conducted regular audits of escrow accounts to ensure accuracy, compliance, and proper funds disbursement upon closing.
- Resolved title issues promptly by collaborating with underwriters, attorneys, and other stakeholders to clear any roadblocks hindering property transfer.
- Knowledge of Zoom meetings, Hello-sign/Docu-sign and ZenDesk online chat functions to communicate with clients. Strong knowledge of ResWare and Power user for SoftPro. Prior use of Ramquest and FAST platforms.
- Opened incoming orders and set up escrow files within 2-4 hours of receiving purchase agreement. Respond to incoming Zendesk tickets with 10 minutes with a response.
Escrow Officer
WFG National Title Co
10.2019 - 05.2021
- Prepared detailed settlement statements for each transaction, accurately reflecting funds received and disbursed.
- Managed multiple escrow accounts simultaneously, balancing financial transactions and minimizing risk of errors.
- Facilitated successful closings by guiding clients through the signing process and explaining complex legal terminology in layman''s terms.
- Assisted in training new employees on company policies, procedures, and software systems used in the escrow process.
- Maintain detailed conversation logs for future reference, legal team, and auditing.
- Reviewed escrow accounting reports and resolved outstanding check or open file balance issues.
- Prepared detailed settlement statements for each transaction, accurately reflecting funds received and disbursed.
- Managed multiple escrow accounts simultaneously, balancing financial transactions and minimizing risk of errors.
- Facilitated successful closings by guiding clients through the signing process and explaining complex legal terminology in layman''s terms.
- Assisted in training new employees on company policies, procedures, and software systems used in the escrow process.
- Developed relationships with clients for increased loyalty and repeat business.
- Enhanced document accuracy by meticulously reviewing and verifying titles for correctness.
- Reduced title discrepancies by proactively researching and resolving any potential issues in advance.
- Prepared documents for closing and handled complete disbursement and follow up of escrow transactions.
- Opened incoming orders and set up escrow files within 1-2 hours of receiving purchase agreement.
Escrow Officer & Escrow Support
Cornerstone Title Co
03.2018 - 10.2019
- Prepared detailed settlement statements for each transaction, accurately reflecting funds received and disbursed.
- Managed multiple escrow accounts simultaneously, balancing financial transactions and minimizing risk of errors.
- Facilitated successful closings by guiding clients through the signing process and explaining complex legal terminology in layman''s terms.
- Assisted in training new employees on company policies, procedures, and software systems used in the escrow process.
- Maintain detailed conversation logs for future reference, legal team, and auditing.
- Reviewed escrow accounting reports and resolved outstanding check or open file balance issues.
- Prepared detailed settlement statements for each transaction, accurately reflecting funds received and disbursed.
- Managed multiple escrow accounts simultaneously, balancing financial transactions and minimizing risk of errors.
- Facilitated successful closings by guiding clients through the signing process and explaining complex legal terminology in layman''s terms.
- Assisted in training new employees on company policies, procedures, and software systems used in the escrow process.
- Developed relationships with clients for increased loyalty and repeat business.
- Enhanced document accuracy by meticulously reviewing and verifying titles for correctness.
- Reduced title discrepancies by proactively researching and resolving any potential issues in advance.
- Prepared documents for closing and handled complete disbursement and follow up of escrow transactions.
- Opened incoming orders and set up escrow files within 1-2 hours of receiving purchase agreement.
- Streamlined the escrow process for a smoother client experience, managing communication between all parties involved.
Escrow Officer Support
Orange Coast Title Co
07.2016 - 02.2018
- Prepared detailed settlement statements for each transaction, accurately reflecting funds received and disbursed.
- Managed multiple escrow accounts simultaneously, balancing financial transactions and minimizing risk of errors.
- Facilitated successful closings by guiding clients through the signing process and explaining complex legal terminology in layman''s terms.
- Assisted in training new employees on company policies, procedures, and software systems used in the escrow process.
- Maintain detailed conversation logs for future reference, legal team, and auditing.
- Reviewed escrow accounting reports and resolved outstanding check or open file balance issues.
- Prepared detailed settlement statements for each transaction, accurately reflecting funds received and disbursed.
- Managed multiple escrow accounts simultaneously, balancing financial transactions and minimizing risk of errors.
- Facilitated successful closings by guiding clients through the signing process and explaining complex legal terminology in layman''s terms.
- Assisted in training new employees on company policies, procedures, and software systems used in the escrow process.
- Developed relationships with clients for increased loyalty and repeat business.
- Enhanced document accuracy by meticulously reviewing and verifying titles for correctness.
- Reduced title discrepancies by proactively researching and resolving any potential issues in advance.
- Prepared documents for closing and handled complete disbursement and follow up of escrow transactions.
Escrow File Auditor and Post Closing Review
Chicago Title Corporate Office
07.2015 - 07.2016
- Review file for compliance: Review Reports for escrow balances in post-closing file.
- Ensure figures are inputted accurately.
- Review recorded documents and title reports for discrepancy.
- Correct all recording issues and re-record documents
- Review files with money balances and clear all funds
- Disburse applicable funds to proper parties and revise final closing paperwork.
- Address stale dated checks, void and process new checks.
- Set up when applicable- stale dated checks for escheating.
- Ensure transaction closed properly without missing title and escrow exceptions, demands, contractual agreements, recordings, etc.
- Enhanced financial accuracy by conducting thorough audits and identifying discrepancies in financial statements.
- Ensured compliance with regulatory requirements by performing regular audits and staying up-to-date on industry standards.
- Provided detailed documentation on audit findings, facilitating swift corrective action when necessary.
- Collaborated closely with external auditors, providing requested documentation promptly to facilitate smooth year-end audits.
Production/Operations Manager
Harris Precision Sheetmetal
01.1996 - 03.2002
- Manage all paperwork flow for accounts payable and accounts receivable processing.
- Buyer for all raw materials, hardware, packaging and office supplies Generate Quotes bases on quantity, vendor/labor price and due dates per customer requirements Handle all customer account inquiries, billing issues, past due accounts and any other problem areas Primary interface with all customers and vendors Schedule and planning for all open orders based on current company volume.
- Improved production efficiency by implementing lean manufacturing principles and streamlining processes.
- Managed schedules, budgets, and resources effectively to ensure timely delivery of high-quality products to customers.
- Sourced materials to keep up with production goals and meet customer demands.
- Reviewed work for quality and compliance with company standards and design specifications.
Education
Associate of Science - Paralegal Certification
West Valley College
Saratoga, CA01.2025
Skills
- Real Estate Closing Process Expertise
- Ethical Conduct
- Conflict Resolution
- Problem Solving Aptitude
- Organizational Proficiency
- Title Document Review, Title Requirements
- Auditing Abilities
- Funds Disbursement
- Attention to Detail
- Contracts Understanding
- Analytical Thinking
- Effective Communication
- Industry Networking
- Legal Compliance Awareness
Accomplishments
- Collaborated with team of Escrow and Title Management in the development of all Escrow legal documentation to support Softpro Software system.
- Supervised team of 3-10 staff members.
Certification
Certified Default Resolution Closing Specialist (Short Sale Certified Escrow Officer)
Languages
English
Full Professional
Timeline
Tax Assistant
GSA Tax Accountancy- Contract 1099
08.2021 - Current
Senior Escrow Officer-Remote Closing Specialist
Endpoint Title INC
06.2021 - 10.2022
Escrow Officer
WFG National Title Co
10.2019 - 05.2021
Escrow Officer & Escrow Support
Cornerstone Title Co
03.2018 - 10.2019
Escrow Officer Support
Orange Coast Title Co
07.2016 - 02.2018
Escrow File Auditor and Post Closing Review
Chicago Title Corporate Office
07.2015 - 07.2016
Production/Operations Manager
Harris Precision Sheetmetal
01.1996 - 03.2002
Associate of Science - Paralegal Certification
West Valley College
Certified Default Resolution Closing Specialist (Short Sale Certified Escrow Officer)
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Patient Advocate, Patient Mentor and Volunteer
Support Rare Disease and Lupus Foundation patient needs in regards to Medical insurance claims, denials, mental health stability, group meetings and patient care. Chosen patient of the year 2018 to Represent Lupus Foundation of Northern California at Capital Hill Washington DC Advocacy Summit.
Patient Advocate, Patient Mentor and Volunteer
Patient Mentor and advocate for Rare Disease, Immunodeficiency Foundation and multiple Lupus Foundations. Help patient needs in regards to Medical insurance claims, coverage denials, mental health stability, group meetings, patient support and patient care. Chosen patient of the year 2018 to Represent Lupus Foundation of Northern California at Capital Hill Washington DC Advocacy Summit with congress.
Patient Advocate, Patient Mentor and Volunteer
Patient Mentor and advocate for Rare Disease, Immunodeficiency Foundation and multiple Lupus Foundations. Help patient needs in regards to Medical insurance claims, coverage denials, mental health stability, group meetings, patient support and patient care. Chosen patient of the year 2018 to Represent Lupus Foundation of Northern California at Capital Hill Washington DC Advocacy Summit with congress.
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