Arely Palacios
Chula Vista,CA
Summary
Customer service specialist with strong focus on communication, problem-solving, and empathy. Proven ability to support clients and adapt to changing situations while maintaining high standards. Proficient in handling inquiries, resolving issues, and enhancing customer satisfaction. Brings positive attitude and commitment to continuous learning and growth. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
16
16
years of professional experience
Work History
Operations Manager
Palace Cleaning Services, LLC
12.2023 - Current
- Supervised operations staff and kept employees compliant with company policies and procedures.
- Empowered employees to take ownership of their responsibilities, leading to increased accountability and improved performance outcomes.
- Conducted regular performance reviews, identifying areas for improvement and developing action plans to address them.
- Managed inventory and supply chain operations to achieve timely and accurate delivery of goods and services.
- Developed and maintained relationships with external vendors and suppliers.
- Oversaw facility maintenance, ensuring optimal functionality of equipment and infrastructure at all times.
- Developed and implemented strategies to maximize customer satisfaction.
- Reduced turnaround time for project completion through effective resource allocation and team management.
- Negotiated contracts with vendors and suppliers to obtain best pricing and terms.
- Assisted in recruiting, hiring and training of team members.
- Scheduled employees for shifts, taking into account customer traffic and employee strengths.
- Enhanced customer satisfaction by establishing clear communication channels and addressing concerns promptly.
Escrow Officer
California Preferred Escrow
01.2013 - 12.2023
- Developed strong relationships with clients by providing exceptional service, earning repeat business and referrals.
- Built and maintained professional relationships with lenders, mortgage brokers, attorneys, and other industry professionals and stayed up-to-date with current laws and regulations
- Conducted thorough research on properties to confirm ownership, title status, and outstanding liens or encumbrances.
- Enhanced customer satisfaction by promptly addressing inquiries and resolving issues related to escrow transactions.
- Returned executed loan packages to lender for review and approval in accordance with lender instructions.
- Managed multiple escrow accounts simultaneously, balancing financial transactions and minimizing risk of errors.
- Communicated requirements and title exception information to clients.
- Maintained organized and accurate documentation for all escrow transactions, ensuring compliance with industry regulations.
- Consistently met deadlines for preparing necessary paperwork for closings while maintaining high-quality work standards.
- Prepared detailed settlement statements for each transaction, accurately reflecting funds received and disbursed.
- Streamlined the escrow process for a smoother client experience, managing communication between all parties involved.
- Maintained strict confidentiality in handling sensitive customer information, adhering to privacy laws and best practices.
- Examined purchase and sale agreement for potential items of concern and addressed immediately.
- Collaborated with real estate agents and lenders to expedite closing times on property sales.
- Assisted in training new employees on company policies, procedures, and software systems used in the escrow process.
- Checked signatures and legal descriptions for accuracy and integrity.
- Updated internal tracking systems regularly to maintain accurate records of active transactions for easy monitoring of progress updates by staff members.
- Followed industry standard escrow procedures and maintained awareness of regulations governing escrow process.
- Reduced turnaround time in processing final documents by efficiently coordinating with title companies, attorneys, and other stakeholders.
- Provided exceptional support to colleagues during peak periods or absences due to illness or vacation time.
- Opened incoming orders and set up escrow files within 1 hour of receiving purchase agreement.
- Reviewed escrow accounting reports and resolved outstanding check or open file balance issues.
- Set up escrow transactions, processed deposits and mailed out forms and preliminary title reports for review.
- Coordinated efforts between buyers and sellers to achieve mutually agreeable terms during negotiations of property sales.
- Followed-up on status of releases, policies, and return of recorded documents.
- Identified and resolved title issues, preventing potential delays or cancellations of transactions.
- Liaised with external auditors during annual audits, ensuring full transparency and adherence to financial regulations.
- Monitored pipelines to track and log status of loans.
Junior Escrow Officer
People's Escrow
09.2008 - 01.2013
- Supported senior escrow officers with daily administrative tasks to facilitate optimal workflow efficiency.
- Prepared comprehensive settlement statements by verifying financial calculations, fees, and tax adjustments for accuracy.
- Managed a high volume of escrow files, ensuring accuracy in documentation and disbursement of funds.
- Proactively resolved title defects through diligent review of preliminary title reports and prompt communication with relevant parties.
- Collaborated with real estate agents, lenders, and attorneys to ensure smooth and timely transaction closings.
- Facilitated seamless transitions between opening, processing, and closing stages of escrow cases by maintaining diligent record-keeping practices.
- Performed thorough audits on closed files to ensure compliance with company standards and industry regulations, minimizing potential risks for all parties involved.
- Reduced closing time for transactions by diligently reviewing documents and promptly addressing discrepancies.
- Conducted detailed property research for accurate title reports and resolution of potential issues prior to closing.
- Assisted in streamlining office procedures by collaborating with team members and sharing best practices for efficient escrow management.
- Expedited wire transfers through close monitoring of incoming/outgoing wires as well as timely coordination with banks or other financial institutions.
- Enhanced client satisfaction with exceptional customer service, prompt responses to inquiries, and thorough explanations of the escrow process.
- Maintained strict confidentiality of sensitive client information while adhering to industry regulations and ethical standards.
- Fostered strong relationships with clients and business partners by consistently demonstrating professionalism and reliability throughout the entire escrow process.
- Ensured regulatory compliance by keeping up-to-date on industry laws changes affecting the escrow process.
- Prepared documents for closing and handled complete disbursement and follow up of escrow transactions.
- Checked signatures and legal descriptions for accuracy and integrity.
- Scheduled closing appointments for seller and buyer or arranged for delivery of documents for out of area closings.
- Followed industry standard escrow procedures and maintained awareness of regulations governing escrow process.
- Returned executed loan packages to lender for review and approval in accordance with lender instructions.
- Followed-up on status of releases, policies, and return of recorded documents.
- Set up escrow transactions, processed deposits and mailed out forms and preliminary title reports for review.
- Examined purchase and sale agreement for potential items of concern and addressed immediately.
- Managed real estate closing process in compliance with applicable standards and legal requirements.
- Communicated requirements and title exception information to clients.
- Opened incoming orders and set up escrow files within 1 hour of receiving purchase agreement.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Developed and maintained relationships with customers, lenders and other third parties.
- Assisted customers with completing loan applications and other paperwork.
- Explained very technical financial information to applicants in easy to understand language.
- Compiled closing packages for drafting and presentation accuracy.
Education
Some College (No Degree) - General Studies
San Diego Mesa College
San Diego, CASkills
- Problem-solving
- Closing document preparation
- File management
- Team leadership
- Employee relations and conflict resolution
- Staff training
- Staff management
- Closing process expertise
- Multi-tasking capacity
- Client relationships
- Excellent communication
- Organizational skills
Accomplishments
- Supervised team of 9 staff members.
- Received the “Top Producer Award” for earning top gross liabilities closed and top units closed 5 years in a row.
- Successfully closed an average of 35 escrows per month.
Languages
Spanish
Full Professional
Timeline
Operations Manager
Palace Cleaning Services, LLC
12.2023 - Current
Escrow Officer
California Preferred Escrow
01.2013 - 12.2023
Junior Escrow Officer
People's Escrow
09.2008 - 01.2013
Some College (No Degree) - General Studies
San Diego Mesa College
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