Managed multiple escrow accounts simultaneously, balancing financial transactions and minimizing risk of errors.
Prepared detailed settlement statements for each transaction, accurately reflecting funds received and disbursed.
Collaborated with real estate agents and lenders to expedite closing times on property sales.
Developed strong relationships with clients by providing exceptional service, earning repeat business and referrals.
Scheduled closing appointments for seller and buyer or arranged for delivery of documents for out of area closings.
Enhanced customer satisfaction by promptly addressing inquiries and resolving issues related to escrow transactions.
Maintained organized and accurate documentation for all escrow transactions, ensuring compliance with industry regulations.
Maintained strict confidentiality in handling sensitive customer information, adhering to privacy laws and best practices.
Prepared documents for closing and handled complete disbursement and follow up of escrow transactions.
Reviewed contracts thoroughly to ensure accuracy before proceeding with the escrow process.
Conducted thorough research on properties to confirm ownership, title status, and outstanding liens or encumbrances.
Followed industry standard escrow procedures and maintained awareness of regulations governing escrow process.
Communicated requirements and title exception information to clients.
Returned executed loan packages to lender for review and approval in accordance with lender instructions.
Consistently met deadlines for preparing necessary paperwork for closings while maintaining high-quality work standards.
Streamlined the escrow process for a smoother client experience, managing communication between all parties involved.
Managed real estate closing process in compliance with applicable standards and legal requirements.
Facilitated successful closings by guiding clients through the signing process and explaining complex legal terminology in layman''s terms.
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.
Coordinated efforts between buyers and sellers to achieve mutually agreeable terms during negotiations of property sales.
Implemented efficient workflow procedures which resulted in faster completion of escrow transactions.
Adapted to changing industry regulations and policies, updating company practices accordingly to maintain compliance.
Followed-up on status of releases, policies, and return of recorded documents.
Negotiated terms between buying and selling parties to reach amicable agreements, fostering positive relationships and repeat business.
Developed marketing strategies to attract new clients, contributing to substantial growth in business volume.
Established comprehensive compliance program, significantly reducing risk of non-compliance with industry regulations.
Fostered culture of continuous improvement, leading to enhanced processes and customer service standards.
Implemented customer feedback system, leading to service improvements and increased client retention rates.
Liaised with external auditors during annual audits, ensuring full transparency and adherence to financial regulations.
Streamlined closing processes, significantly reducing errors and improving client satisfaction.
Created detailed reports on transaction statuses for senior management, enabling more informed decision-making.
Coordinated with agents, lenders, and buyers to ensure all documentation was completed accurately and on time for closings.
Enhanced accuracy and efficiency in document preparation, contributing to smoother and faster closing process.
Developed and maintained relationships with customers, lenders and other third parties.
Researched and updated industry knowledge on changing legislation and regulations.
Real Estate Paralegal
Bray Mullins & Bray
Oversaw and processed easement paperwork adhering to legal guidelines.
Improved overall department productivity by implementing new file management systems that streamlined document retrieval processes.
Created detailed closing checklists to ensure accuracy and completeness of required documentation prior to finalizing transactions.
Prepared legal property descriptions for use in transactions.
Vp Branch Manager
Alamo Title
10.2022 - Current
Built resilient relationships with important stakeholders like customers, vendors, regulators and community leaders in order to boost cooperation and attain prolonged accomplishment.
Increased efficiency and client satisfaction through effective leadership of multidisciplinary groups.
Demonstrated proficient leadership skills to motivate employees and build competent teams.
Collaborated with senior management to develop strategic initiatives and long term goals.
Branch Manager/escrow Officer
First American Title
03.2019 - 10.2022
Monitored branch performance against key performance indicators, implementing corrective actions as required.
Ensured cordial and efficient communication with customers.
Elevated overall satisfaction by addressing and solving customer concerns swiftly.
Optimized resource allocation to maintain operational excellence.
Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
Enhanced team skills through consistent evaluation and constructive feedback.
Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
Sr Vp, Branch Presidente/escrow Officer
Select Title Insurance Agency
09.2016 - 03.2019
Led cross-functional teams to enhance operational efficiencies and streamline processes.
Improved organizational performance by orchestrating comprehensive business development plans.
Directed financial planning efforts, leading to increased profitability and sustainable growth.
Enhanced market positioning with targeted marketing campaigns and competitive analysis.
Hired and managed employees to maximize productivity while training staff on best practices and protocols.
Delivered exceptional customer service by implementing best practices and fostering a culture of accountability within the organization.
Championed innovation by encouraging cross-functional teams to pursue creative solutions to complex challenges.
Established a culture of continuous improvement, leading by example to drive operational excellence across the organization.
Elevated company success via strategic implementation and streamlined procedures.
Identified opportunities to improve business process flows and productivity.
Networked with customers, prospects and partners at conferences and trade shows.
Established and directed successful programs focused on Area.
Sr Escrow Officer
Capital Title
02.2013 - 09.2016
Maintained strict adherence to regulatory requirements and industry best practices when handling sensitive client information and funds during the escrow process.
Prepared documents for closing and handled complete disbursement and follow up of escrow transactions.
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.
Prepared and delivered projected HUD-1 settlement statements to lender upon request.
Set up escrow transactions, processed deposits and mailed out forms and preliminary title reports for review.
Reviewed escrow accounting reports and resolved outstanding check or open file balance issues.
Examined purchase and sale agreement for potential items of concern and addressed immediately.
Communicated requirements and title exception information to clients.
Ensured timely closings on properties through effective coordination with mortgage lenders, appraisers, inspectors, and other professionals involved in the transaction.
Mitigated risk in real estate transactions by conducting thorough title searches, preparing accurate legal documents, and ensuring proper execution of all paperwork.
Resolved title issues promptly by collaborating with underwriters, attorneys, and other stakeholders to clear any roadblocks hindering property transfer.
Boosted company revenue by identifying and capitalizing on cross-selling opportunities during escrow transactions.
Enhanced client satisfaction by efficiently managing complex escrow transactions and providing exceptional customer service.
Improved communication between all parties involved in a transaction by developing comprehensive status reports throughout the escrow process.
Negotiated favorable terms for clients while maintaining the highest ethical standards during the escrow process.
Developed new business opportunities by actively participating in networking events and building strategic partnerships within the real estate community.
Contributed to the company''s growth by consistently exceeding performance targets and earning recognition for outstanding service quality within the industry.
Advised clients on potential risks in real estate transactions, empowering them to make informed decisions throughout the escrow process.
Collaborated with team members to successfully close high-value real estate deals within prescribed deadlines.
Managed a diverse portfolio of residential, commercial, and investment properties, ensuring each transaction was handled with professionalism and accuracy.
Reduced closing timeframes for residential and commercial properties by streamlining escrow processes and coordinating with relevant parties.
Fostered strong relationships with clients, lenders, agents, and attorneys to facilitate smooth escrow transactions and maintain a high level of referral business.
Checked signatures and legal descriptions for accuracy and integrity.
Managed real estate closing process in compliance with applicable standards and legal requirements.
Researched and updated industry knowledge on changing legislation and regulations.
Developed and maintained relationships with customers, lenders and other third parties.
Sr Vp/ Escrow Officer
Title Houston Holdings
06.2011 - 08.2013
Delivered exceptional customer service by implementing best practices and fostering a culture of accountability within the organization.
Developed and executed strategic initiatives to drive business growth, resulting in higher revenues and market share expansion.
Championed innovation by encouraging cross-functional teams to pursue creative solutions to complex challenges.
Collaborated with executive leadership team members on long-term strategic planning that ensured sustainable success for the company.
Established a culture of continuous improvement, leading by example to drive operational excellence across the organization.
Secured vital partnerships with industry leaders, enhancing company reputation and expanding market reach.
Influenced organizational change initiatives that resulted in significant improvements in workplace efficiency and employee satisfaction.
Networked with customers, prospects and partners at conferences and trade shows.
Revamped sales strategies to increase customer acquisition rates while maintaining strong profit margins.
Established and directed successful programs focused on Area.
Established and maintained strong relationships with customers, vendors and strategic partners.
Analyzed industry trends and tracked competitor activities to inform decision making.
Developed innovative sales and marketing strategies to facilitate business expansion.
Represented organization at industry conferences and events.
Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
Monitored key business risks and established risk management procedures.
Oversaw divisional marketing, advertising and new product development.
Prepared detailed settlement statements for each transaction, accurately reflecting funds received and disbursed.
Collaborated with real estate agents and lenders to expedite closing times on property sales.
Developed strong relationships with clients by providing exceptional service, earning repeat business and referrals.
Scheduled closing appointments for seller and buyer or arranged for delivery of documents for out of area closings.
Enhanced customer satisfaction by promptly addressing inquiries and resolving issues related to escrow transactions.
Maintained organized and accurate documentation for all escrow transactions, ensuring compliance with industry regulations.
Maintained strict confidentiality in handling sensitive customer information, adhering to privacy laws and best practices.
Reviewed contracts thoroughly to ensure accuracy before proceeding with the escrow process.
Conducted thorough research on properties to confirm ownership, title status, and outstanding liens or encumbrances.
President/ CEO
Infinite Title Solutions
04.2007 - 06.2012
Enhanced output through effective recruitment and supervision.
Elevated customer contentment through consistent excellence in service and process enhancements.
Managed crisis situations effectively while minimizing disruption to daily operations.
Enhanced company performance by implementing strategic plans and overseeing daily operations.
President/Ceo
Dream Homes of PV, Mexico
10.2005 - 05.2007
Increased customer satisfaction through continuous improvement initiatives and excellent customer service.
Enhanced company performance by implementing strategic plans and overseeing daily operations.
Hired and managed employees to maximize productivity while training staff on best practices and protocols.
Prepared annual budget forecasts and monitored performance to meet organizational objectives.
Cultivated strong relationships with external partners to foster collaboration and maximize resources.
Established a culture of accountability by setting clear expectations and holding individuals responsible for results.
Monitored financial performance and implemented measures to enforce compliance with budgetary standards.
Streamlined organizational processes by evaluating current systems and implementing improvements.
Inspired innovation by creating an environment that encouraged creative thinking and problem-solving capabilities.
Developed strong partnerships with cross-functional teams for improved collaboration and efficiency.
Reduced operational costs through strategic cost management initiatives.
Built a diverse workforce through targeted recruiting efforts focused on diversity, equity, and inclusion principles.
Enhanced community development with launch of urban and rural revitalization projects.
Established and maintained strong relationships with customers, vendors and strategic partners.
Managed financial, operational and human resources to optimize business performance.
Represented organization at industry conferences and events.
Developed innovative sales and marketing strategies to facilitate business expansion.
Monitored key business risks and established risk management procedures.
Initiated strategy to drive company growth and increase market share and profitability.
Oversaw divisional marketing, advertising and new product development.
Enhanced brand reputation with effective marketing campaigns and public relations efforts.
Enhanced company reputation by implementing cutting-edge sustainability practices across all operations.
Branch Manager/escrow Officer
American Title Company
06.1998 - 04.2007
Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
Maintained friendly and professional customer interactions.
Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
Conducted regular evaluations to foster team members' skill enhancement and knowledge growth.
Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
Increased branch profitability by implementing cost-saving measures and streamlining operational processes.
Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
Met deadlines by proactively managing individual and team tasks and streamlining processes.
Developed a high-performing team through targeted recruitment, training, and performance management initiatives.
Enhanced staff competency with regular training sessions, boosting productivity levels across the branch operations.
Reduced employee turnover by fostering a positive work environment and offering competitive compensation packages.
Complied with regulatory guidelines and requirements.
Ensured regulatory compliance through diligent adherence to industry standards, guidelines, and company policies.
Consulted customers to boost product sales and services.
Monitored market trends to identify new business opportunities and capitalize on potential growth areas within the community or region served.
Coordinated marketing campaigns tailored towards target audience segments resulting in increased brand awareness within the local community.
Utilized data-driven insights to make informed decisions regarding staffing levels during peak seasons thereby maintaining smooth functioning of branch operations.
Implemented risk management strategies to minimize potential losses while maintaining a healthy balance between risk and return on investments.
Drove cross-selling efforts by collaborating with various departments within the organization to maximize revenues from existing clients.
Facilitated seamless integration of new financial products, broadening portfolio offered to clients.
Negotiated with vendors to secure cost-effective solutions for branch operations, significantly lowering overhead costs.
Fostered culture of excellence and accountability, resulting in branch consistently exceeding performance targets.
Optimized operational efficiency by adopting cutting-edge banking technologies, resulting in smoother transaction processes.
Conducted regular financial reviews and audits, identifying and resolving discrepancies promptly.
Elevated staff morale and productivity by introducing system of rewards and recognition for outstanding performance.
Cultivated lasting relationships with high-value clients, securing their loyalty through exceptional service and advice.
Enhanced branch visibility and market presence by orchestrating community engagement initiatives.
Implemented rigorous risk management protocols, safeguarding against potential financial threats.
Directed recruitment and onboarding efforts, assembling high-performing team committed to achieving branch objectives.
Created and executed marketing strategies, increasing brand awareness and attracting new customers.
Oversaw daily branch operations, ensuring compliance with regulatory standards and maintaining operational integrity.
Spearheaded community outreach programs, reinforcing branch's commitment to social responsibility and building community ties.
Boosted branch revenue by strategically analyzing market trends and aligning financial products to customer needs.
Ensured exceptional customer service, resolving issues swiftly to maintain trust and satisfaction.
Increased customer satisfaction with personalized banking solutions, tailoring services to meet individual financial goals.
Complied with established internal controls and policies.
Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
Analyzed business processes to identify cost savings and operational efficiencies.
Developed strategic plans for day-to-day financial operations.
Evaluated and negotiated contracts to procure favorable financial terms.
Prepared internal and regulatory financial reports, balance sheets and income statements.
Conducted financial due diligence on potential investments and acquisitions.
Managed multiple escrow accounts simultaneously, balancing financial transactions and minimizing risk of errors.
Collaborated with real estate agents and lenders to expedite closing times on property sales.
Developed strong relationships with clients by providing exceptional service, earning repeat business and referrals.
Enhanced customer satisfaction by promptly addressing inquiries and resolving issues related to escrow transactions.
Scheduled closing appointments for seller and buyer or arranged for delivery of documents for out of area closings.
Maintained organized and accurate documentation for all escrow transactions, ensuring compliance with industry regulations.
Prepared documents for closing and handled complete disbursement and follow up of escrow transactions.
Maintained strict confidentiality in handling sensitive customer information, adhering to privacy laws and best practices.
Checked signatures and legal descriptions for accuracy and integrity.
Reviewed contracts thoroughly to ensure accuracy before proceeding with the escrow process.
Conducted thorough research on properties to confirm ownership, title status, and outstanding liens or encumbrances.
Followed industry standard escrow procedures and maintained awareness of regulations governing escrow process.
Communicated requirements and title exception information to clients.
Returned executed loan packages to lender for review and approval in accordance with lender instructions.
Consistently met deadlines for preparing necessary paperwork for closings while maintaining high-quality work standards.
Examined purchase and sale agreement for potential items of concern and addressed immediately.
Streamlined the escrow process for a smoother client experience, managing communication between all parties involved.
Assisted in training new employees on company policies, procedures, and software systems used in the escrow process.
Reduced turnaround time in processing final documents by efficiently coordinating with title companies, attorneys, and other stakeholders.
Reviewed escrow accounting reports and resolved outstanding check or open file balance issues.
Sr Escrow Officer
Commonwealth Land Title Insurance Company
10.1995 - 06.1998
Ensured compliance with regulatory standards and industry best practices in managing sensitive client information and funds.
Prepared documents for closing and handled complete disbursement and follow up of escrow transactions.
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.
Post Closing Manager
Heritage Title Company
03.1984 - 09.1986
Supervised end-of-day operations to ensure smooth and efficient closing procedures.
Coordinated staff assignments for effective shift transitions and maintained high team morale.
Improved closing efficiency by implementing best practices for inventory checks and cash handling.
Trained team members on closing protocols, enhancing overall store readiness for the next day.
Conducted final inspections and security checks for maintaining safety and compliance.
Managed cash reconciliations, ensuring accurate financial records at the end of each day.
Enhanced customer satisfaction by addressing any late-day inquiries or issues promptly.
Prepared daily reports summarizing sales activities and operational highlights for management review.
Led end-of-day meetings to brief staff on performance metrics and areas for improvement.
Optimized closing checklists for reducing time spent on routine tasks and improving accuracy.
Monitored store cleanliness and organization to maintain a welcoming environment for customers.
Implemented loss prevention strategies, minimizing shrinkage during closing time.
Fostered a positive work environment by recognizing staff efforts and encouraging team collaboration.
Analyzed closing procedures to identify opportunities for process improvements and cost savings.
Communicated effectively with team members to address challenges and support store operations.
Prepared registers for closing shift and assigned team member positions while maintaining high level of guest service.
Oversaw daily cash deposits ensuring funds were accounted correctly resulting in increased accuracy.
Maintained a clean and organized store environment, upholding company standards for cleanliness during closing procedures.
Implemented safety measures for the store''s end-of-day operations, reducing potential risks associated with late-night activities such as cash handling or locking doors securely after closeout is completed.
Utilized checklists to stay organized and ready when guests arrived and completed management duties before closing.
Collaborated with other department managers to address any operational issues, working together to find effective solutions.
Managed employee performance reviews providing constructive feedback leading to higher team morale and improved performance.
Developed strong relationships with customers through attentive service and prompt resolution of any concerns or complaints.
Increased customer satisfaction at the end of the day by maintaining exceptional standards of service during closing hours.
Enhanced closing procedures by streamlining processes and implementing time-saving strategies.
Enhanced communication and partnership between staff and vendors.
Utilized problem-solving skills to quickly address and rectify any issues that arose during closing process.
Maintained up-to-date knowledge of industry regulations, ensuring compliance in all closing transactions.
Addressed and resolved client concerns promptly, maintaining high level of client trust and satisfaction.
Education
Associate Of Applied Business - Business Administration
Houston Community College
Houston, MN
07.1979
Skills
Notary public certification
Loan document review
Real estate closing processes
Real estate transactions
Escrow standards
Title clearance
Closing process expertise
Title requirements
Organizational proficiency
Consumer disclosures
Legal requirements
Legal compliance awareness
Lender relations
Industry networking
Escrow management
Financial acumen
Multi-tasking capacity
Regulatory compliance
Lender relationship management
Title insurance
Contracts
Client interview
Teamwork
Teamwork and collaboration
Customer service
Problem-solving
Time management
Attention to detail
Leadership skills
Problem-solving abilities
Multitasking Abilities
Multitasking
Reliability
Excellent communication
Customer service-focused
Organizational skills
Team collaboration
Active listening
Effective communication
Adaptability and flexibility
Decision-making
Verbal and written communication
Client relationship building
Cash handling
Relationship building
Customer relations
Active listening and learning
Microsoft office
Oral and written comprehension
Analytical and critical thinking
Data entry
Task prioritization
Self motivation
Income evaluation
Interpersonal skills
Computer literacy
Goal setting
Risk assessment
Complaint handling
Professionalism
Staff management
Interpersonal communication
Basic mathematics
Complex Problem-solving
Time management abilities
Continuous improvement
Adaptability
Eligibility determination
Relationship management
Client counseling
Problem-solving aptitude
Languages
Spanish
Full Professional
Timeline
Vp Branch Manager
Alamo Title
10.2022 - Current
Branch Manager/escrow Officer
First American Title
03.2019 - 10.2022
Sr Vp, Branch Presidente/escrow Officer
Select Title Insurance Agency
09.2016 - 03.2019
Sr Escrow Officer
Capital Title
02.2013 - 09.2016
Sr Vp/ Escrow Officer
Title Houston Holdings
06.2011 - 08.2013
President/ CEO
Infinite Title Solutions
04.2007 - 06.2012
President/Ceo
Dream Homes of PV, Mexico
10.2005 - 05.2007
Branch Manager/escrow Officer
American Title Company
06.1998 - 04.2007
Sr Escrow Officer
Commonwealth Land Title Insurance Company
10.1995 - 06.1998
Post Closing Manager
Heritage Title Company
03.1984 - 09.1986
Escrow Officer
First American Title Insurance Co
Real Estate Paralegal
Bray Mullins & Bray
Associate Of Applied Business - Business Administration