Versatile Escrow Manager with comprehensive knowledge in managing escrow transactions and ensuring compliance with real estate laws and regulations. Strong expertise in developing efficient workflow processes, resolving complex issues, and leading high-performing teams. Proven track record of exceeding client expectations through exceptional service delivery, fostering strong relationships, and driving business growth.
Overview
27
27
years of professional experience
Work History
Escrow Manager
Opus Escrow
Arroyo Grande, CA
10.2019 - 01.2025
Reviewed contracts, commitments and orders to prepare for closing and assembled documents to prepare files and facilitate smooth final transactions.
Assisted in training new employees on departmental procedures related to escrow services.
Developed and maintained professional relationships with real estate agents and lenders to facilitate efficient transactions.
Prepared closing documents with care to eliminate errors or delays in processes.
Monitored escrow accounts to ensure sufficient funds for closing and addressed any discrepancies.
Maintained detailed records of all activities associated with each escrow transaction including payments received and made and document filing requirements.
Provided training and guidance to junior escrow officers and support staff.
Conducted post-closing follow-ups to ensure satisfactory completion of all escrow transactions.
Reviewed and evaluated escrow documents to ensure compliance with applicable laws, regulations, and company policies.
Communicated regularly with clients to provide updates and ensure a smooth escrow process.
Maintained detailed records of all escrow transactions for audit purposes and regulatory compliance.
Complied with federal and state escrow regulations to prevent legal disputes and maintain integrity of transactions.
Coordinated transaction documentation by ordering title reports, completing forms and statements and gathering existing documents.
Managed escrow process from opening to closing, ensuring timely and compliant transactions.
Escrow Officer/Branch Manger
First American Title Insurance Co
Nipomo, CA
02.1998 - 10.2007
Served as an intermediary between buyers, sellers and lenders during real estate closings.
Complied with purchase contract terms and conditions, prepared accurate settlement statements and complied with state and federal laws governing escrow transactions.
Coordinated the signing of closing documents, ensuring all parties had a clear understanding of the terms.
Prepared closing documents with care to eliminate errors or delays in processes.
Issued checks from escrow accounts according to instructions provided by clients or lenders.
Monitored closing activities to ensure timely completion of all transactions.
Mastered escrow process, title process, financial transactions, company policies and procedures and regulatory requirements.
Reviewed contracts, commitments and orders to prepare for closing and assembled documents to prepare files and facilitate smooth final transactions.