Bonnie Carlson
Converse,TX
Summary
Experienced Escrow Assistant with proven expertise, excelling in maintaining organized files, funds disbursement and client relationship building. Recognized for enhancing operational efficiency and achieving timely closings, while maintaining meticulous attention to detail. Committed to delivering exceptional customer service and fostering trust through effective communication and organizational skills.
Overview
2026
2026
years of professional experience
1
1
Certification
Work History
Escrow Assistant
Kendall County Abstract Company
05.2007 - Current
- Facilitated communication between buyers, sellers, and lenders to ensure smooth transactions.
- Managed documentation for closing processes, ensuring compliance with legal requirements.
- Coordinated escrow transactions from initiation to completion, maintaining timelines and accuracy.
- Reviewed title reports and identified discrepancies to mitigate potential issues during closings.
- Trained new team members on escrow procedures and software systems to enhance operational efficiency.
- Developed strong relationships with clients through excellent customer service, fostering trust and loyalty.
- Assisted with the successful closing of numerous escrow transactions, ensuring all parties were informed and satisfied.
- Obtained documents such as proof of insurance and HOA statements.
- Maintained open communication with lenders, brokers and borrowers.
- Efficiently processed incoming funds from buyers and disbursed funds to sellers upon closing transactions successfully.
- Followed-up on status of releases, policies, and return of recorded documents.
- Supported team members in managing their workload, contributing to a more productive work environment.
- Maintained organized files for easy access, increasing team efficiency during transaction reviews.
- Collaborated with real estate agents to address potential challenges, effectively resolving concerns before they escalated.
- Enhanced client satisfaction by delivering timely and accurate escrow services.
- Scheduled closing appointments for seller and buyer or arranged for delivery of documents for out of area closings.
- Handling sensitive financial information securely, protecting both clients'' privacy and company reputation.
- Coordinated with title companies to efficiently process title orders, resulting in smoother transactions.
- Managed multiple high-priority tasks simultaneously while maintaining strict deadlines and attention to detail.
- Consistently updated client information in company database, keeping records accurate and up-to-date throughout the transaction process.
- Facilitated smooth document signing appointments, ensuring clients understood each step of the process.
- Reduced errors in documentation by meticulously reviewing and verifying all necessary paperwork.
- Studied and clarified buyer, seller, and lender instructions to determine escrow requirements.
- Streamlined escrow processes by implementing efficient filing and tracking systems.
- Returned executed loan packages to lender for review and approval in accordance with lender instructions.
- Expedited the resolution of any outstanding issues by proactively engaging relevant parties for prompt action on pending items.
- Examined purchase and sale agreement for potential items of concern and addressed immediately.
- Improved communication between clients and agents by promptly addressing inquiries and providing status updates.
- Scheduled signings and gathered required paperwork.
- Provided exceptional support during audits by ensuring all documentation was accurate, complete, and readily available for review.
- Stayed current on industry regulations and trends to provide informed guidance to clients during transactions seamlessly.
- Assisted in training new employees on company procedures and best practices, promoting teamwork within the office environment.
- Typed final title policies and necessary endorsements and created policy jackets.
Escrow Assistant
Alamo Title Company
2001 - 05.2007
- Facilitated communication between buyers, sellers, and lenders to ensure smooth transactions.
- Managed documentation for closing processes, ensuring compliance with legal requirements.
- Coordinated escrow transactions from initiation to completion, maintaining timelines and accuracy.
- Reviewed title reports and identified discrepancies to mitigate potential issues during closings.
- Trained new team members on escrow procedures and software systems to enhance operational efficiency.
- Streamlined record-keeping processes, improving retrieval times and document organization within the office.
- Developed strong relationships with clients through excellent customer service, fostering trust and loyalty.
- Assisted with the successful closing of numerous escrow transactions, ensuring all parties were informed and satisfied.
- Obtained documents such as proof of insurance and HOA statements.
- Maintained open communication with lenders, brokers and borrowers.
- Efficiently processed incoming funds from buyers and disbursed funds to sellers upon closing transactions successfully.
- Followed-up on status of releases, policies, and return of recorded documents.
- Supported team members in managing their workload, contributing to a more productive work environment.
- Maintained organized files for easy access, increasing team efficiency during transaction reviews.
- Collaborated with real estate agents to address potential challenges, effectively resolving concerns before they escalated.
- Enhanced client satisfaction by delivering timely and accurate escrow services.
- Scheduled closing appointments for seller and buyer or arranged for delivery of documents for out of area closings.
- Handling sensitive financial information securely, protecting both clients'' privacy and company reputation.
- Coordinated with title companies to efficiently process title orders, resulting in smoother transactions.
- Managed multiple high-priority tasks simultaneously while maintaining strict deadlines and attention to detail.
- Consistently updated client information in company database, keeping records accurate and up-to-date throughout the transaction process.
- Facilitated smooth document signing appointments, ensuring clients understood each step of the process.
- Reduced errors in documentation by meticulously reviewing and verifying all necessary paperwork.
- Studied and clarified buyer, seller, and lender instructions to determine escrow requirements.
- Streamlined escrow processes by implementing efficient filing and tracking systems.
- Returned executed loan packages to lender for review and approval in accordance with lender instructions.
- Expedited the resolution of any outstanding issues by proactively engaging relevant parties for prompt action on pending items.
- Examined purchase and sale agreement for potential items of concern and addressed immediately.
- Improved communication between clients and agents by promptly addressing inquiries and providing status updates.
- Scheduled signings and gathered required paperwork.
- Provided exceptional support during audits by ensuring all documentation was accurate, complete, and readily available for review.
- Stayed current on industry regulations and trends to provide informed guidance to clients during transactions seamlessly.
Education
High School Diploma -
Boerne High School
Boerne, TXSkills
- File management
- Escrow knowledge
- Notary public certification
- Funds disbursement
- Client relationship building
- Deadline oriented
- Attention to detail
- Time management
- Customer service
- Multitasking Abilities
- Reliability
- Organizational skills
- Professional ethics
- Task prioritization
Certification
- Escrow Officer License
- Notary Public
Timeline
Escrow Assistant
Kendall County Abstract Company
05.2007 - Current
Escrow Assistant
Alamo Title Company
2001 - 05.2007
High School Diploma -
Boerne High School