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Bike riding
Bonnie Klein
Sherman Oaks,CA
Summary
Experienced Escrow Officer/Assistant with 8+ years in real estate transactions, closing document preparation, and title document review. Known for accuracy, organization, and clear communication throughout the escrow process.
Overview
9
9
years of professional experience
Work History
Escrow Officer/Assistant
Secured Escrow Inc
Beverly Hills, CA
03.2026 - 11.2026
- Prepared closing statements, settlement figures, and disbursement paperwork with close attention to accuracy.
- Reviewed title commitments, lender instructions, and contract terms to identify discrepancies before closing.
- Processed escrow files, coordinating purchase, refinance, and closing documentation for accurate transaction support.
- Communicated with buyers, sellers, lenders, and agents to gather required signatures and resolve routine issues.
Escrow Officer/Assistant
BW Escrow
Beverly Hills, CA
09.2024 - 03.2026
- Verified identity, payoff information, and wire instructions to support secure fund handling and compliance.
- Monitored deadlines for funding, document delivery, and recording to keep escrow transactions on schedule.
- Maintained organized escrow records, ensuring complete files and clear audit trails for post-closing review.
- Assisted with escrow openings, amendments, and final closings while adapting quickly to office procedures.
Escrow Officer/Assistant
Granite Escrow
Beverly Hills, CA
01.2018 - 09.2024
- Prepared detailed settlement statements for each transaction, accurately reflecting funds received and disbursed.
- Developed strong relationships with clients by providing exceptional service, earning repeat business and referrals.
- Collaborated with real estate agents and lenders to expedite closing times on property sales.
- 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.
- 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.
- 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.
Education
High School Diploma -
Morningside High
Inglewood, CA06.1972
No Degree - English And Recreation
El Camino College
Torrance, CASkills
- Document preparation
- Real estate closing processes
- Closing document preparation
- Closing processes
- SoftPro and RBJ systems
- Transaction Compliance
Interests
Timeline
Escrow Officer/Assistant
Secured Escrow Inc
03.2026 - 11.2026
Escrow Officer/Assistant
BW Escrow
09.2024 - 03.2026
Escrow Officer/Assistant
Granite Escrow
01.2018 - 09.2024
No Degree - English And Recreation
El Camino College
High School Diploma -
Morningside High