Caitlin Walter
Vero Beach,United States
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level commerical transaction coordinator position. Ready to help team achieve company goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
11
11
years of professional experience
Work History
Transaction Coordinator
Blueprint Title
04.2021 - Current
- Ensured smooth transaction coordination by managing timelines, deadlines, and documentation requirements.
- Organized and maintained digital files for easy access, streamlining the document retrieval process during audits or inquiries.
- Acted as a reliable point of contact for all parties involved in the transaction, ensuring clear communication and timely resolution of any issues that arose.
- Managed sensitive client information securely to maintain confidentiality and uphold company privacy policies strictly.
- Reduced errors in transactions by meticulously reviewing all documents for accuracy and compliance.
- Managed high-volume transaction workload, maintaining accuracy and attention to detail during peak times.
- Conducted regular audits of processed transactions to ensure compliance with company policies and regulatory requirements.
- Maintained a high level of professionalism and attention to detail, resulting in consistently positive feedback from clients and colleagues alike.
- Collaborated with title department to resolve title issues such as legal descriptions, easements, lot splits, vesting and bankruptcies.
- Managed a high volume of incoming inquiries from clients, effectively addressing their needs while maintaining a professional demeanor.
- Conducted closing processes with customers, realtors, lenders and attorneys.
- Reduced errors in documentation by thoroughly reviewing all paperwork and ensuring accuracy before submission.
Escrow Assistant
Majesty Title Services
03.2019 - 04.2021
- 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.
- Efficiently processed incoming funds from buyers and disbursed funds to sellers upon closing transactions successfully.
- Maintained open communication with lenders, brokers and borrowers.
- Supported team members in managing their workload, contributing to a more productive work environment.
- Collaborated with real estate agents to address potential challenges, effectively resolving concerns before they escalated.
- Prepared estimated closing statements for buyer and seller.
- 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.
- Prepared and delivered projected HUD-1 settlement statements to lender upon request.
- 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.
- Scheduled signings and gathered required paperwork.
- Prepared detailed preliminary reports for review, consistently identifying discrepancies before they became issues.
- Assisted in training new employees on company procedures and best practices, promoting teamwork within the office environment.
- Scheduled closing appointments for seller and buyer or arranged for delivery of documents for out of area closings.
- Set up escrow transactions, processed deposits and mailed out forms and preliminary title reports for review.
- Opened incoming orders and set up escrow files within 4 hours of receiving purchase agreement.
- Communicated requirements and title exception information to clients.
- Supported successful closings by preparing comprehensive settlement statements reflecting accurate financial calculations.
- Fostered strong professional relationships with title companies, lenders, realtors, and other key players within the industry to improve collaboration and client satisfaction.
- Checked signatures and legal descriptions for accuracy and integrity.
Escrow Assistant
First American Title
06.2018 - 02.2019
- 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.
- Supported team members in managing their workload, contributing to a more productive work environment.
- Maintained open communication with lenders, brokers and borrowers.
- 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.
- Handling sensitive financial information securely, protecting both clients'' privacy and company reputation.
- Forwarded title clearing documentation to title officer for approval.
Escrow Processor
Stewart Title
11.2013 - 05.2018
- Reviewing Title searches, clearing any requirements needed to issue clear title, obtaining payoffs, ordering estoppels, working with lenders.
- Verified legal documents for correct acknowledgments and legal and lien information.
- Managed a high volume of incoming inquiries from clients, effectively addressing their needs while maintaining a professional demeanor.
- Assisted customers and clients with closing-related questions.
- Coordinated seamlessly with title companies to obtain necessary documents for successful closings in a timely manner.
- Conducted closing processes with customers, realtors, lenders and attorneys.
- Collaborated with title department to resolve title issues such as legal descriptions, easements, lot splits, vesting and bankruptcies.
- Reduced potential legal issues by conducting thorough title searches and identifying potential risks or discrepancies.
- Prepared documents for closing and handled complete disbursement and follow up of escrow transactions.
- Set up escrow transactions, processed deposits and mailed out forms and preliminary title reports for review.
- Opened incoming orders and set up escrow files within 2 hours of receiving purchase agreement.
- Actively participated in staff meetings where key updates were communicated regarding policy changes impacting how certain transactions are processed.
- Managed high-volume transaction workload, maintaining accuracy and attention to detail during peak times.
Receptionist
Stewart Title
01.2013 - 11.2013
- Answering Phones, Order Entry, Greeting Customers, Obtaining information from both seller and buyer, taking messages, scheduling closings
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Confirmed appointments, communicated with clients, and updated client records.
- Answered phone promptly and directed incoming calls to correct offices.
- Kept reception area clean and neat to give visitors positive first impression.
- Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients.
- Responded to inquiries from callers seeking information.
- Maintained a well-organized reception area with updated materials, contributing to a welcoming environment for visitors.
- Answered central telephone system and directed calls accordingly.
- Supported office efficiency by performing clerical tasks such as data entry, photocopying, scanning, and faxing documents.
- Corresponded with clients through email, telephone, or postal mail.
- Demonstrated strong multitasking abilities while managing numerous tasks simultaneously under tight deadlines.
- Handled sensitive information with discretion while maintaining strict confidentiality standards.
- Managed multiple tasks and met time-sensitive deadlines.
- Provided administrative support to staff members by handling correspondence, filing documents, and managing office supplies inventory.
Education
High School -
Santaluces High School
01.2008
Skills
- Customer Service
- Administrative Assistants
- Outlook
- Insurance
- Data Entry
- Invoicing
- Access
- Real Estate
- Administrative Assistance
- Transaction monitoring
- Data entry proficiency
- Deadline Management
- Document coordination
- Property Research
- Real estate knowledge
- Contract comprehension
- Willing to Learn
- Attention to Detail
- Critical Thinking
- Planning and coordination
- Prioritizing and Planning
Timeline
Transaction Coordinator
Blueprint Title
04.2021 - Current
Escrow Assistant
Majesty Title Services
03.2019 - 04.2021
Escrow Assistant
First American Title
06.2018 - 02.2019
Escrow Processor
Stewart Title
11.2013 - 05.2018
Receptionist
Stewart Title
01.2013 - 11.2013
High School -
Santaluces High School
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