Carol Patton
Owasso,OK
Summary
Escrow Officer with strong knowledge of escrow process, title process and company policies and procedures to service clients. Prepares and delivers escrow documents in compliance with regulations and laws. Expert knowledge of Residential, Commercial and Investment real estate transactions and preparing title insurance policies and endorsements required to support high producing team. Experience in Escrow Accounting, Recording and Office Management.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Senior Escrow Officer/Back Office Specialist
Mid Continent Title, LLC
01.2022 - Current
- 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.
- Enhanced client satisfaction by efficiently managing complex escrow transactions and providing exceptional customer service.
- Developed new business opportunities by actively participating in networking events and building strategic partnerships within the real estate community.
- Managed a diverse portfolio of residential, commercial, and investment properties, ensuring each transaction was handled with professionalism and accuracy.
- 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.
- 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.
- Communicated requirements and title exception information to clients.
- Opened incoming orders and set up escrow files within 24 hours of receiving purchase agreement.
- Conducted regular audits of escrow accounts to ensure accuracy, compliance, and proper funds disbursement upon closing.
Closer/Mortgage Funder
Gateway Mortgage Group, LLC
06.2021 - 11.2022
- Managed a pipeline of prospects, maintaining consistent follow-ups to ensure timely closings.
- Maintained high levels of customer satisfaction by addressing concerns promptly and professionally throughout the closing process.
- Managed competing priorities under tight deadlines while maintaining accuracy in document preparation for smooth transaction completion.
- Delivered positive customer experiences and successful deal closures through open, constructive communications.
- Verified closing financial disclosure amounts against settlement and escrow agent figures to accurately reflect borrowers' bottom-line costs.
- Collaborated with lenders, agents, and legal professionals to resolve transactional and title issues.
- Served as a reliable point of contact for both internal teams and external partners throughout deal closures ensuring efficient information flow.
- Participated in regular team meetings to discuss challenges, share ideas for improvement, and celebrate successes within the department.
Senior Escrow Officer
Firstitle
05.2017 - 06.2021
- 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.
- Enhanced client satisfaction by efficiently managing complex escrow transactions and providing exceptional customer service.
- Developed new business opportunities by actively participating in networking events and building strategic partnerships within the real estate community.
- Managed a diverse portfolio of residential, commercial, and investment properties, ensuring each transaction was handled with professionalism and accuracy.
- 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.
- 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.
- Communicated requirements and title exception information to clients.
- Opened incoming orders and set up escrow files within 24 hours of receiving purchase agreement.
- Conducted regular audits of escrow accounts to ensure accuracy, compliance, and proper funds disbursement upon closing.
Escrow Officer
First American Title Insurance Co
03.2014 - 05.2017
- 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.
- Enhanced client satisfaction by efficiently managing complex escrow transactions and providing exceptional customer service.
- Developed new business opportunities by actively participating in networking events and building strategic partnerships within the real estate community.
- Managed a diverse portfolio of residential, commercial, and investment properties, ensuring each transaction was handled with professionalism and accuracy.
- 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.
- 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.
- Communicated requirements and title exception information to clients.
- Opened incoming orders and set up escrow files within 24 hours of receiving purchase agreement.
- Conducted regular audits of escrow accounts to ensure accuracy, compliance, and proper funds disbursement upon closing.
Escrow Officer/Business Development Manager
Oklahoma Title & Escrow
01.2005 - 03.2014
- 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.
- Enhanced client satisfaction by efficiently managing complex escrow transactions and providing exceptional customer service.
- Developed new business opportunities by actively participating in networking events and building strategic partnerships within the real estate community.
- Managed a diverse portfolio of residential, commercial, and investment properties, ensuring each transaction was handled with professionalism and accuracy.
- 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.
- 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.
- Communicated requirements and title exception information to clients.
- Opened incoming orders and set up escrow files within 24 hours of receiving purchase agreement.
- Conducted regular audits of escrow accounts to ensure accuracy, compliance, and proper funds disbursement upon closing.
Education
Associate of Arts - Accounting
Western Oklahoma State College
Altus, OKSkills
- Real Estate Closing Processes
- Closing Document Preparation
- Title Clearance
- Closing Disclosure
- Mortgage Knowledge
- Funds Disbursement
- Customer Service
- Problem-Solving
- Leadership skills
- Multitasking Abilities
- Excellent Communication
- Microsoft Office, SoftPro, Byte, IDS, Docusign
Affiliations
- The Women's Council of Realtors Tulsa
- Greater Tulsa Association of Realtors
Certification
Oklahoma Title Insurance License
Oklahoma Mobile Notary Certification
Prior Real Estate Provisional License
Timeline
Senior Escrow Officer/Back Office Specialist
Mid Continent Title, LLC
01.2022 - Current
Closer/Mortgage Funder
Gateway Mortgage Group, LLC
06.2021 - 11.2022
Senior Escrow Officer
Firstitle
05.2017 - 06.2021
Escrow Officer
First American Title Insurance Co
03.2014 - 05.2017
Escrow Officer/Business Development Manager
Oklahoma Title & Escrow
01.2005 - 03.2014
Oklahoma Title Insurance License
Oklahoma Mobile Notary Certification
Prior Real Estate Provisional License
Associate of Arts - Accounting
Western Oklahoma State College
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