Adept at researching and responding to title requests, processing information, opening accounts and preparing documents. Unsurpassed work ethic, in-depth understanding of escrow activities and passion for providing exceptional service to clients.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Senior Escrow Assistant
First American Title Co.
07.2011 - 06.2023
Maintained open communication with lenders, brokers and borrowers.
Scheduled signings and gathered required paperwork.
Returned executed loan packages to lender for review and approval in accordance with lender instructions.
Scheduled closing appointments for seller and buyer or arranged for delivery of documents for out of area closings.
Examined purchase and sale agreement for potential items of concern and addressed immediately.
Forwarded title clearing documentation to title officer for approval.
Obtained documents such as proof of insurance and HOA statements.
Prepared estimated closing statements for buyer and seller.
Followed-up on status of releases, policies, and return of recorded documents.
Studied and clarified buyer, seller and lender instructions to determine escrow requirements.
Prepared and delivered projected HUD-1 settlement statements to lender upon request.
Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
Restocked supplies and placed purchase orders to maintain adequate stock levels.
Executed record filing system to improve document organization and management.
Scheduled office meetings and client appointments for staff teams.
Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.
Processed customer orders accurately and within agreed timeframes to meet service standards.
Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
Assisted coworkers and staff members with special tasks on daily basis.
Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.
Skills
Complex Problem-Solving
Customer Satisfaction
Clerical Support
Legal Requirements
Calendar Maintenance
Insurance Requirements
Administrative Support
Closing Disclosures
Document Review
File Management
Settlement Agreements
Certification
Certified Notary Public
Timeline
Senior Escrow Assistant - First American Title Co.
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