Summary
Overview
Work History
Education
Skills
References
Accomplishments
Timeline
Generic

Charli Lynn

Charlotte,NC

Summary

I am va fully licensed North Carolina residential real estate broker of over 5 years in North Carolina. I am an expert in contract drafting, marketing research, negotiating contracts, and client analysis . I strive to cultivate professional partnerships across all business sectors which contributes to strong and dependable client relationships. I'm a hands- on client oriented professional, who thrives on fulfilling my fiduciary duties & building a personalized superior experience for each & every client.

I am an excellent problem solver that can provide support and resources that solidifies the interests of both the clients & the firm. I am independent in nature, I use careful judgement when handling matters of escalation and I always operate within the defined and established practices and policies.

I have a deep engagement with and exposure to diverse industries and possess strong leadership and decision-making skillset am dedicated to profitable outcomes and efficient work. I am successful at sorting and categorizing high volumes of legal documents and data. I've mastered prioritizing tasks and remaining productive while balancing multiple projects . My proficiency in managing large caseloads and capacity to meet deadlines are my strong suits as it relates to my ability to produce under pressure. My method to stay on track & organized is to collect, organize, analyze and disseminate significant amounts of information with attention to detail and accuracy.

Overview

7
7
years of professional experience

Work History

Real Estate Transaction Coordinator

Crown Castle Telecommunications
Charlotte, NC
02.2023 - 08.2023
  • Drafted contracts, purchase agreements, closing statements and leases.
    -Track and manage progress on all assigned transactions and tasks.
    • Supervise various outside vendor partners, including, but not limited to attorneys, surveyors, environmental engineers, title search firms, etc. to ensure that transactions close within commercially reasonable timeframes.
    • Review survey's and plats to clear title objections. Identify potential risk scenarios and secure appropriate approval
    • Negotiate and review various real estate contracts/agreements,
    conveyance documents, easements, deeds, etc.
    • Prepare closing packages. Review and approve settlement statements
    prior to funding to ensure all financial controls have been met.
    • Develop due diligence strategy, Review the quality and completeness of due diligence deliverables, escalate risk approval as needed
    • Approve payment of invoices related to the transactions assigned.
    • Provide timely system updates and communicate effectively with all customers, both internal and external.
    • Provide current status reports to management and customers on a
    recurring basis.

Commercial Underwriter

Investors Title Insurance
Charlotte, NC
05.2022 - 11.2022
  • Act as a Liaison between Reinsurance Department, Escrows, ITEC and residential national accounts departments’ services to coordinate all connections within a commercial transaction.
  • Underwrote policies for shopping centers, restaurants, private airports and various other commercial properties.
  • Follow-up on pending commitments/policies on a weekly basis and provide status report to Commercial Services Manager.
  • Review Escrow Agreements and assist settlement services.
  • Assist marketing team in providing helpful information that contributes to directing commercial business development efforts.
  • Review and underwrite commercial plats and surveys to determine encroachments and exceptions.
  • Review preliminary opinions of title research from closing attorneys and underwrite; apply requirements, determine exceptions and insurance coverage amount.
  • Underwrite and issue commitments in compliance with underwriting procedures and guidelines for residential and commercial properties prior to closing.
  • Issue commitment revisions and policy endorsements.
  • Place title orders with area attorneys for requests made from
    Commercial Accounts.
  • Review American Land & Title Association endorsements with commercial attorney's to determine which is best suited for their polices.
  • Performing mechanic lien searches and legal entity searches.
  • Research and verify the accuracy of documentation such as property title records, property ownership, public records, deeds, leases, surveys, contracts, and agreements needed to produce a clear title

Real Estate Paralegal

Steltzner Law
Rock Hill , SC
03.2022 - 05.2022
  • Process and prepare closing binders and transactional documents for legal review.
  • Coordinating closings, post-closings, trust account settlement; and file management.
  • Communicate with mortgage lenders, agents, buyers, and sellers to coordinate closings and scheduling and review legal documents.
  • Drafted Deeds and Closing statements.
  • Utilized Register of Deeds Office and Tax office
  • Review legal documents for completeness and accuracy.
  • Utilize Softpro Select Program to maintain and upkeep client files.
  • Balance with the lender to produce a final closing disclosure and final title documents to execute at closing.
  • Ensure all closing instructions are followed as per the closing package and coordinate with a loan officer, mortgage loan processor, and underwriter to be sure all underwriting commitments have been satisfied.
  • Collaborate with title examiner and underwriter to prepare title insurance policy and binders and title commitments and with loan closer to prepare HUD-1 real estate settlement statements

Real Estate Paralegal

McDonnell & Associates Law Offices
Charlotte, NC
10.2021 - 03.2022
  • Completed research via wide range of public databases and utilized tax office and deed record systems.
  • Organized client calendars, prepared mailings and handled high call volumes.
  • Identified and analyzed legal documents, discoveries and contracts.
  • Entered client data into Resware to manage records and customer relationships
  • Reviewing financing options, lending requirements, title affidavits, and bankruptcy claims.
  • Collaborate with title examiner and underwriter to prepare title insurance policy and binders and title commitments and with loan closer to prepare HUD-1 real estate settlement statements
  • Scheduled & Prepared clients for closing appointments
  • Prepared closing documents
  • Created SC General Warranty Deeds
  • Entered client data into Resware to manage records and customer relationships
  • Review Title Searches

REAL ESTATE BROKER

High Garden Realty
Charlotte, NC
01.2021 - 10.2021
  • Prepare documents such as representation contracts, purchase agreements, closing statements and listing contracts
  • Accompany buyers during visits to and inspections of property & advise them on the suitability and value of the property they are visiting
  • Communicate with title companies, lenders, inspectors, pest control, contractors and the opposing realtor to ensure that all terms and conditions of purchase agreements are met before closing
  • Conduct all business in accordance with company procedures and Fair
  • Housing Laws
  • Research real estate market conditions and draft comparable market analysis reports
  • Develop marketing plans in order to assist sellers to properly market& sell their homes Coordinate timelines, deadlines, inspections, renovations and walk – throughs for transactions Ensure transactions adhere to rules of the
  • National Board of Association of Realtors and all documentation is appropriately maintained.
  • Managed real estate transactions from initiation to closing.
  • Negotiated between sellers and buyers over property prices and settlement deals.

REAL ESTATE BROKER

Keller Williams Ballantyne, Graves
03.2019 - 01.2021
  • Managed portfolio of averaging $1.2 million in residential sales my first year
  • Established a network of mortgage lenders, contractors, and legal attorneys in which to refer clients
  • Inspected conditions of premises and inform property owners of maintenance needs
  • Evaluated clients' financial abilities and research properties within their buying power
  • Promoted sale of properties through open houses, engagement in multiple listing services, networking and advertisements
  • Evaluated the needs of both sellers and buyers to reach a common ground
  • Advise clients about market conditions, conduct walkthroughs, and provide guidance and assistance through the process of buying and selling properties.
  • Negotiated offers between buyers and sellers in order to reach an agreement on price and terms of sale.
  • Maintained relationships with current and prospective clients by providing exceptional customer service throughout the transaction process.
  • Drafted real estate contracts, purchase agreements, and closing documents according to state regulations.
  • Organized open houses for prospective buyers in order to showcase available properties.
  • Actively participated in networking events as well as community activities such as homebuyer seminars or workshops in order to increase visibility within the industry.
  • Managed all aspects of client transactions from initial contact through closing including coordinating inspections, appraisals, surveys, repairs and renovations when needed.
  • Attended continuing education classes regularly in order maintain up-to-date knowledge about real estate law and industry practices.
  • Prepared market analysis statistics and bid presentation for buyers and sellers.
  • Compared similar properties to determine competitive market price.

MANAGING DIRECTOR

Evo Green Clean
Charlotte, NC
03.2016 - 01.2019
  • Build the company public profile through networking, conferences, and speaking engagements
  • Lead strategy for new development and clients Prepare long-term and short-term goals and company objectives
  • Analyze problematic situations and occurrences and provide solutions to ensure company survival and growth
  • Prepare, gain acceptance, and monitor the implementation of the annual budget to ensure that budget targets are met, that revenue flows are maximized and that fixed costs are minimized
  • Develop and direct the implementation of policies and procedures to ensure that the company complies with all health and safety and other statutory regulations
  • Train & develop staff to ensure that it achieves its mission and objectives
  • Represent the company in negotiations with customers & suppliers
  • Develop and maintain total quality management and control structures to ensure that the best possible services are provided to customers
  • Delegate responsibilities and supervise the work of executives providing guidance and motivation to drive maximum performance.

Education

Real Estate License -

Superior School of Real Estate
Charlotte, NC
2019

Biomedical Emphasis - Biomedical Emphasis

University of North Carolina At Pembroke
Pembroke, NC

Skills

  • Closing assistance
  • Understanding of Settlement statements
  • Issuing final policies by using a multitude of programs
  • Clearing Curative Items Pending To Clear Title
  • Bankruptcy & Tax Lien Searches
  • Review of Title Commitments
  • Proficient in Balancing Settlement Statements with Mortgage Lenders
  • Home Sale Guidance
  • Legal document preparation
  • CRM software use
  • NC Licensed Real Estate Broker
  • MS Office
  • E- Recording of Deeds, Mortgages & Death Certificates using Simplifile
  • Use of NetroOnline
  • Experience in Disbursement of Funds At Closing
  • Title policies support
  • Escrow Support
  • Drawing up closing binders
  • File and Records Management
  • Proficient in Softpro Select & Resware
  • Survey & Plat Review/Underwriting
  • Flexible and able to prioritize and handle multiple tasks and projects concurrently
  • Quoting and pricing policies
  • Process title insurance policies, commitments, and other policy documents
  • Proficient in American Land & Title Association endorsements
  • Understands Underwriting Principles
  • Able to Read Surveys and Closing Disclosures

References

PROFESSIONAL REFERENCES:

Christine Kim [Manager at Crown Castle] : 714-745-6313

Nick Favre [buyer client] 843-729-0566

Nicole Campbell [ buyer client] : (803) 650-0098

Charles Jackson [seller client] : 704-724-8810

Accomplishments

  • Accumulated over $1,000,000 in sales within the first 2 years of operating as a licensed real estate agent.
  • 2019 Most Productive Agent at Keller Williams Ballantyne

Timeline

Real Estate Transaction Coordinator

Crown Castle Telecommunications
02.2023 - 08.2023

Commercial Underwriter

Investors Title Insurance
05.2022 - 11.2022

Real Estate Paralegal

Steltzner Law
03.2022 - 05.2022

Real Estate Paralegal

McDonnell & Associates Law Offices
10.2021 - 03.2022

REAL ESTATE BROKER

High Garden Realty
01.2021 - 10.2021

REAL ESTATE BROKER

Keller Williams Ballantyne, Graves
03.2019 - 01.2021

MANAGING DIRECTOR

Evo Green Clean
03.2016 - 01.2019

Real Estate License -

Superior School of Real Estate

Biomedical Emphasis - Biomedical Emphasis

University of North Carolina At Pembroke

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Charli Lynn