Summary
Overview
Work History
Skills
Certification
Timeline
Generic

Cheri Carvalho

Arvada,CO

Summary

Escrow Assistant offering 25-year background managing administrative needs in high-volume office environments. Experienced in escrow procedures with professional demeanor and excellent communication skills.

Overview

22
22
years of professional experience
1
1
Certification

Work History

Escrow Assistant

Heritage Title Company
08.2020 - 10.2022
  • Obtained documents such as proof of insurance and HOA statements.
  • Maintained open communication with lenders, brokers and borrowers.
  • Scheduled signings and gathered required paperwork.
  • Prepared estimated closing statements for buyer and seller.
  • Set up escrow transactions, processed deposits and mailed out forms and preliminary title reports for review.
  • Prepared documents for closing and handled complete disbursement and follow up of escrow transactions.
  • 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.
  • Prepared and delivered projected HUD-1 settlement statements to lender upon request.
  • Forwarded title clearing documentation to title officer for approval.
  • 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 2 ] hours of receiving purchase agreement.

Escrow Assistant

Stewart Title
09.2019 - 08.2020
  • Obtained documents such as proof of insurance and HOA statements.
  • Maintained open communication with lenders, brokers and borrowers.
  • Scheduled signings and gathered required paperwork.
  • Prepared estimated closing statements for buyer and seller.
  • Studied and clarified buyer, seller and lender instructions to determine escrow requirements.
  • Checked signatures and legal descriptions for accuracy and integrity.
  • Opened incoming orders and set up escrow files within 6 hours of receiving purchase agreement.
  • Communicated requirements and title exception information to clients.
  • Reviewed escrow accounting reports and resolved outstanding check or open file balance issues.
  • 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.
  • 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.
  • Followed-up on status of releases, policies and return of recorded documents.
  • Prepared and delivered projected HUD-1 settlement statements to lender upon request.
  • Examined purchase and sale agreement for potential items of concern and addressed immediately.
  • Worked with title group to resolve issues such as easements, lot splits and bankruptcies.
  • Forwarded title clearing documentation to title officer for approval.

Escrow Assistant

Colorado Escrow And Title
12.2017 - 09.2019
  • Obtained documents such as proof of insurance and HOA statements.
  • Maintained open communication with lenders, brokers and borrowers.
  • Scheduled signings and gathered required paperwork.
  • Prepared estimated closing statements for buyer and seller.
  • Studied and clarified buyer, seller and lender instructions to determine escrow requirements.
  • Checked signatures and legal descriptions for accuracy and integrity.
  • Opened incoming orders and set up escrow files within 2 hours of receiving purchase agreement.
  • Opened incoming orders and set up escrow files within [Number] hours of receiving purchase agreement.
  • Communicated requirements and title exception information to clients.
  • Reviewed escrow accounting reports and resolved outstanding check or open file balance issues.
  • Followed industry standard escrow procedures and maintained awareness of regulations governing escrow process.
  • 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.
  • 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.
  • Managed real estate closing process in compliance with applicable standards and legal requirements.
  • Followed-up on status of releases, policies and return of recorded documents.
  • Prepared and delivered projected HUD-1 settlement statements to lender upon request.
  • Examined purchase and sale agreement for potential items of concern and addressed immediately.
  • Worked with title group to resolve issues such as easements, lot splits and bankruptcies.
  • Forwarded title clearing documentation to title officer for approval.

Escrow Assistant

Fidelity National Title Insurance Company
08.2000 - 12.2017
  • Obtained documents such as proof of insurance and HOA statements.
  • Maintained open communication with lenders, brokers and borrowers.
  • Scheduled signings and gathered required paperwork.
  • Prepared estimated closing statements for buyer and seller.
  • Studied and clarified buyer, seller and lender instructions to determine escrow requirements.
  • Checked signatures and legal descriptions for accuracy and integrity.
  • Reviewed escrow accounting reports and resolved outstanding check or open file balance issues.
  • Followed industry standard escrow procedures and maintained awareness of regulations governing escrow process.
  • 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.
  • 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.
  • Managed real estate closing process in compliance with applicable standards and legal requirements.
  • Followed-up on status of releases, policies and return of recorded documents.
  • Prepared and delivered projected HUD-1 settlement statements to lender upon request.
  • Examined purchase and sale agreement for potential items of concern and addressed immediately.
  • Worked with title group to resolve issues such as easements, lot splits and bankruptcies.
  • Forwarded title clearing documentation to title officer for approval.

Skills

  • Tax Calculations
  • Title Management
  • Government Lending
  • Government Standards
  • Administrative Support
  • Business Correspondence
  • Office Supplies and Inventory
  • Document Review
  • Title Procedures
  • Real Estate Closing Assistance
  • Schedule Coordination
  • Clerical Support
  • Complex Problem-Solving
  • Program Operations
  • Email Correspondence
  • Schedule Management
  • Greeting Visitors
  • Customer Satisfaction
  • Closings Coordination

Certification

  • Title License
  • Notary Public

Timeline

Escrow Assistant

Heritage Title Company
08.2020 - 10.2022

Escrow Assistant

Stewart Title
09.2019 - 08.2020

Escrow Assistant

Colorado Escrow And Title
12.2017 - 09.2019

Escrow Assistant

Fidelity National Title Insurance Company
08.2000 - 12.2017

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Cheri Carvalho