Christina Herrera
Tucson,AZ
Summary
Detail-oriented individual with exceptional communication and organizational skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
14
14
years of professional experience
Work History
Accounts Manager
Children's Learning Adventure
11.2023 - Current
- Boosted client satisfaction by effectively managing accounts and addressing concerns promptly.
- Proactively communicated updates and changes in company policies to families, ensuring their understanding and compliance.
- Managed and billed out subsidized childcare accounts.
- Organized and conducted tours for prospective parents.
- Built and maintained strong relationships with families through clear and consistent communication to promote long-term business growth.
- Performed effectively in a self-directed work environment, managing frontline operations and decisions.
- Greeted incoming visitors and families professionally, and provided friendly, knowledgeable assistance.
- Handled cash transactions and maintained sales and payments records accurately.
- Responded to inquiries from callers seeking information.
- Demonstrated strong multitasking abilities while managing numerous tasks simultaneously under tight deadlines.
- Cultivated positive relationships with clients through professional demeanor and excellent interpersonal skills.
- Onboarded new families and secured registration paperwork completion.
- Managed multi-line phone system, ensuring prompt and courteous service to callers.
Closer/Funder
American Financial Network/Pinnacle Home Loans
08.2020 - 05.2023
- Prepared closing disclosures, ensuring all figures aligned with loan estimates and buyer expectations.
- Reviewed executed documents thoroughly post-closing to ensure completion of required forms before final submission to investor or servicer partners.
- Collaborated closely with underwriters, processors, and title companies for seamless loan closing experiences.
- Assisted the post-funding department with clearing post-closing conditions to assure that the investor's purchase is completed in a timely manner.
- Facilitated seamless loan closings through meticulous document preparation and review.
- Streamlined communication between clients, lenders, and title companies to enhance closing efficiency.
- Maintained high levels of customer satisfaction by addressing concerns promptly and professionally throughout the closing process.
- Prepared preliminary settlement statements and loan closing instructions for review by title companies and closing agents.
- Balanced funding sheets accurately, verifying that all financial figures were correct before disbursing funds to appropriate parties.
- Reviewed titles, insurance and flood zone certifications to meet closing standards for each property.
- Reviewed and verified mortgage documentation for accuracy and compliance with regulatory standards.
Closer/Funder
Caliber Home Loans
08.2017 - 07.2020
- Produced complete and accurate residential mortgage loan documents while insuring compliant with federal and state regulations.
- Reviewed all collateral documentation and resolved discrepancies in conjunction with title/escrow companies.
- Served as liaison between Caliber Home Loans and settlement agent. This consisted of confirming closing dates and balancing the final closing disclosure.
- Reviewed executed loan packages, confirmed all prior to funding conditions have been met and requested funding wire.
Closing/Funding Manager
Sunstreet Mortgage LLC
12.2015 - 07.2016
- Worked closely with various company departments to streamline closing, funding processes, quality, and risks.
- Ensured accurate and timely pipeline management for the Closing/Funding department.
- Worked with investors on clearing post-closing suspense to ensure loans were purchased in a timely manner.
- Streamlined closing processes to enhance efficiency and reduce turnaround time.
- Increased overall employee satisfaction within the department through offering support, encouragement, and constructive feedback for professional development opportunities.
- Developed strong relationships with other department managers, fostering a positive and collaborative work environment for all employees.
- Managed the day-to-day operations of a high-volume closing department, ensuring timely completions and client satisfaction.
- Ensured compliance with federal, state, and industry regulations by staying up-to-date on changes and implementing necessary adjustments.
- Mentored and trained new team members, resulting in improved performance and increased understanding of company procedures.
- Developed comprehensive training materials that streamlined the onboarding process for new employees in the closing department.
- Maximized productivity by effectively delegating tasks based on team member strengths and workload capacity.
Escrow Officer
Fidelity National Title Company
01.2012 - 07.2017
- Followed-up on status of releases, policies, and return of recorded documents.
- Prepared and reviewed closing documents, maintaining compliance with regulatory requirements.
- Facilitated communication between buyers, sellers, agents, and lenders throughout transaction processes.
- Managed escrow accounts, ensuring timely disbursement of funds and accurate record-keeping.
- Resolved complex issues related to title discrepancies and transaction delays effectively.
- Prepared detailed settlement statements for each transaction, accurately reflecting funds received and disbursed.
- Developed strong relationships with clients by providing exceptional service, earning repeat business and referrals.
- Scheduled closing appointments for seller and buyer or arranged for delivery of documents for out of area closings.
- Enhanced customer satisfaction by promptly addressing inquiries and resolving issues related to escrow transactions.
- Maintained strict confidentiality in handling sensitive customer information, adhering to privacy laws and best practices.
- Prepared documents for closing and handled complete disbursement and follow up of escrow transactions.
- Reviewed contracts thoroughly to ensure accuracy before proceeding with the escrow process.
- Checked signatures and legal descriptions for accuracy and integrity.
- Communicated requirements and title exception information to clients.
- Returned executed loan packages to lender for review and approval in accordance with lender instructions.
- Consistently met deadlines for preparing necessary paperwork for closings while maintaining high-quality work standards.
- Facilitated successful closings by guiding clients through the signing process.
- Set up escrow transactions, processed deposits and mailed out forms and preliminary title reports for review.
Education
No Degree -
Pima Community College
Tucson, AZGED - undefined
Pima Community College
05.2010
Skills
- Multitasking proficiency
- Detail-oriented with expertise in developing leadership materials
- Service excellence
- Effective communication
- Positive attitude, self-start & organized
- Effective decision-making
- Microsoft 365
- Encompass
- Impact
- IDS
- DocuSign
- SmartView & SmartMarkup
- Month-end reporting
- Account management
- Invoicing
- Payment processing
- Payment collection
- General ledger maintenance
- Month-end closing
- Teamwork and collaboration
- Customer service
- Goal oriented
- Client relationship building
- Verbal and written communication
- Time management
Timeline
Accounts Manager
Children's Learning Adventure
11.2023 - Current
Closer/Funder
American Financial Network/Pinnacle Home Loans
08.2020 - 05.2023
Closer/Funder
Caliber Home Loans
08.2017 - 07.2020
Closing/Funding Manager
Sunstreet Mortgage LLC
12.2015 - 07.2016
Escrow Officer
Fidelity National Title Company
01.2012 - 07.2017
GED - undefined
Pima Community College
No Degree -
Pima Community College