Dana Shine
Escrow Assistant
6355 Desoto Ave #A108, Woodland Hills ,CA
Summary
Well-qualified Escrow Assistant proficient in gathering, reviewing and organizing materials in support of the escrow process. Detail-oriented and methodical with excellent multitasking and problem-solving abilities. Offering 15 years of related experience.
Overview
28
28
years of professional experience
Work History
Escrow Officer
The Escrow Shop
Encino, CA
10.2022 - 04.2023
- Reviewed contracts, commitments and orders to prepare for closing and assembled documents to prepare files and facilitate smooth final transactions.
- Oversaw complete real estate closing process and adhered to all related process guidelines, company standards and title requirements.
- Prepared closing documents with care to eliminate errors or delays in processes.
- Reviewed documents for accuracy and verified funds.
- Mastered escrow process, title process, financial transactions, company policies and procedures and regulatory requirements.
- Complied with purchase contract terms and conditions, prepared accurate settlement statements and complied with state and federal laws governing escrow transactions.
- Worked with customers, realty professionals and lender representatives to complete smooth and efficient process.
- Consulted with title department to resolve tax liens, boundary disputes and encroachments.
- Collaborated with internal banking and accounting teams to maintain escrow accounts and records and approved funds disbursements.
Realtor Sales Associate
Lydia Gable - Compass
Westlake Village, CA
09.2021 - 07.2022
- Kept sales moving forward by attending inspections, preparing contracts and mitigating issues.
- Obtained favorable terms by expertly negotiating sales prices between buyers and sellers.
- Serviced daily flow of leads to quickly identify and capitalize on sales opportunities.
- Maintained current and accurate CRM database of prospective customers.
- Scheduled and managed showings as well as frequent open houses and customer-focused events.
- Showed residential properties and explained features, value and benefits of available homes.
- Advised prospective clients on current market activities and optimal buying or selling choices.
Escrow Assistant
Encore Escrow
Brentwood, CA
10.2021 - 01.2022
- Ordered demands, HOA statements, evidence of insurance and other required documents.
- Facilitated clear and effective communication between brokers, borrowers and lenders.
- Put together closing statements for buyer and seller review.
- Reviewed and interpreted buyer, seller and lender instructions to assess escrow requirements.
- Managed master calendar of signings and organized related paperwork.
- Prepared closing documents with care to eliminate errors or delays in processes.
- Oversaw complete real estate closing process and adhered to all related process guidelines, company standards and title requirements.
Realtor Sales Associate
Keller Williams World Class
Westlake Village, CA
07.2018 - 10.2021
- Maintained current and accurate CRM database of prospective customers.
- Obtained favorable terms by expertly negotiating sales prices between buyers and sellers.
- Kept sales moving forward by attending inspections, preparing contracts and mitigating issues.
- Scheduled home viewings with potential buyers.
- Prepared forms needed for real estate transactions, contracts, deeds, closing statements and leases.
- Generated list of properties to meet specific client needs.
- Researched and determined competitive market price.
- Represented buyers and sellers in major real estate transactions.
- Accompanied buyers during property inspections.
- Communicated with inspectors, lenders and pest control companies to maintain purchase agreement terms.
- Facilitated closing process on behalf of clients and reviewed parts of contracts to resolve issues prior to closing.
- Conferred with escrow companies, lenders and home inspectors to expedite transactions and home buying process.
- Expanded new business with implementation of networking and marketing strategies and generation of sales collateral.
Realtor Sales Associate
Keller Williams Realty
Calabasas, CA
03.2016 - 05.2018
- Followed up with prospects throughout sales processes to offer assistance.
- Wrote purchase agreements, disclosures and other contractual documents, using DocuSign to obtain signatures and complete paperwork.
- Located potential listings and set up meetings to capitalize on opportunities.
- Acquired new customers, counseled clients and identified purchasing needs to deliver relevant real estate investments.
- Successfully guided home buyers and sellers through sales and purchase of properties.
- Educated clients on current real estate market and answered questions.
- Scheduled home viewings with potential buyers.
- Negotiated, facilitated and managed real estate transactions.
- Answered phone calls and emails from potential and existing customers.
- Responded quickly to customer inquiries, asking questions to better understand needs.
- Prepared forms needed for real estate transactions, contracts, deeds, closing statements and leases.
- Communicated with owners regarding home and loan status.
- Cold called clients to obtain exclusives.
Realtor Sales Associate
Coldwell Banker
Calabasas, CA
04.2014 - 03.2016
- Maintained current and accurate CRM database of prospective customers.
- Kept sales moving forward by attending inspections, preparing contracts and mitigating issues.
- Expanded brand presence through proactive marketing and advertising strategies.
- Managed real estate transactions from initiation to closing.
- Scheduled home viewings with potential buyers.
- Prepared forms needed for real estate transactions, contracts, deeds, closing statements and leases.
- Generated list of properties to meet specific client needs.
- Researched and determined competitive market price.
- Represented buyers and sellers in major real estate transactions.
- Accompanied buyers during property inspections.
- Communicated with inspectors, lenders and pest control companies to maintain purchase agreement terms.
- Facilitated closing process on behalf of clients and reviewed parts of contracts to resolve issues prior to closing.
- Promoted properties via advertisements, open houses and multiple listing services.
- Promoted sales through advertising, open houses and Multiple Listing Services.
- Conferred with escrow companies, lenders and home inspectors to expedite transactions and home buying process.
Escrow Assistant
Chartwell Escrow
Sherman Oaks, CA
10.2012 - 06.2013
- Ordered demands, HOA statements, evidence of insurance and other required documents.
- Put together closing statements for buyer and seller review.
- Worked with customers, realty professionals and lender representatives to complete smooth and efficient process.
- Reviewed documents for accuracy and verified funds.
- Reviewed contracts, commitments and orders to prepare for closing and assembled documents to prepare files and facilitate smooth final transactions.
- Mastered escrow process, title process, financial transactions, company policies and procedures and regulatory requirements.
- Oversaw complete real estate closing process and adhered to all related process guidelines, company standards and title requirements.
- Ordered title reports for issuing title insurance, identified and resolved title defects and satisfied existing liens and encumbrances against property or principals.
- Coordinated transaction documentation by ordering title reports, completing forms and statements and gathering existing documents.
Escrow Officer
Encore Escrow
Reseda, CA
08.2001 - 02.2002
- Worked with customers, realty professionals and lender representatives to complete smooth and efficient process.
- Reviewed documents for accuracy and verified funds.
- Prepared closing documents with care to eliminate errors or delays in processes.
- Reviewed contracts, commitments and orders to prepare for closing and assembled documents to prepare files and facilitate smooth final transactions.
- Mastered escrow process, title process, financial transactions, company policies and procedures and regulatory requirements.
- Oversaw complete real estate closing process and adhered to all related process guidelines, company standards and title requirements.
- Ordered title reports for issuing title insurance, identified and resolved title defects and satisfied existing liens and encumbrances against property or principals.
- Consulted with title department to resolve tax liens, boundary disputes and encroachments.
- Coordinated transaction documentation by ordering title reports, completing forms and statements and gathering existing documents.
- Closed purchase transactions in multi-state, high-volume environment and satisfied customer expectations by meeting timelines and communicating proactively.
- Collaborated with internal banking and accounting teams to maintain escrow accounts and records and approved funds disbursements.
Jr. Escrow Assistant
Glenfinnan Escrow
Woodland Hills , CA
07.1996 - 08.2001
Escrow Assistant
Fidelity National Title Insurance Company
Tarzana, CA
06.1995 - 07.1996
Education
High School Diploma -
Birmingham High School
Lake Balboa1984
Real Estate License # 01939998
Skills
- Contracts knowledge
- Real estate industry knowledge
- Troubleshooting
- Multitasking
- Communication
- Property closing
- Sales development
- Market research
- Client relations
- Contract negotiation
- Purchase agreements
- Escrow processes
- Networking and business development
- Client relationship management
- Loan coordination
Timeline
Escrow Officer
The Escrow Shop
10.2022 - 04.2023
Escrow Assistant
Encore Escrow
10.2021 - 01.2022
Realtor Sales Associate
Lydia Gable - Compass
09.2021 - 07.2022
Realtor Sales Associate
Keller Williams World Class
07.2018 - 10.2021
Realtor Sales Associate
Keller Williams Realty
03.2016 - 05.2018
Realtor Sales Associate
Coldwell Banker
04.2014 - 03.2016
Escrow Assistant
Chartwell Escrow
10.2012 - 06.2013
Escrow Officer
Encore Escrow
08.2001 - 02.2002
Jr. Escrow Assistant
Glenfinnan Escrow
07.1996 - 08.2001
Escrow Assistant
Fidelity National Title Insurance Company
06.1995 - 07.1996
High School Diploma -
Birmingham High School
Real Estate License # 01939998
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