David Coates

Independence Title

05.2005 - Current

Assisted customers and clients with closing-related questions.
Verified legal documents for correct acknowledgments and legal and lien information.
Conducted closing processes with customers, realtors, lenders and attorneys.
Collaborated with title department to resolve title issues such as legal descriptions, easements, lot splits, vesting and bankruptcies.
Marketed new business opportunities and made calls on current and prospective clients.
Scheduled closing appointments for seller and buyer or arranged for delivery of documents for out of area closings.
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.
Set up escrow transactions, processed deposits and mailed out forms and preliminary title reports for review.
Followed-up on status of releases, policies, and return of recorded documents.
Forwarded title clearing documentation to title officer for approval.
Followed industry standard escrow procedures and maintained awareness of regulations governing escrow process.
Examined purchase and sale agreement for potential items of concern and addressed immediately.
Checked signatures and legal descriptions for accuracy and integrity.
Communicated requirements and title exception information to clients.
Reviewed escrow accounting reports and resolved outstanding check or open file balance issues.

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Summary