Seeking a challenging position in a reputable organization to develop my learnings, knowledge, and skills. Eager to secure a responsible career opportunity where I can fully utilize my training and skills and make a significant contribution to the company's success.
Overview
26
26
years of professional experience
Work History
Escrow Officer- Business Development
Bell Land Title
4 2024 - Current
Able to work efficiently against tough deadlines
Able to establish strong working relationships with a wide variety of service providers
Responsible for creating each new residential mortgage file and maintaining all of the escrow papers for each closing
Determined escrow requirements by studying and clarifying buyer, seller, and lender instructions
Meet and exceed established production goals.
Account Executive
Boston National Title
03.2022 - 09.2023
Responsible for preparing loan closing packages, communicating with all parties involved in the transaction and ensuring that all is accurate and in compliance
Collaborate with Lenders to create final Closing Documents
Maintain a high level of service to both the Lenders and the Clients.
Account Executive
LoanStream
02.2020 - 03.2022
Managed regional and national broker network accounts
Conduct sales and product training
Provided high level of customer service and support
Reach client base through sales calls, email marketing, cold calls and managing through CRM
Meet and exceed established production goals.
Account Executive
Royal Pacific Funding
02.2018 - 02.2020
Provided support to Operations team and clients
Managed and coordinated development of new clients
Focused on Non-QM Products Maintained high level of customer satisfaction and retention by providing positive and professional experience for all customers
Provided high level of customer service and support
Reach client base through sales calls, email marketing, cold calls and managing through CRM
Created communication strategies to meet client objectives
Protected company reputation and built loyal client base by working relentlessly to resolve problems and improve customer satisfaction
Increased sales by 17% over 6-month period.
Closer- Account Executive
Title and Abstract Agency of America
08.2016 - 01.2018
Managed sales process from initial contact to client development
Increased client base through cold calling, lead generation, and follow up
Maintained high level of customer contact, lead generation through cold calling and follow up
Developed and maintained relationships with realtors, brokers, and other professionals
Managed all aspects of loan closings, including but not limited to, title, escrow, and funding
Created communication strategies to meet client objectives
Planned and executed implementation of new CRM
Effectively controlled the release of proprietary and confidential information for general client lists
Increased sales by 33% over one-year period
Provided onsite training.
Office Manager/Closer
Your Title Connection
02.2016 - 08.2016
Sales Management: Develop and implement strategies to improve customer experience
Protected company reputation and built loyal client base by working relentlessly to resolve problems and improve customer satisfaction
Managed daily operations within office by supporting continuous delivery of excellent services and care
Conferred with business leaders to evaluate needs and strategize operational improvements to boost productivity
Streamlined back-office services for clients to promote proper functionality and positive user experience
Oversaw office financial management, including AP/AR and payroll administration
Trained employees on best practices and protocol while managing teams to ensure optimal productivity.
Client Service Specialist Supervisor
National Title Network/ Lenders Title Solutions
11.2009 - 05.2013
Maintained small division within large company, brought number of closings up from 15 a month to over 150 per month
Assisted in closing and management of loan closing process, customer relations, and customer service
Reviewed and analyzed loan documents to ensure compliance with federal, state, and local regulations
Provided customer support and management of closing and funding
Directed and motivated team of 4
Executed new training initiative to improve skills and develop leaders from within
Coordinated with internal departments to maximize operational efficiency across all areas, including incoming and outgoing shipments and daily production
Realigned workflows with changing business demand by evaluating processes and employee strengths
Identified and corrected issues negatively impacting team and business operations.
Office Manager/Processor/ Closer
Gulfstream
07.2005 - 11.2009
Developed and maintained relationships with key decision makers and influencers
Responsible for daily operations of office, including but not limited to: scheduling, payroll
Managed the entire process from initial contact to closing, and management of the client relationship development
Maintain a high level of customer service in a fragile market and develop a sales plan to grow the business development.
Account Executive
Fremont Investment & Loan
02.1999 - 07.2005
Developed and maintained relationships with key decision makers and influencers
Provided support to the sales team and clients
Managed and coordinated the development of new business
Created and implemented a new marketing plan to increase sales and customer base
This resulted in a 30% increase in Funding's
Cold calling, prospecting, and lead generation
Developed and maintained a strong sales platform
Accountable for the development of a new business development plan
Found over 30 new potential clients and successfully started accounts with 50%.