Dennis P. Maxwell
Senior Account Manager
Mars,PA
Summary
To utilize my 33+ plus years of Title Insurance / Settlement/Closing/Client Service expertise and team it with my energetic, multi-tasking personality and management skills to ensure financial and operational goals while contributing to the company.
Overview
33
33
years of professional experience
Work History
Senior Account Manager
Title 365
02.2020 - 05.2023
- Manage day to day operations of 3 Title/Closing accounts
- Handle all client escalations and work with appropriate team to resolve when needed
- Closely monitor and review client volume fluctuations
- Prepare Monthly Client Scorecards
- Hold Biweekly & Monthly calls with clients and work to resolve any issues
- Assist in wallet share growth for Title 365
- Increased a Clients Closing volume from 50/month to 2,700/month over a 16-month span
- Manage Client Email folders and work to solve issues/concerns and work with other Teams to get resolution. 8,000-10,000 monthly emails
- Travel to client offices for on-site visits and on-site meetings with Senior Management Team
- Create and maintain client specific training materials
- Present Client facing training as requested
- Provide training for internal Operations Team Members
- Work with IT/Client Services when workflow changes/upgrades are asked for by client
- Maintain consistent communication with Management/Teams at each client
Scheduling/Pre Close Audit Manager
Title 365
03.2015 - 02.2020
- Manage Daily Operations of the Team that includes the scheduling of 2500+ loans per month and the audit and sending of closing docs of 2500+ loans per month including: - Prepare title affidavits to send with closing packages - Transmit closing packages to signing companies - Schedule all closings-Confirm and respond to any and all questions in regards to the closing
- Manage all incoming emails (20,000+ monthly) and respond within SLA’s providing resolution to questions/concerns from the client
- Writing and updating Standard Operating Procedures (SOP’s) for the Team
- Manage the daily closing calendar that is used for closing documents needed for the day as well as sending daily reports to Senior Management
- Hold monthly meetings with Team to communicate any changes and share ideas within the Team
- Run monthly reports of closing volume every month
Closing Manager
Maverick National Services
05.2014 - 03.2015
- Responsible for placing all orders for title search and order Closing Protection Letters
- Reading abstracts and preparing title commitments for Purchase and Refinance
- Transactions
- Order all lien letters, dye tests, water, sewage letters in a timely manner to meet closing timeframes
- Prepare HUD – 1 statements and send to Lender for approval
- Prepare all title affidavits to be sent with closing docs for closing
- Once docs are returned from closing, conduct Post Closing Audit to insure all docs are properly signed and send to Lender for Funding approval
- Once loan is ready to fund, insure the file is balanced, deposit funds and cut checks
- Fully disburse loan by sending wires or check to all applicable parites involved in the transaction
Post Closing Exceptions Manager
United Lender Services – A USAA Company
12.2011 - 12.2013
- Manage Post Closing Audit Team to insure strict quality control of all closed loan packages
- Responsible for insuring all closing packages pass stringent audit of entire closed loan documents
- Accountable for all files that fail post close audit and correct prior to disbursement of loan
- Contact borrowers, clients and closing agents to cure the issues prior to disbursement
- Responsible for 2 large clients weekly/monthly delinquency report to insure on time delivery of Recorded documents and final policies
West Coast Team Leader
United Lender Services – A USAA Company
11.2010 - 12.2011
- Responsible for managing all West Coast orders, including Texas from HUD prep to policy issuance
- Manage Pre-Close audit team to insure closing packages are sent correctly
- Responsible for major client delinquency report for recorded documents and final policies to meet a strict 30 day requirement
Sales Executive
United Lender Services – A USAA Company
10.2009 - 11.2010
- In-house Sales Executive responsible for contacting former clients to establish a new relationship and business
- Responsible for contacting former agents to establish a new relationship and business
Manager
U.S. Property & Appraisal Services Corporation
11.2008 - 09.2009
- Closing & Title Operations Responsible for all aspects of daily operations of Closing and Title Operations for 42 plus
- State Agency Manage Closing operations including assignment of all scheduled closings, recruitment of closing agents for 42 plus states, preparation of all HUD-1 statements and all closing documents, quality control of all closed loan packages, funding and disbursements of all closed loans and preparation of all mortgage’s to send for recordation Manage Title Agency including preparation of all title commitments, mortgage filings, mortgage bring downs, issuance of all final title policies and answering all title related risk questions Writing and updating Standard Operating Procedures (SOP’s) Follow and maintain strict Underwriter guidelines for yearly audit performed by title underwriter Daily workload consists of: Tracking of all mortgage recordings for timely recordation Run monthly reports of title and closing volume Funding and disbursement of all closed loans 3 Prepare outgoing wire forms – when needed Preparation of all HUD statements and revisions and receive approval from client Schedule all closings-Confirm and respond to any and all questions in regards to the closing Order all CPL’s Obtain mortgage and judgment payoffs – when needed Train new clients on USP&A title/closing department procedures Prepare satisfaction of mortgages, subordinations, HOA letters, etc – when needed Prepare title docs to send with closing packages Handle post closing issues Review all lender closing instructions, requirements title and closing Transmit closing packages to notary Preparation of and sending out all mortgages for recording Maintain and upkeep Mortgage filing log and satisfactions Quality Control of all closing packages Review documents pertaining to title – trusts, divorces, wills, etc Write and maintain Standard Operating Procedures for Title & Closing Department per
- State regulations Prepare mortgages/deeds of trusts for recordation for mortgage filing clients only Handle all rejected mortgage/deed of trusts issues and resolve in a timely manner Handle all emails for title quotes, new orders, GTG’s, closing requests, etc Customer rep/liason with all clients and loan officers for all questions and issues Update and maintain recording fees/charges and changes of all states Review of final title for compliance Order bringdown’s on all searches Interaction with all borrowers that may have questions Follow up with Accounting Department in regards to escheat Work on all claim notices and resolutions with Underwriter
Vice President Operations
NewVensure, LLC
01.2007 - 05.2007
- Laid off-Company shut down, Responsible for all aspects of daily operations of Title Operations, Title Agency, Lien
- Clearance, Tax Certification and Closing Operations which included 25 plus employees
- Manage Title Operations including assignment of all title orders, follow up, mortgage filings and meeting a strict 24 – 48 hour client turn time Manage Title Agency including preparation of all title commitments, property reports, mortgage filings, mortgage bringdowns, final policies and answering all title related risk questions Manage Lien Clearance / Tax Certifications including answering risk issues including mortgage payoffs, tax certifications, up keep of clearance matrix for 42 plus states and up keep of all mortgage companies contact information Manage Closing Operations including assignment of all closing orders, recruitment of closing agents for 42 plus states monthly, re-assignment of closing orders while maintaining a 90% on time percentage of 500 closings per month - Run daily and monthly reports for Title Operations, Lien Clearance / Tax
- Certifications and Closing Operations 4 - Writing and updating Standard Operating Procedures (SOP’s) for all departments - Maintain a 90% on time client performance in Title Operations for Title
- Commitments
Vice President Operations
Inzura Settlement Services
02.2006 - 12.2006
- Sold to NewVensure, LLC), Responsible for all aspects of daily operations of Title Operations, Title Agency, Lien
- Clearance, Tax Certification and Closing Operations which included 25 plus employees
- Manage Title Operations including assignment of all title orders, follow up, mortgage filings and meeting a strict 24 – 48 hour client turn time Manage Title Agency including preparation of all title commitments, property reports, mortgage filings, mortgage bringdowns, final policies and answering all title related risk questions Manage Lien Clearance / Tax Certifications including answering risk issues including mortgage payoffs, tax certifications, up keep of clearance matrix for 42 plus states and up keep of all mortgage companies contact information Manage Closing Operations including assignment of all closing orders, recruitment of closing agents for 42 plus states monthly, re-assignment of closing orders while maintaining a 90% on time percentage of 500 closings per month - Run daily and monthly reports for Title Operations, Lien Clearance / Tax
- Certifications and Closing Operations - Writing and updating Standard Operating Procedures (SOP’s) for all departments - Maintain a 90% on time client performance in Title Operations for Title
- Commitments
President/Owner
Beaver County Settlement
06.2003 - 02.2006
- Responsible for all aspects of Daily Operations of entire company consisting of but not limited to: Preparation of all Title Commitments and Closing Protection Letters Set up and manage all abstractors and closing agents throughout Pennsylvania Writing and updating Standard Operating Procedures (SOP’s) Manage preparation of all Fee Sheets, Tax Sheets and Hud-1 Statements Funding and disbursement of all closed loans Weekly marketing calls Payment of all office bills and vendor bills twice monthly Reconciliation of General Account monthly Reconciliation of Escrow Account yearly Issuance of Final Title Policies Managing all Human Resource activity and writing employee handbooks 5
Vice President Operations
Pittsburgh Settlement Company, Pennsylvania
07.2002 - 06.2003
- Managing daily operations of Title and Closing Departments
- Preparation of all Title Commitments, Closing Protection Letters, Fee Sheets and Tax
- Sheets Funding and disbursement of all loans Payment of all office bills and vendor bills twice monthly Managing and preparing Hud-1 Settlement Statements and Closing Schedule Schedule and manage all closings Run monthly reports of title and closing volume Daily phone calls to resolve Post Closing issues Issuance of Final Title Policies Writing and updating Standard Operating Procedures (SOP’s) Reconciliation of Bank Accounts
- Nations of, (F/K/A Advanced Real Estate)
Vice President Operations
Nations Of Pennsylvania F/K/A Advanced Real Estate
01.2000 - 07.2002
- Manage daily operations of Title and Closing Departments including the preparation of all Title Commitments, Property Reports and Tax Sheets Managed Daily operations of Closing Department including Closing Protections Letters,
- Fee Sheets, Hud-1 Settlement Statements and coordination of the closing Supervised a satellite operation with closing offices located in Carnegie, Philadelphia,
- North Hills and Sharon, PA Supervised all First Bank accounts which included meeting strict turn around times, running daily reports, accounting and client visits Weekly marketing calls and marketing meetings Quarterly training sessions with entire staff Daily phone calls to resolve issues Issuance of Title Policies
Director of Title Operations
ATI Title Company
06.1999 - 12.1999
- Manage daily operations of Title Department Writing and updating standard Operating Procedures Monthly training with entire staff Setting up all Abstractors and Closing Agents in 5 plus states Perform Human Resource activities including payroll, new hires, terminations and performance reviews Reviewed all Title Commitments for accuracy before being transmitted to the client Run daily on time performance reports 6
- Lender’s Service
Risk Management Specialist
Lender’s Service Incorporated
06.1998 - 03.1999
- Writing and updating standard operating procedures for all Title Examiners Writing state specific manuals for 20 plus states Instruct Training Classes to existing and new Title Examiners Advise Examiners on problem searches to minimize risk to the company Attended bi-monthly seminars to stay updated on state specific changes Review full Title Searches over $500,000.
Senior Title Examiner
Lender’s Service Incorporated
02.1994 - 06.1996
- Responsible for overseeing a Team of Examiners for state specific teams Responsible for reviewing full title searches before transmitting to client Responsible for placing correct requirements/exceptions on title searches reviewed Responsible for “marking” up title commitments Plan daily reports including Work In Progress Reports Responsible for meeting time frames for clients
Title Examiner
Lender’s Service Incorporated
12.1992 - 02.1994
- Responsible for reviewing current owner searches and full title searches before transmitting to client Responsible for placing correct requirements and exceptions on title searches reviewed
- Examined title searches for 15 plus states Responsible for “marking” up title commitments before transmitting to client
Title Searcher / Abstractor
Lender’s Service Incorporated
12.1990 - 12.1992
- Searched property reports and full title searches in Allegheny County, PA Assigned daily work load to fellow employees Completed 10 – 15 property reports daily Ran daily work in progress reports Performed bringdowns and filed mortgages
Customer Service Rep
Lender’s Service Incorporated
02.1990 - 11.1990
- Responsible for entering Title and Appraisal orders via telephone and fax machine
- Entered reviewed Appraisal information into the computer Assigned Title Orders to Abstractors and Closing Agents via telephone and fax machine Preparation of Property Reports and Title Commitments
Skills
- Software used: Soft Pro, Vision, AIM, Gators, ValuNet, Stat/AtClose
- Fluent in Microsoft Word, Excel, Outlook, Power Point
- Knowledgeable in Salesforce and Workday
Timeline
Senior Account Manager
Title 365
02.2020 - 05.2023
Scheduling/Pre Close Audit Manager
Title 365
03.2015 - 02.2020
Closing Manager
Maverick National Services
05.2014 - 03.2015
Post Closing Exceptions Manager
United Lender Services – A USAA Company
12.2011 - 12.2013
West Coast Team Leader
United Lender Services – A USAA Company
11.2010 - 12.2011
Sales Executive
United Lender Services – A USAA Company
10.2009 - 11.2010
Manager
U.S. Property & Appraisal Services Corporation
11.2008 - 09.2009
Vice President Operations
NewVensure, LLC
01.2007 - 05.2007
Vice President Operations
Inzura Settlement Services
02.2006 - 12.2006
President/Owner
Beaver County Settlement
06.2003 - 02.2006
Vice President Operations
Pittsburgh Settlement Company, Pennsylvania
07.2002 - 06.2003
Vice President Operations
Nations Of Pennsylvania F/K/A Advanced Real Estate
01.2000 - 07.2002
Director of Title Operations
ATI Title Company
06.1999 - 12.1999
Risk Management Specialist
Lender’s Service Incorporated
06.1998 - 03.1999
Senior Title Examiner
Lender’s Service Incorporated
02.1994 - 06.1996
Title Examiner
Lender’s Service Incorporated
12.1992 - 02.1994
Title Searcher / Abstractor
Lender’s Service Incorporated
12.1990 - 12.1992
Customer Service Rep
Lender’s Service Incorporated
02.1990 - 11.1990
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