Self-motivated collaborator with a proven track record of navigating diverse needs, optimizing processes, and consistently surpassing expectations within collaborative team environments. A dedicated and meticulous individual set to graduate with a bachelor’s degree in accounting on December 2, 2023, bringing forth a strong work ethic, effective communication, and adept task prioritization skills. Poised to contribute these attributes to a legal assistant role or an accounting position, leveraging academic knowledge and practical acumen to drive organizational success.
Overview
11
11
years of professional experience
Work History
CLOSER
TITLE UNLIMITED, LLC
04.2022 - Current
Prepare Real Estate documents for closings such as Powers of Attorney, Affidavits, Title Commitments, and Deeds
Timely and professionally communications with lenders, agents, buyers, and sellers
Act as backup support for Closing Coordinator
Preparing settlement statements, closing disclosures, and lender packages
Assist in obtaining seller's authorizations, payoffs, etc
Assist in obtaining documentation for title curative items
Coordinate with customers and clients for closing date and time
Conduct closing meetings with clients
Submit documentation for loans requiring funding approval
Balancing the accounting log for each file and preparing for disbursement
Post-closing functions including, but not limited to, policy preparing and delivery, package return to lender or to branch services
Possess the ability to consistently close a minimum of 40 files per month
Adheres to company policies and guidelines
Scheduled and coordinated meetings, appointments, and events for executives
Adapted quickly to new technologies and office management systems
Drafted and edited professional emails, letters, and other communications.
SENIOR ESCROW OFFICER
FOUNDATION TITLE & ESCROW SERIES, LLC
04.2021 - 04.2022
Prepare Real Estate documents for closings such as Powers of Attorney, Affidavits, Title Commitments, and Deeds
Timely and professionally communications with lenders, agents, buyers, and sellers
Act as backup support for Jr
Escrow Officer
Preparing settlement statements, closing disclosures, and lender packages
Assist in obtaining seller's authorizations, payoffs, etc
Assist in obtaining documentation for title curative
Coordinate with customers and clients for closing date and time
Conduct closing meetings with clients
Submit documentation for loans requiring funding approval
Balancing each file and preparing for disbursement
Post-closing functions including, but not limited to, policy preparing and delivery, package return to lender or to branch services
Possess the ability to consistently close a minimum of 40 files per month
Adheres to company policies and guidelines
Adapted quickly to new technologies and office management systems
Drafted and edited professional emails, letters, and other communications.
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.
Communicated requirements and title exception information to clients.
Prepared and delivered projected HUD-1 settlement statements to lender upon request.
Reviewed escrow accounting reports and resolved outstanding check or open file balance issues.
Checked signatures and legal descriptions for accuracy and integrity.
Managed real estate closing process in compliance with applicable standards and legal requirements.
LEGAL ASSISTANT
MARTINSON AND BEASON, P.C.
04.2015 - 04.2021
Prepare files for different Attorneys using electronic filing system
Prepare Real Estate documents for closings such as Powers of Attorney, Affidavits, Title Commitments, and Deeds
Prepare files and orders for title work for Real Estate Department
Prepare Estate Planning Documents such as Will's, Powers of Attorney, and Advanced Health Care Directives
Assist the office manager with issuing firm checks when she is out of the office
Verified receipts, ensuring compliance with company policies and guidelines
Assist the receptionist with answering phones, covering the front desk area, and greeting clients when she is away
Generated and issued billing invoices to clients in a timely manner
Correspond with Realtors, Buyers, Sellers, and Lenders regarding information for closings
Prepared and drafted correspondence and legal forms to maintain smooth communications.
Handled office scheduling and made notes for deadlines, motions, and other important dates.
Worked alongside attorneys, administrative assistants, and fellow legal assistants on complex cases and legal processes.
Scheduled appointments, court appearances, and depositions for busy law firm.