ELSA PEREZ
Dana Point,CA
Summary
Detail-oriented professional with experience supporting legal teams, financial transactions, and operational processes in fast-paced environments. Skilled in Case Management, Legal Documentation, and Client Assessments, with a strong ability to organize case files, track deadlines, and maintain accurate records. Experienced in Data Management, CRM Systems, and Excel tracking to support attorneys and case managers while ensuring complete success with all ongoing cases.
Overview
3
3
years of professional experience
Work History
Case Manager Coordinator
Ilym Group
Tustin, CA
10.2025 - Current
- Supporting attorneys and case managers by preparing legal documents, client correspondence, and case files, ensuring accuracy and compliance with deadlines.
- Tracking deadlines, court dates, and filing requirements, reducing administrative errors and supporting timely case resolution.
- Assisting with case planning and follow-up, ensuring clients received appropriate resources and support services.
- Conducting research and gathering information for cases, including reviewing legal documents, medical records, and other supporting materials.
- Maintaining and updating case files using CRM software, accurately uploading client data.
- Developing and maintaining Excel spreadsheets for tracking case statuses, ensuring accuracy on task completion.
- Ensuring confidential client information is stored and handled in compliance with legal and organizational standards.
Lender Operations Specialist
Anywhere Real Estate, Inc
Dana Point, CA
02.2025 - 10.2025
- Serving as the primary operations liaison for 16 branch offices, balancing all transactional funds, preparing CDs, and meticulously ensuring document accuracy before delivery to escrow officers for notarization.
- Coordinating and monitoring all loan funding processes, including Closing Protection Letters and Proposed Insured Letters, ensuring timely delivery of title company wiring instructions and seamless disbursement of funds.
- Reviewing Closing Disclosures with precision, verifying fees, loan terms, and compliance with TRID and lender requirements to support error-free loan closings.
- Partnering closely with mortgage brokers, lenders, and escrow officers to manage documentation flow, troubleshoot funding discrepancies, and coordinate closing logistics - ensuring consistent and proactive communication.
- Executing comprehensive quality-control checks of loan packages - balancing funds, reviewing title docs, and reconciling wiring instructions - to prevent errors and maintain compliance with lender and escrow policies.
- Maintaining organizational discipline by tracking title and escrow documentation, proactively resolving funding issues, and reporting status updates to senior leadership and regional management.
Lead Escrow Assistant
Anywhere Real Estate, Inc. - West Coast Escrow
Mission Viejo, CA
06.2023 - 02.2025
- Collaborated daily with real estate agents, proactively managing and escalating all transactional steps to guarantee that each escrow met high-quality standards and agent expectations.
- Managed escrow funds and wire deposits, overseeing the intake of all closing funds, issuing checks to appropriate parties at closing, and accurately recording every transaction in the company's system.
- Prepared and submitted legal documents for recording at county offices - including grant deeds and closing statements - ensuring full compliance and timely transfer of property ownership.
- Reviewed and analyzed real estate purchase contracts, identifying key deadlines and contingencies to maintain compliance and guide transaction flow.
- Coordinated with solar providers and the Franchise Tax Board during tax season to address seller penalties, integrating specialized documentation and remittance processes into escrow closings.
- Verified and organized buyer and seller paperwork, conducting thorough audits to prevent discrepancies and support seamless escrow milestones.
- Led efforts to streamline escrow procedures, enhancing efficiency and reducing processing times.
Commercial Escrow Assistant
Genesis Bank
Newport Beach, CA
01.2023 - 05.2023
- Reviewed legal documents including contracts, deeds, mortgages and leases for accuracy prior to closing.
- Reconciled accounts regularly to ensure accurate record keeping at all times.
- Collaborated closely with internal departments such as accounting and legal teams as needed.
- Maintained orderly escrow agenda by communicating responsibilities and providing ample time for task completion.
- Handled escrow funds by depositing payments into appropriate accounts until transaction completion.
Receptionist Administrator
Anywhere Real Estate, Inc. - West Coast Escrow
Indian Wells, CA
12.2022 - 12.2022
- Used proper telephone etiquette, answered calls and caller questions, and transferred to proper extensions.
- Assisted with administrative tasks such as filing documents, copying materials.
- Maintained accurate records of all incoming calls, messages, and visitors.
- Maintained confidentiality of sensitive information obtained through job duties.
- Processed incoming mail and packages accurately and promptly.
- Followed up with clients to ensure compliance with regulations and procedures.
- Communicated effectively with internal departments regarding client requests or inquiries related to their brokerage activities.
Education
Bachelor of Arts (B.A.) - Accounting
California State University San Bernardino
Palm DesertAssociate in Business Administration - Business and Technology
College of the Desert
Palm Desert05-2022
Skills
- Case Management
- Client Communication
- Legal Documentation
- Data Management
- CRM Software
- Excel Reporting & Tracking
- Documentation review
- Loan origination
- Cash flow analysis
- Underwriting expertise
- Loan servicing
- Document analysis
AWARDS
Pathway Group - Escrow Assistant Award
Timeline
Case Manager Coordinator
Ilym Group
10.2025 - Current
Lender Operations Specialist
Anywhere Real Estate, Inc
02.2025 - 10.2025
Lead Escrow Assistant
Anywhere Real Estate, Inc. - West Coast Escrow
06.2023 - 02.2025
Commercial Escrow Assistant
Genesis Bank
01.2023 - 05.2023
Receptionist Administrator
Anywhere Real Estate, Inc. - West Coast Escrow
12.2022 - 12.2022
Associate in Business Administration - Business and Technology
College of the Desert
Bachelor of Arts (B.A.) - Accounting
California State University San Bernardino