Erica Moritz
Rancho Cucamonga,CA
Summary
Dynamic professional with a robust background in office administration and real estate closing processes, notably at Town Square Escrow. Excelled in enhancing customer relations and streamlining data entry, achieving significant efficiency improvements. Skilled in Microsoft Office and DocuSign, with a knack for problem-solving and implementing safety policies, ensuring compliance and employee well-being.
Overview
6
6
years of professional experience
Work History
Assistant Escrow Officer
Town Square Escrow
03.2022 - Current
- Assist escrow officers in managing the end-to-end process of real estate transactions, including document preparation, title searches, and fund disbursement.
- Coordinate with buyers, sellers, real estate agents, and lenders to gather necessary documentation and ensure timely completion of escrow requirements.
- -Review and verify transaction documents for accuracy and compliance with company policies and legal regulations.
- Prepare escrow instructions, closing statements, and other transaction-related documents, ensuring they are complete and accurate before finalizing.
- Facilitate communication between all parties involved in the escrow process, addressing inquiries and resolving issues promptly to maintain smooth transaction flow.
- Perform data entry tasks related to escrow accounts, including updating records, tracking payments, and reconciling transactions.
- Manage the collection and disbursement of funds, ensuring proper handling and documentation of financial transactions.
- Maintain detailed and organized files for each escrow transaction, ensuring easy retrieval and compliance with record-keeping standards.
- Assist with preparing and scheduling closing appointments, coordinating logistics to ensure all parties are present and all necessary documentation is executed.
- Provide administrative support to the escrow team, including managing correspondence, scheduling meetings, and performing clerical tasks as needed.
Administrative Assistant
Town Square Escrow
03.2021 - 03.2022
- Greet and assist clients, agents, and others in a professional and courteous manner, providing exceptional customer service and ensuring a positive experience.
- Manage and maintain the escrow office's reception area, including answering phones, directing calls, and taking messages accurately and promptly.
- Coordinate and schedule appointments and meetings between clients, escrow officers, and others ensuring smooth and efficient operations.
- Process and distribute incoming and outgoing correspondence, including mail, faxes, and email communications, while maintaining confidentiality and security of sensitive information.
- Assist in the preparation and organization of escrow documents, ensuring compliance with legal and company standards and preparing documents for signatures and distribution.
- Perform data entry tasks, including updating client records, tracking transactions, and maintaining accurate files and logs.
- Handle client inquiries and resolve issues or concerns effectively, escalating complex matters to appropriate personnel as needed.
- Support escrow officers and other team members with administrative tasks, such as filing, photocopying, and scanning documents, to facilitate the smooth processing of transactions.
- Contribute to the overall efficiency of the office by implementing and improving office procedures and workflows.
Human Resources Assistant
Turret Punch Company
09.2019 - 03.2021
- Assisted in the development of HR policies and procedures, ensuring compliance with relevant laws and regulations.
- Facilitate safety training sessions for employees, including onboarding training, refresher courses, and emergency response drills, to promote a culture of safety.
- Compiled and maintained personnel records, ensuring accuracy and up-to-date information on all employees.
- Collaborate with management and employees to address safety concerns, implement safety improvements, and ensure adherence to safety protocols.
- Supported management in addressing employee concerns, fostering a positive work environment for all staff members.
- Contributed to diversity initiatives by researching best practices and participating in inclusion-focused events within the organization.
- Investigate workplace accidents and incidents, prepare detailed reports, and recommend preventive measures to reduce the likelihood of recurrence.
- Reduced time spent on data entry tasks by creating automated templates for commonly used forms and reports.
- Coordinated company-sponsored events such as holiday parties or team-building activities, boosting morale among staff members.
- Improved employee onboarding process by streamlining documentation and implementing orientation sessions.
- Organized training sessions for new hires, promoting professional growth and job proficiency.
- Supported payroll processing by verifying timesheets and maintaining accurate attendance records for hourly employees.
- Answered and redirected incoming phone calls for office.
- Conducted new hire orientation to verify completion of appropriate paperwork, recording information on human resources database.
- Responded to employee inquiries regarding benefits and other HR topics.
- Processed documentation for employee actions such as new hires, grievance resolutions and terminations.
Barista Shift Supervisor
The Storehouse
04.2018 - 09.2019
- Trained new team members on barista skills, cash handling procedures, and company policies for consistent performance across the team.
- Fostered a positive work atmosphere with clear communication, teamwork, and proactive problem-solving strategies.
- Built strong relationships with regular customers through attentive service, remembering preferences, and engaging in friendly conversation when appropriate.
- Trained, scheduled, and supervised barista workers to maintain and uphold store policies and optimize staffing patterns.
- Improved store cleanliness and sanitation standards by regularly conducting thorough inspections and addressing issues promptly.
- Ensured smooth daily operations by maintaining adequate stock levels through regular inventory checks and timely reordering of supplies.
- Restocked and cleaned stations and facilities to maintain cleanly and operable standards.
- Handled and resolved customer issues and complaints with professionalism and tact to drive customer satisfaction and repeat business.
- Assisted in the development and implementation of new store policies, leading to improved efficiency and a more cohesive team dynamic.
- Created superlative coffeehouse experience through customer service, beverage preparation, and presentation, in-store marketing and thorough cleanliness and sanitation of space.
- Planned routine upkeep of kitchen equipment and facilities for safe and efficient operations.
- Monitored food preparation, production, and plating for quality control.
Education
No Degree - Psychology
San Francisco State University
San Francisco, CA06.2025
Skills
- Real Estate Closing Processes
- Closing Document Preparation
- Customer Service
- Problem-solving abilities
- Customer Relations
- Data entry proficiency
- Employee Relations
- Critical Thinking
- Office Administration
- Maintaining files
- Microsoft Office and Docusign
- Implementing safety policies
Timeline
Assistant Escrow Officer
Town Square Escrow
03.2022 - Current
Administrative Assistant
Town Square Escrow
03.2021 - 03.2022
Human Resources Assistant
Turret Punch Company
09.2019 - 03.2021
Barista Shift Supervisor
The Storehouse
04.2018 - 09.2019
No Degree - Psychology
San Francisco State University
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