Greg Daniels
Houston,Texas
Summary
Knowledgeable Escrow Officer with 10+ years of mortgage and real estate experience. Well-versed in real estate contracts, lender policies and title requirements. Detail-oriented and thorough with excellent analytical and independent thinking skills.
Overview
16
16
years of professional experience
Work History
JUNIOR ESCROW OFFICER
ALAMO TITLE COMPANY - FIDELITY
02.2018 - 11.2023
- Ensured regulatory compliance by keeping up-to-date on industry laws changes affecting the escrow process.
- Enhanced client satisfaction with exceptional customer service, prompt responses to inquiries, and thorough explanations of the escrow process.
- Expedited wire transfers through close monitoring of incoming/outgoing wires as well as timely coordination with banks or other financial institutions.
- Assisted in streamlining office procedures by collaborating with team members and sharing best practices for efficient escrow management.
- Facilitated seamless transitions between opening, processing, and closing stages of escrow cases by maintaining diligent record-keeping practices.
MORTGAGE SERVICING CONSULTANT
CADENCE BANK (AEROTEK STAFFING)
11.2014 - 01.2018
- Review loan applications, supporting documents, and credit authorization
- Document all client conversations in loan origination software and timely follow up
- Daily invoicing and processed loan and escrow payments
- Assist VP in the processing, finalizing, and month end closing of loans
- Visually identified and manually classified loan closing and credit document images pre and post close.
ADMINISTRATIVE/MORTGAGE LOAN ORIGINATOR
JP MORGAN CHASE
04.2008 - 08.2013
- Ensure the files are prepared and organized by originating and reviewing loan applications
- Order and collect documentation necessary to address automated underwriting findings
- Maintain a working knowledge of federal, state, and agency (e.g
- HUD, VA, USDA, GNMA, FNMA, FHLMC) audit requirements and guidelines
- Review title commitment for clearance and to assure all items are accounted for including but not limited to updating payoffs, taxes and HOA
- Ensures compliance with company policies and procedures
Education
ASSOCIATE OF BUSINESS MANAGEMENT -
UNIVERSITY OF HOUSTON
Houston, Texas01.2009
Skills
- Oracle
- MS Word
- Excel
- Outlook
- PowerPoint
- OnBase
- SAP
- CRM
- Quickbooks
- Real Estate Closing Processes
Timeline
JUNIOR ESCROW OFFICER
ALAMO TITLE COMPANY - FIDELITY
02.2018 - 11.2023
MORTGAGE SERVICING CONSULTANT
CADENCE BANK (AEROTEK STAFFING)
11.2014 - 01.2018
ADMINISTRATIVE/MORTGAGE LOAN ORIGINATOR
JP MORGAN CHASE
04.2008 - 08.2013
ASSOCIATE OF BUSINESS MANAGEMENT -
UNIVERSITY OF HOUSTON
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