HEATHER DAVIS
Leaders Title Agency
Delaware,OH
Work Preference
Desired Job Title
Senior Escrow OfficerEscrow OfficerEscrow ManagerEscrow Processor
Work Type
Full Time
Minimum Desired Compensation
$45000/yr
1
Certification
14
years of professional experience
Senior escrow professional executing complete escrow life cycle through final disbursement. Ensures title defect resolution, lien and encumbrance clearance, and precise preparation of settlement and closing documents. Delivers on deadlines while supporting effective client communication.
Work History
Senior Escrow Officer
2 Months- Ordered title reports for issuing title insurance, identified and resolved title defects and satisfied existing liens and encumbrances against property or principals.
- Reviewed contracts, commitments and orders to prepare for closing and assembled documents to prepare files and facilitate smooth final transactions.
- Prepared closing statements, deed documents, and other related escrow documents for signature.
- Communicated closing status and document needs to clients and real estate professionals.
- Utilized escrow software systems for transaction management and documentation.
Office Manager
1 Year 3 Months- Coordinated scheduling and calendar allocation to keep resources organized and available.
- Managed phone, email, and customer communication to enhance service responsiveness.
- Handled customer inquiries promptly to maintain strong client relationships.
- Tracked client receivables and followed up on overdue payments to ensure timely collection.
Legal Assistant/Senior Escrow Officer
3 Months- Reviewed contracts, commitments, and orders, assembling documents to facilitate smooth transactions during the closing process.
- Coordinated signing of closing documents, ensuring clarity of terms for all parties involved.
- Prepared and reviewed closing documents including HUD-1 Settlement Statements for accuracy and compliance.
- Monitored all funds received and disbursed in accordance with contractual obligations.
- Managed case files and maintained organized electronic filing systems using legal management software to streamline document retrieval processes.
- Implemented office procedures that improved workflow efficiency while adhering to confidentiality protocols in handling sensitive client information.
- Prepared billing statements and tracked expenses related to ongoing cases, ensuring accuracy in accounting practices within the legal department.
- Responded to incoming calls and addressed client inquiries professionally, providing effective customer service to resolve concerns.
Senior Escrow Officer
1 Year 3 Months- Facilitated successful closing of numerous escrow transactions, ensuring all parties informed and satisfied by proactively addressing potential challenges and resolving concerns before escalation.
- Executed title clearance by ordering payoffs and homeowners association statements, resolving prior mortgages and liens, securing legal description approval, obtaining closure approval from probate attorney, ordering surveys, and collecting all documentation for title clearance and property transfer.
- Prepared Settlement Statements, Closing Disclosures, and all escrow documentation in coordination with the closing process.
- Cultivated strong client relationships through excellent customer service, fostering trust and loyalty that resulted in repeat business and referrals.
Office Manager
5 Months- Processed invoices, billing records, and payment follow-up for ZScapes clients.
- Handled phone calls, emails, and mail routing while coordinating courier services to facilitate smooth communication.
- Maintained client files and addressed issues with prompt responses, ensuring client satisfaction.
- Resolved customer inquiries in a timely manner while maintaining positive relationships with clients.
Senior Escrow Officer/Branch Manager
2 Years- Streamlined workflow procedures to expedite escrow transaction completion, ensuring deadlines were consistently met.
- Trained new employees on company policies, procedures, and software systems in escrow process while managing Delaware branch operations.
- Collaborated with customers, realty professionals and lender representatives to complete a smooth and efficient process.
- Promoted cross-functional collaboration within the team leading to improved productivity and enhanced customer service.
- Addressed concerns and calls from owner or management at corporate office, conducting weekly meetings to foster open communication and teamwork.
Transaction Manager
7 Months- Managed complex transactions for high-profile clients, ensuring timely completion and client satisfaction.
- Prepared Closing Disclosure or Alta Settlement Statement after reviewing lender closing instructions; compiled closing packages for drafting and presentation accuracy.
- Reviewed signed documents for accuracy and secured funding authorization from lender.
- Communicated with all parties to confirm transaction finalization, closing, check distribution, and wire transfers.
- Reviewed and ensured accuracy of recordings prior to file submission for post-closing. for accuracy before sending file over to post closing to ship.
Escrow Officer
2 Years 6 Months- Managed multiple escrow accounts simultaneously, ensuring accurate transaction balance and minimizing error risk.
- Prepared Closing Disclosure or HUD Settlement Statement by reviewing lender's closing instructions and documents, ensuring clear communication with all parties to enhance customer satisfaction.
- Developed and maintained strong relationships with clients by providing exceptional service, earning repeat business and referrals.
- Trained new employees on company policies, procedures, and software systems, facilitating smooth integration into the escrow process.
- Consistently exceeded monthly goals to drive team success and enhance overall performance.
Escrow Officer
8 Months- Reviewed and interpreted buyer, seller and lender instructions to assess escrow requirements and prepare a Closing Disclosure or Alta Settlement Statement for the lender and finalize for closing.
- Prepared closing documents and coordinated disbursement and follow-up of escrow transactions to ensure seamless closings.
- Mastered escrow, title processes, financial transactions, company policies, procedures, and regulatory requirements to ensure compliance and efficiency in transactions.
- Improved customer satisfaction by promptly addressing inquiries and effectively resolving issues related to escrow transactions.
Escrow Officer
4 Years 3 Months- Reviewed and interpreted lender instructions to assess escrow requirements and prepared a Closing Disclosure or Alta Settlement Statement to send to the lender for review and approval.
- Closed purchase, refinance, short sale, and foreclosure transactions while meeting timelines and proactively communicating to ensure client satisfaction.
- Managed high volume of client inquiries, addressing needs promptly and maintaining professionalism to enhance client satisfaction.
- Contributed to increased company revenue by delivering exceptional service that resulted in repeat business from satisfied clients.
- Participated in industry functions, generating word-of-mouth referrals that contributed to business growth.
Education
Some College (No Degree) - Forensic Psychology
- 3.5 GPA
Some College (No Degree) - Psychology
- 3.5 GPA
Skills
Escrow management
Closing process expertise
Title examination
Title insurance knowledge
Loan document preparation
Escrow software proficiency
Closing coordination
Disbursement of funds accurately
Escrow standards
Notary public certification
Lender and Agent relationship management
Real estate knowledge
Deadline management
Detail orientation for high accuracy standards
Organizational ability with multitasking efficiency
Process optimization
Analytical skills for critical decision-making requirements
Effective communication
Customer service excellence
Complaint resolution
Adaptability
Handling confidential materials
Microsoft office
Certification
Notary Public
Timeline
Senior Escrow Officer
Leaders Title Agency
08.2026 - CurrentRead More
Office Manager
ZScapes, LLC
05.2025 - 08.2026Read More
Legal Assistant/Senior Escrow Officer
Law Office of Carrie Lott
02.2025 - 05.2025Read More
Senior Escrow Officer
Valmer Land Title Agency
11.2022 - 02.2024Read More
Office Manager
Z-Scapes LLC
06.2022 - 11.2022Read More
Senior Escrow Officer/Branch Manager
Landsel Title Agency
06.2020 - 06.2022Read More
Transaction Manager
Stewart Title Agency
10.2019 - 05.2020Read More
Escrow Officer
World Class Title Agency
04.2017 - 10.2019Read More
Escrow Officer
TransCounty Title Agency
08.2016 - 04.2017Read More
Escrow Officer
Northwest Select Title
05.2012 - 08.2016Read More
University of Phoenix
Some College (No Degree) from Forensic Psychology
Read More
Columbus State Community College
Some College (No Degree) from Psychology
Read More