JACKELYN G. KELLY
San Antonio
Summary
Highly skilled and detail-oriented bilingual Escrow Officer. Experienced in managing real estate transactions, ensuring compliance with industry regulations, and delivering exceptional customer service. Adept at handling fast-paced residential, commercial, land and investment escrow processes, reviewing title commitments with buyers, seller’s lenders, and real estate agents to facilitate smooth closings.
Overview
15
15
years of professional experience
Work History
Senior Escrow Officer
Open Title Texas
01.2025 - 06.2025
- Work with customers, realty professionals and lender representatives to complete smooth and efficient process.
- Review documents for accuracy and verified funds.
- Prepare closing documents with care to eliminate errors or delays in processes.
- Reviewed contracts, commitments and orders to prepare for closing and assembled documents to prepare files and facilitate smooth final transactions.
- Complied with purchase contract terms and conditions, prepared accurate settlement statements and complied with state and federal laws governing escrow transactions.
- Mastered escrow process, title process, financial transactions, company policies and procedures and regulatory requirements.
- Ordered title reports for issuing insurance, identified and resolved title defects and satisfied existing liens and encumbrances against property or principals.
- Consulted with underwriters to resolve tax liens, boundary disputes and encroachments.
- Bulk closings for hedge funds and investors
- National closings & Escrow only closings
Vice President of Escrow
1st Option Title
01.2024 - 01.2025
- Oversaw complete real estate closing process and adhered to all related process guidelines, company standards and title requirements.
- Implemented company procedure and policies to maintain workflow efficiency.
- Maintain compliance with underwriting guidelines and industry best practices.
- Monitor workload distribution and ensure efficient processing of transactions.
- Handle escalated issues and problem solve complex title matters.
- Identified opportunities to expand business partnerships and increase revenue.
- Monitor financial performance, including revenue, expenses and profitability.
- Developed and track key performance indicators to measure business success.
- Developed and executed strategies to improve escrow operations and enhance customer experience.
- Assisted in recruiting, hiring, and retaining top talent within escrow department.
- Oversaw and mentored escrow officers, assistants, and support staff to foster a high-performing team.
Escrow Officer Manager
Momentum Title
01.2022 - 01.2024
- Oversaw and managed the title and escrow process from beginning to end.
- Ensure all title commitments, searches and policies are in compliance with state and federal regulations.
- Developed and maintain strong relationships with real estate agents, lenders attorneys and underwriters.
- Provide exceptional customer service and resolve clients concerns promptly.
- Funded and reconciled account files.
- Maintained open communication with lender, brokers, buyer and sellers.
- Generated reports and analysis of customer data to identify trends and potential business.
- Opened orders and processed files to assist with the high volume of closings.
Escrow Assistant
Stewart Title
01.2022 - 01.2024
- Balance lending disclosure documents with lender / escrow company to ensure expedient and efficient closing of properties, homes, and land.
- Conduct extensive quality checks on documents from lenders / attorneys.
- Manage inquiries from borrowers, lenders, and attorneys to resolve discrepancies.
- Coordinate with attorneys and escrow officers to release judgements and liens.
- Conduct outbound calls and emails to ensure financial statements are delivered.
- Work to build strong partnerships with local lenders, realtors, and attorneys.
- Continuously look to improve business processes and relationships.
Escrow Officer
Smaistrala Title & Law
01.2021 - 01.2022
- Worked with customers, realty professionals and lender representatives to compute smooth and efficient process.
- Reviewed documents for accuracy and verified funds.
- Prepared closing documents with care to eliminate errors or delays in processes.
- Reviewed contracts, commitments and orders to prepare closing and assembled documents to prepare files and facilitate smooth final transactions.
- Orders HOA, payoffs, and survey documents, entity documents, warranty deeds along with other legal documents in preparation for closing.
- Handles both front-end processing, funding and post-closing procedures.
- Communicate with all parties with a high level of discretion.
- Market to bring on board new clientele. Attending mixers with realtors and lenders.
Escrow Assistant
NETCO Title
01.2020 - 01.2021
- Balance lending disclosure documents with lender / escrow company to ensure expedient and efficient closing of properties, homes, and land.
- Conduct extensive quality checks on documents from lenders / attorneys.
- Establishes and documents new escrow accounts in compliance with established policies and procedures.
- Obtain and clears title report, resolving any title defects, satisfying existing liens. Knowledgeable on Schedule A, B and C.
- Orders HOA, payoffs, and survey documents along with legal documents in preparation for closing.
- Handles both front-end processing, funding and post-closing procedures.
- Communicate with all parties with a high level of discretion.
- Ability to meet deadlines and specific timeframes.
Site Coordinator II
Envision
01.2017 - 01.2019
- Coordinated the professional billing and financial statements for finance department.
- Notified and assisted medical director in resolving medical complaints.
- Prepared financial forecast, research hospital census, and delivered recommendations to management.
- Coordinated and planned with site Medical Director, Client Services Manager, National Medical Director, Hospital Physicians, and Director of Documentation & Education for documentation.
- Conducted marketing campaign for Envision’s Hospitalists.
Sr. Tech Specialist
Medtronic
01.2010 - 01.2017
- Trained clients on the proper medical use and care of their insulin pumps
- Troubleshoot issues, corrected improper use, replaced defective products, and ensured client satisfaction to ensure positive health outcomes.
- Managed technical / medical device service center; resolving customer complaints / issues while continuously monitoring daily production activity of clients.
Education
Bachelor of Business Administration - Finance And Marketing
University of Texas A&M San Antonio
San Antonio, TX01.2019
Associates of Business Administration - undefined
San Antonio College
01.2018
Skills
- Marketing / Business Development
- Public Relations
- Teamwork
- Time Management
- Leadership
- Effective Communication
- Critical Thinking
LANGUAGES
English: Fluent
Spanish: Fluent
Timeline
Senior Escrow Officer
Open Title Texas
01.2025 - 06.2025
Vice President of Escrow
1st Option Title
01.2024 - 01.2025
Escrow Officer Manager
Momentum Title
01.2022 - 01.2024
Escrow Assistant
Stewart Title
01.2022 - 01.2024
Escrow Officer
Smaistrala Title & Law
01.2021 - 01.2022
Escrow Assistant
NETCO Title
01.2020 - 01.2021
Site Coordinator II
Envision
01.2017 - 01.2019
Sr. Tech Specialist
Medtronic
01.2010 - 01.2017
Associates of Business Administration - undefined
San Antonio College
Bachelor of Business Administration - Finance And Marketing
University of Texas A&M San Antonio
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