Dynamic leader with expertise in branch operations management and customer service, previously at New Mexico Land & Title. Enhanced client satisfaction by 20% through strategic relationship building and team supervision. Proven track record in coaching and mentoring, driving sales growth, and optimizing processes for efficiency and compliance.
Results-driven management professional with extensive experience in leading branch operations and maximizing efficiency. Known for fostering collaborative work environment and achieving high-performance results. Reliable and adaptable, with excellent skills in leadership and client relations.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Branch Manager /Senior Escrow Officer
New Mexico Land & Title
06.2022 - Current
Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
Maintained friendly and professional customer interactions.
Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
Met deadlines by proactively managing individual and team tasks and streamlining processes.
Complied with regulatory guidelines and requirements.
Oversaw daily branch operations, ensuring compliance with regulatory standards and maintaining operational integrity.
Cultivated lasting relationships with high-value clients, securing their loyalty through exceptional service and advice.
Spearheaded community outreach programs, reinforcing branch's commitment to social responsibility and building community ties.
Utilized financial software to prepare consolidated financial statements.
Scheduled closing appointments for seller and buyer or arranged for delivery of documents for out of area closings.
Prepared and delivered projected HUD-1 settlement statements to lender upon request.
Set up escrow transactions, processed deposits and mailed out forms and preliminary title reports for review.
Examined purchase and sale agreement for potential items of concern and addressed immediately.
Resolved title issues promptly by collaborating with underwriters, attorneys, and other stakeholders to clear any roadblocks hindering property transfer.
Managed real estate closing process in compliance with applicable standards and legal requirements.
Developed and maintained relationships with customers, lenders and other third parties.
Escrow Officer
Paramount Title
01.2020 - 06.2022
Managed multiple escrow accounts simultaneously, balancing financial transactions and minimizing risk of errors.
Prepared detailed settlement statements for each transaction, accurately reflecting funds received and disbursed.
Collaborated with real estate agents and lenders to expedite closing times on property sales.
Developed strong relationships with clients by providing exceptional service, earning repeat business and referrals.
Enhanced customer satisfaction by promptly addressing inquiries and resolving issues related to escrow transactions.
Maintained organized and accurate documentation for all escrow transactions, ensuring compliance with industry regulations.
Maintained strict confidentiality in handling sensitive customer information, adhering to privacy laws and best practices.
Prepared documents for closing and handled complete disbursement and follow up of escrow transactions.
Reviewed contracts thoroughly to ensure accuracy before proceeding with the escrow process.
Conducted thorough research on properties to confirm ownership, title status, and outstanding liens or encumbrances.
Checked signatures and legal descriptions for accuracy and integrity.
Returned executed loan packages to lender for review and approval in accordance with lender instructions.
Communicated requirements and title exception information to clients.
Followed industry standard escrow procedures and maintained awareness of regulations governing escrow process.
Consistently met deadlines for preparing necessary paperwork for closings while maintaining high-quality work standards.
Streamlined the escrow process for a smoother client experience, managing communication between all parties involved.
Opened incoming orders and set up escrow files within 2 hours of receiving purchase agreement.
Reduced turnaround time in processing final documents by efficiently coordinating with title companies, attorneys, and other stakeholders.
Compiled closing packages for drafting and presentation accuracy.
Executive Development Director
Nambe Pueblo Development Corp.
03.2018 - 01.2020
Developed innovative solutions to complex problems, resulting in improved organizational performance.
Established long-term client relationships through consistent delivery of high-quality products and services.
Collaborated with stakeholders to develop actionable strategies that aligned with corporate goals and objectives.
Located bottlenecks to streamline existing processes.
Improved stakeholder satisfaction with regular communication and updates on project progress and outcomes.
Drove significant growth in annual revenue by identifying and penetrating new market segments.
Tracked trends and suggested enhancements to both challenge and refine company's product offerings.
Contacted corporate representatives, government officials or community leaders to increase awareness of organizational causes and activities.
Executive Real Estate Director
Pojoaque Pueblo Enterprises
01.2017 - 03.2018
Enhanced customer satisfaction by streamlining communication channels and improving response times.
Reviewed employee concerns and new opportunities to drive business strategies.
Mentored junior staff members for accelerated career growth, developing future leaders within the organization.
Assisted in employee appraisals, promotions and terminations based on performance reviews.
Achieved company growth by implementing strategic marketing plans and business development initiatives.
Managed cross-functional teams for successful project completion within budgetary constraints and deadlines.
Assessed and analyzed departmental budgets to find ways to minimize expenses and optimize profits.
Prepared annual data to determine metrics for operational performance.
Optimized operational efficiency by redesigning processes, systems, and workspaces for increased productivity.
Boosted team morale and productivity through implementation of comprehensive employee development program.
Cultivated high-performance organizational culture, aligning employee goals with corporate objectives and rewarding excellence.
Reduced employee turnover by establishing robust hiring process and fostering positive work culture.
Implemented business strategies, increasing revenue, and effectively targeting new markets.
Managed purchasing, sales, marketing and customer account operations efficiently.
Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
Reduced budgetary expenditures by effectively negotiating contracts for more advantageous terms.
Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
Scheduled employees for shifts, taking into account customer traffic and employee strengths.
Facilitated cross-functional collaboration for improved decision-making processes within the organization.
Trained and guided team members to maintain high productivity and performance metrics.
Reported issues to higher management with great detail.
Title Examiner
Fidelity National Title Insurance Company
04.2014 - 01.2017
Skillfully negotiated resolutions to complex title discrepancies that facilitated smooth property transfers.
Reduced errors in title examinations through diligent verification of property records and legal descriptions.
Identified potential risks or concerns during the title examination process, proactively addressing them to minimize delays.
Enhanced client satisfaction by providing accurate and timely title reports and documentation.
Prepared property reports.
Contacted appropriate agencies to complete searches, order records, and obtain documents.
Examined and verified 20-30 titles weekly.
Contributed to the overall success of the company by consistently exceeding performance goals and receiving positive feedback from clients and colleagues.
Collaborated effectively with team members, ensuring seamless communication in achieving project goals.
Analyzed title documents to identify potential issues and resolve any discrepancies.
Researched ownership interests and liens on real estate properties.
Examined land records and identified potential problems with title search results.
Conducted comprehensive title searches to maintain accuracy and compliance of real estate transactions.
Title Examiner
Prima Title / Quiet Title
02.2007 - 04.2014
Expedited closings by efficiently preparing all necessary documents for finalization ahead of schedule.
Supported fellow Title Examiners with training on best practices, contributing to a more skilled team overall.
Examined and verified 20-25 titles weekly.
Maintained up-to-date knowledge of industry regulations, contributing to a consistently compliant work environment.
Compiled lists of mortgages, contracts, and other documents pertaining to titles.
Leveraged technology tools and software to optimize workflow processes within the department.
Streamlined the title search process for faster turnaround times with meticulous attention to detail.
Provided clear explanations of findings during examinations, aiding clients in making informed decisions about their properties.
Communicated with customers to resolve common title issues.
Drafted title abstracts and legal documents for real estate transactions.
Reduced errors in title examinations through diligent verification of property records and legal descriptions.
Prepared property reports.
Analyzed title documents to identify potential issues and resolve any discrepancies.
Examined land records and identified potential problems with title search results.
Researched ownership interests and liens on real estate properties.
Commercial Escrow Assistant at Commonwealth Land Title / Fidelity National TitleCommercial Escrow Assistant at Commonwealth Land Title / Fidelity National Title