Summary
Overview
Work History
Education
Skills
Affiliations
Skills
Timeline
Generic

Jamie DiCarlo

Navarre,FL

Summary

Recognized throughout career for in-depth knowledge of the industry leveraging in-depth knowledge of escrow, title insurance, regulatory and corporate compliance. Promoted every step of the way. Solid organizational, communication, and financial management skills. Unique professional background includes escrow, title insurance, processing, closing, HR and office management. Adept at conveying complex concepts in a simple and compelling manner. Bringing years of professional experience as a Director of Operations, Branch Manager, and Senior Escrow Officer, with extensive experience with State, Federal and Industry regulatory compliance, and transaction management.

CORE COMPETENCIES: Extensive experience interpreting and completing transactions, including residential, commercial, refinance, builder, investor, short sales, seller carry-back and cash. Having worked for years with industry partners to meet closing and funding conditions. Daily contact with Processors, Closers, Funders and Buyers for closing conditions. Proficient in contract interpretation, loan document interpretation, ALTA and HUD Settlement Statements, transfer documents, FHA, VA and Conventional financing. Experienced in Federal and State regulatory compliance, including Department of Financial Institutions, Department of Housing and Urban Development, FIRPTA (IRS), State Banking, filed rates, fee calculation and fee interpretation. Adept in in paperless environment, to include scanning, posting documents to website, generating and sending documents electronically. Proven ability to identify and implement improvements to streamline processes, increase efficiency and accuracy. Continuous proven ability to meet and exceed stringent deadlines. Thrives in high pressure, high volume closing environment to meet or exceed closing timelines.

Overview

22
22
years of professional experience

Work History

Regional Director of Operations /Branch Manager

Legacy House Title
Gulf Breeze, FL
01.2023 - 02.2024
  • Oversaw day-to-day operations activities in accordance with business objectives.
  • Led Florida expansion; opened 6 offices in 8 months
  • Executed all new business development initiatives, maintained existing client base, including attending Broker meetings, conducting and sponsoring classes for Real Estate Agents to maximize branch and company exposure.
  • Directly responsible for file management from open to final disbursement, create and approve outbound wires.
  • Track and/or trace inbound funds for closing, Examine and clear title underwriting conditions.
  • Assemble documents for lender requests to include fee quotes.
  • Directly responsible for maintaining high volume closing desk, current client management, while prospecting for future transactions with non-referring Agent.
  • Maintain regular written and/or verbal communication with Processors, Closers, Real Estate Agents, Loan Officers, Buyers and Sellers, to ensure timely, accurate closings.
  • Prepare Settlement Statements, following contract and lender's instructions to ensure consistency and accuracy.
  • Prepare transfer documents, direct and conduct signing of documents with Buyers and Sellers.
  • Direct and conduct signing of loan documents with Buyers and transfer documents with Sellers.
  • Assemble funding package to return to lender for funding, meet funding conditions, direct communication with funder/closer to balance for transfer of loan proceeds.

Branch Manager/Senior Escrow Officer

Foundation Title And Escrow
Fort Walton Beach, FL
01.2022 - 01.2023
  • Directly responsible to open and establish new branch operation, including new business development, initial branch set-up, hiring and training personnel in escrow and title insurance policy, process and procedure.
  • Executed all new business development initiatives, maintained existing client base, including attending Broker meetings, conducting and sponsoring classes for Real Estate Agents to maximize branch and company exposure.
  • Opened incoming orders and set up escrow files within24 hours of receiving purchase agreement
  • Process and prepare escrow transactions from open to final disbursement.
  • Prepare transfer documents, Settlement Statements, direct and conduct signing of documents with Buyer and Sellers.
  • Examine and clear underwriting conditions to transfer clear marketable title.

Branch Manager/Senior Escrow Officer

South Oak Title And Closing
Fort Walton Beach, FL
10.2020 - 01.2022
  • Directly responsible to open and establish new branch operation, including new business development, initial branch set-up, hiring and training personnel in escrow and title insurance policy, process and procedure.
  • Monitor and trace inbound funds aimed at closing, meticulously examining and resolving issues related to title underwriting.
  • Compile requisite documents for lender requests, incorporating detailed fee quotes.
  • Maintain consistent written and/or verbal communication with crucial stakeholders such as Processors, Closers, Real Estate Agents, Loan Officers, Buyers, and Sellers, ensuring precision and timeliness in closing processes.
  • Draft Settlement Statements in adherence to contract and lender's instructions to guarantee uniformity and precision.
  • Prepare transfer documents and facilitate signing process with both Buyers and Sellers.
  • Direct and execute signing of loan documents with Buyers and oversee signing of transfer documents with Sellers.
  • Process and prepare escrow transactions from open to final disbursement, including outbound wires, prepare transfer documents, Settlement Statements, direct and conduct signing of documents with Buyer and Sellers, examine and clear underwriting conditions to transfer clear marketable title.

Real Estate Agent

Keller Williams Emerald Coast
Destin, FL
12.2017 - 12.2021
  • Negotiated, facilitated, and managed real estate transactions.
  • Communicated with clients to understand property needs and preferences.
  • Advertised client properties through websites, social media, and real estate guides.
  • Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.
  • Maintained connections with clients to encourage repeat business and referrals.
  • Marketed and sold property for clients by hosting open houses and advertising online and in print.
  • Presented purchase offers to sellers for consideration.

Branch Manager / Escrow Officer

Mark Violette, P.A.
Fort Walton Beach, FL
06.2019 - 10.2020
  • Directly responsible to open and establish new branch operation, including new business development, initial branch set-up
  • Process and prepare escrow transactions from open to final disbursement.
  • Prepare transfer documents, Settlement Statements, direct and conduct signing of documents with Buyer and Sellers, prepare and complete final disbursement.
  • Followed-up on status of releases, policies, and return of recorded documents.
  • Scheduled closing appointments for seller and buyer or arranged for delivery of documents for out of area closings.
  • Followed industry standard escrow procedures and maintained awareness of regulations governing escrow process.
  • Managed real estate closing process in compliance with applicable standards and legal requirements.
  • Returned executed loan packages to lender for review and approval in accordance with lender instructions.

Escrow Officer / Closing Agent

Mead Law And Title
Fort Walton Beach, FL
03.2019 - 06.2019
  • Prepare files for underwriting review, transfer dictated loan evaluations to documents for review by loan approval committee, review returned signed documents, balance file for funding, assisted in escrow disbursements for payment of taxes and insurance.
  • Forwarded title clearing documentation to title officer for approval.
  • Followed industry standard escrow procedures and maintained awareness of regulations governing escrow process.
  • Opened incoming orders and set up escrow files within 24 hours of receiving purchase agreement.
  • Managed real estate closing process in compliance with applicable standards and legal requirements.
  • Followed-up on status of releases, policies, and return of recorded documents.

Human Resources Manager/Payroll Manager/Executive Assistant

Carolina International Trucks, Inc
Columbia, SC
04.2012 - 08.2017
  • Facilitated onboarding sessions and on-the-job training for new hires, bolstering employee job position knowledge and skillset.
  • Monitored and handled employee claims involving performance-based and harassment incidents.
  • Maintained company compliance with local, state, and federal laws, in addition to established organizational standards.
  • Organized and led staff orientation programs and training to promote collaboration.
  • Maintained payroll and benefits for employees in various locations and diminished financial discrepancies through expert program management.
  • Screened calls and emails and initiated actions to respond or direct messages for managers.
  • Organized and coordinated conferences and monthly meetings.

Executive Assistant/Office Manager

Avcon Engineering
Niceville, FL
09.2008 - 03.2012
  • Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
  • Screened calls and emails and initiated actions to respond or direct messages for managers.
  • Transcribed meeting minutes to support sales, business development and senior management teams.

Escrow Officer/Closing Agent

McNeese Title
Destin, FL
10.2004 - 08.2008
  • Scheduled closing appointments for seller and buyer or arranged for delivery of documents for out of area closings.
  • Examined purchase and sale agreement for potential items of concern and addressed immediately.
  • Followed-up on status of releases, policies, and return of recorded documents.
  • Forwarded title clearing documentation to title officer for approval.

Escrow Officer/Escrow Assistant/Paralegal

Mark Violette, P.A.
Destin, FL
05.2002 - 10.2004
  • Forwarded title clearing documentation to title officer for approval.
  • Returned executed loan packages to lender for review and approval in accordance with lender instructions.
  • Scheduled signings and gathered required paperwork.
  • Conferred with clients and other involved parties to gather and track case information.

Education

Florida Real Estate License

DPBR
12.2017

Microsoft Office Specialist Certificate

Pearson Vue
06.2017

High School Diploma -

Fort Walton Beach High School
Fort Walton Beach, FL
05.2000

Skills

  • Real Estate Knowledge
  • Legal Document Preparation
  • Underwriting Guidelines
  • Relationship Building
  • Process Improvement

Affiliations

Social Media Chair for AM Spirit Business Connections

Title Lead/Event Coordinator - W.I.R.E. Women in Real Estate

Skills

  • Excellent communication skills with vast Management experience.
  • Well-developed interpersonal skills and experienced in networking and marketing.
  • Unparalleled ability to plan and complete multiple tasks with short deadlines.
  • Extensive experience with database and records management.
  • Proficient in: Microsoft Office, Qualia, Closers Choice, AMMICUS Attorney, SoftPro, Paycom, Procede Software, and Profit Manager


Timeline

Regional Director of Operations /Branch Manager

Legacy House Title
01.2023 - 02.2024

Branch Manager/Senior Escrow Officer

Foundation Title And Escrow
01.2022 - 01.2023

Branch Manager/Senior Escrow Officer

South Oak Title And Closing
10.2020 - 01.2022

Branch Manager / Escrow Officer

Mark Violette, P.A.
06.2019 - 10.2020

Escrow Officer / Closing Agent

Mead Law And Title
03.2019 - 06.2019

Real Estate Agent

Keller Williams Emerald Coast
12.2017 - 12.2021

Human Resources Manager/Payroll Manager/Executive Assistant

Carolina International Trucks, Inc
04.2012 - 08.2017

Executive Assistant/Office Manager

Avcon Engineering
09.2008 - 03.2012

Escrow Officer/Closing Agent

McNeese Title
10.2004 - 08.2008

Escrow Officer/Escrow Assistant/Paralegal

Mark Violette, P.A.
05.2002 - 10.2004

Florida Real Estate License

DPBR

Microsoft Office Specialist Certificate

Pearson Vue

High School Diploma -

Fort Walton Beach High School

Similar Profiles

CREATE PROFILE
Jamie DiCarlo