I am looking for a career where I can utilize my past experience and continue to grow and learn more for the future.
I am a Professional leader with extensive experience in managing closing operations and driving team success. Known for strong collaboration skills and ability to adapt to changing needs to ensure seamless workflow. Skilled in conflict resolution and operational efficiency, valued for reliability and results-driven approach.
Overview
32
32
years of professional experience
1
1
Certification
Work History
Prefunding/ Closing Team Lead/Title Closer II
Title 365/ Blend
10.2020 - Current
Balance CDs with lenders, approve final document packages and send to the notaries.
Work on funding issues, balancing files for funding, collecting borrower funds.
Served as a liaison between the closing team and other departments, facilitating efficient communication and alignment on key initiatives.
Confirm disbursements and any Post Closing issues on files.
Schedule closings and single doc signings for any documents needed signed after initial closing
Collaborated with cross-functional teams for seamless coordination of all aspects involved in the closing process.
Work with notaries, lenders, buyers etc in maintaining a smooth closing/funding transaction
Software used: At Close/ Softpro
Recognized for exceptional leadership skills by consistently receiving positive performance reviews from both peers and supervisors throughout tenure as Closing Team Lead.
Increased customer satisfaction with timely and accurate closings, ensuring smooth transactions.
Improved closing efficiency by streamlining processes and implementing best practices.
Reduced errors in closing transactions through thorough review and attention to detail.
Oversaw regular audits of closed files to ensure compliance with regulations and industry standards, minimizing risk exposure for the organization.
Managed multiple projects simultaneously while meeting deadlines and ensuring consistency across all tasks performed by the team.
Title Closer
Ridge Security Title
06.2020 - Current
Clear Title, Prepare Closing Documents
Work with Lenders and Real Estate Agents to balance and ensure a smooth closing Transaction
Fund/Disperse Buy/Sale or Refinance Transaction
Software used : Resware and Qualia
Managed a pipeline of prospects, maintaining consistent follow-ups to ensure timely closings.
Maintained high levels of customer satisfaction by addressing concerns promptly and professionally throughout the closing process.
Managed competing priorities under tight deadlines while maintaining accuracy in document preparation for smooth transaction completion.
Served as a reliable point of contact for both internal teams and external partners throughout deal closures ensuring efficient information flow.
Consulted with clients to recognize needs and provide tailored solutions.
Verified closing financial disclosure amounts against settlement and escrow agent figures to accurately reflect borrowers' bottom-line costs.
Escrow Assistant
Cache Title Company
05.2019 - 06.2020
Assist Closing officer
Prepare requested documents for lenders or agents
Package loan closing documents and coordinate funding/dispersing for transactions as needed
Title searching and clearing
Software Used: Encompass
Developed strong relationships with clients through excellent customer service, fostering trust and loyalty.
Assisted with the successful closing of numerous escrow transactions, ensuring all parties were informed and satisfied.
Obtained documents such as proof of insurance and HOA statements.
Efficiently processed incoming funds from buyers and disbursed funds to sellers upon closing transactions successfully.
Waitress
The Grille
08.2016 - 06.2020
Food server, cashier, hostess
Handled high-pressure situations with composure, maintaining excellent service standards even during busy shifts.
Exhibited strong multitasking abilities, balancing multiple tables and orders while delivering prompt service.
Maintained clean and welcoming dining environment, ensuring a positive guest experience.
Remained calm and poised when dealing with difficult customers or during busy shifts.
Used cash registers and credit card machines to cash out customers.
Supported teamwork atmosphere among staff members through clear communication and collaboration during shifts.
Collaborated with team members to consistently provide efficient service during peak hours.
Mortgage Loan Processor
Bank of Utah
08.2012 - 10.2018
Processed, forward mortgages, reverse mortgages and Heloc loans
Collect all documentation needed for application packages
Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
Contact borrowers, real estate agents, employers
Contributed to the success of the mortgage team by providing essential support in the areas of loan documentation review, data entry, and client communication.
Do background and any verifications needed for the type of loan
Maintained accurate records of loan processing activities and documents in CRM system.
Input info and scan documents to computer
Received on-going, comprehensive training on home loan products and mortgage process.
Submit files to Underwriter and get the file ready for closing
Used Harland software
Collaborated with Several different Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
Managed a high volume of loan applications, consistently meeting or exceeding established processing timeframes for both new loans and refinancing.
Handled any conditions sent from underwriting departments.
Prepared file for final clear-to-close by branch management.
Coordinated closing process with attorneys, title companies, and government clerks.
Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
Escrow Assistant
Northern Title
03.2014 - 11.2016
Assist Escrow officer
Quote title fees, prepare title documents
Answer phones, greet customers, schedule closings
Performed all loan fundings
Worked with split title, mortgage companies and real estate agents
Developed strong relationships with clients through excellent customer service, fostering trust and loyalty.
Assisted with the successful closing of numerous escrow transactions, ensuring all parties were informed and satisfied.
Prepared estimated closing statements for buyer and seller.
Scheduled closing appointments for seller and buyer or arranged for delivery of documents for out of area closings.
Handling sensitive financial information securely, protecting both clients'' privacy and company reputation.
Coordinated with title companies to efficiently process title orders, resulting in smoother transactions.
Front Desk Receptionist/ Loan officer Assistant
Longhurst Mortgage/Bank of Utah
08.2008 - 08.2012
Answer phones, greet customers, schedule appointments, computer and bookwork
Billing and filing
Collect & image documents needed for loan officer/ Processor
Did basic processor duties
Greeted guests at front desk and engaged in pleasant conversations while managing check-in process.
Maintained organized and clean front office area to create professional and welcoming environment for visitors and employees.
Managed high-volume phone calls, directing inquiries to appropriate personnel for prompt resolution.
Scheduled, coordinated and confirmed appointments and meetings.
Delivered outstanding first impressions by warmly greeting visitors upon arrival at the front desk.
Enhanced customer satisfaction by providing efficient and professional front desk services.
Scheduled appointments accurately using reservation software and reducing conflicts.
Handled sensitive customer information with confidentiality, adhering to company privacy guidelines.
Developed strong working relationships with team members, fostering a positive work environment.
Completed data entry and filing to keep records updated for easy retrieval.
Receptionist/Secretary
Sandy's makeover team
02.1993 - 04.2005
Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
Confirmed appointments, communicated with clients, and updated client records.
Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients.
Answered phone promptly and directed incoming calls to correct offices.
Responded to inquiries from callers seeking information.
Kept reception area clean and neat to give visitors positive first impression.
Maintained a well-organized reception area with updated materials, contributing to a welcoming environment for visitors.
Resolved customer problems and complaints.
Answered central telephone system and directed calls accordingly.
Handled cash transactions and maintained sales and payments records accurately.
Assistant Manager
Arctic Circle Enterprises
01.1996 - 01.2000
Maintained a clean, safe, and organized store environment to enhance the customer experience.
Supervised day-to-day operations to meet performance, quality and service expectations.
Enforced company policies consistently while handling disciplinary actions when necessary with fairness and respect.
Developed strong working relationships with staff, fostering a positive work environment.
Scheduled staff shifts to ensure proper coverage during peak shopping hours without exceeding labor budgets.
Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
Oversaw daily cash reconciliations, ensuring accurate financial reporting and minimizing discrepancies.
Improved customer satisfaction by addressing and resolving complaints promptly.
Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
Managed inventory levels to minimize stockouts while reducing overhead costs.
Mentored junior staff members in their professional development by offering guidance/support in their assigned roles.
Generated repeat business through exceptional customer service.
Assisted in recruiting, interviewing, hiring, and onboarding of new employees to maintain adequate staffing levels.
Collaborated with the management team to develop strategic plans for business growth and improvement.
Promoted teamwork within the workplace by encouraging collaboration among staff members on various project tasks.
Education
High school or equivalent -
Skills
Scheduling
Credit Analysis
10 Key Calculator
Office manager experience
QuickBooks
Filing
Receptionist
Loan processing
Banking
Hostess
Sales
Organizational skills
Closing process expertise
Microsoft office
Team management
Post closing
Coaching and mentoring
Phone Etiquette
Task delegation
Customer Service
Employee training
Fair Housing Regulations
Teamwork
Title Processing
Friendly and helpful
Personal Assistant Experience
Customer service
Funding
Problem-solving
Communication skills
Time management
Computer Skills
Honest and dependable
Accounts Receivable
Reliable and responsible
Training
Attention to detail
Escrow
Customer assistance
Loan officer experience
Strong communication and interpersonal skills
Underwriting
Problem-solving abilities
Microsoft Outlook
Multitasking Abilities
Microsoft Word
Excellent communication
Billing
Team leadership
Microsoft excel
Leadership
Office experience
Restaurant Server
Detail-oriented
Title closing
Accomplishments
Supervised team of 8 staff members.
Used Microsoft Excel to develop inventory tracking spreadsheets.
Certification
Notary Public, 01/01/15, Present
Food Handler Certificate
Additional Information
Type 75 WPM., Very organized and detail oriented., Very fast learner and Excellent computer and people skills., Strong positive attitude and work ethic., Great manager and team player., Excellent verbal and written communication skills., Specialize with loan programs, mortgage loan packages, IRS forms and ability to determine acceptable cash flow., Very familiar with REPC/ title commitments and the funding/ closing and disbursement of home loans.
Vice President Title Operations Compliance at Blend Labs | Blend Title | Title365Vice President Title Operations Compliance at Blend Labs | Blend Title | Title365