Summary
Dedicated Real Estate Industry professional with over 25 years of experience and a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. I am a proven team player who adapts and learns quickly. Familiar with standard, concepts, practices and procedures within escrow and title industry. Well-versed in contracts, detail oriented and excellent analytical and independent thinking skills. Successful at managing multiple priorities with a positive attitude with a willingness to take on new responsibilities to meat team goals.
Overview
26
26
years of professional experience
Work History
Escrow Officer
OS National, LLC
11.2020 - 11.2022
- Prepared documents for closing and handled complete disbursement and follow up of escrow transactions.
- Written and oral communication with both corporate and individual buyers, sellers and agents.
- Scheduled closing appointments for seller and buyer or arranged for delivery of documents for out of area closings.
- 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.
- Prepared and delivered projected HUD-1 settlement statements to all involved parties.
- Examined purchase and sale agreement for potential items of concern and addressed immediately.
- Worked with title group to resolve issues such as foreclosures, easements, lot splits and bankruptcies.
- Forwarded title clearing documentation to title officer for approval.
- Set up escrow transactions, processed deposits and mailed out forms and preliminary title reports for review.
- Worked with title curative team and underwriting to guarantee insurability of properties
- Proficient in Resware, SoftPro, Microsoft Office and others
- Followed industry standard escrow procedures and maintained awareness of regulations governing escrow process.
Real Estate Paralegal
McGuire Wood & Bissette, P.A
08.2019 - 11.2020
- Organized contracts and closing documents for rentals and purchases.
- Prepared legal property descriptions for use in transactions.
- Tracked and processed easement documents in accordance with policies and applicable laws.
- Performed conflict searches and opened files for all new matters.
- Performed title searches and prepared title opinions for submission to title insurance companies.
- Reconciled and balanced real estate trust account and operating account pursuant to all state regulations.
Real Estate Paralegal
Reed Law Firm, P.C
07.2018 - 07.2019
- Organized contracts and closing documents for rentals and purchases.
- Prepared legal property descriptions for use in transactions.
- Maintained checklists of required documentation and open issues affecting closings.
- Collaborated with lenders, agents and legal professionals to resolve transactional and title issues.
- Prepared preliminary settlement statements and loan closing instructions for review by title companies and closing agents.
- Verified closing financial disclosure amounts against settlement and escrow agent figures to accurately reflect borrowers' bottom-line costs.
- Handled as many as 60 closing files each month by effectively organizing, multitasking and prioritizing closing work.
- Validated and audited final signed documents in accordance with state, county and investor guidelines.
- Reviewed titles, insurance, and flood zone certifications to meet closing standards for each property.
- Analyzed identified defects and remediated issues by using established procedures and available resources.
- Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
- Conducted pre-funding and funding activities for over 60 monthly files.
Real Estate Paralegal
Kania Law Firm, P.A
04.2017 - 07.2018
- Expertise in all aspects, both pre-closing and post closing
- With vast experience with both commercial and residential clients, developers and lenders
- Proficient in TRID closings and commercial closings
- Coordinated for the prompt arrival of closing documents from numerous banks
- Maintained the confidentiality of all client information
- Drafted closing documents and legal documents
- Review of title commitments, removing exceptions, fulfilling requirements to close
- Coordinated for the prompt arrival of closing documents from numerous banks, mortgage brokers, attorneys and lending institutions.
- Prepared legal property descriptions for use in transactions.
Legal Assistant/Paralegal
Straus, Robinson & Moore
01.2013 - 01.2017
- Coordinated and prepared closing documents for real estate closings for both residential and commercial properties
- Handled office scheduling and made notes for deadlines, closing date and other important dates.
- Proficient in TRID closings, cash transactions and commercial closings
- Preparation of closing documents and legal documents
- Managed accounts and client records of clients, observing confidentiality and extreme discretion.
- Review of title commitments, removing exceptions, fulfilling requirements to close
- Coordinated for the prompt arrival of closing documents from numerous banks, mortgage brokers, attorneys and lending institutions.
- Reviewed, edited and proofread legislation drafts for proper grammar, spelling, punctuation and formatting.
- Maintained complex files for short sales, foreclosures and traditional real estate transactions.
Legal Assistant/Paralegal
Carole A. Gardiner
01.2010 - 01.2013
- Maintained client files in a busy medical malpractice practice
- Conducted detailed client intakes and entered information into company database.
- Handled office scheduling and made notes for deadlines, motions and other important dates.
- Filed court documents and legal pleadings with court clerk on behalf of attorneys.
- Conducted day-to-day administrative tasks to maintain information files and process paperwork.
- Examined claims forms and other records to determine insurance coverage.
- Reviewed new files to determine current status of injury claim and to develop plan of action.
- Researched state statutes, decisions, legal articles, and documents.
Real Estate Paralegal
Goosmann Rose Colvard & Cramer, PA
02.1999 - 10.2008
- Coordinated and prepared closing documents for a busy real estate practice
- Handled all communication with clients in a timely and professional matter
- Worked directly with supervising attorney to solve problems and resolve client issues
- Coordinated for the prompt arrival of closing documents from numerous banks, mortgage brokers and other lending institutions
- Maintained the confidentiality of all client information.
Real Estate Paralegal
Ochsenreiter Law Firm
01.1998 - 01.1999
- Reconciled firm trust account
- Organized contracts and closing documents for rentals and purchases.
- Received and handled all incoming calls to the firm
- Maintained calendar and scheduled all appointments for the firm.
Mortgage Loan Processor
State Employees' Credit Union
01.1995 - 01.1998
- Worked under direct supervision of the Branch Manager to process applications for home loans as well as automobile and other types of loans
- Preparation of closing documents
- Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
- Upheld complete confidentiality of all submitted information according to release guidelines.
- Checked daily reports each morning to identify priorities or issues for escalation to supervisor.
- Prepared file for final clear-to-close by branch management.
- Trained Loan Officers with the computer software used to process loans
- Reviewed financial statements and contacted institutions and customers to clarify details.
- Worked with customers in person and via telephone to answer questions, process transactions and resolve issues.
- Set up and completed loan submission packages.
- Coordinated closing process with attorneys, title companies and government clerks.
- Completed denial and cancellation procedures on applicable files.
- Verified credit histories, personal references and employment backgrounds for each applicant.
Education
Associate - Business Administration
1995
- Graduated with Honors
- Dean's List
Skills
- Closing Process Coordination
- Escrow Management
- Real Estate Industry Understanding
- Real Estate Lending Processes
- Title Requirements
- Legal Requirements
- Customer Satisfaction
- Microsoft Office
- Title Document Review
- Loan Document Packages
- Closing Document Preparation
- Closing Disclosures
- Understanding of Contracts
- Oral and Written Comprehension
Notary Public
North Carolina Notary Public
Timeline
Escrow Officer - OS National, LLC
11.2020 - 11.2022
Real Estate Paralegal - McGuire Wood & Bissette, P.A
08.2019 - 11.2020
Real Estate Paralegal - Reed Law Firm, P.C
07.2018 - 07.2019
Real Estate Paralegal - Kania Law Firm, P.A
04.2017 - 07.2018
Legal Assistant/Paralegal - Straus, Robinson & Moore
01.2013 - 01.2017
Legal Assistant/Paralegal - Carole A. Gardiner
01.2010 - 01.2013
Real Estate Paralegal - Goosmann Rose Colvard & Cramer, PA
02.1999 - 10.2008
Real Estate Paralegal - Ochsenreiter Law Firm
01.1998 - 01.1999
Mortgage Loan Processor - State Employees' Credit Union
01.1995 - 01.1998
Asheville Buncombe Technical Community College - Associate, Business Administration
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