Dedicated and detail-orientated professional with a history of working as an legal assistant, title assistant, and office manager in both a law firm and real estate title insurance company as well as a closing software trainer for The Fund. Skilled in all aspects of real estate closings. Bringing excellent communication, time management and problem-solving abilities developed over 20+ years of experience.
Overview
21
21
years of professional experience
Work History
Training Specialist
The Fund
03.2023 - 04.2025
Training Specialist for ClosingVue - Title Closing Software.
Worked directly with Fund Members and their staff to successfully complete all of their real estate closing activities using the ClosingVue software.
Trained Fund Members in (2) training classes: ClosingVue Basics and ClosingVue Escrow Management both in-person and online.
The ClosingVue Basics training course was 7.5 hours and covered the entirety of a real estate closing and included: opening a new file, data entry, using The Fund integrations to order title products, building and matching the CD, creating title commitments and final policies, recording and creating closing documents.
The ClosingVue Escrow Accounting training course was 3 hours which included: File Balancing, Receipts and Disbursements, Escrow Reconciliation, Positive Pay, Escrow Account Set Up, Bank Adjustment Files and Reports.
Title Assistant, Closer and Office Manager
Newman Guaranty Title Insurance Agency, Inc.
01.2009 - Current
Assist Attorney and Title Agent with all aspects of real estate closings from contract preparation to final title insurance policies.
Create, prepare, order and maintain all aspects of a real estate closing files including: title searches, lien searches, estoppels, loan payoffs, loan packages, closing statements, deeds, surveys and title issues.
Work closely with Realtors, Attorneys, Mortgage Lenders, Buyer and Seller, Banks, Surveyors and Title Insurance Underwriters.
Perform Real Estate Closings for all types of closings including: cash sales, loans, refinances, REO's, short sales and foreclosures.
Support company leaders by managing budgets, scheduling appointments, billing, payroll, licensing, tax return preparation, continuing education and organizing executive/attorney itinerary.
Maintain efficient office operations by handling all errands, clerical tasks, data entry, correspondence and administrative functions.
Legal & Executive Assistant
Law Offices Of Newman & Loft, P.A.
02.2004 - Current
Assistant to Attorney(s) at a small Estate Planning, Probate and Real Estate Law Firm.
Create, review, edit and proofread legislation drafts and legal documents for proper grammar, spelling, punctuation and formatting including: Probate Court Pleadings, Wills, Trusts, Power of Attorneys, Health Care documents, etc.
Manage accounts and client records of clients, observing confidentiality and extreme discretion.
File court documents and legal pleadings with court clerk on behalf of attorneys including electronic court filings and coordinated court activities.
Manage probate documents and cases from beginning to end including: court scheduling, client scheduling, document revisions and execution of documents.
Initiate billing statements, monthly escrow reconciliations, billing, payroll, accounts receivable and payable, maintain and balance operating and trust account account, licensing, tax return preparations and managed all firm administrative and operation matters.
Contact clients to schedule appointments and discuss progress of cases and to communicate pertinent information.