Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Jessica Heflin

Highlands Ranch

Summary

Dynamic Escrow Officer with a proven track record at First Integrity, adept at closing document preparation and problem-solving. Streamlined processes to enhance client satisfaction, achieving significant reductions in transaction errors. Recognized for organizational proficiency and team leadership, fostering a culture of continuous improvement while ensuring compliance with escrow standards.

Overview

16
16
years of professional experience

Work History

Escrow Officer

First Integrity
05.2015 - 10.2024
  • 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.
  • Developed strong relationships with clients by providing exceptional service, earning repeat business and referrals.
  • Collaborated with real estate agents and lenders to expedite closing times on property sales.
  • Team Lead of Closers
  • Reviewed docs to be signed
  • Followed industry standard escrow procedures and maintained awareness of regulations governing escrow process.
  • Processing, Figures, Balancing, Sending out docs, Reviewed Singed Docs and made corrections
  • Scanned signed documents to database
  • 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.
  • Checked signatures and legal descriptions for accuracy and integrity.
  • Returned executed loan packages to lender for review and approval in accordance with lender instructions.
  • 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.
  • Assisted in training new employees on company policies, procedures, and software systems used in the escrow process.
  • Provided exceptional support to colleagues during peak periods or absences due to illness or vacation time.
  • Opened incoming orders and set up escrow files within 1 hour of receiving purchase agreement.
  • Reviewed escrow accounting reports and resolved outstanding check or open file balance issues.
  • Implemented efficient workflow procedures which resulted in faster completion of escrow transactions.
  • Followed-up on status of releases, policies, and return of recorded documents.
  • Identified and resolved title issues, preventing potential delays or cancellations of transactions.
  • Led project to digitize transaction files, increasing accessibility and reducing physical storage needs.
  • Coordinated with agents, lenders, and buyers to ensure all documentation was completed accurately and on time for closings.
  • Streamlined closing processes, significantly reducing errors and improving client satisfaction.
  • Fostered culture of continuous improvement, leading to enhanced processes and customer service standards.
  • Compiled closing packages for drafting and presentation accuracy.
  • Developed and maintained relationships with customers, lenders and other third parties.
  • Evaluated loan requests and documents to verify accuracy and completeness.
  • Monitored pipelines to track and log status of loans.
  • Assisted customers with completing loan applications and other paperwork.
  • Processed loan applications and monitored progress from start to finish.
  • Proactively identified solutions for customers experiencing credit issues.

Escrow Processor

Security Title Agency
01.2010 - 06.2015
  • Supported continuous improvement initiatives within the organization by providing feedback and suggestions for enhancing workflow efficiency.
  • Demonstrated proficiency in utilizing industry-specific software for efficient handling of escrow-related tasks and record-keeping requirements.
  • Adhered to established deadlines consistently, ensuring promptness in meeting client expectations throughout the escrow process.
  • Managed a high volume of incoming inquiries from clients, effectively addressing their needs while maintaining a professional demeanor.
  • Minimized financial discrepancies by accurately calculating fees, taxes, and other related costs associated with each transaction.
  • Optimized internal communication within the team through regular check-ins and progress updates on ongoing projects.
  • Maintained a high level of professionalism and attention to detail, resulting in consistently positive feedback from clients and colleagues alike.
  • Assisted customers and clients with closing-related questions.
  • Reduced errors in documentation by thoroughly reviewing all paperwork and ensuring accuracy before submission.
  • Improved the efficiency of escrow processing by streamlining workflow and implementing time-saving strategies.
  • Assisted in training new team members on company procedures, enhancing overall team performance and productivity.
  • Ensured a positive customer experience through effective communication of complex information in easily understandable terms.
  • Streamlined document preparation processes, reducing turnaround times for file completion significantly.
  • Safeguarded sensitive client information by maintaining strict confidentiality protocols in all aspects of work.
  • Expedited closing timelines by efficiently prioritizing tasks and managing multiple files simultaneously.
  • Verified legal documents for correct acknowledgments and legal and lien information.
  • Prepared documents for closing and handled complete disbursement and follow up of escrow transactions.
  • Checked signatures and legal descriptions for accuracy and integrity.
  • Returned executed loan packages to lender for review and approval in accordance with lender instructions.
  • Followed-up on status of releases, policies, and return of recorded documents.
  • Set up escrow transactions, processed deposits and mailed out forms and preliminary title reports for review.
  • Reviewed escrow accounting reports and resolved outstanding check or open file balance issues.
  • Communicated requirements and title exception information to clients.
  • Opened incoming orders and set up escrow files within 24 hours of receiving purchase agreement.
  • Entered figures using 10-key calculator to compute data quickly.

Escrow Processor

Fidelity Title Company
04.2009 - 04.2012
  • Supported continuous improvement initiatives within the organization by providing feedback and suggestions for enhancing workflow efficiency.
  • Demonstrated proficiency in utilizing industry-specific software for efficient handling of escrow-related tasks and record-keeping requirements.
  • Enhanced client satisfaction by providing timely updates on the status of their transactions and addressing concerns proactively.
  • Conducted closing processes with customers, realtors, lenders and attorneys.
  • Adhered to established deadlines consistently, ensuring promptness in meeting client expectations throughout the escrow process.
  • Managed a high volume of incoming inquiries from clients, effectively addressing their needs while maintaining a professional demeanor.
  • Optimized internal communication within the team through regular check-ins and progress updates on ongoing projects.
  • Maintained a high level of professionalism and attention to detail, resulting in consistently positive feedback from clients and colleagues alike.
  • Reduced errors in documentation by thoroughly reviewing all paperwork and ensuring accuracy before submission.
  • Improved the efficiency of escrow processing by streamlining workflow and implementing time-saving strategies.
  • Assisted in training new team members on company procedures, enhancing overall team performance and productivity.
  • Ensured a positive customer experience through effective communication of complex information in easily understandable terms.
  • Maintained compliance with industry regulations, staying current on changes to ensure smooth transaction processes.
  • Collaborated with title department to resolve title issues such as legal descriptions, easements, lot splits, vesting and bankruptcies.
  • Expedited closing timelines by efficiently prioritizing tasks and managing multiple files simultaneously.
  • Safeguarded sensitive client information by maintaining strict confidentiality protocols in all aspects of work.
  • Verified legal documents for correct acknowledgments and legal and lien information.
  • Prepared documents for closing and handled complete disbursement and follow up of escrow transactions.
  • Checked signatures and legal descriptions for accuracy and integrity.
  • Scheduled closing appointments for seller and buyer or arranged for delivery of documents for out of area closings.
  • Returned executed loan packages to lender for review and approval in accordance with lender instructions.
  • Followed industry standard escrow procedures and maintained awareness of regulations governing escrow process.
  • Followed-up on status of releases, policies, and return of recorded documents.
  • Set up escrow transactions, processed deposits and mailed out forms and preliminary title reports for review.
  • Reviewed escrow accounting reports and resolved outstanding check or open file balance issues.
  • Opened incoming orders and set up escrow files within 8 hours of receiving purchase agreement.
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Managed and responded to correspondence and inquiries from customers and vendors.
  • Input financial data and produced reports using ProForm.
  • Entered figures using 10-key calculator to compute data quickly.

Education

Bachelor of Science - Finance

Metropolitan State University of Denver
Denver, CO
08-2004

Skills

  • Closing document preparation
  • Title document review
  • Loan document review
  • Escrow standards
  • Loan document packages
  • Title requirements
  • Problem-solving
  • Closing disclosure
  • Problem-solving abilities
  • Organizational proficiency
  • Active listening and learning
  • Document preparation
  • Team building
  • Closing process management (Team Lead)
  • Data entry
  • Funds disbursement
  • Professionalism
  • Document analysis
  • Document review
  • Basic mathematics
  • Complex Problem-solving
  • Continuous improvement
  • Soft Pro

Accomplishments

  • Collaborated with team of 33 in the development of streamlining separate departments within Escrow.

Timeline

Escrow Officer

First Integrity
05.2015 - 10.2024

Escrow Processor

Security Title Agency
01.2010 - 06.2015

Escrow Processor

Fidelity Title Company
04.2009 - 04.2012

Bachelor of Science - Finance

Metropolitan State University of Denver

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Jessica Heflin