JOANIE PERRY
Centennial,CO
Summary
Successful at putting together closing paperwork, evaluating information and documenting actions. Knowledgeable about researching and resolving problems. Completes high-quality work in fast-paced settings. History of smoothly completing between 450 to 500 closings per year. Decisive leader and problem-solver with with excellent communication and computer skills.
Overview
12
12
years of professional experience
Work History
Audit and Compliance Manager
Attorney's Title Guarantee Fund
Denver, CO
11.2022 - Current
- Collaborated with external auditors during annual reviews of financial statements.
- Coordinated with stakeholders from different departments across the organization regarding compliance matters.
- Maintained compliance standards for all contract deliverables..
- Oversaw Attorneys and Title Agents compliance operations by organizing correspondence, reports and internal audits.
- Identified processes and policy gaps and devised solutions for [Type] and [Type] requirements.
- Coordinated audits of food safety practices and third-party assessments.
- Identified bank's risk profile by directing risk and assessment control team in performing bank-wide audits.
- Conducted audits of food safety operations to assess performance and verify efficacy of established control systems.
- Kept close eye on key performance indicators for food safety and reported on metrics to identify concerns.
- Performed [Type] audits on company environmental compliance.
- Guided and supported compliance teams engaged in mortgage and home equity, vehicle lending, credit cards and deposits monitoring.
- Provided expert marketing support by reviewing and submitting regulatory-related materials for newsletters and other promotional strategies.
- Met food safety goals by coordinating compliance strategies, establishing procedures and enforcing policies.
- Spearheaded business-wide evaluation of personnel standards and practices, including wages and labor hours.
- Worked with contract staff to assess client proposals and enhance compliance training.
- Enhanced information security and privacy controls through [Action].
- Identified opportunities for process improvements and cost savings through audits.
- Advocated for continuous improvement in corporate governance standards throughout the company.
- Provided training to staff on relevant industry laws and regulations as well as internal policies.
- Ensured that all employees are aware of their responsibilities under applicable laws and regulations.
- Built and strengthened relationships with regulatory representatives, vendors and company customers.
- Reviewed customer issues, company processes and other operational areas to check compliance.
- Created and managed training classes to educate new hires and existing employees about compliance concerns.
- Enhanced business relationships by overseeing effective employee and supervisor training.
- Devised and deployed strategies for promoting critical health and safety standards to employees.
- Stayed up to date on company requirements and related legal standards like CFPB and Division of insurance.
- Maintained project compliance by reviewing contractor scope, materials and pricing take-offs to achieve competitive bidding with zero lost time accidents.
- Delivered expert advice to division leaders on expected risk exposure of [Type] processes and potential solutions.
- Determined bank's risk profile by directing risk and assessment control team in executing bank-wide assessments.
Escrow Officer
Land Title Guarantee Company
Denver, CO
09.2015 - 02.2022
- Multi Segment Closer for residential resale, builder, refinances and wholesale transactions.
- Closed between 450 and 500 transactions per year.
- Oversaw workflow of 4-person team, including myself.
- Worked with customers, realty professionals and lender representatives to complete smooth and efficient process.
- Reviewed documents for accuracy and verified funds.
- Prepared closing documents with care to eliminate errors or delays in processes.
- Reviewed contracts, commitments and orders to prepare for closing and assembled documents to prepare files and facilitate smooth final transactions.
- Complied with purchase contract terms and conditions, prepared accurate settlement statements and complied with state and federal laws governing escrow transactions.
- Mastered escrow process, title process, financial transactions, company policies and procedures and regulatory requirements.
- Oversaw complete real estate closing process and adhered to all related process guidelines, company standards and title requirements.
- Ordered title reports for issuing title insurance, identified and resolved title defects and satisfied existing liens and encumbrances against property or principals.
- Consulted with title department to resolve tax liens, boundary disputes and encroachments.
- Collaborated with internal banking and accounting teams to maintain escrow accounts and records and approved funds disbursements.
- Acted as liaison between parties within home buying and selling ecosystem and communicated and kept parties fully apprised of closing status.
- Made public relations calls, attended industry-related functions and earned word-of-mouth recommendations.
- Listened carefully to customer complaints and swiftly resolved issues by taking appropriate action.
- Spent ample time with each applicant to break down complex information into terms that easy to understand.
Escrow Officer
Homestead Title
Greenwood Village, CO
04.2015 - 09.2015
- Gathered and organized closing schedules, disclosures and other documentation.
- Searched title history and cleared issues.
- Determined realistic closing dates and scheduled proceedings.
- Produced disclosures and disbursements for closings.
- Worked up and closed Refinances and Resale Transactions.
- Reviewed and cleared all Title issues.
- Worked with a small book of business to build professional relationships.
Assistant Escrow Officer
Enterprise Title Services
DENVER , CO
07.2012 - 04.2015
- Ordered demands, HOA statements, evidence of insurance and other required documents.
- Facilitated clear and effective communication between brokers, borrowers and lenders.
- Managed master calendar of signings and organized related paperwork.
- Answered phones, scheduled closings and entered real estate order in the system.
- Data Entry and processed files to ensure once the they were ready to go the closer all information needed was available and accurate.
- Trained to be a closer with one on one mentorship once I moved up from assistant to closer.
Education
Bachelor of Arts - Organizational Leadership
Regis University
Denver, CO05-2018
Associate of Arts - Biotechnology
Houston Community College
Houston, TXSkills
- Closing process coordination
- Real Estate Contract knowledge
- Title commitment knowledge
- Positive customer service Skills
- Efficient computer skills
- Notary Public of Colorado
- Title Producer License Certified in the State of Colorado
Timeline
Audit and Compliance Manager
Attorney's Title Guarantee Fund
11.2022 - Current
Escrow Officer
Land Title Guarantee Company
09.2015 - 02.2022
Escrow Officer
Homestead Title
04.2015 - 09.2015
Assistant Escrow Officer
Enterprise Title Services
07.2012 - 04.2015
Bachelor of Arts - Organizational Leadership
Regis University
Associate of Arts - Biotechnology
Houston Community College
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