Judi Berry
Phoenix
Summary
Dynamic professional with extensive experience at Pioneer Title Agency, excelling in account management and customer inquiry resolution. Proven track record in processing payments and enhancing customer satisfaction through effective communication and attention to detail. Adept at compliance review and process improvement, driving operational efficiency in fast-paced environments.
Overview
8
8
years of professional experience
Work History
Account Servicing Representative
Pioneer Title Agency
Phoenix
04.2025 - Current
- Managed customer calls and emails, responding to inquiries and resolving issues efficiently.
- Demonstrated strong problem-solving skills in addressing challenging situations and complex customer inquiries.
- Setting up new accounts and processing requests and changes.
- Processing payments, paid accounts,and lien releases.
- Maintain impound accounts for taxes and insurance.
- Train new staff on company policies and customer service standards.
Escrow Assistant
Pulte
04.2022 - 04.2025
- Assist in completing escrow transactions by assessing and resolving requirements, preparing and reviewing closing documents, and disbursing funds
- Manage and monitor time-sensitive, detail-oriented tasks from executed contract to close with a focus on creating the best experience for customers
- Communicated with all parties involved in transactions to obtain necessary information, clarify procedures, and address questions promptly.
- Conduct closing appointments, including the explanation of all documents to the customer
- Collaborated with team to resolve title issues, ensuring seamless transactions for clients.
- Notarized legal documents to ensure compliance with state laws.
- Established and supported branch goals to enhance business volume and streamline operations.
Closing Disclosure Analyst
Chase
11.2020 - 04.2022
- Generated closing disclosures, ensuring compliance with RESPA-TITLE guidelines to facilitate accurate and efficient transactions
- Ensure fees are accurate and acceptable for purchase or refinance transaction
- Manage and monitor time-sensitive, detail-oriented tasks from executed contract to close with a focus on creating the best experience for the customers
- Interfaced with title companies, attorneys, home lending advisors, client care specialists, and clients to secure documentation for timely closure of sale/refinance loans
- Regularly update and maintain communication with all involved parties in the transactions
- Ensured timely progression of loans through closing pipeline, minimizing delays and enhancing customer satisfaction
Team Lead/New Accounts/Transaction Coordinator/Maintenance Team Specialist
Evergreen Note Servicing
04.2019 - 11.2020
- Lead a team of 5 to establish New Accounts; development and training included
- Established new accounts and processed requests and changes to enhance client onboarding experience
- Effectively receive, review, retrieve documents to establish Seller Carryback and private loans as well as maintaining existing accounts
- Enhanced customer satisfaction and retention during closing process through effective communication and support
- Processed customer payments efficiently and audits and reviews
- Relayed customer feedback on systems and programs to relevant departments to facilitate continuous process improvement
Escalated Support/Sales Support
First American Home Warranty
10.2018 - 04.2019
- Triage and manage to closure all support requests emanating from assigned territory in accordance with company and departmental procedures. Assist sales representatives with decision making (discretionary, seeking advice).
- Managed relationships among brokers, sales field, homeowners, and contractors regarding claim activity to ensure effective communication and resolution.
- Decided on behalf of sales field while balancing broker relationships and company and homeowner needs related to claim activity.
- Dispatched and monitored 'Check and Advise' processes for sales managers and divisional sales managers to facilitate informed decision-making.
- Obtain cost on work performed outside of First American for sales reps, sales managers and divisional managers.
Education
Associates of Applied Science - Middle Management, Minor in Marketing
Phoenix College
Phoenix, AZ05-1986
Skills
- Escrow management
- Closing document preparation
- Payment processing
- Compliance review
- Account management
- Time management
- Time management
- Detail orientation
- Process improvement
- Customer relationship management
- Process improvement
Timeline
Account Servicing Representative
Pioneer Title Agency
04.2025 - Current
Escrow Assistant
Pulte
04.2022 - 04.2025
Closing Disclosure Analyst
Chase
11.2020 - 04.2022
Team Lead/New Accounts/Transaction Coordinator/Maintenance Team Specialist
Evergreen Note Servicing
04.2019 - 11.2020
Escalated Support/Sales Support
First American Home Warranty
10.2018 - 04.2019
Associates of Applied Science - Middle Management, Minor in Marketing
Phoenix College