Summary
Overview
Work History
Education
Skills
Timeline
Generic

Judi Williams

Cypress,TX

Summary

Dynamic professional with extensive experience at Mortgage and Title, adept in document preparation, title curative and escrow accounting. Proven track record in enhancing client relationships and streamlining real estate transactions, resulting in improved operational efficiency. Skilled in team building and compliance, fostering a culture of excellence and collaboration.

Experienced with managing escrow accounts and ensuring compliance with all relevant regulations. Utilizes strong organizational and communication skills to facilitate seamless real estate transactions. Knowledge of legal requirements and industry best practices ensures high-quality service for all clients.

Overview

26
26
years of professional experience

Work History

Escrow Officer-Investor Files

Priority Settlement Group
06.2024 - 12.2024
  • Followed-up on status of releases, policies, and return of recorded documents.
  • Scheduled closing appointments for seller and buyer or arranged for delivery of documents for out of area closings.
  • Conducted regular risk assessments on escrow transactions, mitigating financial and operational risks.
  • Coordinated with agents, lenders, and buyers to ensure all documentation was completed accurately and on time for closings.
  • Prepared detailed settlement statements for each transaction, accurately reflecting funds received and disbursed.

Escrow Officer

Laird Law Firm
04.2023 - 08.2023
  • Streamlined the escrow process for a smoother client experience, managing communication between all parties involved.
  • Established comprehensive compliance program, significantly reducing risk of non-compliance with industry regulations.
  • Fostered culture of continuous improvement, leading to enhanced processes and customer service standards.
  • Enhanced accuracy and efficiency in document preparation, contributing to smoother and faster closing process.

Agency Manager

Real Title & Escrow, LLC
10.2022 - 03.2023


  • Networked and assisted county, state and federal government agencies.Start up tile company, licensed and open within 2 months
  • Developed Processes, selected software, bank accounts
  • Worked with CFO on Escrow Accounting system
  • Hired, trained employees on processes
  • Set up brick and mortar office
  • Managed day to day of office
  • Built relationships with vendors and clients



Consultant Position

White Star Title
06.2022 - 07.2022
  • Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
  • Streamlined internal processes to enhance team efficiency and improve overall project outcomes.
  • Managed client relationships through regular check-ins and updates on project progress.
  • Enhanced communication among team members to
  • foster collaborative and supportive work environment.
  • Educated team for TDI compliance
  • Increased bottom line with additional education

VP of Operations, Director of Escrow

Patriot Title
01.2022 - 05.2022
  • Applied excellent problem-solving, process development, and strategic implementation skills to lead and support all areas of operations.
  • Set clear goals to monitor targets and offered real-time input on performance and motivation.
  • Drove team engagement to achieve aggressive company targets.
  • Hired and managed employees to maximize productivity while training staff on best practices and protocols.
  • Supported 14 branch staff thru education with assistance with escrow account balancing and title curative issues
  • Planned events for realtors and marketing efforts
  • Coaching and mentor program for newer Escrow employees
  • Cultivated strong relationships with clients, vendors, and partners for mutually beneficial collaborations.
  • Established performance goals for department and outlined processes for achievement.

Closing Manager

Zillow Closing Group
08.2021 - 01.2022


  • Conducted thorough audits of closing files to maintain compliance with regulatory standards, mitigating risk.
  • Directed, organized and controlled closing functions.
  • Improved accuracy in documentation by adopting new software tools, reducing discrepancies in closing documents.
  • Interviewed Escrow Officers and Assistants to build team
  • Integrate with our agent and offshore team.
  • Pipeline management to maintain constant flow excellent customer service and timely funding of files.
  • Motivated team with team building activities to be relationships and strength
  • Approved payroll

Texas Operations Manager

Westcor E-Agency
01.2021 - 08.2021
  • Opened Texas according to TDI requirments
  • Constructed Software to be TDI complaint
  • Led hiring, onboarding and training of new hires to fulfill business requirements.
  • Supervised operations staff and kept employees compliant with company policies and procedures.
  • Enhanced customer satisfaction by establishing clear communication channels and addressing concerns promptly.
  • Managed pipeline and funding of files to ensure timely completions of files.
  • Team building to build strength and build relationships.
  • Solved escalation issues

Escrow Officer

Priority Settlement Group
02.2020 - 12.2020
  • Managed multiple escrow accounts simultaneously, balancing financial transactions and minimizing risk of errors.
  • Facilitated successful closings by guiding clients through the signing process and explaining complex legal terminology in layman''s terms.
  • Developed strong relationships with clients by providing exceptional service, earning repeat business and referrals.
  • Refinance team
  • Learned proptech

Branch Manager

Celebrity Title
06.2019 - 01.2020
  • Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
  • Day to Day monitoring of branch activities
  • Reviewed and processed invoicing, office supplies, budget, P&L, maintain office machines.
  • Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
  • Interviewed potential employees, coaching, and other HR activities.
  • Posted incoming wirings, balanced files and disbursed.
  • Monitor post closing to be sure lender files are shipped timely
  • Maintained builder relationships for continued success
  • Marketing events for realtors

Branch Manager

First Western Title
07.2017 - 06.2019
  • Coordinated marketing campaigns tailored towards target audience segments resulting in increased brand awareness within the local community.
  • Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
  • Oversee day to day operations, maintaining machines, supplies and
  • Ensured regulatory compliance through diligent adherence to industry standards, guidelines, and company policies.
  • Event planning for client appreciation and realtors for continued business


Legal Real Estate Manager

Stanley Construction
08.2009 - 07.2017


  • Analyzed financial performance data of owned properties quarterly enabling informed decisions regarding capital improvements for HOA.
  • Prepared legal documentation for builder and community Property Management for builder. Handled closings for builder and management of property owners association for three neighborhoods.
  • Maintained all accounting for three HOA. Achieved Excellent collection results with collections. Enforced deed restrictions with ultimately filing suit with the Justice of the Peace for non-compliance.
  • Coordinated all events for HOA, such as pictures with Santa, Snacks at the pool, etc.
  • Originated mortgage loans, and prepared closing documentation for company funded loans.
  • Ordered office supplies, maintained office equipment
  • Assisted President with daily tasks and major projects as needed

Corporate Director-Mortgage

Truemark Lending
06.1999 - 12.2009
  • Championed relationship building, cross-collaboration and mentorship throughout strategic partners.
  • Streamlined communication channels between departments to facilitate collaboration and improve decision-making processes.
  • Led cross-functional teams to achieve project goals on time and within budget constraints.
  • Enhanced company productivity by implementing streamlined operational processes and workflow systems.
  • Day to Day Office operations with approximate 30 employees and three branches
  • Negotiates contracts for phone systems and other office equipment.
  • All Acccounting responsibilities thru general ledger
  • Compliance officer for all files originated
  • FHA point person for audit
  • Secured Second lien license
  • Created employee handbook
  • Built and maintained relationships with vendors and clients
  • Organized events for clients and realtors.

Education

Associate of Science - Paralegal Studies

Central Piedmont Community College
Charlotte, NC

Skills

  • Document preparation
  • Real estate transactions
  • Office Management-day to day
  • Relationship/team building
  • Accounting thru general ledger
  • Escrow Accounting
  • Title insurance/curative issues
  • Mortgage experience
  • Post-Closing experience

Timeline

Escrow Officer-Investor Files

Priority Settlement Group
06.2024 - 12.2024

Escrow Officer

Laird Law Firm
04.2023 - 08.2023

Agency Manager

Real Title & Escrow, LLC
10.2022 - 03.2023

Consultant Position

White Star Title
06.2022 - 07.2022

VP of Operations, Director of Escrow

Patriot Title
01.2022 - 05.2022

Closing Manager

Zillow Closing Group
08.2021 - 01.2022

Texas Operations Manager

Westcor E-Agency
01.2021 - 08.2021

Escrow Officer

Priority Settlement Group
02.2020 - 12.2020

Branch Manager

Celebrity Title
06.2019 - 01.2020

Branch Manager

First Western Title
07.2017 - 06.2019

Legal Real Estate Manager

Stanley Construction
08.2009 - 07.2017

Corporate Director-Mortgage

Truemark Lending
06.1999 - 12.2009

Associate of Science - Paralegal Studies

Central Piedmont Community College
Judi Williams