Summary
Overview
Work History
Education
Skills
Certification
References
Affiliations
Timeline
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Julie Garcia

Hacienda Heights,CA

Summary

To leverage my diverse skill set—including administrative support, payroll processing, customer service, leveraging expertise in financial compliance, data accuracy, and team collaboration—to contribute to organizational success while continuing to grow professionally in a dynamic, results-driven environment. I lead by example, and I have a strong work ethic.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Escrow Assistant

Atlas Title
08.2024 - 12.2024
  • - Assist Escrow Officers in opening and closing escrow transactions
  • - Prepare escrow instructions, amendments, and other relevant documents
  • - Coordinate with lenders, real estate agents, buyers, and sellers to ensure a timely closing process
  • - Conduct title research and review title commitments
  • - Prepare loan docs and schedule for signing
  • - Handle funds disbursement and ensure all financial transactions are accurately processed
  • - Maintain communication with all parties involved in the escrow process to provide updates and address inquiries promptly

Escrow Officer

Cypress Ascendant Services LLC (formerly Ascendant National Title/Landwood Title)
12.2021 - 10.2023
  • Successfully managed and closed a wide range of real estate transactions, including Residential and National Refinancing, with a focus on accuracy and compliance.
  • - Conducted thorough title searches and resolved any title issues, ensuring clear and marketable title for clients.
  • - Coordinated with Borrowers/Buyers, Sellers, Real Estate Agents and Lenders to facilitate a seamless closing process.
  • - Prepared escrow instructions, closing documents, and settlement statements in compliance with state and federal regulations.
  • - Calculated and disbursed funds accurately, including earnest money deposits, commissions, and loan payoffs.
  • - Maintained excellent relationships with clients and provided clear communication throughout the escrow process, ensuring client satisfaction and repeat business.
  • - Stayed current with changes in real estate laws and regulations, ensuring strict adherence to compliance standards.

Commercial Jr. Escrow Officer

Lennar Title
08.2021 - 11.2021
  • Successfully managed and closed a wide range of real estate transactions, including Commercial Residential with a focus on accuracy and compliance.
  • - Conducted thorough title searches and resolved any title issues, ensuring clear and marketable title for clients.
  • - Coordinated with Buyers, Sellers, Real Estate Agents , Lenders and attorneys to facilitate a seamless closing process.
  • - Prepared escrow instructions, closing documents, and settlement statements in compliance with state and federal regulations.
  • - Calculated and disbursed funds accurately, including earnest money deposits, commissions, and loan payoffs.
  • - Maintained excellent relationships with clients and provided clear communication throughout the escrow process, ensuring client satisfaction and repeat business.
  • - Stayed current with changes in real estate laws and regulations, ensuring strict adherence to compliance standards.

Disbursement Specialist II

Title365
11.2015 - 11.2021
  • Responsible for the daily disbursement of loan proceeds to payees as listed on the applicable settlement statement
  • Disburses loan proceeds timely.
  • Prepares delivery of loan proceeds to proper location.
  • Resolves disbursement discrepancies with appropriate departments.
  • Computes, Classifies, Records and verifies numerical data for use in maintaining trust accounting records..
  • Responsible for bookkeeping functions associated with reconciliations for company trust accounts..
  • Other duties as assigned

National Banking Assistant Administrator

Title365
06.2015 - 11.2015
  • Complete required bank transfers
  • Reviews error reports and enters corrections into computer
  • Reviews balances, and interprets computer reports, and makes corrections
  • Reconcile report discrepancies and problems
  • Cuts checks as needed or outline by the Branch's policy and procedure
  • Other duties may be assigned that are escrow /closing related

Escrow Assistant

Title365
06.2014 - 06.2015
  • - Assisted Escrow Officers in the management of escrow files, including ordering and reviewing title commitments and surveys.
  • - Prepared preliminary settlement statements and coordinated with clients to schedule closings.
  • - Conducted pre-closing file reviews to ensure all necessary documents and funds were in order.
  • - Resolved issues related to escrow and title, communicating with all parties involved to address concerns and facilitate resolutions.
  • - Managed client inquiries and maintained organized escrow records.

Escrow Assistant

LSI Title
02.2012 - 06.2013
  • - Assisted Escrow Officers in the management of escrow files, including ordering and reviewing title commitments and surveys.
  • - Prepared preliminary settlement statements and coordinated with clients to schedule closings.
  • - Conducted pre-closing file reviews to ensure all necessary documents and funds were in order.
  • - Resolved issues related to escrow and title, communicating with all parties involved to address concerns and facilitate resolutions.
  • - Managed client inquiries and maintained organized escrow records.

Escrow Officer (Floater)

West Coast Escrow
06.2012 - 11.2012
  • Balance fundings and files for closing and disbursement for Resale and Refinance files
  • Traveled throughout Orange County as Floater for Escrow Officers/Assistants
  • Examine and prepare all Lender documents for disbursal to Lender/Bank

Team Lead/Unit Manager

Servicelink
11.2010 - 05.2012
  • Effectively manage timelines and requirements as team lead for Fannie Mae REO unit
  • Resolve discrepancy issues to ensure documentation is provided to all parties
  • Manage over 100 files per month
  • Manage and assist three assistants throughout file processes
  • Pre-audit all closings as per Federal and State laws and practices
  • Maintaining Various accounts
  • Conduct performance appraisals, coaching, and training for new and existing employees
  • Manage daily operations
  • Processed and funded loans and disbursed files

Education

Fundamental Payroll Certification - Entry Level Payroll Specialists

ADP
Roseland, NJ
03-2025

Certified Billing And Coding Specialist (CBCS) - Health Information Management

AMCA
Fairfield, NJ
05-2024

Bachelor of Science - Business Management

University of Phoenix
Diamond Bar, California
01.2005

Skills

  • Detail orientation
  • Regulatory adherence
  • Data organization
  • Client service excellence
  • Time management
  • Escrow administration
  • Relationship building
  • Document creation
  • Fund distribution
  • Title examination
  • Analytical problem solving
  • Effective communication skills
  • Qualia proficiency
  • Ten-key accuracy
  • SoftPro expertise

Certification

  • ADP Entry-Level Payroll Specialists- Completed 2025-03-21
  • AMCA-Certified Medical Billing and Coding Specialist- Completed 2024-05-31

References

References available upon request

Affiliations

  • Bowling
  • Bingo
  • DIY Crafts
  • Watching Movies

Timeline

Escrow Assistant

Atlas Title
08.2024 - 12.2024

Escrow Officer

Cypress Ascendant Services LLC (formerly Ascendant National Title/Landwood Title)
12.2021 - 10.2023

Commercial Jr. Escrow Officer

Lennar Title
08.2021 - 11.2021

Disbursement Specialist II

Title365
11.2015 - 11.2021

National Banking Assistant Administrator

Title365
06.2015 - 11.2015

Escrow Assistant

Title365
06.2014 - 06.2015

Escrow Officer (Floater)

West Coast Escrow
06.2012 - 11.2012

Escrow Assistant

LSI Title
02.2012 - 06.2013

Team Lead/Unit Manager

Servicelink
11.2010 - 05.2012

Fundamental Payroll Certification - Entry Level Payroll Specialists

ADP

Certified Billing And Coding Specialist (CBCS) - Health Information Management

AMCA

Bachelor of Science - Business Management

University of Phoenix

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