JULIE LINDEMANN
Sublimity,USA
Summary
Experienced and detailed-oriented Escrow Officer/Administrative, with over 20 years' experience in managing real estate transactions, ensuring regulatory compliance and providing excellent client service. Skilled in coordinating with buyers, sellers, lenders, and agents to facilitate smooth and timely closings. Adept at preparing and reviewing escrow instructions, title documents, and closing statements with a strong understanding of escrow procedures.
Overview
19
19
years of professional experience
Work History
Escrow Officer
Vanport Escrow & Title Company
Portland, OR
02.2025 - Current
- Processed payoffs for EO accurately and efficiently.
- Ordered title reports and distributed them to clients promptly.
- Cleared title exceptions, liens, and judgments effectively.
- Prepared files for signing, ensuring all documentation was complete.
- Notarized documents and assisted customers during signings remotely.
- Managed remote workflows to maintain productivity in operations.
- Educated clients on escrow procedures to enhance understanding and satisfaction.
Collection Escrow
Santiam Escrow
Stayton, OR
07.2022 - 11.2023
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Handled escalated calls, successfully deescalating situations while finding solutions to meet client expectations.
- Managed high call volume, consistently maintaining a professional demeanor and prioritizing customers' needs.
Escrow Officer
Amerititle
Salem, OR
08.2021 - 07.2022
- Managed multiple escrow accounts simultaneously, balancing financial transactions and minimizing risk of errors.
- Collaborated with real estate agents and lenders to expedite closing times on property sales.
- Developed strong relationships with clients by providing exceptional service, earning repeat business and referrals.
- Prepared detailed settlement statements for each transaction, accurately reflecting funds received and disbursed.
- Scheduled closing appointments for seller and buyer or arranged for delivery of documents for out of area closings.
- 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.
- Prepared documents for closing and handled complete disbursement and follow up of escrow transactions.
- Maintained strict confidentiality in handling sensitive customer information, adhering to privacy laws and best practices.
- Checked signatures and legal descriptions for accuracy and integrity.
- Reviewed contracts thoroughly to ensure accuracy before proceeding with the escrow process.
- Conducted thorough research on properties to confirm ownership, title status, and outstanding liens or encumbrances.
Commercial Operations Manager
Maps Credit Union
Salem, OR
08.2020 - 08.2021
- Negotiated favorable contracts with key vendors, securing competitive pricing without sacrificing quality or service standards.
- Facilitated communication between departments for smoother collaboration on projects that spanned multiple functional areas.
Escrow Officer
Ticor Title
Salem
06.2017 - 08.2020
- I collaborated with realtors, lenders, buyers, and sellers to accomplish a common goal.
- Helping buyers and sellers purchase or sale their real estate property.
- As an Escrow Officer I kept a neutral third party position to guide my customers through an important milestone in their lives.
- My responsibility is to prepare legal documents for transferring of real estate ownership.
- This requires communication skills, understanding, and empathy for tricky situations.
- I followed written and oral instructions to finalize all the details of the purchase agreement between the buyer and sellers.
- I marketed agents and lenders for potential new business and worked with the marketing representatives to retain current clients.
- I was trusted to make complex decisions and use my own judgement regarding any transactions during any stage of the process.
- Opened incoming orders and set up escrow files within 1 hours of receiving purchase agreement.
- Developed strong relationships with clients by providing exceptional service, earning repeat business and referrals.
- Scheduled closing appointments for seller and buyer or arranged for delivery of documents for out of area closings.
- 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.
- Prepared documents for closing and handled complete disbursement and follow up of escrow transactions.
- Maintained strict confidentiality in handling sensitive customer information, adhering to privacy laws and best practices.
- Checked signatures and legal descriptions for accuracy and integrity.
- Reviewed contracts thoroughly to ensure accuracy before proceeding with the escrow process.
- Conducted thorough research on properties to confirm ownership, title status, and outstanding liens or encumbrances.
Financial Specialist
Northwest Farm Credit Services
Salem
06.2011 - 06.2017
- Work closely with Relationship Managers to aid in processing loans.
- Trained new employees in the process and procedures of Northwest Farm Credit Services.
- Trained new employees in reviewing title reports and escrow documents.
- Participating in special project teams to further company efficiency.
- Collaborate with other employees during weekly Financial Specialists meetings.
- Pre-audited files for accuracy.
- Reviewed other employees' work for accuracy and details for training purposes.
- Ensured compliance with regulatory standards by conducting regular audits and implementing necessary corrective actions.
- Furnished requested financial data and reports to auditors, regulators and investors and prepared analysis to support risk management.
Escrow Office-Branch Manager
Ticor Title
Lebanon
06.2006 - 09.2007
- Maintained employee files, approved vacations, and payroll, performed employee evaluations by rating work performance and recommended merit raises.
- Developed relationships between office staff.
- I closed transactions, prepared legal documents, and marketing.
- I explained documents to customers during the signing.
- Branch closed due to the housing market.
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
Education
GED -
High School
Redmond, OR06.1989
Some College - Business Administration
Chemeketa Community College
Salem, ORSome College - Law Enforcement
Central Oregon Community College
Bend, ORSkills
- Empower
- DocuSign
- Multiphone lines
- Organizational skills
- Attention to detail
- Qualia
- Internet research
- Notary Public
- ILO
- Multitasking
- Followed procedures and suggested changes
- Typing
- Working with tight timelines
- Ten key calculators
- Excel
- Microsoft Word
- Simplifile
- Title insurance
- Escrow standards
- Legal compliance awareness
- Negotiation skills
- Equifax application engine
- Application coordination
- Financial analysis aptitude
- PeopleSoft
- Relationship management
- Marketing strategy
- Sales techniques
- Financial planning expert
- Client counseling
- Continuous improvement
- Budget planning
- Complete loan applications
- Analyze financial histories
- Portfolio management
- Collections management
- Financial reporting
- Application review
Certification
Notary Public
Timeline
Escrow Officer
Vanport Escrow & Title Company
02.2025 - Current
Collection Escrow
Santiam Escrow
07.2022 - 11.2023
Escrow Officer
Amerititle
08.2021 - 07.2022
Commercial Operations Manager
Maps Credit Union
08.2020 - 08.2021
Escrow Officer
Ticor Title
06.2017 - 08.2020
Financial Specialist
Northwest Farm Credit Services
06.2011 - 06.2017
Escrow Office-Branch Manager
Ticor Title
06.2006 - 09.2007
GED -
High School
Some College - Business Administration
Chemeketa Community College
Some College - Law Enforcement
Central Oregon Community College