Expert in real estate contract-to-close processes with a high degree of accuracy and accountability. 20+ years of experience in relationship building and business liaison management.
Overview
19
19
years of professional experience
Work History
Dispositions / Flex Closings
Offerpad
07.2021 - 10.2023
Drive closings and contract management in multiple markets
Collectively manage an average of 500+ monthly from start to finish
Communicate effectively with lenders, title and real estate agents, both internally and externally, to ensure timely closings and maintain a positive experience
Uphold amazing customer service for internal and external customers in person, by phone, and by email
Help contribute to building and maintaining internal systems and reporting
Field internal questions about closing functions and troubleshoot/resolve related problems
Review/authorize HUDs prior to closing.
West Coast Closing Manager
Offerpad
11.2017 - 08.2020
Drive closings in multiple markets to completion
Manage an average of 300+ closings monthly from start to finish
Oversee closings and contract management in California, Nevada, and Texas markets
Communicate and follow-up with lenders, title and real estate agents to ensure timely closings
Uphold amazing customer service for internal and external customers in person, by phone, and by email
Help contribute to building and maintaining internal systems and reporting
Field internal questions about closing functions and troubleshoot/resolve related problems
Review/authorize HUDs prior to closing.
Virtual Real Estate Coordinator
DA Real Estate Investments
11.2016 - 11.2017
Opening escrow, coordinating inspections, repairs, and other negotiations
Monitoring the contingency period and ensuring that all documentation is submitted on time
Coordinating the closing process and scheduling client follow-up calls
Creating and maintaining budgets for each store project and updating software systems
Reviewing commission invoices from the broker and comparing them to the final deal terms.
Contract / Closing Coordinator
Mattamy Homes
07.2015 - 11.2016
Administer and track all aspects of sales contracts and closing
Review and process sales contract paperwork and change orders for accuracy and completion
Responsible for effective communication with all parties pertinent to transaction to ensure efficiency from contract to close
Drive closings to completion both for customer satisfaction and the needs of our business
Collaborate with key lender, title, and field representatives to develop and implement an accelerated and effective flow of business
Attend weekly backlog meetings to review current and upcoming closings
Set up and management of documents and disclosures for all upcoming and current communities
Generate closing packages for title companies and review HUD settlement statements for accuracy.
Accounts Payable Specialist
Shea Homes
05.2014 - 07.2015
Process various types of accounts payable transactions including data entry of vendor invoices, expense reports, and check requests for Southern California trades/vendors
Reconcile, review, and approve utility invoices for assigned portfolio of properties to ensure current payments
Assist property accountants with A/P issues or problems as they arise
Review employee expense reports for proper supporting documentation and accuracy
Investigate and answer internal customer and vendor inquiries
Run/Edit/Process weekly and bi-weekly check runs, insurance allocations, and joint payments.
Loan Officer Assistant
Veritas Funding
10.2013 - 03.2014
Run automated underwriting and order credit reports
Manage buyer documentation for processing
Responsible for all appraisal, escrow orders, and loan conditions
Complete file submission checklist on all files and adhere to company time frames
Communicate loan approval by sending pre-approval/commitment letters to all parties involved in the transaction; communicate all change-of-circumstance
Manage front office duties; answer multiple phone lines, inventory/supply management, manage phone and technology systems, light accounting.
Transaction Liaison Coordinator, Sales and Marketing Specialist
Empire Realty Associates
05.2009 - 03.2012
Coordinator Responsibilities: Liaison between all the parties involved in the sales transaction
Create sales and listing packets for agents
Attend Risk Management seminars to remain abreast on all best practices, disclosure, and California real estate legal updates
Assist with operations review and approval of all new sales and listings
Review compliance paperwork; Identify and resolve any issues immediately
Proactively track and meet closing deadlines
Drive the process to ensure that all documents are signed, completed, and prepared in the file prior to the close of escrow
Keep agents updated on the processing of the transaction and proactively anticipate and avoid any problems
Organize and maintain all escrow paperwork and sales contracts for agents and Broker
Responsible for exceeding client expectations of responsiveness and customer service
Track multiple (monthly average of 30) files simultaneously
Proactively manage agent's administrative tasks
Enter new listings/leases into Paragon (MLS) and maintain as necessary
Marketing Responsibilities: Proofread, edit, and create marketing materials and press releases prior to distribution
Social Media Administrator; Facebook, Twitter, Company Blog, and Press Releases
Assist with many writing aspects of marketing pieces; brochures, ads, articles, flyers
Reporting; Open Homes Guide, Altos Market Research, Artisan Listings.
Asst. Relationship Manager
MetLife Home Loans
09.2008 - 05.2009
Evaluated target demographic areas and loan structures of each prospect group for the purpose of strategic marketing
Run automated underwriting and order credit reports
Gather buyer documentation for processing
Coordinate signing appointments
Maintain title company relationships and closing details
Responsible for all appraisal, escrow orders, and loan conditions.
Marketing Coordinator
R.E.L.I. Brokers
11.2006 - 09.2008
Manage front office duties; answer multiple phone lines, inventory/supply management, manage phone and technology systems, light accounting
Maintained a personal database of approximately 2500+ mortgage prospects
Evaluated target demographic areas and loan structures of each prospect group for the purpose of strategic marketing
Created design layouts for all marketing pieces
Managed all phases of direct mail projects, budget, and distribution processes
Collaborated with title representatives to create and generate specific farm lists for marketing.
Escrow / Closing Manager
D.R. Horton - America's Builder
06.2004 - 11.2006
Management of all incoming community sales contracts
Review/management of all incoming contracts, closing documents, permits, etc
Collaborated with key lender, title, and field representatives to develop and implement an accelerated and effective flow of business
Drive the process to ensure that all documents are signed, completed, and prepared in the file prior to the close of escrow
Created and implemented precise closing tracking reports and distributed to key division personnel as well as outside key field representatives in order to advise and ensure accurate closings
Set up and management of documents and disclosures for all upcoming and current communities
Attend weekly backlog meetings to review current and upcoming closings
Managed and reported accurate closing/delivery schedules monthly while exercising strong problem-solving skills
Generate closing packages for title companies and review HUD settlement statements for accuracy
Hire, train, and motivate Closing Department staff and implement department processes.
Technical Professional Skills
Microsoft Office (intermediate), Calyx Point, AS400 (JD Edwards), Builder 1440, Micro J+(HRIS), TR Point, Quickbooks, WinForms, Paragon, Docusign, Lonewolf, Torchpress, MLS, EnterpriseOne, Hyphen Supply/Build Pro, FAST, FAST Sales, Helix, Freshdesk
Professional Highlights
Created and managed tailored real estate coordinating services (DA Real Estate Investments)
Created and implemented Premier Services; a tailored coordinating service for top-producing agents (Empire Realty)
Increased department productivity by implementing streamlined processes and boosting morale by empowerment. (D.R. Horton)
Selected by V.P. of Sales and Marketing and Division President to oversee entire Closing Department based on consistently meeting monthly deadlines as well as successfully maintaining internal and external business relationships crucial to the builders success (D.R. Horton)
Successfully met and exceeded Fiscal Year Closing goals - Fiscal Year 2003 - 2006 (D.R. Horton)
Timeline
Dispositions / Flex Closings
Offerpad
07.2021 - 10.2023
West Coast Closing Manager
Offerpad
11.2017 - 08.2020
Virtual Real Estate Coordinator
DA Real Estate Investments
11.2016 - 11.2017
Contract / Closing Coordinator
Mattamy Homes
07.2015 - 11.2016
Accounts Payable Specialist
Shea Homes
05.2014 - 07.2015
Loan Officer Assistant
Veritas Funding
10.2013 - 03.2014
Transaction Liaison Coordinator, Sales and Marketing Specialist