Summary
Overview
Work History
Education
Skills
Timeline
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Katasha Hawkins

Dallas,Texas

Summary

Knowledgeable and dedicated professional with extensive experience. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.

Overview

8
8
years of professional experience

Work History

Commercial Client Service Analyst

JPMorgan
04.2023 - Current
  • Managed a portfolio of CEO clients
  • Efficiently processed transaction requests, including WIRES, ACH transfers, and research tasks, ensuring accuracy and timeliness
  • Conducted thorough research and assessed documentation requirements, maintaining compliance with internal systems
  • Evaluated account and service histories to identify trends, using data to mitigate future issues.
  • Liaised with clients and global service partners to address inquiries promptly and provide effective solutions
  • Demonstrated strong problem-solving skills, sound judgment, and accountability for client satisfaction
  • Managed operational risks and adhered to established policies and procedures
  • Established clear timelines and managed documentation requirements to meet client expectations
  • Proactively suggested products and capabilities to add ongoing value for clients
  • Communicated proactively with clients and partners, addressing inquiries promptly and professionally
  • Took ownership of issues, resolving them promptly and identifying opportunities for improvement
  • Effectively prioritized tasks and balanced competing demands to maximize productivity
  • Enhanced knowledge of financial services through ongoing training to stay current with industry trends
  • Performed effectively in self-directed work environment, managing day-to-day operations and decisions.

Escrow Closer

Doma Title
06.2020 - 03.2023
  • Cultivated and strengthened productive relationships with customers, lawyers, lenders, and other professionals
  • Managed large pipelines encompassing both refinance and purchase loans, demonstrating effective prioritization and organizational skills
  • Reviewed crucial documents such as Taxes, Homeowners Insurance (HOI), Title, Note, and Deed to ensure completeness and accuracy
  • Prepared comprehensive closing instructions and final packages to facilitate smooth loan closings
  • Gathered and organized closing schedules, disclosures, and other essential documentation to streamline the closing process
  • Conducted thorough title searches and cleared any issues to ensure clear title transfer
  • Coordinated closing logistics with the notary and lender to ensure timely and efficient closings
  • Handled prior-to-close conditions diligently, ensuring all requirements were met before finalizing the loan transaction
  • Coordinated and distributed disclosures, schedules, and other closing documents.
  • Assisted in preparation of title insurance policies and title commitments.
  • Examined land records and identified potential problems with title search results.
  • Developed and maintained relationships with title companies, lenders and other stakeholders to facilitate smooth transactions.

Mortgage Closer

Carrington Mortgage
12.2016 - 06.2020
  • Facilitated seamless communication between front-line personnel, lenders, and portfolio managers to streamline underwriting processes
  • Partnered with advisors and stakeholders to efficiently gather information and satisfy closing conditions
  • Collaborated with legal counsel, lenders, and title companies to secure loan approvals within regulatory frameworks
  • Managed a high volume of calls, exceeding 125 daily, while maintaining exceptional service standards for notary, clients, and third-party inquiries
  • Successfully handled a robust pipeline of over 100 accounts per month, showcasing exceptional organizational and multitasking abilities
  • Prepared comprehensive closing instructions and final packages for lenders, meticulously reviewing loan documents for accuracy and compliance
  • Coordinated the closing process for various loan types, including VA, FHA, conventional, construction, and USDA loans
  • Calculated fees for wire transfers and ensured timely submission of requests
  • Dedicated to producing and collecting closing documents with precision, conducting thorough reviews to guarantee completeness for each file
  • Reason for Leaving: Company Lay-offs

Education

High School Diploma -

Lake Highlands High School
Dallas, TX
06.2005

Skills

  • Customer Service
  • Inbound and Outbound Calls
  • ResWare
  • Encompass
  • Early Check
  • IDS
  • DOD
  • Outstanding communication and written skills
  • Advanced Microsoft Office Word
  • Advanced Microsoft Excel
  • MSP
  • TRID
  • Critical thinking
  • Analytical
  • Unify
  • Adaptable
  • Completing interviews
  • Finalizing contracts
  • Troubleshooting
  • Data management
  • Training & development

Timeline

Commercial Client Service Analyst

JPMorgan
04.2023 - Current

Escrow Closer

Doma Title
06.2020 - 03.2023

Mortgage Closer

Carrington Mortgage
12.2016 - 06.2020

High School Diploma -

Lake Highlands High School

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Katasha Hawkins