Summary
Overview
Work History
Education
Skills
Timeline
AdministrativeAssistant

Katrina Quillen

St. Helens,Oregon

Summary

Proven track record in enhancing operational efficiency and accuracy in document verification at HomeStreet Bank. Skilled in escrow coordination and deadline management, I have fostered strong stakeholder relationships and significantly reduced error rates. My policy adherence and proactive approach have driven successful, compliant transactions, showcasing my ability to navigate complex regulatory environments effectively.

Overview

32
32
years of professional experience

Work History

Senior Loan Closer Funder

HomeStreet Bank
10.2010 - Current
  • Addressed client concerns promptly and professionally, fostering trust between all stakeholders involved in the transaction.
  • Participated in industry training sessions and workshops to stay up-to-date with the latest trends and best practices for loan closers.
  • Adhered strictly to both internal policies as well as federal and state regulations, mitigating potential legal risks.
  • Trained junior team members on company policies and procedures, promoting professional growth within the organization.
  • Reduced errors in loan documentation by conducting thorough pre-closing reviews, minimizing potential delays or complications.
  • Affirmed loan document accuracy to protect lenders from potential fraud.
  • Stayed up to date on loan regulation changes, processing loan applications in compliance with current laws.
  • Verified closing financial disclosure amounts against settlement and escrow agent figures to accurately reflect borrowers' bottom-line costs.
  • Reviewed titles, insurance and flood zone certifications to meet closing standards for each property.
  • Prepared preliminary settlement statements and loan closing instructions for review by title companies and closing agents.
  • Ensured accuracy of final settlement statements by diligently reviewing and reconciling figures before disbursement of funds.

Escrow Officer

First American Title Insurance Co
01.2003 - 12.2007
  • Reduced closing time for transactions by diligently reviewing documents and promptly addressing discrepancies.
  • Fostered strong relationships with clients and business partners by consistently demonstrating professionalism and reliability throughout the entire escrow process.
  • Streamlined escrow processes by implementing efficient organizational systems and maintaining clear communication with all parties involved.
  • Prepared comprehensive settlement statements by verifying financial calculations, fees, and tax adjustments for accuracy.
  • Ensured regulatory compliance by keeping up-to-date on industry laws changes affecting the escrow process.
  • Managed a high volume of escrow files, ensuring accuracy in documentation and disbursement of funds.
  • Expedited wire transfers through close monitoring of incoming/outgoing wires as well as timely coordination with banks or other financial institutions.
  • Supported senior escrow officers with daily administrative tasks to facilitate optimal workflow efficiency.
  • Assisted in training new hires on company policies, procedures, and best practices for successful escrow management.
  • Prepared documents for closing and handled complete disbursement and follow up of escrow transactions.

Escrow Officer

First American Title Insurance Co
01.2002 - 12.2002
  • Managed multiple escrow accounts simultaneously, balancing financial transactions and minimizing risk of errors.
  • Prepared detailed settlement statements for each transaction, accurately reflecting funds received and disbursed.
  • Developed strong relationships with clients by providing exceptional service, earning repeat business and referrals.
  • Collaborated with real estate agents and lenders to expedite closing times on property sales.
  • Checked signatures and legal descriptions for accuracy and integrity.
  • Followed industry standard escrow procedures and maintained awareness of regulations governing escrow process.
  • Established comprehensive compliance program, significantly reducing risk of non-compliance with industry regulations.

Investment Associate

Merrill Lynch
01.2001 - 12.2001
  • Improved the accuracy of financial models by refining assumptions and incorporating up-to-date market data.
  • Conducted ongoing competitor analysis to ensure our firm''s offerings remained competitive in the marketplace.
  • Streamlined investment processes for better efficiency and increased return on investments.
  • Negotiated favorable terms for clients during mergers and acquisitions, leading to significant cost savings or enhanced revenue streams.

Junior Escrow Officer

First American Title Insurance Co
01.1998 - 12.2000
  • Ensured regulatory compliance by keeping up-to-date on industry laws changes affecting the escrow process.
  • Managed a high volume of escrow files, ensuring accuracy in documentation and disbursement of funds.
  • Conducted detailed property research for accurate title reports and resolution of potential issues prior to closing.
  • Supported senior escrow officers with daily administrative tasks to facilitate optimal workflow efficiency.
  • Assisted in training new hires on company policies, procedures, and best practices for successful escrow management.
  • Prepared documents for closing and handled complete disbursement and follow up of escrow transactions.
  • Examined purchase and sale agreement for potential items of concern and addressed immediately.
  • Managed real estate closing process in compliance with applicable standards and legal requirements.

Real Estate Agent

Century 21
01.1995 - 12.1997
  • Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.
  • Negotiated, facilitated, and managed real estate transactions.
  • Advertised client properties through websites, social media, and real estate guides.
  • Maintained connections with clients to encourage repeat business and referrals.
  • Consistently stayed up-to-date on industry trends and best practices, attending professional development courses and seminars to better serve clients.
  • Reviewed and executed confidential documents, contracts and disclosures.

On-Site Property Manager

Norris and Stevens
01.1993 - 12.1994
  • Improved tenant satisfaction by promptly addressing maintenance requests and concerns.
  • Conducted thorough background checks on prospective tenants, maintaining a high quality resident profile at the property.
  • Managed daily operations for optimal efficiency and costeffectiveness.
  • Ensured legal compliance by keeping up-to-date on local laws and regulations pertaining to property management.

Education

Associate of Arts - Dental Laboratory Technology

Portland Community College
Portland, OR

Skills

  • Document Verification
  • Deadline Management
  • Policy Adherence
  • Escrow Coordination

Timeline

Senior Loan Closer Funder

HomeStreet Bank
10.2010 - Current

Escrow Officer

First American Title Insurance Co
01.2003 - 12.2007

Escrow Officer

First American Title Insurance Co
01.2002 - 12.2002

Investment Associate

Merrill Lynch
01.2001 - 12.2001

Junior Escrow Officer

First American Title Insurance Co
01.1998 - 12.2000

Real Estate Agent

Century 21
01.1995 - 12.1997

On-Site Property Manager

Norris and Stevens
01.1993 - 12.1994

Associate of Arts - Dental Laboratory Technology

Portland Community College

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Katrina Quillen