Kelly Tapken
Austin,TX
Summary
Highly Qualified Cross Industry Career Professional offering more than 15 years of accomplished experience in a variety of business environments. Focused and detail oriented with a proven ability to communicate, exceed expectations, and deliver results. Extremely dependable with a solid work ethic, ability to learn quickly and good common sense.
Overview
17
17
years of professional experience
Work History
Escrow Assistant
Independence Title
08.2023 - 11.2023
- Resolved title issues against the property in escrow such as judgments, liens, and existing deeds of trusts
- Communicate with buyers, sellers, lenders and other parties involved in the Escrow process
- Ordered HOA Packages, Payoffs, Surveys
- Supported team members in managing their workload, contributing to a more productive work environment
Escrow Assistantiss
Homeward Title
07.2021 - 07.2023
- Complete real estate escrow transactions by determining requirements; clearing titles; Ordering mortgage payoffs and corresponding with HOA management companies for required documents
- Examines all documentation, including mortgages, liens, contracts to verify factors such as ownership or restrictions
- Consistently closed 30 plus Escrow Transactions per month
- Contributed to a the top producing team who worked on VIP accounts
- Collaborated with real estate agents to address potential challenges, effectively resolving conflict
- Expedited the resolution of any outstanding issues by proactively engaging relevant parties for prompt action on pending items
- Handling sensitive financial information securely, protecting both clients'' privacy and company reputation
- Stayed current on industry regulations and trends to provide informed guidance to clients during transactions seamlessly
Escrow Assistant
First American Title
02.2020 - 06.2021
- Maintained organized files for easy access, increasing team efficiency during transaction reviews
- Facilitated smooth document signing appointments, ensuring clients understood each step of the process
- Developed strong relationships with clients through excellent customer service, fostering trust and loyalty
- Enhanced client satisfaction by delivering timely and accurate escrow services.
- Assisted with the successful closing of numerous escrow transactions, ensuring all parties were informed and satisfied
Loan Processor/Loan Officer Assistant
Pacific Union Financial
12.2015 - 10.2019
- Prepared documents for underwriting by verifying client income, credit reports, and other information
- Oversaw file distribution for eight processors in a regional market
- Managed a pipeline of 35 million per month, funding 20 million per month
- Ensured accuracy of client information, verifying data collected during the application process and updating records as needed
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants
Loan Officer Assistant
PNC Mortgage
08.2013 - 12.2015
- Assisted high producing loan officer in smooth and timely completion of loan applications, proactively communicating with parties about loan statuses
- Aid in the development of a customer database in support of the pursuit of new marketing opportunities
- Prepared a weekly property tour in the local area
- Pulled and reviewed credit reports
- Facilitated prompt closing of loans by organizing necessary paperwork and collaborating effectively with title companies
- Developed strong rapport with real estate agents, cultivating valuable referral networks that led to increased business growth opportunities
Director of Business Development
Wow Experience
05.2007 - 01.2012
- Responsible for business development, sales, marketing campaigns, lead generation and conversion, client follow-up and client fulfillment
- Event planner for MCE classes in large markets in Texas
- Planned and coordinated several events per month.
- Increased client base by developing and implementing effective business development strategies
- Enhanced company's market presence through targeted networking events and relationship building
- Spearheaded client retention efforts by providing exceptional service and fostering long-term professional relationships built on trust and mutual respect
Education
Bachelor of Arts - Political Science, Criminal Justice
University of South Dakota
Vermillion, SDSkills
- Closing Process Expertise
- Schedule Coordination
- File Management
- Document Preparation
- Strong Communication
- Attention to Detail
- Escrow Knowledge
- Customer Service
Creator of a Facebook group that now has 25,000 members, Freelance Photographer
I created a Facebook group called the Original Lakeway Swap. It's a local buy/sale group that also does charitable work for those in need in the community.
Timeline
Escrow Assistant
Independence Title
08.2023 - 11.2023
Escrow Assistantiss
Homeward Title
07.2021 - 07.2023
Escrow Assistant
First American Title
02.2020 - 06.2021
Loan Processor/Loan Officer Assistant
Pacific Union Financial
12.2015 - 10.2019
Loan Officer Assistant
PNC Mortgage
08.2013 - 12.2015
Director of Business Development
Wow Experience
05.2007 - 01.2012
Bachelor of Arts - Political Science, Criminal Justice
University of South Dakota
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