Kelly Wasserman
Landmark Title Assurance Agency
Phoenix,AZ
6
years of professional experience
Efficient and personable Escrow Officer/Branch Manager with 20 plus years of experience making complex real estate transactions seamless for buyers, sellers and colleagues. Customer-focused and disciplined detail person with exceptional proficiency at coordinating multiple transactions simultaneously and accurately. Team player with history of smooth closings and repeat customers.
Work History
Sr. Escrow Officer/Unit Manager
5 Months- Coordinated transaction documentation by ordering title reports, completing forms and statements and gathering existing documents.
- Mastered escrow process, title process, financial transactions, company policies and procedures and regulatory requirements.
- Closed purchase transactions in and satisfied customer expectations by meeting timelines and communicating proactively.
- Prepared closing disclosure (CD) and balanced with lender. Worked with lender to fund the loan, record documents and disburse file.
Senior Escrow Officer/Branch Manager
2 Years 4 Months- Oversaw and supervised general activities of seven-person team, including workflow monitoring and approving overtime.
- Marketed and developed new clientele, including making public relations calls, attending industry-related functions and earning word-of-mouth recommendations.
- Ordered title reports for issuing title insurance, identified and resolved title defects and satisfied existing liens and encumbrances against property or principals.
- Reviewed contracts, commitments and orders to prepare for closing and assembled documents to prepare files and facilitate smooth final transactions.
- Acted as liaison between parties within home buying and selling and communicated and kept parties fully apprised of closing status.
- Closed purchase transactions in high-volume environment and satisfied customer expectations by meeting timelines and communicating proactively.
Senior Escrow Officer/Branch Manager
5 Months- Marketed and developed new clientele, including making public relations calls, attending industry-related functions and earning word-of-mouth recommendations.
- Ordered title reports for issuing title insurance, identified and resolved title defects and satisfied existing liens and encumbrances against property or principals.
- Reviewed contracts, commitments and orders to prepare for closing and assembled documents to prepare files and facilitate smooth final transactions.
- Acted as liaison between parties within home buying and selling and communicated and kept parties fully apprised of closing status.
Senior Escrow Officer/Branch Manager
2 Years 9 Months- Oversaw and supervised general activities of four-person team, including workflow monitoring and approving overtime.
- Marketed and developed new clientele, including making public relations calls, attending industry-related functions and earning word-of-mouth recommendations.
- Reviewed contracts, commitments and orders to prepare for closing and assembled documents to prepare files and facilitate smooth final transactions.
- Acted as liaison between parties within home buying and selling and communicated and kept parties fully apprised of closing status.
Education
Some College (No Degree) - Business Administration
Skills
Customer service-focused
Security systems
Communications
Relationship development
Business operations
Organization
Problem resolution
Team building
Education and Training
other
Timeline
Sr. Escrow Officer/Unit Manager
Landmark Title Assurance Agency
05.2020 - 10.2020Read More
Senior Escrow Officer/Branch Manager
Equity Title of Arizona
02.2018 - 06.2020Read More
Senior Escrow Officer/Branch Manager
Title Alliance Platinum
09.2017 - 02.2018Read More
Senior Escrow Officer/Branch Manager
Old Republic National Title Insurance Company
12.2014 - 09.2017Read More
Maricopa Community College System
Some College (No Degree) from Business Administration
Read More