Kelly Wheeler
Cleburne,TX
Summary
With a proven track record at Independence Title, I excel in document analysis and closing coordination, enhancing escrow process efficiency by 30%. My expertise in financial acumen and leadership, demonstrated through meticulous funds disbursement and team supervision, positions me as a standout candidate, adept at driving customer satisfaction and compliance in real estate transactions.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Licensed Escrow Assistant
Independence Title
Fort Worth, TX
06.2023 - Current
- Assisted customers with the escrow process, including answering questions and providing documentation.
- Prepared forms for real estate transactions such as deeds, mortgages, and other legal documents.
- Processed payments from buyers and sellers in a timely manner.
- Maintained accurate records of all escrow accounts and transactions.
- Resolved issues related to escrow accounts by communicating with customers and lenders.
- Ensured compliance with state laws and regulations regarding real estate transactions.
- Verified funds received were sufficient to cover closing costs prior to closing date.
Escrow Assistant
Carlisle Title
Fort Worth, TX
03.2021 - 06.2023
- Assisted customers with the escrow process, including answering questions and providing documentation.
- Prepared forms for real estate transactions such as deeds, mortgages, and other legal documents.
- Processed payments from buyers and sellers in a timely manner.
- Resolved issues related to escrow accounts by communicating with customers and lenders.
- Ensured compliance with state laws and regulations regarding real estate transactions.
- Maintained accurate records of all escrow accounts and transactions.
Assistant Store Manager
Braums Ice Cream And Dairy
Burleson, TX
03.2020 - 03.2021
- Managed the day-to-day operations of the store, including customer service, inventory management and staff scheduling.
- Monitored sales activities to ensure that customers receive satisfactory service and quality goods.
- Supervised a team of employees and provided ongoing training to ensure high levels of customer satisfaction.
- Resolved customer complaints in a timely manner and addressed any issues that may arise during store hours.
- Ensured compliance with all safety regulations throughout the store premises.
Loan Officer Assistant
Primary Residential Mortgage
Hurst, TX
08.2017 - 02.2020
- Assisted loan officers with the preparation of loan documents and closing packages.
- Input data into loan origination system accurately and timely.
- Maintained customer files in an organized manner to ensure accurate tracking of loans.
- Answered questions regarding loan status and process from customers, real estate agents, title companies.
- Provided support services to Loan Officers during client meetings as needed.
- Developed relationships with local real estate agents in order to generate referrals.
- Monitored loan applications for completeness and accuracy prior to submission to underwriting department.
Education
Business Administration
Hill College
Cleburne, TXSkills
- Document analysis
- Processing expertise
- Property research
- Closing coordination
- Financial acumen
- Data entry proficiency
- Funds disbursement
- Loan documentation
Certification
- Licensed Escrow Officer
- Notary Public
Timeline
Licensed Escrow Assistant
Independence Title
06.2023 - Current
Escrow Assistant
Carlisle Title
03.2021 - 06.2023
Assistant Store Manager
Braums Ice Cream And Dairy
03.2020 - 03.2021
Loan Officer Assistant
Primary Residential Mortgage
08.2017 - 02.2020
- Licensed Escrow Officer
- Notary Public
Business Administration
Hill College
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