Executive Assistant offering 8+-year background managing administrative needs in high-volume office environments. Experienced in escrow procedures with professional demeanor and excellent communication skills.
Overview
7
7
years of professional experience
Work History
ESCROW ASSISTANT
CAPITAL TITLE OF TEXAS
04.2021 - 02.2023
Main front end support for Reverse Mortgage department of Capital Title
Working closely with escrow officer and coworkers, processing title
Providing customers with best care in their transactions with company
Ensuring integrity of company is upheld with lenders and borrowers
Giving open dialogue through phone calls or emails to ensure transaction is processed correctly
Corresponding with borrowers regarding Affidavit of Heirships, Wills and Probates
Contact appraisal districts to verify taxes, deferrals and exemptions
Handling documents after closings, reviewing and processing documents for lenders.
Maintained open communication with lenders, brokers and borrowers.
Studied and clarified buyer, seller and lender instructions to determine escrow requirements.
Checked signatures and legal descriptions for accuracy and integrity.
Communicated requirements and title exception information to clients.
Followed industry standard escrow procedures and maintained awareness of regulations governing escrow process.
Prepared documents for closing and handled complete disbursement and follow up of escrow transactions.
Returned executed loan packages to lender for review and approval in accordance with lender instructions.
Worked with title group to resolve issues such as easements, lot splits and bankruptcies.
Forwarded title clearing documentation to title officer for approval.
ESCROW ASSISTANT/RECEPTIONIST
TEXAS PREMIER TITLE
06.2016 - 04.2021
Provide front end and back-end support for two escrow officers
Interacting with agents and their clients to obtain crucial information needed for clearing title
Order HOAs, Home Warranties, Survey and Payoffs
Handled documents after closings and send them to lender, sent checks out to vendors and make sure that commissions are disbursed
Responsible for all information going out and coming to give clients professional smooth closing.
Obtained documents such as proof of insurance and HOA statements.
Maintained open communication with lenders, brokers and borrowers.
Scheduled signings and gathered required paperwork.
Studied and clarified buyer, seller and lender instructions to determine escrow requirements.
Checked signatures and legal descriptions for accuracy and integrity.
Prepared documents for closing and handled complete disbursement and follow up of escrow transactions.
Followed-up on status of releases, policies and return of recorded documents.
Opened incoming orders and set up escrow files within 30 minutes of receiving purchase agreement.
Communicated requirements and title exception information to clients.
Set up escrow transactions, processed deposits and mailed out forms and preliminary title reports for review.
Returned executed loan packages to lender for review and approval in accordance with lender instructions.
Scheduled closing appointments for seller and buyer or arranged for delivery of documents for out of area closings.
Managed real estate closing process in compliance with applicable standards and legal requirements.
Examined purchase and sale agreement for potential items of concern and addressed immediately.
Forwarded title clearing documentation to title officer for approval.
CONCEIRGE/REFERRAL AGENT
DOUBLE DIAMOND
10.2018 - 06.2019
Tasks, scheduling and confirming property owners and referral tours out to resorts
Calling outbound to property owners and referrals to ensure world class customer care at resort
Gathering data for present and future property owners to resort
Giving support to Marketing Department on how to increase tours for resorts
De-escalating customer complaints, award qualified referrals with large gifts to tour property as incentive
Attended appreciation dinners to market properties and to gather information for new potential resort tours.
Scheduled appointments with specialists on behalf of clients.
Followed up with clients and specialists to inquire about experience and collect reports.
Educated clients looking to sell or buy on current market conditions, legal requirements, pricing and mortgages.
Developed new business and managed new and existing clients.
Coordinated appointments to show tenants and buyers prospective homes.
Managed scheduled meetings to maintain satisfaction of both buyers and sellers and facilitate smooth purchases.
Generated leads for sales and rental properties through cold calls and referrals.
Promoted properties to target audiences to enhance revenue generation.
Boosted residential sales through persuasion, negotiation and issue resolution.
OFFICE SUPPORT/RECEPTIONIST
CAPITAL TITLE OF TEXAS
05.2016 - 01.2018
Provided support to escrow process to obtain title policy for residential and commercial properties
Corresponding with agents and lenders to ensure correct information for buyer and seller
Receive executed contracts from agents, with explicit instructions given from escrow officer
Maintaining relationships with seasoned agents and welcoming new ones to business daily
Receipt earnest money on contracts and also courier documents and money via FedEx
Responsible for sending out Deeds of Trust to lender and Warranty Deeds to buyers also payoff to lenders and borrowers
Triage files, archive documents such as liens, surveys and CAD for properties
Maintain daily calendar for closings and meetings
Responsible for sending out daily accounts to accounting and ordering supplies for office.
Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
Assisted coworkers and staff members with special tasks on daily basis.
Managed filing system, entered data and completed other clerical tasks.
Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
Answered multi-line phone system and transferred callers to appropriate department or staff member.
Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
Interacted with vendors, contractors and professional services personnel to receive orders, direct activities and communicate instructions.
Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.
Continually sought methods for improving daily operations, communications with clients, recordkeeping and data entry for increased efficiency.
Composed and proofread memos, letters and reports to verify error-free communication.
Liaised between clients and vendors and maintained effective lines of communication.
Opened and properly distributed incoming mail to promote quicker response to client inquiries.
Established administrative work procedures to track staff's daily tasks.
Answered and quickly redirected large volume of calls on central system.