Seasoned collaborator with extensive knowledge of estate planning and probate as well as residential property sales and mortgage coordination. Successful at closing deals with accuracy and speed. Diligent worker with strong communication and task prioritization skills. Trained in SoftPro Select and Closers Choice.
Overview
25
25
years of professional experience
Work History
Licensed Title Agent
Choice Title, LLC
10.2020 - Current
Reviews title search reports in connection with title examinations related to the issuance of title insurance
Prepares closing documents, including, but not limited to ALTA settlement statements, deeds, affidavits necessary to clear title objections, Closing Disclosures required by CFPB regulations, and Non-ALTA settlement statements, deposits, disburses and accounts for funds held in escrow, records closing documents with the clerk of court, physically or through electronic means, performs post-closing review of files, and prepare files for issuance of final title insurance policy.
Enhanced client satisfaction by efficiently managing all closing tasks and ensuring timely completion.
Expedited the closing process for clients by coordinating with lenders, attorneys, and real estate agents.
Resolved title issues promptly to prevent delays in property transactions and closings.
Assisted clients in understanding the intricacies of their contracts, resulting in informed decisionmaking.
Homeschool Tutor
Classical Conversations Of Wauchula
08.2012 - Current
Enhanced student comprehension by incorporating interactive and hands-on activities in tutoring sessions.
Boosted students confidence and self-esteem through constructive feedback and praise during each lesson.
Collaborated with parents to develop tailored learning plans that catered to individual student needs and goals.
Improved students time management and organizational skills by providing structured assignments and setting deadlines.
Adapted teaching methods to accommodate various learning styles, ensuring all students could grasp the concepts being taught.
Coached families on navigating homeschool regulations and requirements, ensuring compliance with local education laws.
Facilitated group sessions between multiple homeschooled children where they could collaborate on projects, engage in discussions, and enhance their social skills.
Led groups of students on field trips to enriching destinations, introducing to new experiences and broadening education.
Real Estate Legal Assistant
Reid & Agee, PLLC
03.2017 - 07.2023
Prepares contracts, including lease or rental agreements and real estate related transactional documents such as deeds, promissory notes and mortgages
Facilitates communication between the lawyers for buyer and seller
Reviews title search reports and abstracts in connection with title examinations related to the issuance of title insurance
Prepares closing documents, including, but not limited to ALTA settlement statements, deeds, affidavits necessary to clear title objections, Closing Disclosures required by CFPB regulations, and Non-ALTA settlement statements, deposits, disburses and accounts for funds held in escrow, records closing documents with the clerk of court, physically or through electronic means, performs post-closing review of files, and prepare files for issuance of final title insurance policy.
Enhanced client satisfaction by efficiently managing legal documents and correspondence.
Streamlined the contract review process for quicker turnaround times and increased efficiency.
Assisted with trial preparation, including creation of exhibits, compilation of witness lists, and organization of evidence materials.
Provided valuable training and support to junior staff members as needed, fostering a collaborative work culture that promoted professional growth for all team members.
Filed court documents and legal pleadings with court clerk on behalf of attorneys.
Prepared and drafted correspondence and legal forms to maintain smooth communications.
Organized documents to manage paper and electronic filing systems of clients.
Handled office scheduling and made notes for deadlines, motions, and other important dates.
Scheduled appointments, court appearances, and depositions for busy law firm.
Communicated pertinent information to clients via phone, email, and mail.
Produced legal documents such as pleadings.
Probate Legal Assistant
Reid & Agee, PLLC
04.2007 - 12.2012
Increased client satisfaction by efficiently managing case files and promptly addressing inquiries.
Facilitated timely resolution of legal matters by preparing and organizing essential documents.
Assisted with trial preparation, including creation of exhibits, compilation of witness lists, and organization of evidence materials.
Prepared and drafted correspondence and legal forms to maintain smooth communications.
Filed court documents and legal pleadings with court clerk on behalf of attorneys.
Created spreadsheets to track client progress and document billable hours.
Conducted legal research, compiled and organized evidence and identified relevant legal articles and statutes to use for legal proceedings.
Reviewed, edited and proofread litigation for proper grammar, spelling and punctuation.
Interviewed clients to obtain information relevant to cases.
Attended court hearings and depositions to take notes and document proceedings.
Education
Certified Signing Agent -
National Notary Association
05.2020
Florida 40-Hour Title Agent Pre-Licensing Classroom Course -
The Koogler Group
07.2018
Skills
Financial Acumen
Adaptability and Flexibility
Sales and Marketing
Customer Service Excellence
Continuous Learning
Title Insurance Proficiency
Escrow Management
Professionalism and Ethics
Title Processing
SoftPro Select Proficient
Microsoft Office Proficient
Strong Communication Abilities
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
To look at everything always as though you were seeing it either for the first or last time: Thus is your time on earth filled with glory.
Betty Smith
Timeline
Licensed Title Agent
Choice Title, LLC
10.2020 - Current
Real Estate Legal Assistant
Reid & Agee, PLLC
03.2017 - 07.2023
Homeschool Tutor
Classical Conversations Of Wauchula
08.2012 - Current
Probate Legal Assistant
Reid & Agee, PLLC
04.2007 - 12.2012
Certified Signing Agent -
National Notary Association
Florida 40-Hour Title Agent Pre-Licensing Classroom Course -