Summary
Overview
Work History
Education
Skills
Work Availability
Quote
Timeline
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LILYAN AGEE

LILYAN AGEE

Summary

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 -

The Koogler Group
LILYAN AGEE