Lisa Welch
Hayward Title Company
Crawfordville,FL
7
years of professional experience
Detail-oriented Escrow Assistant experienced in managing documentation and coordinating schedules to ensure timely closings and accuracy in transactions. Delivered efficient operations through strong client communication and compliance with regulations. Focused on providing quality service to buyers, lenders, and brokers while fostering collaboration within teams.
Work History
Escrow Assistant
3 Years 2 Months- Managed communication between clients, lenders, and real estate agents to facilitate smooth transactions.
- Reviewed title documents for accuracy and compliance with state regulations.
- Assisted in resolving discrepancies in closing statements to ensure client satisfaction.
- Coordinated document preparation and distribution for timely closings.
- Processed escrow deposits and disbursements while maintaining accurate financial records.
- Implemented workflow improvements that enhanced efficiency in transaction processing.
- Trained new team members on escrow procedures and company policies for consistency in operations.
- Monitored deadlines and ensured all parties adhered to timelines for successful closings.
- Developed strong relationships with clients through excellent customer service, fostering trust and loyalty.
- Assisted with the successful closing of numerous escrow transactions, ensuring all parties were informed and satisfied.
- Obtained documents such as proof of insurance and HOA statements.
- Followed up on status of releases, policies, and return of recorded documents.
- Maintained open communication with lenders, brokers and borrowers.
- Efficiently processed incoming funds from buyers and disbursed funds to sellers upon closing transactions successfully.
Closing Assistant
9 Months- Prepared and reviewed closing documents for accuracy and compliance with legal requirements.
- Managed scheduling of closings, aligning multiple parties to adhere to deadlines and timelines.
- Coordinated communication between clients, attorneys, and title agents to ensure seamless closing processes.
- Conducted thorough title searches and examined property records to identify potential issues.
- Streamlined closing procedures by implementing best practices that improved efficiency and reduced errors.
- Confirmed accurate fundings, lien payoffs and final mortgage recordings by collaborating with real estate agents, loan officers, and attorneys.
- Coordinated with sellers, buyers, escrow agents, and real estate agents to complete loan submissions and scheduled closing dates.
- Reviewed funding packages by calculating fees and arranging for disbursement of loan funds.
- Prepared deeds and leases, closing statements and purchase agreements.
- Developed strong relationships with clients through excellent communication skills, leading to repeat business opportunities.
- Supported a positive work environment through active collaboration with team members and contributing to office efficiency.
- Prepared loan documents and explained terms to clarify loan conditions and requirements with applicants.
- Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
- Tracked loan status and updated applicant information to inform lenders of changes to applicants' financial situation.
In Home Health Care
7 Months- Displayed respect and friendliness while assisting colleagues.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Worked flexible hours across night, weekend, and holiday shifts.
- Developed and maintained courteous and effective working relationships.
Education
High School Diploma
Skills
Escrow knowledge
Closing process expertise
Document review
Regulatory compliance
Loan documentation
Funds disbursement
File management
Attention to detail
Accuracy and precision
Deadline oriented
Data entry proficiency
Notary public certification
Property research
Timeline
Escrow Assistant
Hayward Title Company
01.2023 - 03.2026Read More
Closing Assistant
Mang and Santeria Law and Title Offices
05.2021 - 02.2022Read More
In Home Health Care
Mary Donner
08.2019 - 03.2020Read More
Wakulla High School
High School Diploma
Read More