Lisa Marie Yanez

• Manage escrow accounts and disbursements, ensuring compliance with regulatory standards.
• Facilitate closing processes by preparing and reviewing escrow documents for accuracy.
• Coordinate communication between buyers, sellers, and lenders to ensure seamless transactions.
• Resolve discrepancies in transaction details through thorough research and effective problem-solving skills.
• Prepare detailed settlement statements for each transaction, accurately reflecting funds received and disbursed.
• Developed strong relationships with clients by providing exceptional service, earning repeat business and referrals.
• Clear all title defects and resolve encumbrances prior to closing. Submit recordable documents to county for recording.
• Set up RON and regular mobile notary closings.
• Escheat checks when applicable.

• Drafted legal documents and contracts, ensuring accuracy and compliance with regulations.
• Conducted legal research to support case strategy and prepare summaries for attorney review.
• Coordinated communication between clients and attorneys to facilitate timely resolution of legal matters.
• Managed case files and maintained organized records for effective information retrieval.
• Balance IOLTA DDA Acct.
• Record security instruments with perspective county and submit 1099-S reporting to IRS.
• Manage real estate closing process as P-22 attorney.

• Streamlined loan documentation processes, reducing turnaround times through improved workflow management.
• Mentored staff on best practices in loan operations and compliance.
• Developed and implemented training programs to elevate team performance and ensure adherence to policies.
• Oversaw quality assurance measures, ensuring all loan files met internal auditing standards and regulatory guidelines.
• Maintained compliance with federal and state regulations through diligent review of loan documents.
• Prepared and monitored pipeline report to track and log status of loans.
• Helped bank go through a core conversion (FIS/Horizon, FLO), set up interfaces, return item processing and online banking website.
• Sign all loan and escrow checks. Review and process subpoenas, and prepare annual evaluations for loan admin personnel.
• Post review loan files to ensure compliance with loan policy and federal regulation.

• Collaborated with loan officers to resolve issues and expedite loan processing timelines.
• Reviewed and verified loan applications for adherence to compliance regulations.
• Led training sessions on new software tools to improve team productivity and efficiency.
• Managed a high-volume pipeline of loans, consistently meeting deadlines and maintaining accuracy in documentation.
• Pre reviewed loan documentation prior to approving closing packages.
• Booked and funded loan files.
• Pay all taxes and insurance on escrow accounts.
• Typed all consumer and commercial real estate and non real estate files.
• Sent out demand letters on past due loans.
• Process UCC filings, lien searches and terminations.

• Typed consumer and commercial real estate and non real estate loans.
• Processed loan maintenance (reversals, late charges, and added fees).
• Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
• Processed release of liens and transfer of liens.
• Prepared Suspicious Activity Reports and CTRs.
• Booked and funded loan files.
• Process UCC filings, searches and terminations.

First job right out of high school.

• Cashed checks and processed deposits.
• Ran daily work through proof machine.
• Prepared CTRs and SARs.
• Prepared weekly schedule for 3 employees.