Lucas A. Tally
Chandler,AZ
Summary
Knowledgeable Escrow Officer with over 25 years of experience. Well-versed in real estate contracts, lender policies and title requirements. Detail-oriented and thorough with excellent analytical and independent thinking skills.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Escrow Officer
NexTitle
02.2020 - 10.2023
Branch Manager/Escrow Officer
Ticor Title Insurance Company
05.2018 - 02.2020
- Maintained friendly and professional customer interactions.
- Assessed employee performance and developed improvement plans.
- Engaged employees in business processes with positive motivational techniques.
- Complied with regulatory guidelines and requirements.
Escrow Officer
CW Title
05.2016 - 05.2018
Escrow Officer
NexTitle
02.2014 - 05.2016
Escrow Officer
First American Title Insurance Co
05.2009 - 01.2014
Escrow Officer
Fidelity National Title Insurance Company
01.2008 - 05.2009
Escrow Officer
First American Title Insurance Co
03.2002 - 12.2007
Escrow Officer
First West Escrow
04.2002 - 03.2003
- Prepared documents for closing and handled complete disbursement and follow up of escrow transactions.
- Checked signatures and legal descriptions for accuracy and integrity.
- Managed real estate closing process in compliance with applicable standards and legal requirements.
- Communicated requirements and title exception information to clients.
- Followed industry standard escrow procedures and maintained awareness of regulations governing escrow process.
- Reviewed escrow accounting reports and resolved outstanding check or open file balance issues.
- Developed and maintained relationships with customers, lenders and other third parties.
- Compiled closing packages for drafting and presentation accuracy.
- Explained very technical financial information to applicants in easy to understand language.
Order Desk/Escrow Assistant/Closer
First American Title Insurance Co
04.1998 - 04.2002
- Maintained open communication with lenders, brokers and borrowers.
- Scheduled signings and gathered required paperwork.
- Scheduled closing appointments for seller and buyer or arranged for delivery of documents for out of area closings.
- Returned executed loan packages to lender for review and approval in accordance with lender instructions.
- As a closer:
- Examined purchase and sale agreement for potential items of concern and addressed immediately.
- Studied and clarified buyer, seller and lender instructions to determine escrow requirements.
- Prepared estimated closing statements for buyer and seller.
- Prepared and delivered projected HUD-1 settlement statements to lender upon request.
Education
GED -
Best High School
Kirkland, WA02.1991
Skills
- Escrow Standards
- Title review/Clearance/Requirements
- Lender Relations
- Loan Document Packages
- Closing Document Preparation
- Real Estate Closing Processes
- Contracts Understanding
- Closing Disclosure
- Funds Disbursement
- Conflict Resolution
- Organizational Proficiency
- Continuous Learning
- Escrow Management
- Ethical Conduct
- Fraud Detection
- Regulatory Compliance
- Industry Networking
- Effective Communication
- Multi-tasking Capabilities
- Problem Solving Abilities
- Confidentiality Maintenance
- Relationship Building
- Attention to Detail
- Notary Public Certification
- Real Estate Transactions
Certification
Licensed as a Limited Practice Officer in December of 2000, by the Washington State Bar Association.
Timeline
Escrow Officer
NexTitle
02.2020 - 10.2023
Branch Manager/Escrow Officer
Ticor Title Insurance Company
05.2018 - 02.2020
Escrow Officer
CW Title
05.2016 - 05.2018
Escrow Officer
NexTitle
02.2014 - 05.2016
Escrow Officer
First American Title Insurance Co
05.2009 - 01.2014
Escrow Officer
Fidelity National Title Insurance Company
01.2008 - 05.2009
Escrow Officer
First West Escrow
04.2002 - 03.2003
Escrow Officer
First American Title Insurance Co
03.2002 - 12.2007
Order Desk/Escrow Assistant/Closer
First American Title Insurance Co
04.1998 - 04.2002
GED -
Best High School
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