Dynamic Senior National Commercial Escrow Officer, adept at closing complex transactions while ensuring legal compliance and effective communication. Proven expertise in escrow management and document preparation, consistently enhancing client satisfaction and operational efficiency. Recognized for resolving title defects and fostering strong lender relationships in high-pressure environments.
Work History
Remote Senior National Commercial Escrow Officer
Boston National Title Agency, LLC
Raleigh, NC
10.2021 - 10.2022
Closed commercial purchases and refinances for multiple property portfolios with compliance to purchase contract terms and conditions, prepared accurate settlement statements and complied with state and federal laws governing escrow transactions.
Analyzed title commitments, surveys, and other documents to ensure accuracy of information and worked closely with title department to resolve tax liens, boundary disputes and encroachments.
Organized closing packets and sent them out in a timely manner with prompt and professional response to inquiries from clients during the transaction process.
Conducted due diligence on all involved parties and handled sensitive financial information while ensuring compliance with privacy laws.
Verified that all documents were properly signed by all parties before disbursement of funds and maintained accurate records of all transactions for audit purposes.
Texas State Manager/Remote National Escrow Officer
Apex Closing Services, LLC
San Antonio, TX
01.2021 - 10.2021
Closed commercial refinance transactions in multi-state, high-volume environment, adhering to all related process guidelines, company standards and title requirements while satisfying customer expectations by meeting timelines and communicating proactively.
Ordered title reports for issuing title insurance, identified and resolved title defects and satisfied existing liens and encumbrances against property or principals.
Collaborated with internal banking and accounting teams to maintain escrow accounts and records and approved funds disbursements.
Branch Manager/Escrow Officer
Key Title Group
San Antonio, TX
04.2019 - 12.2020
Directed daily operations of the Loop 1604 residential closing branch, including customer service, human resources, sales and marketing activities while working intimately with President and Vice President of company to develop strategies to increase customer base, satisfaction and loyalty.
Facilitated weekly meetings with staff members to discuss progress on current initiatives and worked cross-functionally to plan and establish branch goals, supporting strategic objectives.
Provided guidance and support to team members regarding problem resolution and customer service issues while managing multiple book of business files, simultaneously resolving escalated title and client issues in a timely manner.
Identified opportunities for process improvement initiatives within the branch and assisted Alamo Heights branch when needed during peak closing periods.
Escrow Closer/Office Manager
G. Lee Miller, Esquire, PC
Florence, SC
06.2005 - 07.2015
Management of residential and commercial purchase, refinance, reverse mortgage and equity lines to include: contracts, lease agreements, and title requests review; title curative procedures; submission of title commitments and opinions for title insurance; advisement of all parties in due diligence; monitoring of timely inspections and documentation of repairs; preparation of loan documents, settlement statements, deeds, mortgages, assignments, lease amendments, subordinations, rights of way and easements; and recording of documents and issuance of title policies post closing
Other related duties included supervision of additional staff and paralegal mentorship, accounts receivable and general accounting, with maintenance of business correspondence and closing calendar.
Manager-Escrow Closer
Schurlknight & Rivers, PA (Real Estate Division)
Florence, SC
09.2000 - 05.2005
Management of Florence (main) and Myrtle Beach (satellite) offices, specializing in residential and commercial real estate transactions - duties as outlined in position above with the inclusion of supervising additional staff of up to six or more individuals (paralegals/closing assistants/receptionists)
Occasionally filled in for absent staff in other legal cases (domestic, probate, personal injury or medical malpractice) as required.
Education
Master of Human Resource Management -
Keller Graduate School of Management
01.2010
Bachelor of Science in Business -
Coker College
01.2007
Associate in Business -
Williamsburg Technical College
01.1996
Skills
Escrow management
Legal Compliance
Property Research
Title Examination
Document Preparation
Funds Disbursement
Closing process coordination
Contracts knowledge
Lender relationship management
Effective Communication
Time Management
Verbal and written communication
Teamwork and Collaboration
Certification
Licensed Escrow Officer, State of Texas -pending renewal via employer sponsorship
Notary Public, State of Texas
Additional Information
Office Manager/Sr. Paralegal - Bray, Chappell, Patterson & Olsen: San Antonio, Texas From May 2016 to April 2019
Office Manager/Escrow Officer - Allen & Associates: Boerne, Texas from May 2017 to October 2017
Compliance Analyst - USAA: San Antonio, Texas from September 2015 to April 2016
Timeline
Remote Senior National Commercial Escrow Officer
Boston National Title Agency, LLC
10.2021 - 10.2022
Texas State Manager/Remote National Escrow Officer