Microsoft Office Suite
Marla McGrady
Real Estate Assistant-Compliance Specialist-Loan Processor
Murrieta,CA
Summary
Passionate results-driven leader with over fourteen years of experience in customer service. Excellent communication and conflict skills, both verbal and written, enhancing customer service delivery. Advanced computer and multi-tasking skills, proficient in talking and typing simultaneously and navigating multiple systems. Demonstrated expertise in real estate, mortgage, leasing, call center, billing, collections, revenue cycles, risk management, compliance, retail management, property management, email/chat support, 10-key data entry, leadership, and management. Independent self-starter with proven track record of leadership, organization, collaboration, experienced in financial statement review, auditing and reporting. Well-versed in producing reports, evaluating department operations and handling month- and year-end closings. Meticulous, conscientious and methodical in approach with strong attention to detail. .Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Seeking opportunities to leverage skills, experience, and subject-matter expertise to drive growth and deliver results at a dynamic, forward thinking organization
Overview
13
13
years of professional experience
Work History
Real Estate Assistant-Loan Processor
Self-employed
12.2010 - Current
- Oversees all aspects of buyer & seller transactions from CMA, executed purchase agreement to closing
- Upload listings to MLS, coordinate title/escrow, mortgage loan and appraisal processes and coordinate inspections, assist in repairs negotiations and coordinate completion of repairs
- Prepare and send disclosures via DocuSign and Glide
- Skilled in Compliance, standard, REO, short sale, manufactured/mobile homes, vacant land, new builds, commercial, referral, lease, and listings
- Worked on over 1000 files with 90% close rate and manage 40-60 transactions per month.
- Specific experience with California, Arizona, Idaho, and Washington real estate markets.
- Processed paperwork in accordance with state and federal laws.
- Coordinated leads management with Follow up Boss CRM software to improve efficiency with prioritized prospects.
- Prepared and maintained accurate property listings, sales contracts and closing documents.
- Cultivated and maintained professional relationships with clients, real estate agents, lenders and escrow personnel.
- Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
- Reviewed files for completeness, identified missing documentation, and generated, needs list for customers.
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issue within scope of my capacity as assistant.
- Followed up with Agent, Lender, Escrow or Title for customer questions or issues that needed further assistance.
- Managed over 50 customer calls/text messages per day to deliver superior level of service.
- Managed and followed up on all emails and correspondence within 24 hours
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Maintained current knowledge of real estate laws and applicable requirements, processes, procedures, internal policies and regulations.
- Assisted with internal and external audits to confirm compliance with applicable laws and regulations.
- Worked effectively in fast-paced environments.
- Proven ability to develop and implement creative solutions to complex problems.
- Identified issues, analyzed information and provided solutions to problems.
- Skilled at working independently and collaboratively in a team environment.
- Gained strong leadership skills by managing projects from start to finish.
Real Estate Documentation Compliance Specialist
Taffeco Real Estate
12.2010 - 12.2013
- Cultivated and maintained professional relationships with clients, real estate agents, lenders and escrow personnel.
- Maintained paperwork in accordance with state and federal laws.
- Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.
- Reviewed and executed confidential documents, contracts and disclosures.
- Worked on over 1000 files and manage 40-60 transactions per month.
- Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
- Complied with established internal controls and policies.
- Checked documents for signatures, accuracy and integrity.
- Reviewed files for completeness, identified missing documentation, and generated needs list for correction and compliance for agents, assistants and transaction coordinators.
- Managed and followed up on all emails, and correspondence within 24 hours.
- Maintained current knowledge of real estate laws and applicable requirements, processes, procedures, internal policies and regulations.
- Maintained up-to-date knowledge if current and emerging compliance regulations and tracking all compliance activities and documents.
- Assisted with internal and external audits to confirm compliance with applicable laws and regulations.
Education
Skills
Complianceundefined
Software
G-Suite
Project Management Trello
Adobe
Project Management Slack
CRM Zendesk
Calyx Point
CoreLogic
Folio
Share Point
Google Drive
Dropbox
Dotloop
Top Producer
Follow Up Boss
Quaila
KW Command
Encompass
Back Agent
Brokermint
Transactions (Zipform Edition) Lone Wolf
Docusign Transaction Management
Skyslope
SnapDocs
Microsoft Teams
Google Meet
Real ReZen
Timeline
Real Estate Documentation Compliance Specialist
Taffeco Real Estate
12.2010 - 12.2013
Real Estate Assistant-Loan Processor
Self-employed
12.2010 - Current
Awards
- Named Top Team in Sales - Southern California
- Nominated for Inland Empire Real Estate Producers - Top Transaction Coordinator
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