United States Veteran (USMC and US Army). Highly motivated and disciplined professional. Team oriented, self driven, highly focused, teachable, and willing to go above and beyond expectations.
Overview
5
5
years of professional experience
Work History
Escrow Assistant
Spartan Title
08.2023 - Current
Review all closing documents for accuracy and completeness
Prepare loan packages for return to lender
Ensure all documents are signed and notarized correctly
Prepare and ship closing packages: Assure that each package is complete and properly signed by all parties
Assist Closer/Escrow Officer with final policy distribution
Prepare files for storage and ensure compliance with company and regulatory standards
Handle document retrieval requests as needed
Assist branch manager with administrative tasks as requested
Maintained organized files for easy access, increasing team efficiency during transaction reviews
Enhanced client satisfaction by delivering timely and accurate escrow services
Returned executed loan packages to lender for review and approval in accordance with lender instructions
Streamlined escrow processes by implementing efficient filing and tracking systems
New Business Coordinator
MyLifeWerks
12.2021 - 07.2023
Process new life insurance policies with high level of accuracy
Key point of contact between carriers, bank, and agents
Successfully resolves issues that need to be addressed in order for policies to be issued
Ensure accuracy of all documents submitted to company for processing.
Escrow Assistant
First American Mortgage
01.2021 - 05.2021
Handle all pre-closing and post-closing functions, including reviewing post-closing lender document requests, recording submissions, and quality audit reviews
Prepare loan packages for return to lender
Schedule and coordinate times for closings
Prepare copies for disbursement and closing transmittals
Reconcile disbursement
Correspond with investor closing requirements before documents are drawn
Post-settlement, coordinate all loan proceeds to all parties, including fees payable to the client
Owner
We Fix U Fitness
11.2019 - 03.2020
Increased customer satisfaction by implementing efficient business processes and providing exceptional service
Developed and maintained strong relationships with clients, resulting in repeat business and referrals
Managed day-to-day business operations
Marketed inquiries from potential new clients and facilitating service appointments and other requirements
Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members
Carried out effective, efficient operating and administrative policies
Maintained client relationships via outbound calls & emails
Liaison between clients, vendors, and contractors
Provided high quality customer service
Increased customer satisfaction by implementing efficient business processes and providing exceptional service
Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation
Negotiated contracts with suppliers for better pricing and terms, reducing overall costs for the business