Orbelina Summerset
Buford,GA
Summary
Experienced with team leadership, strategic planning, and operational management. Utilizes effective communication and organizational skills to drive project success. Track record of fostering productive work environments and achieving set goals
Overview
26
26
years of professional experience
1
1
Certification
Work History
Manager, Operations
BuoyFi
02.2023 - Current
- Consistently test our proprietary application on iPhone, Android and desktop
- Administrative management for Hub Spot and Zen Desk such as Macros creation
- Prioritize work using Asana, Confluence, JIRA, Ring Central and Trello
- Collaborate with teams via Zoom, Teams and Slack
- Create, monitor and track KPIs and SLAs for stakeholders and customers
- Improved marketing to attract new customers and promote business.
- Create and track SLAs for internal teams and external customers
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Assist agency partners with questions about the app and the onboarding process
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Streamlined workflows by identifying bottlenecks in existing systems and implementing appropriate solutions.
- Achieved departmental goals by developing and executing strategic plans and performance metrics.
Senior Manager, Operations and Branch Relationships
Doma Title Company
07.2021 - 03.2023
- Hired and managed 40 plus Escrow/Closing Associates, Remote Call Center Team and Supervisors
- Assist with day-to-day operations of Escrow/Closing
- Accounting, trial balance reconciliation and review
- Create and monitor KPIs and SLAs are met
- Conduct regular one on ones with staff
- Assist with testing and updating ResWare platform for Purchase and Refinance closing transactions
- Collaborate with Executive Leadership and internal teams
- Collaborate with Learning & Enablement to create training material and modules
- Process reviews for associates
- Manage reporting for operations
- Travel to different states to present new technology and train staff
Sr. Closing Specialist / Account Manager
Solidifi Title
06.2020 - 07.2021
- Handle account escalations
- Create weekly and monthly client reports showing open and closed orders
- Monitor Resware reports
- Create and monitor SLA reports
- Communicate process changes with clients
- Speak with clients over the phone and via email in English and Spanish
- Create Preliminary Closing Disclosures, ALTA Statement and balance with lender
- Review Title Commitments and clear liens
- Set up signings of loan documents with Notary
Closer / Escrow Officer
O S National Title
02.2020 - 06.2020
- Process purchase real estate closing transactions for Opendoor from open order to disbursement
- Review purchase contracts
- Speak with buyers, sellers and real estate agents over the phone and via email in English and Spanish
- Create Preliminary Closing Disclosure and balance with lender
- Review Title Commitments for liens and property tax information
- Set up loan signings of loan documents with Notary
- Clear liens for Title ex: HOA demands, mortgage payoffs, etc
- Receipt in funds and disburse checks and wires
Operations Support Specialist - Real Estate Law
Crown Asset Management
08.2018 - 02.2020
- Review accounts for judgment renewal
- Communicate with agencies handling our accounts
- Process and update accounts with bankruptcy information provided at times by Pacer
- Research and skip trace real estate assets and update accounts with mortgage changes such as refinances or sales
- Renew judgments and liens as necessary with the courts
- Coordinate with closing companies to ensure payment of judgments
- Create and process payoff statements
- Assist customers via phone and email (in English and Spanish)
- Notarize documents
Recordable Documents Supervisor
County of San Diego
03.2015 - 08.2018
- Completed all cross training in the Recorder / County Clerk Office
- Passed certification exam through the Recorder's Association to become a certified Recordable Documents Examiner
- Examine real estate documents, marriage licenses, liens, judgments and various documents for recording in accordance with CA state recording laws
- Assist customers at the public counter, on the phone and via email
- Ensured all staff drawers were balanced at the end of the day
- Investigate verbal and written customer complaints, disputes and escalations
- Create training materials
- Hire staff, train staff and conduct regular one on ones
Assessment Clerk
County of San Diego
06.2010 - 03.2015
- Reviewed Property Tax Assessment Appeals applications
- Assisted with Tax Appeal, Preliminary Change of Ownership and other applications
- Assisted customers over the phone, via email and in person in English and Spanish
- Attended Board hearings for appeals with supporting evidence on behalf of the County of San Diego
- Created, reviewed and recorded marriage and real estate documents
- Pulled files and sent to other branches
- Provided quality clerical support through data entry, document management, email correspondence, and overseeing operation of office equipment.
- Performed administrative duties as assigned
- Assisted in the fair distribution of tax liabilities through accurate valuation of properties.
- Enhanced taxpayer satisfaction with timely responses to inquiries and accurate information.
- Investigate laws that assist with rejecting or recording an original document
- Responded to customer concerns and questions on daily basis.
- Reduced errors in data entry by carefully inputting information into computer systems with attention to detail.
- Investigate and research information regarding property assessments
- Handled account payments and provided information regarding outstanding balances.
- Improved customer satisfaction by promptly answering inquiries and providing accurate information.
- Trained new clerks on company procedures and software tools effectively contributing to their integration into the team.
- Generated monthly billing and posting reports for management review.
Escrow Officer
Legends Escrow Services, Inc
06.2009 - 06.2010
- Maintained a large client base that consists of Commercial and Residential Loan Officers, Realtors and Lenders; Implemented a self-marketing plan
- Prepare and review legal documents such as: Deeds, Deeds of Trusts, Notary Acknowledgments, PCOR, Subordination Agreements, Loan Modification Agreements, etc
- Perform Notary functions
- Assisted with PCOR completions
- Assist English and Spanish speaking over the phone, via email and in person
- Processed daily trust accounting and manual ledger
- Took monthly meeting minutes
- Assisted with balancing and reconciling of the Trust Account
Escrow Manager / Administrator
Cal Coast Escrow, Inc
01.2006 - 11.2007
- Managed the day-to-day operations, administrative duties and performance of employees
- Prepared legal documents such as: Deeds, Deeds of Trusts, Notary Acknowledgments, PCOR, Subordination Agreements, Loan Modification Agreements, etc
- Implemented a marketing plan and created an Account Executive team for the company
- Maintained a large client base that consists of Commercial and Residential Loan Officers, Realtors and Lenders
- Process daily trust accounting and a daily Manual Ledger
- Trust account balancing and reconciliation
- Process monthly fee activity reports
Senior Escrow Officer
United Title Company
09.2005 - 01.2006
- Opened escrow files and processed the file from beginning to end; Balanced and disbursed checks that totaled up to $1 Million; lead Escrow Officer to assist with supervisory tasks for the Escrow Assistants; prepared legal documents such as: Deeds, Deeds of Trusts, Notary Acknowledgments, PCOR, Subordination Agreements, Loan Modification Agreements, etc
- Initiated all wires for the Escrow Department; Checked our accounts for incoming wires; Maintained client relationships; Assisted all Spanish speaking clients
Senior Escrow Officer
SettlementOne Title
05.2005 - 09.2005
- Opened escrow files and processed them from beginning to end; Deeds, Deeds of Trusts, Notary Acknowledgments, PCOR, Subordination Agreements, Loan Modification Agreements, etc
- Performed administrative tasks
- Balanced and disbursed checks totaling approximately $5 Million; Initiated all wires for the Escrow Department; Checked all accounts for incoming wires; Maintained and built client relationships; Assisted all Spanish speaking clients; Researched escrow closing practices for various states
Vice President/Senior Escrow Officer
Carmel Valley Escrow
10.2003 - 05.2005
- Responsible for the opening and set up of the company; Broker-owned escrow company; Ordered software; supervised and managed employees; interviewed and hired employees; Deeds, Deeds of Trusts, Notary Acknowledgments, PCOR, Subordination Agreements, Loan Modification Agreements, etc
- Set up filing system; Created and designed company name and logo; Implemented and performed all administrative tasks for the company
- Opened and closed refinance and sale escrows from beginning to end nationwide; Created and managed escrow status reports; Handled funds in excess of $1 Billion; Assisted all Spanish-speaking clients; Audited and reconciled old files
Escrow Officer
Commerce Title Company
02.2003 - 10.2003
- Managed the daily operations of two escrow assistants; Opened and closed refinance and sale escrows from beginning to end nationwide; was Project Manager of large subdivision and construction closing projects; Managed escrow accounting reports; Assisted all Spanish-speaking clients; Maintained and provided customer service support to 12 major clients totaling approximately $2 Million
Escrow Officer
Bishop Escrow
06.2001 - 02.2003
- Scheduled closing appointments for seller and buyer or arranged for delivery of documents for out of area closings.
- Managed real estate closing process in compliance with applicable standards and legal requirements.
- Examined purchase and sale agreement for potential items of concern and addressed immediately.
- Set up escrow transactions, processed deposits and mailed out forms and preliminary title reports for review.
- Enhanced customer satisfaction by promptly addressing inquiries and resolving issues related to escrow transactions in English and Spanish
- Notarized closing documents
Customer Service Representative
Bank of Internet
04.2000 - 06.2001
- Provided customer assistance with banking online
- Processed daily deposits and reports
SBA Loan Processor
North County Bank
01.1999 - 04.2000
- Processed Small Business Administration loans for our correspondent bank; Ordered and reviewed appraisals; Opened title and escrow; Reviewed preliminary title reports; Provided customer service; Performed administrative duties as assigned
- Closed loans
- Sent out initial payment coupon
- Balance drawer at the end of the day
Education
Bachelor - Sociology
Ashford University
University of California -
San Diego
Skills
- Operations Management
- Project Management
- Bilingual in English and Spanish
- Account Management
- Title and Escrow closings
- Auditing
- Asset and Property Management
- Accounts Receivable and Payable
- Microsoft Office
- People Leadership
- Proactive Communication
- Customer Negotiation and Retention
- Revenue Cycle Management
- State of CA Certified Translator
Websites
Certification
- Project Management Professional (PMP)
Languages
Spanish
Full Professional
Timeline
Manager, Operations
BuoyFi
02.2023 - Current
Senior Manager, Operations and Branch Relationships
Doma Title Company
07.2021 - 03.2023
Sr. Closing Specialist / Account Manager
Solidifi Title
06.2020 - 07.2021
Closer / Escrow Officer
O S National Title
02.2020 - 06.2020
Operations Support Specialist - Real Estate Law
Crown Asset Management
08.2018 - 02.2020
Recordable Documents Supervisor
County of San Diego
03.2015 - 08.2018
Assessment Clerk
County of San Diego
06.2010 - 03.2015
Escrow Officer
Legends Escrow Services, Inc
06.2009 - 06.2010
Escrow Manager / Administrator
Cal Coast Escrow, Inc
01.2006 - 11.2007
Senior Escrow Officer
United Title Company
09.2005 - 01.2006
Senior Escrow Officer
SettlementOne Title
05.2005 - 09.2005
Vice President/Senior Escrow Officer
Carmel Valley Escrow
10.2003 - 05.2005
Escrow Officer
Commerce Title Company
02.2003 - 10.2003
Escrow Officer
Bishop Escrow
06.2001 - 02.2003
Customer Service Representative
Bank of Internet
04.2000 - 06.2001
SBA Loan Processor
North County Bank
01.1999 - 04.2000
Bachelor - Sociology
Ashford University
University of California -
San Diego
Similar Profiles
Cody HarshCody Harsh
Used Car Foreman / Lean Coordinator at Hendrick Mall of Georgia MiniUsed Car Foreman / Lean Coordinator at Hendrick Mall of Georgia Mini
Rebekah MooreRebekah Moore
Crew Member at Vitality BowlsCrew Member at Vitality Bowls
Stephanie TaylorStephanie Taylor
COUSTMER SERVICE at KrogerCOUSTMER SERVICE at Kroger
MARK SPIERSMARK SPIERS
Unit Supply Supervisor at United States ArmyUnit Supply Supervisor at United States Army
OMOLADE E. DIRAN-ONIOMOLADE E. DIRAN-ONI
Manager, Operations at PROLOGIX (IOM) LIMITEDManager, Operations at PROLOGIX (IOM) LIMITED