Portia Lipani
Denham Springs,Louisiana
Summary
Accomplished Title Insurance Underwriter and Escrow Officer with a proven track record at Pulsar Title Insurance Company and DSLD Title. Excelled in enhancing underwriting efficiency and escrow management, leveraging skills in real estate knowledge and problem-solving. Demonstrated exceptional teamwork and collaboration, significantly improving departmental performance and customer satisfaction. Gifted in evaluating risk and loss potential and developing information for new and renewal policies. Team-oriented with success in building relationships with brokers and sales agents to achieve business goals. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
15
15
years of professional experience
Work History
Title Insurance Underwriter
Pulsar Title Insurance Company
02.2018 - Current
- Participated in cross-functional initiatives aimed at improving company-wide performance, offering valuable insights from the perspective of a title insurance underwriter.
- Enhanced underwriting efficiency by streamlining the title review process and implementing risk assessment tools.
- Evaluated complex underwriting scenarios, determining appropriate coverage levels and premium rates for unique transactions.
- Facilitated successful audits by maintaining organized and accurate records of all underwriting activities throughout the year.
- Collaborated with escrow officers to resolve title issues and facilitate smooth closings for clients.
- Streamlined communication between departments for smoother workflows and increased overall efficiency.
- Provided guidance and support to team members during periods of high workload, ensuring that all tasks were completed accurately and on time.
- Improved client satisfaction ratings by promptly addressing inquiries regarding policy coverage or endorsement requests.
- Implemented quality control measures that increased overall departmental efficiency without sacrificing accuracy or service levels.
- Trained junior underwriters on company policies, industry regulations, and best practices for efficient workflow management.
- Reduced claim exposure by diligently analyzing property records and identifying potential title defects.
- Contributed to departmental growth by assisting in the development of marketing materials and participating in industry events to increase brand awareness.
- Assisted legal counsel in reviewing claims-related documents and preparing case summaries for litigation proceedings when necessary.
- Managed a high volume of files, consistently meeting deadlines while maintaining attention to detail and accuracy in work product.
- Reviewed closing documents for accuracy prior to issuance of final policies, reducing post-closing errors significantly.
- Developed strong relationships with agents and lenders, providing exceptional customer service to foster ongoing business partnerships.
- Evaluated applications to determine insurance coverage and appropriate risk classifications.
- Studied insurance industry changes, remaining up-to-date with latest trends and protocols.
- Monitored underwriting teams' performance and provided mentoring to achieve personal and department production goals.
- Maintained up-to-date knowledge of title insurance industry changes through continuous professional development opportunities such as conferences and webinars.
Escrow Officer
DSLD Title
04.2010 - 02.2018
- Managed multiple escrow accounts simultaneously, balancing financial transactions and minimizing risk of errors.
- Prepared detailed settlement statements for each transaction, accurately reflecting funds received and disbursed.
- Collaborated with real estate agents and lenders to expedite closing times on property sales.
- Developed strong relationships with clients by providing exceptional service, earning repeat business and referrals.
- Scheduled closing appointments for seller and buyer or arranged for delivery of documents for out of area closings.
- Enhanced customer satisfaction by promptly addressing inquiries and resolving issues related to escrow transactions.
- Maintained organized and accurate documentation for all escrow transactions, ensuring compliance with industry regulations.
- Maintained strict confidentiality in handling sensitive customer information, adhering to privacy laws and best practices.
- Prepared documents for closing and handled complete disbursement and follow up of escrow transactions.
- Reviewed contracts thoroughly to ensure accuracy before proceeding with the escrow process.
- Checked signatures and legal descriptions for accuracy and integrity.
- Conducted thorough research on properties to confirm ownership, title status, and outstanding liens or encumbrances.
- Followed industry standard escrow procedures and maintained awareness of regulations governing escrow process.
- Communicated requirements and title exception information to clients.
- Returned executed loan packages to lender for review and approval in accordance with lender instructions.
- Consistently met deadlines for preparing necessary paperwork for closings while maintaining high-quality work standards.
- Examined purchase and sale agreement for potential items of concern and addressed immediately.
- Assisted in training new employees on company policies, procedures, and software systems used in the escrow process.
- Streamlined the escrow process for a smoother client experience, managing communication between all parties involved.
- Facilitated successful closings by guiding clients through the signing process and explaining complex legal terminology in layman''s terms.
- Provided exceptional support to colleagues during peak periods or absences due to illness or vacation time.
- Opened incoming orders and set up escrow files within 24 hours of receiving purchase agreement.
- Reviewed escrow accounting reports and resolved outstanding check or open file balance issues.
- Set up escrow transactions, processed deposits and mailed out forms and preliminary title reports for review.
- Followed-up on status of releases, policies, and return of recorded documents.
- Identified and resolved title issues, preventing potential delays or cancellations of transactions.
- Coordinated with agents, lenders, and buyers to ensure all documentation was completed accurately and on time for closings.
- Compiled closing packages for drafting and presentation accuracy.
Education
Bachelor of Science - Journalism And Mass Communication
University of Southern Mississippi
Hattiesburg, MSSkills
- Underwriting guidelines
- Claims analysis
- Real estate knowledge
- Data Interpretation
- Title Examination
- Escrow management
- Policy Issuance
- Sales Support
- Teamwork and Collaboration
- Customer Service
- Problem-Solving
- Time Management
- Attention to Detail
Timeline
Title Insurance Underwriter
Pulsar Title Insurance Company
02.2018 - Current
Escrow Officer
DSLD Title
04.2010 - 02.2018
Bachelor of Science - Journalism And Mass Communication
University of Southern Mississippi
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