Robin Anderson
Katy,TX
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
21
21
years of professional experience
Work History
Trust Specialist
Robertson, Anchutz & Vetters
Houston, Texas
03.2016 - 12.2017
- Reviewed Trust Agreements compliance to meet governments and state guidelines
- Prepared Trust documents
- Researched potential conflicts between beneficiaries' interests and trustee duties.
- Facilitated transfers of assets into, out of client accounts in accordance with instructions provided by trustees, beneficiaries.
Legal Assistant
Platinum Partners Insurance Services
Houston, Texas
08.2010 - 03.2015
- Reviewed HUD-1 settlement statements prior to closings.
- Conducted quality control reviews on closed loans for accuracy.
- Compiled documentation required for submission to government agencies for processing.
- Researched discrepancies in documentation received from applicants or third parties.
Legal Assistant
Black, Mann & Graham, LLP
Houston, Texas
08.2001 - 09.2009
- Assisted in negotiating terms of real estate transactions and preparing related paperwork.
- Collaborated with title companies to facilitate the transfer of property titles.
- Drafted letters to clients summarizing the status of their case or advising them on next steps in the process.
- Analyzed survey maps for discrepancies or errors that could affect a property's value or ownership rights.
Post Closer & Funder
Middleburg, Riddle & Gianna Esquire
Houston, Texas
04.1997 - 09.2001
- Maintained files and records of all closed loans.
- Prepared and submitted final package of closing documents to the lender, investor for funding, purchase.
- Responded promptly to inquiries from internal departments concerning post-closing matters.
- Submitted closing documents to lenders for post-closing review.
Funder
Allied Mortgage Corporation
Houston, Texas
02.1999 - 05.2001
- Communicated effectively with other departments within the organization to resolve issues quickly and efficiently.
- Confirmed accuracy of closing documents prior to dispersing funds.
- Managed a pipeline of over 200 loans at any given time during peak periods.
- Maintained records for all loan funding activities in the system database.
Education
High School Diploma -
Valley Fordge
Ohio05-1974
Skills
- Financial Acumen
- Client Service
- Compliance knowledge
- Sales experience
- Microsoft Excel
- Cash Management Strategies
Timeline
Trust Specialist
Robertson, Anchutz & Vetters
03.2016 - 12.2017
Legal Assistant
Platinum Partners Insurance Services
08.2010 - 03.2015
Legal Assistant
Black, Mann & Graham, LLP
08.2001 - 09.2009
Funder
Allied Mortgage Corporation
02.1999 - 05.2001
Post Closer & Funder
Middleburg, Riddle & Gianna Esquire
04.1997 - 09.2001
High School Diploma -
Valley Fordge
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