Summary
Overview
Work History
Education
Skills
Accomplishments
References
Timeline
Generic

Rosa Zendejas

Exeter,CA

Summary

My desire to find a stable yet challenging position in a professional environment in which to learn new technologies and skills while utilizing my previous experience to improve beyond my current abilities. I expect to build a strong business relationship within the company and with clients; and to exceed expectations in all aspects of my work.

Overview

23
23
years of professional experience

Work History

Escrow Assistant

Opus Escrow Inc
02.2024 - Current
  • Supported team members in managing their workload, contributing to a more productive work environment.
  • Enhanced customer satisfaction by providing efficient and professional front desk services.
  • Maintained organized files for easy access.
  • Developed strong relationships with clients through excellent customer service, fostering trust and loyalty.
  • Handling sensitive financial information securely, protecting both clients'' privacy and company reputation.
  • Scheduled signings and gathered required paperwork.
  • Returned executed loan packages to lender for review in accordance with lender instructions.
  • Handled assignments independently with good judgement and critical thinking skills.
  • Handled incoming and outgoing package deliveries, working with vendors to complete special requests and track missing packages.
  • Scheduled closing appointments for seller and buyer or arranged for delivery of documents for out of area cl
  • Forwarded title clearing documentation to title officer for approval.
  • Followed-up on status of releases, and return of recorded documents.
  • Obtained documents such as proof of insurance and HOA statements.
  • Maintained open communication with lenders, brokers and borrowers.
  • Improved communication between clients and agents by promptly addressing inquiries and providing status updates.
  • Coordinated with title companies to efficiently process title orders, resulting in smoother transactions.
  • Reduced wait times for clients by effectively scheduling appointments and managing meeting rooms.
  • Cultivated a welcoming atmosphere within the office, greeting all visitors with warmth and professionalism upon arrival.
  • Managed multiple tasks and met time-sensitive deadlines.

Associate Escrow Assistant - Temp

FIRST AMERICAN TITLE COMPANY
07.2023 - 10.2023
  • Answered incoming calls, directing clients to individuals addressing specific needs.
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Kept reception area clean and neat to give visitors positive first impression.
  • Handled complaints and re-directed calls to other team members.
  • Answered questions and addressed, resolved, or escalated issues to management personnel to satisfy customers.
  • Offered advice and assistance to customers, paying attention to special needs or wants.
  • Returned executed loan packages to lender for review and approval in accordance with lender instructions.
  • Set up escrow transactions, processed deposits and mailed out forms and preliminary title reports for review.
  • Developed and maintained relationships with customers, lenders and other third parties.
  • Analyzed title documents to identify potential issues and resolve any discrepancies.
  • Worked effectively in fast-paced environments.
  • Followed-up on status of releases, policies, and return of recorded documents.
  • Distributed the necessary paperwork and proceeds to sellers, buyers, financial institutions and state government.

Escrow Assistant

FIRST AMERICAN TITLE COMPANY
02.2021 - 08.2022
  • Obtained documents such as proof of insurance and HOA statements.
  • Scheduled signings and gathered required paperwork.
  • Communicated with home buyers, home sellers, financial lenders, and real estate agents.
  • Distributed the necessary paperwork and proceeds to sellers, buyers, financial institutions and state government.
  • Prepared estimated closing statements for buyer and seller.
  • Learned new skills and applied to daily tasks to improve efficiency and productivity.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Studied and clarified buyer, seller and lender instructions to determine escrow requirements.
  • Returned executed loan packages to lender for review and approval in accordance with lender instructions.
  • Processed earnest money deposits, down payments, and closing funds.
  • Prepared Grant Deeds, Deed of Trusts, Notes (loan term) and other recording documents if needed.

Insurance Specialist

Abraham Guillen/Nayeli Lizama Allstate Agency's
09.2018 - 10.2020
  • Presented insurance options to customers in order to close sales on new policies.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
  • Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
  • Approached potential clients by using direct marketing techniques, including mailings and phone contacts.
  • Upsold additional products and services after identifying customer needs and requirements.
  • Maintained high standards of customer service by building relationships with clients.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.

Life Insurance Specialist

Primerica
09.2016 - 09.2019
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
  • Analyzed retention, loss ratio trends and sales volume to identify areas for improvement.
  • Conducted research on insurance packages and investment options to generate client recommendations.
  • Upsold additional products and services after identifying customer needs and requirements.
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Delivered policies
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.

Mortgage Loan Processor

Loan Simple
03.2016 - 11.2016
  • Worked directly with customers.
  • Input proper loan information into the system for processing.
  • Worked side by side with escrow companies.
  • Ordered appraisals for residential and commercial properties.
  • Requested home insurance quotes from insurance companies.
  • Worked directly with the underwriters.
  • Ordered VOE (verification of employments)
  • Assisted clients with LOE (letters of explanations)
  • Gathered information and took each file from Pre-Approval to Closing.
  • Verified loan documents include income, credit approval and title insurance to ultimately prepare application for submittal to underwriting.
  • Responsible for insuring that all loan documents are completely accurate, verified and complies with company guidelines.
  • Meet crucial deadline request.

Teller, CSSR, PB1, PB2 & Business Specialist

Wells Fargo
06.2001 - 09.2015
  • Stayed up-to date with latest bank products and services for businesses.
  • Structured and finalized secured and unsecured loans.
  • Met with customers to assess needs and propose customized solutions.
  • Consulted on business packages and made personalized recommendations.
  • Developed customized solutions of deposit, lending and other products for small business customers.
  • Prospected for new business through networking, community outreach and customer referral generation.
  • Worked closely with Merchant/Payroll Specialists to make sure products were completed on time.
  • Established IRA accounts
  • Assist clients with personal and business products such as, checking, savings, loan/lines.
  • Established Home Equity loans/lines
  • Opened, upgraded and cancelled accounts.
  • Balanced Vault
  • Handled Cash

Education

GED -

Visalia Adult School
Visalia, CA

Skills

  • Exceptional Customer Service
  • Problem-solving skills
  • Sales expertise
  • Multi-tasking strength
  • Cash Handling
  • Excellent people skills
  • Relationship building
  • Self-Motivated
  • Teamwork and Collaboration
  • Bilingual - Fluent in Spanish

Accomplishments

  • Received numerous number of awards for Sales and Service.
  • Closed numerous number of Home Equity Loans/Lines, Auto loans and credit lines.
  • Repeatedly commended by superiors for excellent customer service.
  • Recognized by customers and management for expedient and effective service.


References

Will provide upon request

Timeline

Escrow Assistant

Opus Escrow Inc
02.2024 - Current

Associate Escrow Assistant - Temp

FIRST AMERICAN TITLE COMPANY
07.2023 - 10.2023

Escrow Assistant

FIRST AMERICAN TITLE COMPANY
02.2021 - 08.2022

Insurance Specialist

Abraham Guillen/Nayeli Lizama Allstate Agency's
09.2018 - 10.2020

Life Insurance Specialist

Primerica
09.2016 - 09.2019

Mortgage Loan Processor

Loan Simple
03.2016 - 11.2016

Teller, CSSR, PB1, PB2 & Business Specialist

Wells Fargo
06.2001 - 09.2015

GED -

Visalia Adult School

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Rosa Zendejas