Overview
Work History
Education
Skills
Languages
Timeline
Generic

Rosemary Keller

Patterson,CA

Overview

17
17
years of professional experience

Work History

Executive Assistant

Keller Williams
01.2023 - Current
  • Handled confidential and sensitive information with discretion and tact.
  • Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
  • Organized and coordinated conferences and monthly meetings.
  • Processed travel expenses and reimbursements for executive team and senior management group.
  • Answered high volume of phone calls and email inquiries.
  • Screened calls and emails and initiated actions to respond or direct messages for managers.
  • Updated and maintained confidential databases and records.

Operations Manager

First United Escrows
01.2023 - Current
  • Supervised operations staff and kept employees compliant with company policies and procedures.
  • Developed systems and procedures to improve operational quality and team efficiency.
  • Established positive and effective communication among unit staff and organization leadership, reducing miscommunications, and missed deadlines.
  • Developed and maintained relationships with external vendors and suppliers.
  • Developed and implemented strategies to maximize customer satisfaction.
  • Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help company evolve and grow.
  • Increased profit by streamlining operations.
  • Set, enforced, and optimized internal policies to maintain responsiveness to demands.
  • Trained new employees on proper protocols and customer service standards.
  • Reported issues to higher management with great detail.
  • Reduced financial inconsistencies while assessing and verifying billing invoices and expense reports.

Escrow Officer

Lennar Corporation
05.2019 - 08.2022
  • Prepared documents for closing and handled complete disbursement and follow up of escrow transactions.
  • Scheduled closing appointments for seller and buyer or arranged for delivery of documents for out of area closings.
  • Returned executed loan packages to lender for review and approval in accordance with lender instructions.
  • Checked signatures and legal descriptions for accuracy and integrity.
  • Managed real estate closing process in compliance with applicable standards and legal requirements.
  • Communicated requirements and title exception information to clients.
  • Followed industry standard escrow procedures and maintained awareness of regulations governing escrow process.
  • 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.
  • Examined purchase and sale agreement for potential items of concern and addressed immediately.
  • Developed and maintained relationships with customers, lenders and other third parties.
  • Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.

Escrow Officer

North American Title
09.2017 - 05.2019
  • Prepared documents for closing and handled complete disbursement and follow up of escrow transactions.
  • Scheduled closing appointments for seller and buyer or arranged for delivery of documents for out of area closings.
  • Returned executed loan packages to lender for review and approval in accordance with lender instructions.
  • Checked signatures and legal descriptions for accuracy and integrity.
  • Communicated requirements and title exception information to clients.
  • Followed industry standard escrow procedures and maintained awareness of regulations governing escrow process.

Escrow Officer

First American Title Insurance Co
08.2014 - 09.2017
  • Returned executed loan packages to lender for review and approval in accordance with lender instructions.
  • Managed real estate closing process in compliance with applicable standards and legal requirements.
  • Communicated requirements and title exception information to clients.
  • Followed industry standard escrow procedures and maintained awareness of regulations governing escrow process.
  • Set up escrow transactions, processed deposits and mailed out forms and preliminary title reports for review.
  • Reviewed escrow accounting reports and resolved outstanding check or open file balance issues.
  • Developed and maintained relationships with customers, lenders and other third parties.
  • Established plans and payoffs for customers' loans, prioritizing control of overall costs.

Personal Banker/Operations Manager

Bank Of America
01.2007 - 10.2009
  • Developed and maintained relationships with external vendors and suppliers.
  • Developed and implemented strategies to maximize customer satisfaction.
  • Increased profit by streamlining operations.
  • Set, enforced, and optimized internal policies to maintain responsiveness to demands.
  • Trained new employees on proper protocols and customer service standards.
  • Scheduled employees for shifts, taking into account customer traffic and employee strengths.
  • Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
  • Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness.
  • Reported issues to higher management with great detail.
  • Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
  • Implemented business strategies, increasing revenue and effectively targeting new markets.

Education

Patterson High School
Patterson, CA
1993

Skills

  • Proper Phone Etiquette
  • Employee Training
  • Executive Support
  • Information Confidentiality
  • Strong Problem Solver
  • Financial Services
  • Microsoft Office
  • Interpersonal Communications
  • Grammar Understanding
  • Report Generation
  • Self Starter
  • Problem Resolution
  • Administrative Support Specialist

Languages

English
Full Professional
Spanish
Professional Working
Portuguese
Full Professional

Timeline

Executive Assistant

Keller Williams
01.2023 - Current

Operations Manager

First United Escrows
01.2023 - Current

Escrow Officer

Lennar Corporation
05.2019 - 08.2022

Escrow Officer

North American Title
09.2017 - 05.2019

Escrow Officer

First American Title Insurance Co
08.2014 - 09.2017

Personal Banker/Operations Manager

Bank Of America
01.2007 - 10.2009

Patterson High School

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