Work Preference
Summary
Overview
Work History
Education
Skills
References
Timeline
Generic
Open To Work

Samantha Sandlin

Everett,WA

Work Preference

Job Search Status

Open to work
Desired start date: 2 weeks notice

Desired Job Title

Administrative AssistantTransaction CoordinatorOperations AssistantEscrow AssistantCustomer Success Manager

Work Type

Full Time

Location Preference

On-SiteRemoteHybrid
Location: Everett, WA
Open to relocation: Yes

Salary Range

58000/yr - 200000/yr

Summary

A diligent and dependable professional dedicated to delivering exceptional customer service. With over two years of experience in the escrow industry and over five years of experience in the mortgage industry. Reliable and adaptable, with strong skills in document management and customer service. Supervisors and managers recognize adeptness in complex problem-solving and exceptional organizational abilities, consistently upholding high standards and contributing to the achievement of company objectives. Notably, received the highest company award this year for maintaining a 100% quality assurance record for 12 consecutive months.

Overview

13
13
years of professional experience

Work History

Escrow Assistant

Prestige Escrow
Everett, WA
04.2024 - Current
  • Manages escrow transactions and maintained accurate documentation throughout closing process.
  • Coordinates communication between buyers, sellers, and lenders to ensure smooth transaction flow.
  • Reviews and verified all closing documents for accuracy and compliance with state regulations.
  • Assists in resolving discrepancies and clearing title issues to expedite closings.
  • Develops strong relationships with real estate agents to facilitate efficient transactions.
  • Implements process improvements that increased efficiency in document processing workflows.
  • Obtains documents such as proof of insurance and HOA statements.
  • Efficiently processes incoming funds from buyers and disburses funds to sellers upon closing transactions successfully.

Insurance Servicing Senior Associate

National General Insurance Company
Remote
02.2020 - 04.2024
  • Applied advanced understanding of insurance policies written by the company and the industry to all assignments.
  • Processed insurance-related documentation queues by verifying extracted data, comparing against physical documentation for accuracy, researching exceptions, entering changes and updating system of record to ensure accuracy and completeness of database information.
  • Identified customer needs, worked to meet those needs using appropriate customer service skills, and confidently communicated with the customer during all communications.
  • Facilitated the achievement of service level agreements by entering data and processing assigned insurance-related documentation queues quickly and accurately to meet department quality and productivity standards.
  • Implemented improvements to existing verification processes, increasing accuracy rates while reducing time spent on manual tasks.
  • Increased customer satisfaction by promptly addressing concerns and inquiries regarding insurance coverage or related issues.
  • Optimized productivity within the department by prioritizing tasks according to urgency and importance levels.
  • Managed high-volume insurance verifications within pressured timeframes.
  • Assisted in training new employees on best practices for efficient insurance verification processes and procedures.

Administrative Assistant

Pillar to Post Home Inspections
Seattle, WA
01.2019 - 02.2020
  • Coordinated employee Continuing Professional Education (CPE), provided assistance with registration, arranged travel for CPE, and maintained CPE records.
  • Assisted in the preparation of billing/invoices.
  • Assisted coworkers and staff members with special tasks daily.
  • Completed forms, reports, logs, and records to quickly handle all documentation for human resources.
  • Created and maintained databases to track and record customer data.
  • Enhanced office efficiency by streamlining administrative processes and implementing organizational systems.
  • Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
  • Supported company leaders by managing budgets, scheduling appointments and organizing itineraries.

Transaction Coordinator

Evergreen Home Loans
Bellevue, WA
05.2017 - 12.2018
  • Established initial contact with potential borrowers to gather necessary information and documentation, ensuring a comprehensive pre-approval was delivered within 24 hours.
  • I accurately inputted team files into Encompass to ensure the file contained correct and updated information, facilitating the smooth progression of pre-approvals once under contract.
  • Managed files from application to closing, adhering to both company and federal standards throughout the process.
  • Consistently delivering outstanding customer service to borrowers throughout and beyond the home loan process.
  • Responded promptly to all emails and phone calls, ensuring timely communication and efficient resolution of inquiries.
  • Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
  • Assisted in training new team members on company protocols, software usage, and best practices for transaction coordination.
  • Reduced errors in transactions by meticulously reviewing all documents for accuracy and compliance.
  • Contributed to increased sales figures by efficiently managing high volumes of mortgage transactions simultaneously.
  • Kept team members informed with progress updates regularly through clear communication channels such as email or phone calls.

Operations Assistant

HomeStreet Bank
Bellevue, WA
06.2014 - 05.2017
  • Maintained borrower approval and information by using loan software for updates and revisions.
  • Generated new applications along with their supporting documents and meticulously organized files for ordering and processing review.
  • Crafted precise cost estimates tailored for each borrower's needs.
  • Opened title and escrow, ordered appraisals, ran credit checks, and completed any other necessary orders.
  • Tracked all outstanding items on all files and followed up with customers to ensure timely receipt of necessary documentation
  • Participated in weekly file reviews with multiple loan processing teams.
  • Facilitated the closing of loans in a timely manner.
  • Assisted loan officers with the preparation and distribution of marketing materials.
  • Performed other support/administrative tasks as requested.

Marketing Assistant

Cobalt Mortgage
Kirkland, WA
04.2013 - 06.2014
  • Assisted my team with everyday scheduling and organizational tasks.
  • Answered phone calls and scheduled appointments.
  • Produced consumer facing marketing materials for my team and our Real Estate partners.
  • Planned, managed, and executed monthly marketing campaigns
  • Planned, managed, and executed continuing education classes for Real Estate partners
  • Responsible for cold calls and prospecting new clients and Real Estate partners.
  • Put together closing packets for all borrowers and was the main point of contact for borrowers after closing to answer any and all questions.

Education

No Degree -

Cornish College of The Arts
Seattle, WA
01.2012

High School Diploma -

Lake Washington High School
Kirkland, WA
01.2010

Skills

  • Thorough knowledge of insurance software programs such as MSP, CCS, Expro, Quandis, Qboss, Flexpro and Nexgen
  • Training and development
  • Problem-solving under pressure
  • Project management

References

Grace Hall - Supervisor - National General Insurance Company

Ph: 602 - 483 - 3605

Shannon Forster - Loan Officer - Evergreen Home Loans

Ph: 206 - 579 - 3248

Tamara Atwood - Supervisor - HomeStreet Bank

Ph: 425 - 330 - 2899

Timeline

Escrow Assistant

Prestige Escrow
04.2024 - Current

Insurance Servicing Senior Associate

National General Insurance Company
02.2020 - 04.2024

Administrative Assistant

Pillar to Post Home Inspections
01.2019 - 02.2020

Transaction Coordinator

Evergreen Home Loans
05.2017 - 12.2018

Operations Assistant

HomeStreet Bank
06.2014 - 05.2017

Marketing Assistant

Cobalt Mortgage
04.2013 - 06.2014

No Degree -

Cornish College of The Arts

High School Diploma -

Lake Washington High School

Similar Profiles

CREATE PROFILE
Samantha Sandlin