Sara Freeman
Caddo Mills,TX
Summary
Operations professional with extensive background in optimizing workflows and supporting operational efficiency. Proven ability to collaborate with teams and adapt to changing needs, ensuring reliable and consistent performance. Known for strong organizational abilities and attention to detail.
Overview
16
16
years of professional experience
Work History
Loan Servicing/Escrow Coordinator
Independent Financial
02.2022 - 06.2025
- Managed escrow insurance/tax transactions, ensuring compliance with regulatory requirements and company policies.
- Performed Annual Escrow Analysis
- Completed escrow audit report reviews
- Loan Servicing tasks (reversals, payments, fee waivers, payoff quotes, inquiries)
- Held for Sale loan processing
- Aid in policy/procedure creating and updating
- Trained staff on escrow procedures, enhancing team efficiency and knowledge retention.
- Assisted clients in understanding complex escrow concepts, providing clear explanations and guidance throughout the process.
Senior Loan Operations Assistant
Bank of the Sierra
10.2018 - Current
- Review and monitor flood zone changes to ensure customer maintains adequate flood insurance
- Review and monitor commercial, consumer, SBA and residential loans to ensure adequate insurance coverage
- Manage collateral i.e., vehicle title, deed of trust, assignments; including releasing liens
- Process tax and insurance payments from escrow accounts
- Provide payoff demands to title companies and borrowers
- Payment and payoff processing
- Review credit bureau disputes and correct errors through eOSCAR via ACDV and AUD
Sales Assistant
Kloeckner Metals
03.2018 - 09.2018
- Order/data entry.
- Compile spreadsheets for customer record keeping.
- Maintain customer relationships through emails and phone calls.
- Review daily reports.
Supervisor
AverHealth
08.2009 - 06.2017
- Operate office equipment such as fax machines, copiers, and phone systems, and use computers for spreadsheet, word processing, database management, and other applications.
- Answer telephones and give information to callers, take messages, or transfer calls to appropriate individuals.
- Greet visitors or callers and handle their inquiries or direct them to the appropriate persons according to their needs.
- Open, read, route, and distribute incoming mail or other materials and answer routine letters.
- Review work done by others to check for correct spelling and grammar, ensure that company format policies are followed, and recommend revisions.
- Learn to operate new office technologies as they are developed and implemented.
- Maintain scheduling and event calendars. Order and dispense supplies.
- Establish work procedures or schedules and keep track of the daily work of clerical staff.
- Operate electronic mail systems and coordinate the flow of information, internally or with other organizations.
- Supervise other clerical staff and provide training and orientation to new staff.
Education
High School Diploma -
Porterville High School
Porterville, CA06.2007
Skills
- Effective time management
- Strategic troubleshooting
- Interpersonal relationship skills
- Proficient in MS Office
- Constructive outlook
- Workflow improvement
Additional Information
- Problem Solving
- Adaptability
- Time Management
- Relationship Building
- Self-confidence
Timeline
Loan Servicing/Escrow Coordinator
Independent Financial
02.2022 - 06.2025
Senior Loan Operations Assistant
Bank of the Sierra
10.2018 - Current
Sales Assistant
Kloeckner Metals
03.2018 - 09.2018
Supervisor
AverHealth
08.2009 - 06.2017
High School Diploma -
Porterville High School