Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Shelby Dehaas

Shelby Dehaas

Lehi

Summary

Escrow Assistant offering a 9 year background managing administrative needs in high-volume office environments. Experienced in escrow procedures with professional demeanor and excellent communication skills.

Overview

15
15
years of professional experience

Work History

Licensed Escrow Assistant

Real Advantage Title of Utah
05.2023 - 08.2024
  • Prepared and delivered projected HUD-1 settlement statements to lender upon request.
  • Examined purchase and sale agreement for potential items of concern and addressed immediately.
  • Returned executed loan packages to lender for review and approval in accordance with lender instructions.
  • Studied and clarified buyer, seller, and lender instructions to determine escrow requirements.
  • Followed-up on status of releases, policies, and return of recorded documents.
  • Scheduled closing appointments for seller and buyer or arranged for delivery of documents for out of area closings.
  • Scheduled signings and gathered required paperwork.
  • Obtained documents such as proof of insurance and HOA statements.
  • Prepared estimated closing statements for buyer and seller.
  • Maintained open communication with lenders, brokers and borrowers.

Licensed Escrow Assistant

Stewart Title
01.2020 - 05.2023
  • Prepared and delivered projected HUD-1 settlement statements to lender upon request.
  • Examined purchase and sale agreement for potential items of concern and addressed immediately.
  • Returned executed loan packages to lender for review and approval in accordance with lender instructions.
  • Studied and clarified buyer, seller, and lender instructions to determine escrow requirements.
  • Followed-up on status of releases, policies, and return of recorded documents.
  • Scheduled closing appointments for seller and buyer or arranged for delivery of documents for out of area closings.
  • Scheduled signings and gathered required paperwork.
  • Prepared estimated closing statements for buyer and seller.
  • Obtained documents such as proof of insurance and HOA statements.
  • Maintained open communication with lenders, brokers and borrowers.

Licensed Escrow Assistant

North American Title
11.2018 - 12.2019
  • Prepared and delivered projected HUD-1 settlement statements to lender upon request.
  • Examined purchase and sale agreement for potential items of concern and addressed immediately.
  • Returned executed loan packages to lender for review and approval in accordance with lender instructions.
  • Studied and clarified buyer, seller, and lender instructions to determine escrow requirements.
  • Scheduled closing appointments for seller and buyer or arranged for delivery of documents for out of area closings.
  • Scheduled signings and gathered required paperwork.
  • Followed-up on status of releases, policies, and return of recorded documents.
  • Obtained documents such as proof of insurance and HOA statements.
  • Prepared estimated closing statements for buyer and seller.
  • Maintained open communication with lenders, brokers and borrowers.

Loan Officer Assistant

Low VA Rates
06.2016 - 02.2017
  • Liaised with clients to guide through loan closing process and skillfully handle any concerns.
  • Monitored key dates to obtain information by deadlines.
  • Assembled important paperwork and disclosures for borrower.
  • Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
  • Communicated with customers daily to request information and complete paperwork.
  • Set up files using loan officer checklist and submitted on-time for processing.
  • Cultivated productive relationships with clients, realtors, and title/escrow officers to increase profits and expand customer base.
  • Answered inquiries and provided superior customer service to clients.
  • Assisted in resolving customer complaints, following procedures to find mutually beneficial solutions.
  • Communicated acceptance or rejection to applicants via mail, email, telephone or personal consultations.
  • Reviewed and validated details of loan applications and closing documentation.
  • Affirmed loan document accuracy to protect lenders from potential fraud.
  • Interviewed loan applicants to obtain personal and financial data to assist in completing applications.
  • Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
  • Analyzed credit reports to assess risk and determine applicants' ability to repay loans.
  • Tracked loan status and updated applicant information to inform lenders of changes to applicants' financial situation.
  • Set up, stored and updated customer files, department records and regulatory paperwork.
  • Stayed up to date on loan regulation changes, processing loan applications in compliance with current laws.
  • Contacted customers via mail, telephone and email to relay acceptance or rejection of applications.

Assistant Manager

Great Clips
10.2009 - 06.2016
  • Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
  • Generated repeat business through exceptional customer service.
  • Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
  • Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
  • Conducted performance evaluations and provided constructive feedback to employees.
  • Supervised day-to-day operations to meet performance, quality and service expectations.
  • Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
  • Set aggressive targets for employees to drive company success and strengthen motivation.
  • Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
  • Established performance goals for employees and provided feedback on methods for reaching those milestones.
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
  • Evaluated employee performance and conveyed constructive feedback to improve skills.
  • Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
  • Established team priorities, maintained schedules and monitored performance.
  • Improved staffing during busy periods by creating employee schedules and monitoring call-outs.
  • Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.

Education

High School Diploma -

Lone Peak High School
Highland, UT
06-2008

Skills

  • Application processing
  • Financial acumen
  • Closing coordination
  • Deadline oriented
  • Closing process expertise
  • Document review
  • Client relationship building
  • File management
  • Property research
  • Funds disbursement
  • Schedule coordination
  • Loan documentation
  • Contract review
  • Accounting procedures
  • Document preparation
  • Data entry proficiency
  • Title procedures
  • Accuracy and precision

Accomplishments

  • Achieved [Result] by completing [Task] with accuracy and efficiency.

Timeline

Licensed Escrow Assistant

Real Advantage Title of Utah
05.2023 - 08.2024

Licensed Escrow Assistant

Stewart Title
01.2020 - 05.2023

Licensed Escrow Assistant

North American Title
11.2018 - 12.2019

Loan Officer Assistant

Low VA Rates
06.2016 - 02.2017

Assistant Manager

Great Clips
10.2009 - 06.2016

High School Diploma -

Lone Peak High School

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Shelby Dehaas