Summary
Overview
Work History
Skills
Work Availability
Timeline
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Shelly Castellanos

Pinole,CA

Summary

Escrow Assistant offering 10-year background managing administrative needs in high-volume office environments. Experienced in escrow procedures with professional demeanor and excellent communication skills.

Overview

12
12
years of professional experience

Work History

Escrow Assistant

Chicago Title Company
Walnut Creek, CA
06.2012 - 07.2022
  • Obtained documents such as proof of insurance and HOA statements.
  • Maintained open communication with lenders, brokers, buyers, sellers and third party vendors.
  • Prepared estimated closing statements for buyer and seller.
  • Studied and clarified buyer, seller and lender instructions to determine escrow requirements.
  • Checked signatures and legal descriptions for accuracy and integrity.
  • 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.
  • Returned executed loan packages to lender for review and approval in accordance with lender instructions.
  • Scheduled closing appointments for seller and buyer or arranged for delivery of documents for out of area closings.
  • Managed real estate closing process in compliance with applicable standards and legal requirements.
  • 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.
  • Forwarded title clearing documentation to title officer for approval.
  • Communicated requirements and title exception information to clients.
  • Reviewed escrow accounting reports and resolved outstanding check or open file balance issues.
  • Prepared recordable documents for closing and handled complete audit, disbursement and follow up of real estate escrow transactions.

Corporate Trainer

Fidelity National Financial
Santa Ana, CA
02.2010 - 06.2012
  • Developed engaging and entertaining presentations to maintain employee attention and improve impact of training.
  • Held demonstrations and one-on-one coaching sessions on use of proprietary software for title and escrow production.
  • Conducted evaluations and observed employee performance to identify areas of needed improvement.
  • Reviewed effectiveness of programs and proposed updates to maximize success.
  • Held online and conference call training session to accommodate off- site employees.

Skills

  • New Employee Training
  • Business Communications
  • Information Updates
  • Real Estate Lending Processes
  • Accounts Payable and Accounts Receivable
  • Customer Satisfaction
  • Government Standards
  • Clerical Support
  • Settlement Agreements
  • Insurance Requirements
  • Closing Disclosures
  • Lender Collaboration

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Escrow Assistant

Chicago Title Company
06.2012 - 07.2022

Corporate Trainer

Fidelity National Financial
02.2010 - 06.2012
Shelly Castellanos