Summary
Overview
Work History
Education
Skills
Timeline
Generic

Sherrie Wells

Palm Desert,CA

Summary

Very dependable and loyal

Overview

14
14
years of professional experience

Work History

Escrow Assistant

CV Escrow
12.2011 - Current
  • Developed strong relationships with clients through excellent customer service, fostering trust and loyalty.
  • Assisted with the successful closing of numerous escrow transactions, ensuring all parties were informed and satisfied.
  • Obtained documents such as proof of insurance and HOA statements.
  • Maintained open communication with lenders, brokers and borrowers.
  • Efficiently processed incoming funds from buyers and disbursed funds to sellers upon closing transactions successfully.
  • Followed-up on status of releases, policies, and return of recorded documents.
  • Supported team members in managing their workload, contributing to a more productive work environment.
  • Maintained organized files for easy access, increasing team efficiency during transaction reviews.
  • Collaborated with real estate agents to address potential challenges, effectively resolving concerns before they escalated.
  • Enhanced client satisfaction by delivering timely and accurate escrow services.
  • Prepared estimated closing statements for buyer and seller.
  • Scheduled closing appointments for seller and buyer or arranged for delivery of documents for out of area closings.
  • Handling sensitive financial information securely, protecting both clients'' privacy and company reputation.
  • Managed multiple high-priority tasks simultaneously while maintaining strict deadlines and attention to detail.
  • Coordinated with title companies to efficiently process title orders, resulting in smoother transactions.
  • Consistently updated client information in company database, keeping records accurate and up-to-date throughout the transaction process.
  • Forwarded title clearing documentation to title officer for approval.
  • Facilitated smooth document signing appointments, ensuring clients understood each step of the process.
  • Reduced errors in documentation by meticulously reviewing and verifying all necessary paperwork.
  • Studied and clarified buyer, seller, and lender instructions to determine escrow requirements.
  • Examined purchase and sale agreement for potential items of concern and addressed immediately.
  • Improved communication between clients and agents by promptly addressing inquiries and providing status updates.
  • Scheduled signings and gathered required paperwork.
  • Provided exceptional support during audits by ensuring all documentation was accurate, complete, and readily available for review.
  • Prepared detailed preliminary reports for review, consistently identifying discrepancies before they became issues.
  • Stayed current on industry regulations and trends to provide informed guidance to clients during transactions seamlessly.
  • Assisted in training new employees on company procedures and best practices, promoting teamwork within the office environment.
  • Processed and verified all new account applications and documents.
  • Input transfer data into system and manually updated accounting and certificate records.

Realty Specialist

Bureau Of Indian Affairs
12.2009 - 11.2011

Prepared files to be approved for transfer, answered phones, dealt with residential services and Bureau

Education

High School Diploma -

Pittsburg High School
Pittsburg, CA
06.1978

Skills

  • File Management
  • Escrow Knowledge
  • Document Review
  • Real Estate Transactions
  • Notary Public Certification
  • Accuracy and Precision
  • Title procedures
  • Client Relationship Building
  • Deadline-oriented
  • Loan Document Familiarity
  • Contract Review
  • Processing expertise
  • Document Preparation
  • Closing process expertise
  • Title Insurance Understanding
  • Customer Service
  • Clerical Support

Timeline

Escrow Assistant

CV Escrow
12.2011 - Current

Realty Specialist

Bureau Of Indian Affairs
12.2009 - 11.2011

High School Diploma -

Pittsburg High School
Sherrie Wells