Professional Summary
Overview
Work History
Education
Skills
Timeline

Sherrie Wells

CV Escrow
Palm Desert,CA
16
years of professional experience

Detail-oriented Escrow Assistant with over 30 years of experience in escrow management and regulatory compliance. Proven ability to enhance client satisfaction and facilitate smooth transactions through effective communication and collaboration.

Work History

Escrow Assistant

14 Years 8 Months
CV Escrow | 12.2011 - Current
  • Coordinated escrow documentation and ensured compliance with regulatory requirements.
  • Managed communication between buyers, sellers, and real estate agents to facilitate smooth transactions.
  • Reviewed and verified closing statements for accuracy before finalization.
  • Assisted in preparing settlement statements and disbursement instructions for timely closings.
  • Maintained organized records of all escrow files to ensure easy retrieval and tracking.
  • Trained junior staff on escrow processes and software applications utilized in daily operations.
  • Developed standard operating procedures to enhance efficiency in transaction management.
  • 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.
  • Efficiently processed incoming funds from buyers and disbursed funds to sellers upon closing transactions successfully.
  • Maintained open communication with lenders, brokers and borrowers.
  • 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.
  • 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.
  • Managed multiple high-priority tasks simultaneously while maintaining strict deadlines and attention to detail.
  • 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.
  • Streamlined escrow processes by implementing efficient filing and tracking systems.
  • Returned executed loan packages to lender for review and approval in accordance with lender instructions.
  • Prepared and delivered projected HUD-1 settlement statements to lender upon request.
  • Expedited the resolution of any outstanding issues by proactively engaging relevant parties for prompt action on pending items.
  • 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.
  • Documented security transactions such as purchases, sales and conversions to create in-depth database of clients and transactions completed.

Resident Assistant

1 Year 4 Months
Aqua Caliente Band of Cahuilla | 08.2010 - 12.2011

Worked on residential leasing property transfers, got Indian land approved

Education

High School Diploma

Pittsburg | Pittsburg, CA

Skills

I have been in escrow for over 30 years. I am a notary public
worked lease land
residential
exchange etc.

Timeline

Escrow Assistant

CV Escrow
12.2011 - CurrentRead More

Resident Assistant

Aqua Caliente Band of Cahuilla
08.2010 - 12.2011Read More

Pittsburg

High School Diploma
Read More
Sherrie Wells