Proficient Escrow Closer with 23 years of experience supporting buyers and sellers through the escrow process. Dedicated to working with accuracy and efficiency to facilitate smooth closings. Utilizing strong work ethic, customer service, leadership, and administrative skills to benefit mutual growth and success of the company.
Overview
8
8
years of professional experience
Work History
Licensed Escrow Closer and Transaction Coordinator
OS National LLC
01.2020 - Current
Close Acquisitions and Disposition transactions.
Oversee a team of Escrow Closers ranging from 5-10 Escrow Closers depending on client’s monthly transactions.
Competent working remotely with time sensitive documents and deadlines
Competent in working in extremely complex, high-pressure, multi-tasking, fast-paced environment
Receives, reviews, and receipts earnest money for all residential and commercial contracts
Orders all payoffs involved in transactions, property tax certificates, HOA resale certificates, and municipality lien status, / and or release
Prepares estimated and final Settlement Statements/CD’s for lenders and real estate agents to review and approve, with any revisions or corrections addressed in a timely manner
Ensure all parties including the buyers, sellers, and any agents receive a copy of the final settlement statement prior to closing, after receiving lenders final approval
Reviews and submits post-closing documents to lender to obtain funding and disbursement approval
Prepares, reviews, and submits all recordable documents to the recording department for e-filing
Mandatory yearly training to ensure compliance with all title insurance, banking, and real estate laws.
Commercial Loan Assistant and Customer Service Role
Competent in working with deadlines in extremely complex, high-pressure, multi-tasking, fast-paced environment
Efficient in all aspects of customer loan files, including strong communication with associates linked to files and ongoing communication with assigned Escrow Officers, Title Officers, and Lawyers
Knowledgeable in all aspects of loan set-up with ordering payoffs, title work, appraisals, environmental reports, flood reports.
Proficient in reviewing leases, real estate contracts, appraisals, and surveys
In charge of customer loan files to ensure accurate documentation for a timely closing and prioritizes files of immediate attention to assure customers and agents of their scheduled closings
Analyze and review loan documents to ensure that they are complete and accurate according to policy
Submits files into underwriting and clears them of all underwriting conditions for scheduled closings
Specializes in loan document signings with a strong emphasis on Escrow/Title and Legal prepared documents and all requirements to proceed with recordings
Assists Loan Officers with new loans set-up along with extensions, letters of credit, modifications, etc
Assists Loan Officers in maintaining their portfolios by collecting annual taxes, financials, rent rolls, etc
Participates in weekly team meetings
Participates in on-going training for commercial and residential laws and/or policies
Participates and completes on-going quarterly training
Completes all annual training and testing regarding bank BSA regulations
Administrative Role
Process and disburse loans
Process loan payments and loan payoffs
Proficient in analyzing and clearing all errors dealing with payments, billing statements, escrow, etc
Manage lender reports (financials, past dues, loan maturity and technical exceptions)
Strong written and verbal communication between all levels of the organization and/or departments (phone, reports, memos, letters, and emails)
Strong customer communication through phone, email, and text
Strong appointment scheduling using Microsoft Outlook
Strong compliance adherence between all levels of the organization in handling important confidential data.
Education
Bachelor of Science - Business Administration And Management
University of Phoenix
University Of Phoenix
08.2006
Skills
Business Marketing
Title Searches
Closing Disclosures
Document Preparation
Estimate Coordination
Disbursement Management
Verification
Real Estate Title Concepts
Remote Conferencing Tools
Zoom
Teams
Licensed States
Missouri
Tennessee
Wisconsin
Title Industry Software Proficiency
Resware
SoftPro
Simplifile
Datatrace
Timeline
Licensed Escrow Closer and Transaction Coordinator