Teresa Magdaleno
Manor,TX
Summary
Versatile professional with a solid foundation in insurance and loans, now excelling as an Escrow Officer. Possessing a proven ability to quickly acquire new skills and knowledge, I seamlessly transitioned into the field of escrow operations. With a background in finance and a commitment to accuracy, I ensure smooth and secure real estate transactions. Fluent in both English and Spanish, I bring bilingual communication skills to enhance client relationships and broaden opportunities. Eager to leverage my adaptability and financial expertise to contribute effectively in the escrow industry.
Overview
16
16
years of professional experience
Work History
Escrow Officer
Stewart Title
05.2022 - Current
- Scheduled closing appointments for seller and buyer or arranged for delivery of documents for out of area closings.
- Returned executed loan packages to lender for review and approval in accordance with lender instructions.
- Communicated requirements and title exception information to clients.
- Set up escrow transactions, processed deposits and mailed out forms and preliminary title reports for review.
- Examined purchase and sale agreement for potential items of concern and addressed immediately.
- Prepared documents for closing and handled complete disbursement and follow up of escrow transactions.
- Prepared and delivered projected HUD-1 settlement statements to lender upon request.
- Boosted brand awareness with target customer demographics with social, print, and email campaigns.
Office Manager
Advance America
11.2020 - 05.2022
- Created, maintained and updated filing systems for paper and electronic documents.
- Coordinated special projects and managed schedules.
- Coached new hires on company processes while managing employees to achieve maximum production.
- Controlled finances to lower costs and keep business operating within budget.
- Managed compliance to keep organization operating within legal and regulatory guidelines.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
Office Manager
Allstate Insurance
08.2018 - 05.2019
- Updated reports, managed accounts, and generated reports for company database.
- Resolved financial discrepancies and customer billing issues with timely attention.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
- Generated quotes and proposals for clients to match individual needs.
- Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Educated clients on insurance policies and procedures.
Customer Service Rep
Farmers Insurance
10.2016 - 08.2018
- Handled customer inquiries and suggestions courteously and professionally.
- Answered constant flow of customer calls with minimal wait times.
- Generated quotes and proposals for clients to match individual needs.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Planned and executed internal and external marketing events.
- Collaborated with cross-functional teams to establish successful execution of projects and campaigns.
Office Manager
Cashmax
10.2012 - 06.2016
- Developed strong relationships with customers through high levels of customer service.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Prepared internal and regulatory financial reports, balance sheets and income statements.
- Reviewed and validated details of loan applications and closing documentation.
- Set up, stored and updated customer files, department records and regulatory paperwork.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
Customer Service Rep
Amax Auto Insurance
09.2010 - 10.2012
- Handled customer inquiries and suggestions courteously and professionally.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Supported customers in insurance application completion while liaising between company and client.
- Cross-sold insurance products to existing clients to reach sales targets.
Patient Care Technician
Fresenius Medical Care
01.2008 - 09.2010
- Obtained patient vital signs and reported results to staff nurse or physician, noting changes from prior measurements.
- Maintained clean and safe environment to promote patient safety and comfort.
- Set-up equipment for dialysis and primed dialyzer in preparation for use.
- Performed routine quality control and safety checks on all equipment.
- Started and ended reverse osmosis water systems and completed water quality monitoring tests.
- Monitored each patient closely during treatment to check for any adverse reactions or change in condition and reported emergencies to attending nurses.
Skills
- Clerical Support
- Escrow Management
- Closing Process Coordination
- Production Goals
- Marketing Strategy Development
- Insurance Sales (P&C and Life & Health)
- Loan Application Management
- Anti Money Laundering (AML)
Timeline
Escrow Officer
Stewart Title
05.2022 - Current
Office Manager
Advance America
11.2020 - 05.2022
Office Manager
Allstate Insurance
08.2018 - 05.2019
Customer Service Rep
Farmers Insurance
10.2016 - 08.2018
Office Manager
Cashmax
10.2012 - 06.2016
Customer Service Rep
Amax Auto Insurance
09.2010 - 10.2012
Patient Care Technician
Fresenius Medical Care
01.2008 - 09.2010
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