Terri Lopez
Verdi,NV
Summary
Escrow Officer with 17+ years of title company escrow experience to facilitate closing process from acceptance of purchase contract through issuance of title insurance policy. Familiar with standard concepts, practices and procedures within escrow and title industry. Completes property transactions while delivering high level of expertise and impressive customer service to clients.
Overview
12
12
years of professional experience
Work History
Senior Escrow Officer
Doma/WFG National Title
04.2023 - 11.2023
- Scheduled closing appointments for seller and buyer or arranged for delivery of documents for out of area closings.
- Prepared documents for closing and handled complete disbursement and follow up of escrow transactions.
- Returned executed loan packages to lender for review and approval in accordance with lender instructions.
- 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.
- Followed-up on status of releases, policies, and return of recorded documents.
- Forwarded title clearing documentation to title officer for approval.
- Followed industry standard escrow procedures and maintained awareness of regulations governing escrow process.
- Communicated requirements and title exception information to clients.
- Reviewed escrow accounting reports and resolved outstanding check or open file balance issues.
- Opened incoming orders and set up escrow files within 2 hours of receiving purchase agreement.
- Checked signatures and legal descriptions for accuracy and integrity.
- Managed real estate closing process in compliance with applicable standards and legal requirements.
- Developed and maintained relationships with customers, lenders and other third parties.
Senior Escrow Officer
First American Title Insurance Co
03.2012 - 02.2023
- Scheduled closing appointments for seller and buyer or arranged for delivery of documents for out of area closings.
- Prepared documents for closing and handled complete disbursement and follow up of escrow transactions.
- Returned executed loan packages to lender for review and approval in accordance with lender instructions.
- Set up escrow transactions, processed deposits and mailed out forms and preliminary title reports for review.
- Followed-up on status of releases, policies, and return of recorded documents.
- Forwarded title clearing documentation to title officer for approval.
- Followed industry standard escrow procedures and maintained awareness of regulations governing escrow process.
- Examined purchase and sale agreement for potential items of concern and addressed immediately.
- Communicated requirements and title exception information to clients.
- Reviewed escrow accounting reports and resolved outstanding check or open file balance issues.
- Opened incoming orders and set up escrow files within 2 hours of receiving purchase agreement.
- Checked signatures and legal descriptions for accuracy and integrity.
- Managed real estate closing process in compliance with applicable standards and legal requirements.
- Developed and maintained relationships with customers, lenders and other third parties.
Education
Sierra College
Rocklin, CAHigh School Diploma -
Truckee High School
Truckee, CA06.1995
Skills
- Funds Disbursement
- Closing Disclosure
- Loan Document Packages
- Real Estate Closing Processes
- Title Document Review
- Escrow Standards
- Title Clearance
- Closing Document Preparation
- Fraud Detection
- Problem Solving
- Attention to Detail
- Team Leadership
- Customer Service
- Industry Networking
- Property Research
- Software Proficiency
- Multitasking Abilities
- Conflict Resolution
- Project Coordination
- Decision Making
- Risk Assessment
- Closing Transactions
- Organizational Skills
- Time Management
- Escrow Management
- Underwriting Guidelines
- Document Preparation
- Relationship Building
- Closing Process Management
- Consumer Disclosures
- Contracts Understanding
Timeline
Senior Escrow Officer
Doma/WFG National Title
04.2023 - 11.2023
Senior Escrow Officer
First American Title Insurance Co
03.2012 - 02.2023
Sierra College
High School Diploma -
Truckee High School
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