Summary
Overview
Work History
Education
Skills
Timeline
Generic

Theresa Coleman

San Diego,CA

Summary

Experienced escrow professional prepared for this role with strong skills in real estate transactions. Known for collaborative approach, effective communication, multitasking, and problem solving. Expertise includes escrow documentation, account management, title clearance and recording requirements, combined with results-driven mindset and commitment to team success.

Comprehensive experience in front office operations. Adept at managing high-volume environments. Strong communication skills, organizational abilities, and keen attention to detail. Collaborative team player focused on achieving results and adapting to changing needs. Proficient in scheduling, signing the Seller or Buyer's opening document package, customer service, Docusign, and administrative support.

Overview

24
24
years of professional experience

Work History

Relief Escrow Officer/Escrow Assistant/Bulk Sales

Heritage Escrow
06.2018 - 10.2024
  • Managed escrow accounts, ensuring timely processing and compliance with legal requirements.
  • Collaborated with title companies to resolve discrepancies and ensure accurate settlements.
  • Processed disbursements accurately, ensuring timely and correct allocation of funds.
  • Supported team operations by managing multiple escrow files concurrently.
  • Collaborated with real estate agents and lenders to expedite closing times on property sales.
  • Scheduled closing appointments for seller and buyer or arranged for delivery of documents for out of area closings.
  • Prepared documents for closing and handled fundings and complete disbursement.
  • Ordered Title Reports on properties to confirm ownership, title status, and outstanding liens or encumbrances.
  • Returned executed loan packages to lender for review and approval in accordance with lender instructions.
  • Provided exceptional support to colleagues during peak periods or absences due to illness or vacation time.
  • Opened incoming orders and set up escrow files within 1 hour of receiving purchase agreement.
  • 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.
  • Identified and resolved title issues.
  • Compiled closing bulk sale escrow packages for Buyer and Seller.
  • Opened Bulk Sale Escrow orders and ordered required reports and clearances.
  • Worked on Liquor License transfers, including working closely with ABC.
  • Supported escrow officers with administrative tasks and escrow processing.

Escrow Officer on a Team

First American Title
01.2017 - 06.2018
  • Managed escrow accounts, ensuring timely processing and compliance with legal requirements.
  • Collaborated with title companies to resolve discrepancies and ensure accurate settlements.
  • Processed disbursements accurately, ensuring timely and correct allocation of funds.
  • Supported team operations by managing multiple escrow files concurrently.
  • Collaborated with real estate agents and lenders to expedite closing times on property sales.
  • Scheduled closing appointments for seller and buyer or arranged for delivery of documents for out of area closings.
  • Prepared documents for closing and handled fundings and complete disbursement.
  • Ordered Title Reports on properties to confirm ownership, title status, and outstanding liens or encumbrances.
  • Returned executed loan packages to lender for review and approval in accordance with lender instructions.
  • Provided exceptional support to colleagues during peak periods or absences due to illness or vacation time.
  • Opened incoming orders and set up escrow files within 1 hour of receiving purchase agreement.
  • 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.
  • Identified and resolved title issues.
  • Prepared settlement statements for accurate disbursements.
  • Reviewed contracts to identify discrepancies and ensure compliance with terms.
  • Verified property titles to ensure clear transfer of ownership.
  • Processed title documents to ensure accuracy and readiness for closing.

Escrow Assistant/Payoff Department Processor

Lawyers Title
03.2016 - 01.2017
  • Supported closing processes by coordinating with clients and lenders.
  • Assisted in preparation of escrow documents for ensuring compliance with regulations.
  • Improved efficiency by maintaining accurate records and filing systems.
  • Facilitated communication between parties, ensuring smooth transaction processes.
  • Prepared and reviewed closing statements with attention to detail.
  • Managed inquiries from clients and stakeholders to provide timely information.
  • Assisted with disbursement of funds for successful transaction completion.
  • Conducted administrative tasks to support escrow team and streamline operations.
  • Obtained documents such as proof of insurance and HOA statements.
  • 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.
  • 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.
  • Coordinated with title companies to efficiently process title orders, resulting in smoother transactions.
  • Returned executed loan packages to lender for review and approval in accordance with lender instructions.
  • Scheduled signings and gathered required paperwork.
  • Assisted in training new employees on company procedures and best practices, promoting teamwork within the office environment.
  • Processed Mortgage Payoffs, Tax Payments, Lien Payoffs nd Judgment Payoffs.
  • Responsible for Daily Banking including sending all wires out.

Escrow Officer/Relief Escrow Officer

Corinthian Title
10.2013 - 03.2016
  • Ran Desk specializing in Reverse Mortgages and out of state refinances.


  • Relief Escrow Officer covering desks in 7 offices.

Escrow Officer

PAR Escrow
01.2009 - 06.2013
  • Ran successful desk emphasizing Reverse Mortgages, out of state transactions and Resale transactions.


  • Responsible for daily banking.

Escrow Assistant/Jr. Escrow Officer

Various (Available Upon Request)
04.2001 - 12.2008
  • Various Escrow operations.


  • Title Department work.


  • Daily Banking


  • Receptionist/Multi Phones/General Office

Education

Mathematics/Physics

SDSU/Mesa College
San Diego, CA

High School Diploma -

Madison Sr. High School
San Diego, CA
06-1981

Skills

  • Daily Banking
  • Real estate closing processes
  • Loan document packaging and funding
  • Title Lien Clearance, Clearing Chain of Title and Recording Requirements
  • Multi-tasking capacity
  • Teamwork and collaboration
  • Problem-solving
  • Microsoft office
  • Docusign

Timeline

Relief Escrow Officer/Escrow Assistant/Bulk Sales

Heritage Escrow
06.2018 - 10.2024

Escrow Officer on a Team

First American Title
01.2017 - 06.2018

Escrow Assistant/Payoff Department Processor

Lawyers Title
03.2016 - 01.2017

Escrow Officer/Relief Escrow Officer

Corinthian Title
10.2013 - 03.2016

Escrow Officer

PAR Escrow
01.2009 - 06.2013

Escrow Assistant/Jr. Escrow Officer

Various (Available Upon Request)
04.2001 - 12.2008

Mathematics/Physics

SDSU/Mesa College

High School Diploma -

Madison Sr. High School

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Theresa Coleman