Adaptive sales and operations leader with 25+ years of experience delivering innovative solutions in title insurance, escrow operations, and agency relationship management. Adept at expanding market presence, driving revenue growth, and optimizing operational workflows. Excellent history of building agent networks, leading platform integrations, and achieving compliance across multi-state operations.
Overview
20
20
years of professional experience
Work History
Manager, Agency & Escrow Auditor
Essent Title
Radnor, PA
02.2025 - 09.2025
Developed and implemented operational strategies to enhance title insurance processes.
Led team in conducting risk assessments and ensuring compliance with industry regulations.
Collaborated with stakeholders to streamline workflows and improve client service delivery.
Trained and mentored staff on best practices for title examination and closing procedures.
Responsible for audits on National/Multi State Accounts -Statutory States
Responsible for monthly reconciliation review of national and multi-state agents.
Developed winddown plan for closed / terminated agents.
Developed and implemented operational strategies to enhance efficiency in closing transactions.
Consultant
National Independent Agency Solutions (NIAS)
Richmond, VA
01.2023 - 01.2024
Partnered in the expansion of a national referral network supporting title agents. Advised on matching services to customer needs, offering solutions tailored to agents resistant to industry automation trends. Assisted agents in aligning their operational requirements with optimal solutions for business growth.
Selected Achievements
Enhanced referral network coverage in PA, NJ, and DE, leveraging industry relationships to establish strategic connections.
Delivered training and support to agents on technological solutions, improving adoption of best practices in title operations.
Developed and refined consulting strategies to align traditional agents with modernized workflows, driving efficiency.
Conducted needs assessments, identifying service delivery gaps and providing tailored recommendations to address and resolve client challenges.
Supported agent onboarding processes, facilitating smooth integration into a nationwide network.
Vice President, Northeast Agency Manager
First National Title Insurance Company
Plano, TX
01.2022 - 01.2023
Led efforts to establish and expand the Northeast regional footprint for title production services. Engaged with title agencies across five states to build partnerships and deliver operational support. Collaborated with senior leadership on strategies to enhance market presence and revenue growth.
Selected Achievements
Signed two key agents in the NE region, contributing to $1.2M in Q1-Q2 sales and a $2.8M sales pipeline through 2024.
Developed pricing models and rate platforms for regional markets, ensuring competitive positioning.
Delivered educational programs and technical training to enhance agent proficiency with integrated production systems.
Oversaw contract negotiations and pre-sign audits to ensure compliance with operational and financial objectives.
Streamlined client onboarding processes, establishing long-term relationships to drive retention and satisfaction.
Vice President, Sales Northeast Region
Fidelity National Title/Title Wave Real Estate Solutions
Jacksonville, FL
01.2018 - 01.2021
Directed sales strategies and operational initiatives to grow title production services across PA and NJ. Built and managed a robust portfolio of client accounts, achieving revenue and operational efficiency growth. Maintained multi-directional relationships with agency teams, agents, customer service members, and vendors to deliver technical support, service, and training.
Selected Achievements
Ensured operational consistency through training materials maintenance and training workshop leadership for internal platforms and integrations.
Fostered strong partner relationships while driving company growth and compliance through new state onboarding, audit coordination, and billing and dispute resolution.
Introduced strategic sales initiatives that increased profit margins by 16.95% in 2020.
Facilitated agent training programs on production platforms, enabling seamless adoption of integrated systems.
“Theresa genuinely cares about her product and her customers. She views them as a personal representation of herself and not just acting on behalf of the company. She has a tremendous ability to remember individual clients and what is important to them.”
Brian D., FNT/TW
Sales Account Executive
Data Trace Information Services LLC
Irvine, CA
01.2017 - 01.2018
Executed sales strategies to drive revenue growth in a multi-state territory. Provided technical training and support to title agents, enhancing agents’ ability to leverage advanced production platforms to drive efficiency and growth.
Selected Achievements
Achieved $3.5M in sales revenue within the first 13 months of tenure, exceeding quarterly targets.
Closed $2.3M in contracts in Q1 2018, delivering tailored solutions to meet client needs.
Implemented pricing models and operational frameworks that improved service efficiency.
Coordinated with underwriting teams to address client-specific challenges and enhance service delivery.
Established long-term client relationships through consistent engagement and exceptional service.
Agency Sales Representative for PA and DE
Steward Title Guaranty Company
Wayne, PA
01.2006 - 01.2017
Managed a diverse portfolio of title agents across PA, NJ, and DE, delivering sales and operational support. Spearheaded training initiatives and compliance audits to ensure agent adherence to industry standards.
Selected Achievements
Oversaw 300+ agents’ quarterly audits, achieving 100% compliance in pre- and post-closing reviews.
Facilitated the integration of the SoftPro 360 Title Production platform, streamlining agent operations.
Increased revenue to $3.5M in 2016 through targeted sales and service strategies.
Scheduled and conducted ALTA Best Practices training for 186 agencies, achieving full compliance certification.
Employed multi-state licensing expertise to enable the expansion of agent operations while meeting regulatory requirements.
Fidelity National Title/Title Wave Real Estate Solutions
01.2018 - 01.2021
Sales Account Executive
Data Trace Information Services LLC
01.2017 - 01.2018
Agency Sales Representative for PA and DE
Steward Title Guaranty Company
01.2006 - 01.2017
ADDITIONAL EXPERIENCE
Doma Title Insurance Company – State Manager for PA, NJ, and DE – Expanded brand reach and recognition within the Northeastern United States, supporting company acquisition efforts.
Alliant National Title – State Manager for PA and NJ – Utilized trade shows and outreach efforts to expand the agent network across state lines.