Tina Martinez
San Antonio,TX
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Talent for quick mastering technology and successful at excelling in fast paced environments. Willingness to take on added responsibilities to meet team goals. Excellent relationship-building and documentation skills. Diplomatic and tactful with professionals and non-professionals at all levels. Accustomed to handling sensitive, confidential records. Excellent reputation for resolving problems and improving customer satisfaction.
Overview
5
5
years of professional experience
Work History
Assistant Escrow Officer
First Title & Escrow, LLC
Plano, TX
01.2022 - 03.2022
- Set up escrow transactions, processed deposits and mailed out forms and preliminary title reports for review.
- Prepared and delivered projected HUD-1 settlement statements to lender upon request.
- Opened incoming orders and set up escrow files within 1 hours of receiving purchase agreement.
- 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.
- Reviewed escrow accounting reports and resolved outstanding check or open file balance issues.
- Followed-up on status of releases, policies and return of recorded documents.
- Forwarded title clearing documentation to title officer for approval.
- 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.
- Checked signatures and legal descriptions for accuracy and integrity.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Managed real estate closing process in compliance with applicable standards and legal requirements.
- Monitored pipelines to track and log status of loans.
ESCROW ASSISTANT/BUSINESS DEVELOPMENT
Concierge Title Of Texas
San Antonio, Texas
09.2021 - 11.2021
- Provide clerical tasks during opening and closing of escrow accounts
- Assist in creating and editing correspondence and documents
- Maintain files and records
- Research customer files
- Assist in resolving client requests and internal issues
- Routinely collaborate with operations manager to identify and address opportunities for improvement in standard processes
- Create brochures and digital marketing material
- Build and maintain relationships with agents, lenders and notaries.
- Studied and clarified buyer, seller and lender instructions to determine escrow requirements.
- Scheduled signings and gathered required paperwork.
- Prepared estimated closing statements for buyer and seller
- Opened incoming orders and set up escrow files within 1 hour of receiving purchase agreement
- Studied and clarified buyer, seller and lender instructions to determine escrow requirements
- Maintained open communication with lenders, brokers and borrowers
- Returned executed loan packages to lender for review and approval in accordance with lender instructions
- Followed-up on status of releases, policies and return of recorded documents
- Scheduled closing appointments for seller and buyer or arranged for delivery of documents for out of area closings
RELATIONSHIP BANKER
BANK OF AMERICA
Charleston, SC
04.2020 - 07.2021
- Process customer requests, issuing statements and updating information in database
- Evaluate clients financial position and identify most appropriate products and referrals
- Build and deepen productive relationships to drive sustained growth
- Educate customers on use of digital banking resources
- Develop customized deposit and lending solutions for small business owners
- Manage escalated calls by applying conflict resolution skills and extensive knowledge of bank policies, products and services
- Balance teller drawers and ATM
REFERRAL COORDINATOR
GRISWOLD HOME CARE
Charleston, SC
12.2016 - 06.2019
- Maintain 40-60 client files by assuring adequate care scheduling and records to meet all internal, state and federal compliance standards
- Support office administrator with marketing and interviewing
- Conduct phone and home intake to review and complete required paperwork
- Report client condition to responsible party and attending physician according to HIPPA
- Resolve conflicts and clarify misunderstandings between parties and negotiate agreements.
- Maintained accurate records on in-progress and completed referrals, ensuring full data integrity throughout process
PRRODUCTION COORDINATOR
BOEING COMPANY
Charleston, SC
08.2015 - 11.2016
- Communicate status of materials using automated systems and manual reporting systems including KITS management, Velocity, ETrac, Order Manager,
- Cribmaster and various systems to used to assure availability. Process and move production materials to support flow of production. Identify and address discrepancies, set priorities and expedite to avoid delays.
- Coordinate and log reports detailing production data such as volume, materials used and quality assurance results.
Skills
- Proficient in Microsoft products
- Complaint Handling
- Problem Solving
- Time Management
- Resware software
- Qualia Software
- Customer service
- Attention to Detail
- Documentation review
- Title Clearance
- Title Document Review
- Closing Document Preparation
- Closing Disclosure
- Spanish: Fluent
- Real Estate Closing Processes
- Contracts understanding
Timeline
Assistant Escrow Officer
First Title & Escrow, LLC
01.2022 - 03.2022
ESCROW ASSISTANT/BUSINESS DEVELOPMENT
Concierge Title Of Texas
09.2021 - 11.2021
RELATIONSHIP BANKER
BANK OF AMERICA
04.2020 - 07.2021
REFERRAL COORDINATOR
GRISWOLD HOME CARE
12.2016 - 06.2019
PRRODUCTION COORDINATOR
BOEING COMPANY
08.2015 - 11.2016