Tracy D. Oliveri
Colorado Springs,CO
Summary
Dynamic professional with extensive experience in real estate and office management at Bayou Title, Inc. Proven expertise in transaction processing and conflict resolution, complemented by strong organizational and communication skills. Successfully trained staff and enhanced customer service, ensuring efficient operations and positive client experiences. Proficient in Calyx Point and Microsoft Office.
Overview
32
32
years of professional experience
Work History
Assistant Manager/Front Desk Receptionist
Unlimited Bodywork
Colorado Springs, CO
01.2024 - Current
- Greet and welcome guests, providing a positive first impression of the company.
- Respond promptly to customer inquiries and resolve issues effectively.
- Handle confidential information with utmost discretion while maintaining strict confidentiality protocols.
- Train new receptionists on office procedures, phone systems and customer service best practices.
- Manage cash handling procedures including opening/closing, preparing deposits and reconciling discrepancies.
- Assume managerial responsibilities in the absence of the manager, overseeing all aspects of operations.
Senior Escrow Officer/Office Manager
Bayou Title, Inc.
Prairieville, LA
01.2021 - 01.2023
- Managed the everyday office operations.
- Responsible for processing, closing and disbursing all real estate transactions.
- Executed daily operations of answering phones, assisting and greeting clients.
Loan Originator
Area Home Lending, LLC
Baton Rouge, LA
01.2017 - 01.2021
- Executed loan origination process.
- Verifying the accuracy and thoroughness of the loan application along with other related documents.
- Adhere to all federal and state compliance guidelines relative to retail mortgage lending.
- Collected and audited the financials and other necessary documents needed to submit loan to the lender.
- Review Closing Disclosure for closing.
Production Manager/Loan Originator
LA Lending, LLC
Baton Rouge, LA
01.2016 - 01.2017
- Assist the Mortgage Broker in completing loan applications.
- Verifying the accuracy and thoroughness of the loan application along with other related documents.
- Processed FHA 203b & 203h, Conventional and VA loans.
- Liaison between title company, broker and lender.
- Collected and audited the financials and other necessary documents needed to submit loan to the lender.
- Review Closing Disclosure for closing.
Real Estate Closing Secretary/Office Manager
Bayou Title, Inc.
Baton Rouge, LA
01.2014 - 01.2016
- Responsible for processing, closing and disbursing all real estate transactions.
- Executed daily operations of answering phones, assisting and greeting clients.
Real Estate Closing Secretary
Cypress Title, LLC
Baton Rouge, LA
01.2012 - 01.2014
- Coordinated commercial and residential real estate transactions.
- Assisted the Pre-Closing and Post-Closing Departments when needed.
- Disbursed funds all refinance and purchase files.
Real Estate Pre-Closing Secretary
TitlePlus, LLC
Baton Rouge, LA
01.2010 - 01.2012
- Responsible for the pre-closing portion of the real estate files, including all curative matters.
- Assist the Closing Secretary on the closing portion of the real estate files when needed.
- Executed daily operations of answering phones, assisting and greeting clients.
Real Estate Closing Secretary/Office Manager
Frontier Title Company
Baton Rouge, LA
01.2007 - 01.2010
- Coordinated commercial and residential real estate transactions.
- Extensive knowledge in preparing title commitments and final title policies.
- Instrumental in curing title issues on commercial and residential transactions.
- Responsible for ordering all supplies for the office.
- Managed an office of five employees.
Real Estate Closing Secretary
Title2Land
Baton Rouge, LA
01.2004 - 01.2007
- Responsible for preparing preliminary and final documents for commercial and residential real estate transactions.
- Prepared title commitments and cleared titles for national, local and foreclosure files.
- Disbursed funds on national, local, foreclosure and REO files.
Administrative Assistant
National Title Services
Baton Rouge, LA
01.1997 - 01.1999
- Instrumental in getting payoff information and funding the loans.
- Executed daily operations of answering phones, irate customers and handling operations of several business accounts.
- Responsible for accounts receivable and accounts payable.
Legal Secretary/Administrative Assistant
Underwood Law Firm/Applied Education
Baton Rouge, LA
01.1994 - 01.1997
- Prepared legal documents and correspondence of legal nature.
- Ordered and dispensed the notary manual and supplemental material.
- Accepted and deposited funds for notary students.
- Disbursed funds, recorded financial transactions, audited and balanced student-organization and other school-fund accounts.
Education
NMLS Loan Originator License -
Baton Rouge, LA04.2016
Bob Brooks School of Real Estate - Real Estate Salesperson Pre-licensing Course
Bob Brooks School of Real Estate
Baton Rouge, LA04.2008
Bachelor of Arts - Majored in General Business, Minored in Management
Southeastern Louisiana University
Hammond, LA12.2003
Skills
- Organizational skills
- Communication skills
- Problem solving
- Calyx Point
- SoftPro
- Landtech
- Customer service
- Cash handling
- Staff training and development
- Office administration
- Transaction processing
- Conflict resolution
- Employee supervision
- Sales strategies
- Data entry
- Client communication
- Attention to detail
- Google Drive
- Microsoft Office proficiency
- Task delegation
References
Available upon request
Timeline
Assistant Manager/Front Desk Receptionist
Unlimited Bodywork
01.2024 - Current
Senior Escrow Officer/Office Manager
Bayou Title, Inc.
01.2021 - 01.2023
Loan Originator
Area Home Lending, LLC
01.2017 - 01.2021
Production Manager/Loan Originator
LA Lending, LLC
01.2016 - 01.2017
Real Estate Closing Secretary/Office Manager
Bayou Title, Inc.
01.2014 - 01.2016
Real Estate Closing Secretary
Cypress Title, LLC
01.2012 - 01.2014
Real Estate Pre-Closing Secretary
TitlePlus, LLC
01.2010 - 01.2012
Real Estate Closing Secretary/Office Manager
Frontier Title Company
01.2007 - 01.2010
Real Estate Closing Secretary
Title2Land
01.2004 - 01.2007
Administrative Assistant
National Title Services
01.1997 - 01.1999
Legal Secretary/Administrative Assistant
Underwood Law Firm/Applied Education
01.1994 - 01.1997
NMLS Loan Originator License -
Bob Brooks School of Real Estate - Real Estate Salesperson Pre-licensing Course
Bob Brooks School of Real Estate
Bachelor of Arts - Majored in General Business, Minored in Management
Southeastern Louisiana University