Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
21
21
years of professional experience
4
4
Certifications
Work History
Title Agent/Manager
Reliance Search And Settlement, LLC
05.2022 - Current
Manage Reliance Search and Settlement, LLC, a Stevens and Lee Company.
Review and Prepare Agreements of Sale; order and review title searches; clear title requirements and/or exceptions; Prepare title commitments; CDF/HUD Statements, title affidavits, escrow agreements, deeds, and powers of attorney; conduct closings; disburse closing funds for payoffs, taxes, insurance payments, etc.; e-Record closing documents; prepare and issue final loan/owner’s policies.
Draft and prepare correspondence, conduct research, pull real estate documents and review for attorneys; prepare deeds outside of closings.
Maintained confidentiality and security of personal information to protect customer privacy and prevent identity theft.
Analyzed title documents to identify potential issues and resolve any discrepancies.
Conduct additional research using public records, databases, and other resources.
Managed a high volume of complex real estate transactions while maintaining attention to detail and prioritizing tasks effectively.
Improved communication between all parties involved in the title process by proactively addressing potential issues and concerns.
Kept up-to-date with state and federal regulations to prevent errors and fraud.
Managed and reconciled accounts to finalize accurate and complete financial transactions.
Managed escrow accounts accurately and securely, ensuring proper distribution of funds upon closing.
Self-employed Tax Preparer
Death & Taxes
1 2019 - Current
Assist clients with the preparation of federal, state and local returns; look for the best tax savings for their particular situation.
Licensed Title Agent/Real Estate Paralegal
South Central Agency, Inc/Mette Evans & Woodside
06.2019 - 04.2022
Manage Mette Evans & Woodside’s Title Company, South Central Agency, Inc
Review and Prepare Agreements of Sale; order and review title searches; clear title requirements and/or exceptions; Prepare title commitments; CDF/HUD Statements, title affidavits, escrow agreements, deeds, and powers of attorney; conduct closings; disburse closing funds for payoffs, taxes, insurance payments, etc.; e-Record closing documents; prepare and issue final loan/owner’s policies.
Draft and prepare correspondence, conduct research, pull real estate documents and review for attorneys; prepare deeds outside of closings.
Maintained confidentiality and security of personal information to protect customer privacy and prevent identity theft.
Managed a high volume of complex real estate transactions while maintaining attention to detail and prioritizing tasks effectively.
Improved communication between all parties involved in the title process by proactively addressing potential issues and concerns.
Kept up-to-date with state and federal regulations to prevent errors and fraud.
Managed and reconciled accounts to finalize accurate and complete financial transactions.
Managed escrow accounts accurately and securely, ensuring proper distribution of funds upon closing.
Administrative Assistant/Paralegal
Serratelli, Schiffman & Brown, P.C.
01.2016 - 06.2019
Work in the areas of tax law, estate planning and general corporate/business law
Research tax laws, statutes, and case law
Draft and prepare correspondence, income tax returns, Offers in Compromise, Installment Agreements, and other various legal/tax related documents
Prepare personal income tax returns for clients.
Paralegal
Shumaker Williams, P.C.
03.2003 - 04.2015
Work in the areas of estate planning and estate administration, including preparing decedent’s final income tax return and inheritance tax returns; securities, banking and regulatory work, including preparing corporate prospectus with financial statements; and automotive law, including researching requirements for dealer licensing and merger transactions, statutes, and case law
Draft pleadings and correspondence; handle residential and commercial real estate transactions, including preparing documents for closing (HUD, deed, escrow agreements, limited powers of attorney, and affidavits); prepare title commitments and final owner/loan policies; conduct Patriot Act/Child Support Lien searches; request tax certifications; disburse closing funds; reconcile account ledgers
Support for multiple attorneys including a tax attorney, banking attorneys, securities attorney and probate attorneys; Continuing Legal Education administrator; marketing administrator, including budget preparation, accounts payable/receivable and account reconciliation.
Education
Accounting And Finance
Devry University - Keller School of Management
05.2001 -
Bachelor of Science - Business Administration
Elizabethtown College
Elizabethtown, PA
05.2001 -
Paralegal Studies
Academy of Medical Arts And Business
Harrisburg, PA
05.2001 -
Skills
Over 30 years in the legal field
undefined
Certification
Licensed Title Agent – Since 2019
References
Available Upon Request
Timeline
Title Agent/Manager
Reliance Search And Settlement, LLC
05.2022 - Current
Licensed Title Agent/Real Estate Paralegal
South Central Agency, Inc/Mette Evans & Woodside
06.2019 - 04.2022
Administrative Assistant/Paralegal
Serratelli, Schiffman & Brown, P.C.
01.2016 - 06.2019
Paralegal
Shumaker Williams, P.C.
03.2003 - 04.2015
Accounting And Finance
Devry University - Keller School of Management
05.2001 -
Bachelor of Science - Business Administration
Elizabethtown College
05.2001 -
Paralegal Studies
Academy of Medical Arts And Business
05.2001 -
Self-employed Tax Preparer
Death & Taxes
1 2019 - Current
Licensed Title Agent – Since 2019
Member of Pennsylvania Association of Notaries – Since 2010
Preparer Tax Identification Number (PTIN) through the IRS – Since 2010
E-file Identification Number (EFIN) through the IRS – Since 2018
Similar Profiles
David J. BrownDavid J. Brown
Sales Executive at Sure Settlement LLCSales Executive at Sure Settlement LLC