Prepares audits files and transmits documents. Detail-oriented, well-organized and motivated to complete accurate and efficient post-closing work on originated loans.
Overview
32
32
years of professional experience
1
1
Certification
Work History
Post-Closing Specialist
A&G Title Agency
Wynantskill, NY
02.2019 - 10.2022
Reviewed post-closing mortgage and title documentation to ensure accuracy, completeness, and regulatory compliance.
Performed detailed audits of loan files, correcting errors related to interest, principal, and closing costs.
Prepared and finalized buyer, seller, HUD, and related closing documents.
Disbursed funds, issued checks, and coordinated document delivery and recording.
Assembled and maintained complete closing files, including title abstracts and insurance documentation.
Scanned, indexed, and uploaded loan documents into internal systems.
Responded to client and customer inquiries regarding closing processes and documentation.
Coordinated with title, escrow, and insurance teams to resolve post-closing issues efficiently.
Attended real estate closings as required.
Accountant
Watervliet Arsenal
Watervliet, NY
02.2016 - 01.2019
Prepared monthly and year-end financial statements, invoices, and closing documentation.
Collected and analyzed financial data to support budgeting, forecasting, and fiscal planning.
Developed and submitted budget plans for management approval.
Monitored balance sheets and income statements to assess financial performance.
Analyzed revenue and expenditure trends and provided recommendations to leadership.
Verified disbursements and prepared payments for utilities, taxes, and operational expenses.
Maintained accurate billing, invoice summaries, and cash-flow records.
Executive Assistant / Financial Administrator
Old Republic National Title Insurance Company
Albany, NY
08.1999 - 01.2016
Provided executive-level administrative and financial support in a high-volume title insurance environment.
Processed and verified daily agent income, overseeing approximately $300M annually.
Managed and reconciled up to $5M in escrow accounts, curing judgments and liens to facilitate releases.
Balanced monthly revenues ranging from $18M–$26M for more than 300 agents.
Prepared and conducted monthly agent audits to ensure DFS and regulatory compliance.
Supported complex commercial and co-insurance transactions ranging from $5M to $250M.
Tracked expenses and ensured adherence to corporate budgets.
Maintained strict confidentiality of sensitive financial and legal information.
Legal Secretary
The Effron and Munnelly Law Firm
01.1991 - 07.1999
Supported attorneys in real estate, litigation, matrimonial, tax certification, condemnation, eminent domain, elder law, bankruptcy, and commercial leasing matters.
Prepared, filed, and managed court documents and legal filings.
Assisted with trial preparation, depositions, and discovery materials.
Worked on multiple class-action lawsuits and complex legal proceedings.
Education
Bachelor of Science - Accounting
The Sage Colleges
Troy, NY
Master of Business Administration - Business Management / Human Resources
The Sage Colleges
Troy, NY
Associate degree - Paralegal Studies
Tompkins Cortland Community College
Skills
Financial Reporting & Reconciliation
Budgeting & Cost Analysis
Escrow & Trust Account Management
Regulatory & DFS Compliance
Microsoft Office Suite
Customer & Stakeholder Communication
File Management & Data Accuracy
Certification
New York State Notary Public
Past President – Delmar Fire Ladies Auxiliary & Slingerland Fire Ladies Auxiliary
Volunteer – Daughters of Sarah Nursing Home (Current)
Timeline
Post-Closing Specialist
A&G Title Agency
02.2019 - 10.2022
Accountant
Watervliet Arsenal
02.2016 - 01.2019
Executive Assistant / Financial Administrator
Old Republic National Title Insurance Company
08.1999 - 01.2016
Legal Secretary
The Effron and Munnelly Law Firm
01.1991 - 07.1999
Master of Business Administration - Business Management / Human Resources