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Skills

  • Lender funding
  • Cross-departmental collaboration
  • Client Satisfaction Improvement Strategies
  • Relationship development
  • Title searches
  • Team leadership and coaching
  • Audit preparation and response
  • Organization
  • Supervision
  • Budgets

Work Experiences

  • Advised buyers and sellers on the escrow process.
  • Earned Six Sigma for excellence in ethical escrow practices, leading to greater client confidence and repeat business.
  • Advised buyers and sellers on the escrow process, managing their expectations and securing a 44% client satisfaction rate.
  • Enhanced document accuracy.
  • Collaborated in implementing electronic funds transfer systems.
  • Elected as team lead for 2022 due to my exceptional ability to manage multiple high-volume escrow accounts simultaneously.
  • Closed high-profile escrow accounts in compliance with IRS 1031 exchanges, ensuring a seamless tax-deferred status for property sellers.
  • Elected as team lead for 2019.
  • Closed high-profile escrow accounts.
  • Closed sales totaling over $6 each year.

Summaries

  • Opens accounts and coordinates disbursement of funds with lenders.
  • Achieved on-time closings.
  • Recognized on a regular basis for outstanding performance and contributions to the Banking and Financial Services industry's success.
  • Completed 6 transactions.
  • Committed to providing exceptional service and reducing client risk through accurate disbursement monitoring and escrow-related negotiations.
  • Collaborated with title companies.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Consistently delivered successful results.
  • Achieved a 37% increase in client satisfaction.
  • Committed to reducing risks.

Accomplishments

  • Successfully prepared and submitted end-of-year escrow audits with no discrepancies, contributing to 38% adherence to regulatory requirements.
  • Implemented new compliance workflows, reducing escrow errors by 36% and increasing client satisfaction by 26%.
  • Reviewed and approved 8% of escrow documents without exception, contributing to a 57% on-time closing rate.
  • Developed and maintained customized client satisfaction surveys, leading to a 71% improvement in service ratings within several months.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Resolved product issue through consumer testing.
  • Achieved annual revenue growth of $18 by cultivating partnerships with Vantage and leveraging referral networks in the Austin market.
  • Managed a portfolio of 7 residential and commercial escrows, driving closure while exceeding expected timelines.
  • Streamlined escrow account creation process, cutting setup times by 26% and improving first-time accuracy of client documentation.
  • Successfully closed over 17 residential and commercial escrows per month while maintaining zero compliance issues.

Affiliations

  • Toastmasters
  • Lions Club
  • Mortgage Bankers Association (MBA)
  • American Land Title Association (ALTA)
  • American Escrow Association (AEA)
  • Leadership role in Massachusetts Title Association 2023
  • Escrow Institute of California
  • American Marketing Association
  • Treasurer, standard Real Estate Lawyers Association
  • Association of Information Technology Professionals

Certifications

  • Fundamentals of Escrow Closing Certification by framework
  • Certified Escrow Technician (CET) by metric
  • Certified Escrow Officer (CEO) - initiative by metric
  • Escrow Trust Accounting Certification by initiative
  • Certified Financial Services Auditor (CFSA) by Institute of Internal Auditors
  • Certified Notary Signing Agent by framework
  • Certified Public Accountant
  • CompTIA Network+
  • Certified in Real Estate Law & Title by process
  • ServSafe

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