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Skills

  • Real estate title concepts
  • Client complaint resolution
  • Discrepancy resolution
  • Customer service
  • Escrow account management
  • Process improvement
  • Negotiation with title insurers
  • Organization
  • Supervision
  • Project organization

Work Experiences

  • Achieved this in 2024.
  • Conducted auditing for file retention.
  • Achieved a 100% on-time filing rate.
  • Coordinated with escrow officers, lenders, and brokers.
  • Coordinated with escrow officers, lenders, and brokers to ensure seamless communication during the settlement process, reducing closing time by 73% days.
  • Collaborated with attorneys and real estate agents.
  • Communicated effectively with diverse stakeholders.
  • Complied with differing state regulations.
  • Completed lien searches.
  • Advised clients on tax implications of real estate transactions.

Summaries

  • A forward-thinking Settlement Processor who proactively evaluates and updates settlement procedures, resulting in improved client satisfaction and expedited processes.
  • Adept in complex multi-state property transactions.
  • Able to manage client files with precision.
  • Accurately identified and rectified errors.
  • Closed high-value real estate transactions.
  • Achieved 44% compliance across the team.
  • Within Miscellaneous, senior Settlement Processor and outstanding performer in risk assessment and performance reporting.
  • Costs were consistently reduced while profits were increased.
  • Experienced Settlement Processor with experience evaluating metric and category paperwork for accuracy and integrity of data.
  • Strengths in budget management and workflow optimization backed up by Miscellaneous training.

Accomplishments

  • Redesigned the post-closing process and reduced final disbursement errors by 50% over a two years period.
  • Collaborated with underwriting and legal teams to ensure full consistency with state and local regulations in over 18 settlements.
  • Built a tracking tool that monitored critical settlement dates and reduced overall processing time by 55%.
  • Handled property transfer documentation with 26% accuracy across multi-property transactions in 2022.
  • Implemented a new document e-signature system, decreasing average client response times and reducing processing delays by 81%.
  • Reviewed and cleared title encumbrance issues leading to successful closings across 14 of real estate properties.
  • Trained a team of 12 junior processors on settlement document review and RESPA guidelines, improving overall team compliance by 21%.
  • Reduced closing document error rates by leading periodic quality control checks before final package submissions, increasing client satisfaction by 64%.
  • Led the testing and roll-out of a new settlement software, which decreased settlement processing errors by 50% across all teams.
  • Successfully executed next phase of RESPA compliance audits, ensuring 29% legal adherence with zero findings.

Affiliations

  • Lions Club
  • Certified Escrow Officer with Washington Escrow Association
  • Title Insurance Association of Colorado
  • Member of the International Right of Way Association (IRWA)
  • Certified Settlement Processor from category
  • Certified in Mortgage Settlement Processes through framework
  • Real Estate Settlement Providers Council (RESPRO)
  • Professional Development through Land Record Association Austin
  • National Association of Social Workers
  • Rotary International

Certifications

  • Certified Mortgage Settlement Officer (CMSO)
  • Certified Residential Mortgage Specialist (CRMS)
  • Certified Real Estate Professional Assistance (CREPA)
  • Closing Disclosure & Final Settlement Statement Certification
  • Certified Loan Signing Agent (CLSA)
  • CompTIA Network+
  • Real Estate Settlement Procedures Act (RESPA) Specialist Certification
  • Certified Mortgage Banker (CMB)
  • Certified Business Analysis Professional (CBAP)
  • Certified Escrow Specialist (CES)

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