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Skills

  • Consumer Disclosures
  • Closing Disclosure
  • Team management
  • Moody's KMV CreditEdge
  • Relationship development
  • Contract review and negotiation
  • Operational improvement
  • Funds Disbursement
  • Escrow management
  • Budgets

Work Experiences

  • Authored internal training materials for escrow staff.
  • Reviewed and edited loan agreements to improve efficiency and accuracy.
  • Authored internal training materials for escrow staff on program compliance, improving operational accuracy by 21%.
  • Closed 11 transactions in 6 months, achieving a 35% increase over the previous year’s results, driven by new client acquisition strategies.
  • Clients were informed of requirements and titie exception information.
  • Collaborated with buyers, sellers, and lending institutions.
  • Successfully closed an average of 13 loans every month.
  • Collaborated with third-party providers.
  • Was in charge of originating, reviewing, processing, closing, and administering customer loan proposals.
  • Closed high-value multi-state real estate transactions in accordance with Summit Group procedures, ensuring seamless coordination with all necessary state entities.

Summaries

  • Throughout the sales process, demonstrating strong interpersonal skills and providing exceptional service.
  • Excellent communication and analytical skills.
  • Business-minded Senior Escrow Officer with long-standing relationships in the real estate community, driving referral-based business up by 69% year-over-year. Expertise in identifying potential transaction barriers and delivering solutions that keep closings on track.
  • Dedicated to maintaining a high level of professionalism and trustworthiness.
  • Client-focused Senior Escrow Officer with consistently excellent client feedback based on clarity of communication and proactive problem-solving throughout the transaction process. Recognized with Excellence Award for superior client service.
  • Accomplished Senior Escrow Officer with over 7 years of experience.
  • Achieved 81% growth in referral-based revenue year-over-year.
  • Achieved high customer satisfaction.
  • Senior Escrow Officer with extensive experience in banking regulations and procedures.
  • Clear understanding of stakeholder engagement and team leadership as well as data analysis training.

Accomplishments

  • Resolved trust-related escrow issues in collaboration with legal advisors, leading to seamless closings in 17 high-value transactions.
  • Designed a digital escrow tracking system that reduced document retrieval time by 78%, improving client service delivery.
  • Revised processes to ensure that escrow documentation met all contractual deadlines, improving accuracy rates by 78%.
  • Trained team of 5 escrow assistants on compliance with legal and regulatory requirements, reducing audit risks by 75%.
  • Implemented a process improvement that reduced escrow fund discrepancies to less than 51%, streamlining account reconciliation.
  • Expanded market share by signing agreements with 3 additional escrow clients, increasing transaction volume by 31%.
  • Ensured full compliance with regional and federal escrow regulations, maintaining a 41% audit pass rate for 2017.
  • Piloted a customer satisfaction tracking program, improving post-close feedback scores by 20%.
  • Resolved product issue through consumer testing.
  • Developed and maintained relationships with over 10 real estate brokers, title agents, and lenders, enhancing closing efficiency.

Affiliations

  • National Association of Realtors (NAR)
  • International Right of Way Association (IRWA)
  • Participant in Real Estate Investment Conferences Seattle 2021
  • Rotary International
  • Continuous Education through method
  • Risk Management Association (RMA)
  • Volunteer with Habitat for Humanity, assisting with real estate document coordination
  • Association of Information Technology Professionals
  • National Association of Social Workers
  • California Escrow Association (CEA)

Certifications

  • American Escrow Association (AEA) Certified Escrow Officer
  • Certified Deed Specialist (CDS) through National Notary Association (NNA)
  • National Escrow Association (NEA) Certified Escrow Compliance Officer
  • Certified Real Property Administrator (RPA) through BOMI International
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Professional Real Estate Certification (PREA) by National Association of REALTORS®
  • Apple Certified Associate (ACA)
  • Certified Business Analysis Professional (CBAP)
  • Certified Public Accountant
  • CompTIA Network+

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