Escrow Assistant resume example with 17+ years of experience

Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000,

Dependable Team Player with a history of operating in fast-paced office settings to handle all administrative functions. Knowledgeable about escrow and lending processes and adapts to new information quickly. Strong contributor to team and business success. Excellent written and verbal communication strengths with organized and proactive nature.

  • Application Processing
  • Schedule Coordination
  • Title Management
  • Document Analysis
  • Problem Resolution
  • Organizational Skills
  • Microsoft Office
04/2015 to 01/2023 Escrow Assistant Pango Group | La Quinta, CA,
  • Facilitated clear and effective communication between brokers, borrowers and lenders.
  • Managed master calendar of signings and organized related paperwork.
  • Created spreadsheets in Microsoft Excel for record-keeping and reporting.
  • Put together closing statements for buyer and seller review.
  • Reviewed and interpreted buyer, seller and lender instructions to assess escrow requirements.
  • Reviewed files, records and other documents to obtain information or respond to requests.
  • Verified ownership, transaction information and dividend distribution instructions to conform with governmental regulations.
  • Answered customer questions to maintain high satisfaction levels.
  • Ordered demands, HOA statements, evidence of insurance and other required documents.
  • Understood and followed oral and written directions.
10/2013 to 04/2015 Commercial Loan On Boarding Business First Bank | Baton Rouge, LA,
  • Updated client account information and records in company databases.
  • Reviewed client documentation and contracts for discrepancies and mistakes.
  • Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
  • Stayed abreast of lending regulations, industry trends and market rates.
  • Reviewed and updated account information in company computer system.
  • Completed database backups to secure information.
  • Input new data to test customer and account system changes and upgrades.
  • Transferred data from hard copies to digital databases, organizing information in new formats.
  • Maintained database by entering new and updated customer and account information.
09/2013 to 07/2014 Residential Mortgage Banker Sierra Central Credit Union | City, STATE,
  • Complied applications and paperwork and double-checked for accuracy.
  • Reviewed credit histories from applicants and determined feasibility of granting requested loans.
  • Informed customers of loan application requirements and deadlines.
  • Developed and maintained relationships with local real estate agents.
  • Collaborated with company teams to expedite loan approval processes.
  • Informed customers of application deadlines, approvals and denials.
  • Analyzed applicants' financial status, credit and property evaluations to determine feasibility of granting loans.
  • Reviewed client documentation and contracts for discrepancies and mistakes.
  • Located and suggested loan packages that met client needs and priorities.
  • Kept detailed records regarding approved, denied and received loan applications.
  • Helped clients fill out loan applications and find ideal loan options.
  • Educated customers regarding actions and strategies for debt repayment.
  • Stayed abreast of lending regulations, industry trends and market rates.
  • Met with applicants to obtain information for loan applications and answer questions about loan process.
  • Approved or denied loan applications and explained reasoning behind decisions.
10/2005 to 09/2013 Commercial Loan Assistant Umpqua Bank | City, STATE,
  • Supported commercial loan team in clerical tasks and loan processing duties.
  • Provided superior client service through follow-up communication.
  • Checked value of customer collateral to hold as loan security.
  • Analyzed loan files and reviewed client income, assets and credit to verify compliance to specific underwriting criteria and input new loans into designated software.
  • Worked with third-party vendors to address and clear loan closing requirements.
  • Accepted payment on accounts.
  • Ordered, prepared and verified documents necessary for loan to close in compliance, on time and without last-minute surprises.
  • Met with borrowers, took applications, distributed disclosures, ordered and reviewed title commitments and executed detailed follow-up through closing to verify completed requirements.
  • Performed administrative tasks such as creating status reports on loans in progress, photocopying loan documents, printing daily mortgage rate sheets and answering phones.
  • Reviewed and corrected errors on interest, principal and closing costs.
  • Reviewed customer accounts to determine on-time payments and loan terms compliance.
  • Ordered property insurance or mortgage insurance policies to protect against loss on mortgaged property.
  • Assembled and compiled title abstracts, insurance forms, loan documents and tax receipts.
  • Filed and maintained loan records.
  • Maintained up-to-date knowledge and compliance with internal policies and procedures and verified adherence to state and federal laws, rules and regulations affecting loan institutions.
  • Prepared and delivered loan documents to title and escrow teams.
  • Scanned and uploaded loan and related documents into system.
Education and Training
Expected in 12/2003 Associate of Science | Yuba Community College, Marysville, CA, GPA:

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Resume Overview

School Attended

  • Yuba Community College

Job Titles Held:

  • Escrow Assistant
  • Commercial Loan On Boarding
  • Residential Mortgage Banker
  • Commercial Loan Assistant


  • Associate of Science

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