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escrow assistant resume example with 13+ years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000 - Cell: - resumesample@example.com - - -
Summary

Reliable, Positive, upbeat and service-oriented attitude toward completing tasks and working with team members and management. Extensive administrative and financial experience.

Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Skills
  • Background in business operations
  • Research abilities
  • Policy and procedure improvements
  • Employee and computer training
  • System spreadsheet entries
  • Member and customer relations
  • Document scanning and organization
  • Reliable and efficient
  • Courtesy demeanor and energetic
  • Strong organizational skills
  • MS office proficient
  • Multi-tasking
Experience
12/2021 to Current
Escrow Assistant Toll Brothers San Antonio, TX,
  • Reviewed and interpreted buyer, seller and lender instructions to assess escrow requirements.
  • Put together closing statements for buyer and seller review.
  • Managed master calendar of signings and organized related paperwork.
  • Ordered demands, HOA statements, evidence of insurance and other required documents.
  • Facilitated clear and effective communication between brokers, borrowers and lenders.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Prioritized and organized tasks to efficiently accomplish service goals.
  • Open new escrow including mobile homes, FSBOs, seller carry back and refinances
  • Notarized escrow documents for clients
  • Reviewed files, records and other documents to obtain information or respond to requests.
03/2019 to Current
Relationship Advisor II Landry's The Colony, TX,
  • Advised members on bank products, services and financial planning options.
  • Modified, opened and closed accounts including trust, personal, and business
  • Responsible for processing death certificates and account fraud issues
  • Primary source for branch operations projects to upper management
  • Trained new employees on policy, procedures and computer system programs
  • Handled portfolio of customers and reviewed accounts for signs of discrepancies, fraud or non-payment issues.
  • Compiled information on new accounts, entering into computers and filing related forms and other documents.
  • Executed wire transfers of funds in compliance with banking best practices.
02/2012 to 04/2014
Call Center Agent Osb Community Bank (Osbcb) Brooklyn, MI,
  • Handled customers effectively by identifying needs, quickly gaining trust, approaching complex situations and resolving problems to maximize efficiency.
  • Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
  • Explained key information regarding products and services to customers to encourage informed decision-making.
  • Asked probing questions to determine service needs and accurately input information into electronic systems.
  • Met or exceeded call speed, accuracy and volume benchmarks on consistent basis.
  • Pursued opportunities to advance client relations skills and further enhance customer satisfaction in every interaction.
04/2009 to 11/2011
Personal Banker Chase Bank City, STATE,
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
  • Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
  • Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services.
  • Increased growth of branch deposit values by actively assisting with marketing, sales development and referral coordination.
  • Opened trust accounts and assisted customers with informed financial decisions.
12/2007 to 02/2009
Merchant Teller III Bank Of America City, STATE,
  • Handled large cash transactions, balanced cash drawers, performed loan payments and issued cashier's checks.
  • In charge of vault to teller buys and sells.
  • Performed basic administrative tasks regarding banking products, including handling phone calls, inquiries and emails.
  • Balanced bank's vault of daily cash for withdrawals and deposits.
  • Completed monthly audits and managed overdraft reports.
  • Trained employees on cash drawer operation.
01/2004 to 11/2007
Senior Lead Teller Downey Savings & Loan City, STATE,
  • Handled cash transactions, balanced cash drawers, performed loan payments and issued cashier's checks.
  • Performed basic administrative tasks regarding banking products, including handling phone calls, inquiries and emails.
  • Completed monthly audits and managed overdraft reports.
  • Performed currency transaction reports for foreign currency.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Met or exceeded sales goals by promoting bank products and services in customer interactions.
  • Welcomed customers and offered pleasant service during entire transaction.
  • Maintained optimal financial controls by securing funds and making accurate transactions.
  • Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
Education and Training
Expected in 06/2003 to to
High School Diploma:
Highland High School - Palmdale, CA
GPA:
Certifications
  • California Certified Notary Public-

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Resume Overview

School Attended

  • Highland High School

Job Titles Held:

  • Escrow Assistant
  • Relationship Advisor II
  • Call Center Agent
  • Personal Banker
  • Merchant Teller III
  • Senior Lead Teller

Degrees

  • High School Diploma

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