Jr Escrow Officer with strong knowledge of escrow process, title process and company policies and procedures to service clients. Prepares and delivers escrow documents in compliance with regulations and laws. Expert knowledge of real estate transactions and accompanying title insurance policies and endorsements required to support high producing team. I am a certified Virtual assistant and administrative assistant and a certified executive assistant and legal assistant.
Skills
Escrow Standards
Title Clearance
Closing Document Preparation
Funds Disbursement
Loan Document Packages
Closing Disclosure
Title Document Review
Consumer Disclosures
Title requirements
Closing process management
Contracts understanding
Real estate industry understanding
Lender relations
Education
Foothills Adult SchoolEl Cajon, CA, Expected in 11/2012 – –GED: - GPA:
Grossmont CollegeEl Cajon, CAExpected in – –: - GPA:
Certifications
Certified: Virtual Assistant Certification
Certified: Legal Administrative
Certified: Executive Assistant
Certified: Administrative Assistant
Work History
Foundation Escrow - Jr Escrow Officer/ Admin Assistant/ Remote Assistant City, STATE, 02/2015 - Current
Communicated regularly with real estate agents and clients on status of open files.
Created and implemented Excel spreadsheet to track files and Documents sent and received.
Managed and distributed documents via photocopy, fax, FedEx, internal/external mail, messenger service and e-mail under tight deadlines.
Prepared and delivered projected HUD-1 settlement statements to lender upon request.
Set up escrow transactions, processed deposits and mailed out forms and preliminary title reports for review.
Followed industry standard escrow procedures and maintained awareness of regulations governing escrow process.
Opened incoming orders and set up escrow files within 24 hours of receiving purchase agreement.
Prepared documents for closing and handled complete disbursement and follow up of escrow transactions.
Returned executed loan packages to lender for review and approval in accordance with lender instructions.
Followed-up on status of releases, policies and return of recorded documents.
Reviewed escrow accounting reports and resolved outstanding check or open file balance issues.
Examined purchase and sale agreement for potential items of concern and addressed immediately.
Forwarded title clearing documentation to title officer for approval.
Communicated requirements and title exception information to clients.
Scheduled closing appointments for seller and buyer or arranged for delivery of documents for out of area closings.
Checked signatures and legal descriptions for accuracy and integrity.
Worked with title group to resolve issues such as easements, lot splits and bankruptcies.
Managed real estate closing process in compliance with all applicable standards and legal requirements.
Assisted senior-level credit officers with complex loan applications.
Developed and maintained relationships with local real estate agents.
Used critical thinking to break down problems, evaluate solutions and make decisions
Actively listened to customers' requests, confirming full understanding before addressing concerns
Created plans and communicated deadlines to ensure projects were completed on time
Maintained excellent attendance record, consistently arriving to work on time
Handled 10-15 calls per day to address customer inquiries and concerns
Developed and implemented performance improvement strategies and plans to promote continuous improvement
Quality Claims Management - MI Specialist /Hazardous Insurance Specialist City, STATE, 06/2014 - 02/2015
Managed and distributed documents via photocopy, fax, FedEx.
Created tracking spreadsheets for Mortgage Insurance.
Reviewed 100 patient cases per week and verified insurance coverage information.
Determined appropriateness of payers to protect organization and minimize risk.
Resubmitted claims after editing or denial to achieve financial targets and reduce outstanding debt.
Maintained strong knowledge of basic medical terminology to better understand services and procedures.
Accurately inputted all patient and insurance information into company's computer system .
Assured timely verification of insurance benefits prior to patient procedures or appointments.
Observed strict procedures to protect sensitive patient information, including medical records and payment data.
Verified client information by analyzing existing evidence on file.
Conducted research, gathered information from multiple sources and presented results.
Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
Used Microsoft Word and other software tools to create documents and other communications.
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School Attended
Foothills Adult School
Grossmont College
Job Titles Held:
Jr Escrow Officer/ Admin Assistant/ Remote Assistant
