Efficient and personable real estate title & mortgage professional with 22 years of experience making complex real estate transactions seamless for buyers, sellers and colleagues. Customer-focused and disciplined detail person with exceptional proficiency at coordinating multiple transactions simultaneously and accurately. Team player with history of smooth closings and repeat customers.
Skills
Finance and Accounting Oversight
Banking
REO Processing
Foreclosure Servicing
Escrow Accounting
External and Internal Audits
Escrow Officer
Purchase Settlements
Operations and Compliance
Hiring and Onboarding
Performance Evaluation and Monitoring
Coaching and Offboarding
Customer Service Experience Management
Direct Report Motivation and Team Building
Process Improvements
Find-a-way mentality
Analytical and Critical Thinking
Microsoft Office
Contract Analysis
Cost Efficiency
Experience
01/2023 to Current
AR & Internal Process Auditor Behavioral Health Center Of Excellence – Los Angeles, CA,
Manage daily bookkeeping functions with attention to accounts receivable, accounts payable, banking reconciliation and disbursements.
Prepared month-end closing entries for detailed reporting and recordkeeping.
Received payments from customers via cash, check and credit cards to pay company invoices.
Applied mathematical skills to calculate totals, check figures, and correct problems with physical and digital files.
Communicated with vendors and clients to facilitate timely payments and reduce outstanding accounts receivable.
Assisted internal accounting team in checking financial statements for accuracy to produce reliable reports.
Verified and posted account transactions to prepare checks and maintain accounting ledgers.
Reduced financial discrepancies by accurately managing accounting documentation.
Recorded debit, credit and account transactions in computer spreadsheets and databases.
Implemented program to create daily spreadsheets and streamline financial reporting.
Utilized automation system to process payments and invoices to streamline transactions.
Checked figures, postings and documents for correct entry, mathematical accuracy and proper codes.
02/2022 to 11/2022
National Escrow ManagerATG Title – City, STATE,
Escrow officer oversight & file management.
File review prior to going to the table to confirm balancing and curative matters resolved were resolved.
Deed and closing document review.
Implemented process improvement and culture to optimize procedures for higher efficiency.
Collaborated cross-functionally to refine procedures, devise best practices, and enforce RESPA and underwriting compliance.
Reviewed escrow accounting reports and resolved outstanding check and open file balances.
Proactively identified & assisted escrow officers with solutions for title curative matters.
Monitored pipelines to track and log the status of direct reports.
Trained, coached, and mentored staff to support a smooth closing process.
Integrated Qualia smart tasks to increase efficiency and real-time accountability of file processing.
Hired and onboarded team members to meet immediate and expected
Followed the current real estate closing process and adhered to all related process guidelines, company standards and title requirements.
Stayed abreast of lending regulations, industry trends and market changes.
Consulted with underwriters to resolve tax liens, power of attorney, title curative, survey boundary disputes and encroachments.
Reviewed, typed and prepared commitments.
Reviewed and interpreted buyer, seller and lender closing instructions to assess escrow requirements.
02/2018 to 01/2022
Team Leader Manager - Accounting & EscrowCharter Title – City, STATE,
Reviewed direct report documents for accuracy and verified funds.
Collaborated with internal banking and accounting teams to maintain escrow accounts and records and approved funds disbursements.
Promoted first-time-right and on-time mentality to eliminate errors and rework, resulting in satisfied customers with no surprises.
Implemented new processes to streamline workflow within team.
Delegated work assignments and prioritized tasks.
Analyzed and measured employee performance, taking appropriate disciplinary action or recognition.
Conducted root causes analysis to develop corrective action plans.
Held regular one-on-one meetings with direct reports to review performance and priorities and provide and hear feedback.
Reviewed completed work to verify consistency, quality and RESPA compliant files.
Submitted recordings using Simplifile and hand submission to the Clerk.
Maintained company recording pipeline, monitored and resolved & resubmitted recording rejections.
Balanced CD's and file ledger prior to closing.
Resolved complex title clearing matters.
Prepared and submitted title policies to the underwriter.
02/2015 to 02/2018
Lead Escrow OfficerATG Title – City, STATE,
Mastered escrow process, title curative, funding, post-closing, recording and company policies and procedures and regulatory requirements
Received, reviewed and identified errors in documents.
Cleared title, satisfied underwriter requirements, reviewed exceptions and conveyed matters to the appropriate party.
Proactively identified solutions for delays in the closing process
Maintained a closing pipeline of 50 files per month using a tasking system.
Acted as liaison between parties within home buying and selling process, communicated and kept parties fully apprised of closing status.
Preparation and submission of legal documents to the county for recording.
Balanced file, input payees, followed up on open escrow balances.
Reviewed contracts, commitments and orders to prepare for closing and assemble documents to facilitate a smooth settlement.
Closed purchase transactions in multi-state, high-volume environment and satisfied customer expectations by meeting timelines and communicating proactively.
Promoted first-time-right and on-time mentality to eliminate errors and rework, resulting in satisfied customers with no surprises.
Listened carefully to customer concerns and swiftly resolved issues by taking appropriate action.
01/2010 to 02/2015
Director of OperationsCompany Name – City, State,
Developed and maintained client relationships to grow business and improve account retention.
Set goals and expectations for direct reports using performance review process, holding staff accountable.
Reviewed direct report performance to improve quality and comply with RESPA and Best Practices.
Assessed reports and adjusted workflows to realign with targets.
Formed and sustained strategic relationships with clients.
Delegated work to staff, setting priorities and goals.
Built strong operational teams to meet process and production demands.
Implemented policies and standard operating procedures and managed quality, customer service and logistics.
Reviewed contracts, commitments and orders to prepare for closing and assembled documents to prepare files and facilitate smooth final transactions.
Education and Training
Expected in 05/1997 to to
High School Diploma: Deltona High School - Deltona, FL GPA:
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