Escrow Assistant Resume Samples

Description :

1. Provide support to an escrow officer that is also the manager of the company and President of the Escrow Association of San Gabriel Valley.
2. Open new files and input information into the system when a purchase contract is received.
3. Generate relevant documents needed for the transaction.
4. Scan and organize documents into the paperless document software.
5. Request and follow-up on documents from vendors.
6. Prioritize and manage multiple files simultaneously.
7. Work with clients and agents to tackle obstacles in order to close escrow on time.
8. Answer, screen, and transfer telephone calls for the escrow officer.

Experience

2-5 Years

Level

Executive

Education

BA In Psychology

Description :

1. Researched customer files and prepared real estate closing documents.
2. Collaborated with loan officers, real estate agents, and customers to ensure closing requirements were met and disbursed funds from transactions.
3. Accomplished escrow assistant training within 3 months of starting.
4. Increased productivity by implementing standard file processing procedures and organizing a supply ordering system Accomplishments Routinely collaborated with department managers to correct problems and improve services.
5. Assisted in resolving and satisfying client requests and internal operational issues.
6. Identified process improvements in the day-to-day functioning of the department.
7. Continually improved knowledge, skills and performance based on feedback and self-identified professional developmental needs.
8. Strategically planned methods to achieve operational goals and targets.

Experience

0-2 Years

Level

Entry Level

Education

Diploma

Description :

1. Provide status of the transaction throughout the opening and closing process to the appropriate brokers, agents, buyers, sellers and lenders Maintain professional relationship with customers.
2. Recognize and protect information with sensitivity and confidentiality.
3. Time management and organizational skills provided to complete work successfully.
4. Provide customer service to coworkers, clients, brokers, lenders, buyers and sellers.
5. Constant communication with the client/customers and Escrow Officer on the status of the transaction throughout the closing process.
6. Schedule closing and maintain closing calendar for Escrow Officer.
7. Collect and document the necessary data listed on the processing sheet to include but not limited to; payoff orders, property taxes, water/sewer, HOA status, and municipality lien and/or status.

Experience

0-2 Years

Level

Entry Level

Education

Diploma

Description :

1. Examine documentation such as mortgages, liens, judgments, easements, plat books, maps, contracts, and agreements to verify factors such as properties' legal descriptions, ownership, or restrictions.
2. Examine individual titles to determine if restrictions, such as delinquent taxes, will affect titles and limit property use.
3. Handle the complete disbursement and follow up of all escrow transactions.
4. Interpret earnest money agreements as they relate to closing and prepare all documents required for the transactions.
5. Create opens orders, inputs closing statements from a worksheet prepared by Escrow Officer.
6. Organize the escrow requirements by reviewing escrow instructions.
7. Collect, deposit and disburse money in escrow accounts to pay bills or invoices, keep records of collections and disbursements.
8. Collected escrow in the form of cash, checks, cashier's checks or money orders for processing.

Experience

7-10 Years

Level

Consultant

Education

BS In Accounting

Description :

1. Opened escrow and handled file from beginning to end.
2. Processed and prepared Estimated Settlement statements and CD TRID.
3. Created and sent opening packages to buyers, sellers, lenders and agents.
4. Delivered all pertinent documents to buyers and sellers for escrow file such as escrow instructions, commission instructions, and tax forms.
5. Ordered demands and reviewed title for clearance.
6. Followed up on requests to ensure file closed on time.
7. Reviewed purchase contract to identify what reports would need to be ordered.
8. Obtained earnest money deposit in different forms and applied to file register.

Experience

5-7 Years

Level

Executive

Education

Diploma

Description :

1. Communicate with Lenders, Realtors, Buyers and Sellers to effectively and efficiently see a sale or purchase transaction through to closing, as well as providing excellent customer service.
2. Gather information for the Lender that they need to process their loans.
3. Work closely with Realtors to ensure we have all client information and keep the lines of communication open with them on every transaction.
4. Call financial institutions, debt collectors, and lawyers to obtain payoffs or reconveyance documentation on property debt.
5. As well as calling the Assessor and Treasurer to obtain additional property information such as taxes and assessments.
6. Locating or creating documentation for existing or previous transactions to document proper property chain of title.
7. Process monthly draws for a couple of local builders.
8. Balancing draws, creating lien waivers and W-9's, as well as communicating with not only the builders but the sub contractors.

Experience

5-7 Years

Level

Executive

Education

Diploma

Description :

1. Assist Escrow Officer with escrow transactions from opening to closing.
2. Receive deposit funds and disbursed proceeds at closing.
3. Gather client's information and enter data on Streamline.
4. Review preliminary title reports for any outstanding liens or issues and clear them with Title Company.
5. Order reports, demands and all required documentation.
6. Prepare, assemble, proofread, organize and distribute escrow and loan documents.
7. Evaluate workflow hourly to meet deadlines and prioritized as needed.
8. Maintain constant communication with all parties involved on the status of the transaction throughout the whole process and satisfy all requirements.

Experience

10+ Years

Level

Senior

Education

Certification In Medical

Description :

1. Received, reviewed, and receipted contracts and earnest money for residential and commercial contracts.
2. Emailed all agents a copy of the receipted contract.
3. Opened title orders in AIM+ paying close detail to closing.
4. Answered questions in regards to pending items in escrow and took proactive action in providing updates for the agents and lenders.
5. Ordered all payoffs involved in transactions, property tax certificates, HOA resale certificates, and municipality lien status and/or release.
6. Assembled, processed and reviewed escrow instruction packages.
7. Prepared estimated and final HUD-1 Settlement Statement for lenders, review and approval, addressed revisions or corrections in a timely manner.

Experience

2-5 Years

Level

Junior

Education

General Studies

Description :

1. Opened and closed loan documents to ensure that they are completed on a timely manner.
2. Reconciled and approved final disbursements ledger to ensure zero balance.
3. Managed client relationships to maintain higher level of service and to gain client loyalty.
4. Conducted daily audit of all incoming/outgoing escrow packages.
5. Reviewed escrow instructions and preliminary title report for accuracy and/or title issues.
6. Cord communicator to borrowers, lenders, and Title Officers.
7. Educated clients on company's services and programs.

Experience

2-5 Years

Level

Junior

Education

Business Administration

Description :

1. Prepared documents for real estate closings with 100% on time completion of files.
2. Earned reputation when faced with critical end of month and project deadlines.
3. Prepared variance management reports for all levels of the organization.
4. Process and verified all inbound and outbound wire transfers for real estate closings.
5. Proficient Computer skills and the ability to navigate in Windows based environment.
6. Demonstrate problem-solving ability and attention to detail.
7. Ability to work in a high pressure, time sensitive environment.
8. Demonstrate sense of urgency with assignments.

Experience

7-10 Years

Level

Management

Education

Master of Science

Description :

1. Provided administrative assistance and support to the Escrow Officer; calendaring, event management, and Travel Coordination.
2. Professionally and effectively answered phone calls and helped our clients/customers with their questions and concerns.
3. Primary Escrow Receptionist; cordially greeted and assisted our clients/ customers in a timely manner.
4. Received mail/packages and distributed them to the appropriate persons.
5. Worked directly with Real Estate Agents, Mortgage brokers, and Lenders to successfully complete the sale or refinance transaction of their home.
6. Opened Escrow orders, prepared files and ordered current mortgage payoffs.
7. Prepared loan documents and estimated closing statements.
8. Ensured all loan documents were acknowledged; signed/ dated and notarized.

Experience

0-2 Years

Level

Entry Level

Education

High School Diploma

Description :

1. Coordinated front desk/receptionist as well as: Responsible for opening all escrow orders and organization of files.
2. Ordering payoff demands, evidence of insurance, copy packages.
3. Scheduled appointments for all escrow officers.
4. Accountable for organization and storage of all closed files in office.
5. Most tasks focused on refinance transactions.
6. Very little work with residential and/or commercial resale transactions.
7. Continuous use of general office equipment and daily use of Microsoft Word, Outlook and Excel.

Experience

5-7 Years

Level

Consultant

Education

Diploma