Settlement Officer Resume
Objective : Seeks to utilize 7 plus years of banking customer service experience and sales to support growth, stability, and exceptional customer interactions, bringing long-term and deeper customer relationships.
Skills : Notary Public, Title Insurance Producer.
Description :
- Performed the most complex contract settlement actions.
- Reviewed files to ensure all appropriate documentation has been provided.
- Analyzed information and determines that sufficient funds are available to proceed with the closeout.
- Prepared and negotiated a final settlement, subject to the approval of the Agency Contracting Officer.
- Made final payment or collects outstanding overpayment in a timely manner.
- Analyzed contracts and de-obligates excess funds identified to be canceled.
- Resolved property disposition or legal issues.
Experience
0-2 Years
Level
Entry Level
Education
BBA
Settlement Officer Resume
Objective : As a Settlement Officer, responsible for managing the settlement of all equity, derivative, and bond trades in terms of the JSE rules, and supporting the Operations team with other duties.
Skills : Attention to detail, Accuracy.
Description :
- Managed the settlement obligations of all Equity, Derivative, and Bond Trades in terms of the relevant exchange Rules and Directives.
- Ensured appropriate procedures were implemented and necessary action was taken to facilitate the settlement of all transactions
in accordance with the relevant exchange Rules and Directives.
- Advised the relevant exchange of any issue that may potentially impact on settlement of a transaction.
- Co-operated with the Settlement Authority of the relevant exchange to ensure the efficient and timely settlement of all transactions.
- Dealt with and follow up with the relevant stakeholders, including Banks, Clients, and Custodians to ensure transactions are committed to within the specified timelines.
- Reconciled Net Settlement schedules to Bank Statements, and BDA.
- Reviewed Client Brokerage Figures for reasonability and updated Database with Figures.
Experience
2-5 Years
Level
Executive
Education
BBA
Settlement Officer Resume
Summary : As a Settlement Officer, responsible for the adjustment and processing of customers' wrong currency deposits. Cooperated with the distribution and processing of market and other activities.
Skills : Ability to multitask, Excellent Communication, Work well under pressure.
Description :
- Performed other functions as assigned by management.
- Communicated with internal and external clients (both domestically and internationally) regarding operational processes and client inquiries ensuring all service level agreements are met or exceeded.
- Borrowed securities for trade settlements.
- Reviewed transactions to comply with 15c-3-3 rules and regulations governing short sales.
- Monitored and resolution of escrow transactions executed through the Options Clearing Corporation.
- Tracked breaks and failed research to rectify discrepancies.
- Verified check numbers by key entering into Great Plains for status.
Experience
7-10 Years
Level
Management
Education
BA
Settlement Officer Resume
Summary : Seeking a Settlement Officer position with an Insurance Company for leveraging title experience of 18 years towards a career with a company that values a highly organized, customer-oriented, and self-motivated individual.
Skills : Confidentiality, Integrity.
Description :
- Provided referrals and support to new migrants as the sole Settlement Officer in the region.
- Prepared confidential casework forms and online reporting.
- Gained more computer knowledge How to gain a customer.
- Interacted with buyers, sellers, lenders, agents, and title personnel.
- Cleared exceptions to title-requested lienholders.
- Familiared with Internet finance and traditional financial services.
- Experienced in leading teams, and independently docking and completing projects.
Experience
10+ Years
Level
Senior
Education
Diploma
Settlement Officer Resume
Summary : As a Settlement Officer, prepared title commitment homeowners insurance policy and lender insurance policy to prevent and resolve any potential claims.
Skills : Microsoft Office, Title Process Software.
Description :
- Responsible for the real estate department, reviewing documents, delegating tasks to office support staff, examining, and reviewing.
- Handled real estate settlements, coordinated settlements, worked with 80 Sales Associates, processed under-contract sales, and ordered home inspections.
- Coordinated with title companies to bring finality to the closing of property contracts.
- Acted as inter-agent and escrow officer in a multitude of real estate contracts.
- Performed many functions such as Notes sent to the bank, Escrow packages to the servicing department, Outstanding escrow packages, and Transmissions to FHA.
- Prepared real estate files for settlement and conducting settlements.
- Prepared title commitments, policies, deeds, notes, and mortgages.
Experience
10+ Years
Level
Senior
Education
HS
Settlement Officer Resume
Objective : As a Settlement Officer, Provided technical and management support in human settlement analysis, needs assessments, and other activities, participating in advisory missions to carry out high-level consultations and other activities aimed at the development of human settlement policies, strategies, and programs.
Skills : Legal Research, Real Estate Settlement Processing.
Description :
- Ordered and prepared all closing documents.
- Obtained information for lenders and brokers to set closings.
- Prepared files for closing to be sent out.
- Cleared up any outstanding title issues.
- Prepared title commitment homeowners insurance policy and lender insurance policy to prevent and resolve any potential claims.
- Disbursed funds, maintained escrow accounts, and processed daily payments and deposits.
- Communicated with all parties: borrowers, brokers, and lenders throughout the transaction to coordinate and complete settlement.
Experience
2-5 Years
Level
Junior
Education
BA In Criminal Justice
Settlement Officer Resume
Objective : Hard-working and dedicated individual looking to improve and utilize personal intellect and professional experience to contribute to the organization's noble goals and simultaneously provide excellent service and opportunities for company development and personal growth.
Skills : Teamwork, Organization, and Decision making.
Description :
- Prepared HUD-1 settlement statement and other closing documents.
- Coordinated with all parties involved to ensure mortgage documents, funds, and others.
- Reviewed settlement papers with buyer and seller.
- Completed the closing process.
- Analyzed client's financial situations.
- Enrolled clients into eligible repayment programs.
- Monitored and calculated client’s stock positions where necessary.
Experience
0-2 Years
Level
Junior
Education
Diploma
Settlement Officer Resume
Summary : Looking to obtain a Settlement Officer position that will enable me to use my working skills, educational background, abilities, and experiences to further expand my knowledge and work ethic in a positive environment and become an asset to the company.
Skills : Technical Plan Execution, Fast Learner.
Description :
- Collected initial payment for repayment.
- Answered phones, and order entries, took deed orders and communicated with the attorney to complete them, scheduled closings, and basic updates, processed payments and recordings, and customer service.
- Dispersed settlement funds.
- Prepared written disposition instructions for Agency signature and ensured that disposition has occurred.
- Coordinated with various internal and external components to ensure appropriate action is taken.
- Qualified clients for programs, providing resolutions, marketing, sales, administrative work, and building.
- Liaised with banks and brokers to promptly resolve internal and external trade queries.
Experience
7-10 Years
Level
Consultant
Education
Diploma
Settlement Officer Resume
Objective : Seeks to obtain a Settlement Officer position that will enable me to use my working skills, educational background, abilities, and experiences to further expand my knowledge and work ethic in a positive environment and become an asset to the company.
Skills : Detail-Oriented, Organized, Communication, Multilingual, Team Player.
Description :
- Prepared files for settlement, and performed settlements, and post-closing issues.
- Responsible for creating revenue by selling tax resolutions and services for complex tax issues.
- Created complex IRS Forms using multiple CRMs.
- Managed multiple client accounts Interacting with Attorneys and Client Service.
- Worked with multiple CRMs.
- Checked and matched all incoming confirmations from Link brokers against trades.
- Managed and ran day to day operations of a full service real estate title company.
Experience
2-5 Years
Level
Executive
Education
Degree in Finance
Settlement Officer Resume
Summary : An experienced and detail-oriented professional who is driven by helping and supporting others and thrives when part of an organization that embodies the same views.
Skills : Multi-Task Management, Organized, Excellent Communication, Quick Learner, Outstanding Interpersonal.
Description :
- Prepared Closing Disclosures for Purchases/Refinances transactions.
- Met clients face to face and conducted the closing.
- Worked with numerous banks to prepare mortgage packages for home buyers, including preparing HUD-1 settlement statements, ICL binders, and disbursements.
- Established contacts for continuing revenue flow i.e. mortgage brokers, and real estate agents.
- Conducted real estate settlement closings, preparation, and review of documentation, coordination, and scheduling with realtors and clients.
- Evaluated potential clients' tax issues and approved qualified cases for further action.
- Established strategic payment strategies for onboarding clients.
- Handled and prepared sensitive information and documents for presentation to the Internal Revenue Service.
Experience
7-10 Years
Level
Senior
Education
Degree In Business
