Experience

Berkshire Hathaway HomeServices Fox & Roach

• United States
• Real Estate
• 100 - 200 Employee

• Settlement Officer

  • Jan 2014 - Present

  philadelphia pa • Responsible for successful resolution of all closing files, ensuring an excellent client experience and solution based values • Responsible for understanding all parts of the escrow process to ensure that orders are opened with the end result in mind. • Coordinate communication with the realtors, lender, attorneys, buyers, sellers, members, etc., to prepare for settlement. • Ensure that all items on a title commitment are resolved before closing. Clearing title defects… Show more • Responsible for successful resolution of all closing files, ensuring an excellent client experience and solution based values • Responsible for understanding all parts of the escrow process to ensure that orders are opened with the end result in mind. • Coordinate communication with the realtors, lender, attorneys, buyers, sellers, members, etc., to prepare for settlement. • Ensure that all items on a title commitment are resolved before closing. Clearing title defects pre-closing and post closing escrows, if needed. • Balancing Closing Disclosure (CD) and/or ALTA that is compliant with a purchase contract, a lender, and federal/state requirements. • Perform closing functions in accordance with company and state standards. • Create business relationships that maintain and increase the our capture with in house agents Show less



JLS Mobile Notary Services

• Freelance Escrow Closer

  • Sep 2011 - Jan 2014

  greater philadelphia area •Performed freelance refinances and sales in Pennsylvania •Officiated commercial and residential closings •Coordinated correspondence between Lenders and Borrowers to ensure a successful closing each time



Pediatric Dental Agency

• Administrative Support

  • Nov 2012 - May 2013

  Greater Philadelphia Area •Contacting patients and scheduling dental appointments •Updating patient information in computer network and tracking files in Excel •Reporting to CFO and Human Resource Manager on patient appointments and any questions concerning billing or specific medical needs •Handling sensitive and confidential information



Northeast Executive Abstract Company

• Escrow Officer/Accounting Assistant

  • Jan 2005 - Sep 2011

  Northeast Philadelphia •Properly executing settlements, meeting with clients at all professional levels to explain closing documents and witness signatures, notarize loan package and deliver to mortgage closer -Preparing settlement sheets, disbursing checks and handling time sensitive documents with care -Acting as face of the company insuring customer satisfaction, seeking new clientele and improving vendor communications -Conducted and scheduled closings for refinance and sales in Pennsylvania for… Show more •Properly executing settlements, meeting with clients at all professional levels to explain closing documents and witness signatures, notarize loan package and deliver to mortgage closer -Preparing settlement sheets, disbursing checks and handling time sensitive documents with care -Acting as face of the company insuring customer satisfaction, seeking new clientele and improving vendor communications -Conducted and scheduled closings for refinance and sales in Pennsylvania for multiple clients and affiliates •Assisted owner in scheduling meetings, arranging travel and sending out correspondence to clients along with investors •Initiated, received and processed title applications, receipts; and completed release of liens etc. •Performed entries, reconciliations, and researched outstanding issues regarding the Tax and Title general ledger •Responsible for Owner/CEO’s multiple LLPs’ investment properties accounts payable and receivable along with insurance coverage. •Completing QuickBooks entries and bank reconciliations for CFO for both the title company and investment Limited Liability Partnerships •Pioneered and headed company’s transition to become more technologically efficient, by improving their website, communications and updates through social networks working as their admin Show less



Northeast Executive Abstract

• Policy Department and Document Control Manager

  • Jun 2004 - May 2006

  northeast philadelphia •Catalogued recorded original documents from settlements for New Jersey and Pennsylvania •Coordinated with underwriter and clients to efficiently complete and deliver loan and owners policies in a timely manner •Collaborated across departments to establish a cooperative system to eliminate document errors and delays in recording •Revamped policy remittance procedures cutting costs by 35% quarterly •Launched training seminars to aide employees on how to best utilize their time and… Show more •Catalogued recorded original documents from settlements for New Jersey and Pennsylvania •Coordinated with underwriter and clients to efficiently complete and deliver loan and owners policies in a timely manner •Collaborated across departments to establish a cooperative system to eliminate document errors and delays in recording •Revamped policy remittance procedures cutting costs by 35% quarterly •Launched training seminars to aide employees on how to best utilize their time and expenses through web based tools like STEP •Worked one-on-one with our underwriter to make sure programs were ran effectively •Facilitated the launch of new software programs to streamline policy remittance Show less