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Real Estate Customer Service

Location:
Valhalla, NY, 10595
Posted:
October 11, 2010

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Resume:

Terri Stoll

* ******* *** ********, *** York ****5

914-***-****

**********@*****.***

Computer Skills: Microsoft Word, Excel and Outlook, Novell Groupwise,

WordPerfect, Time Matters, HotDocs, Filemaker Pro Database, Quicken, LPS,

PCLaw, Internet

Real Estate Foreclosure Paralegal:

. Calculated and quoted foreclosure legal fees and costs for

distribution to multiple lenders and attorneys.

. Requested reinstatement and payoff quotes from lenders.

. Prepared reinstatement and payoff letters on behalf of lenders for

distribution to borrowers, title companies and attorneys.

. Determined legal fees to be billed and requested fee approvals from

lenders.

. Entered approved legal fees in ledger.

. Submitted check requests.

. Prepared legal documents including affidavits, OREF's and RJI's.

Real Estate Closing Paralegal:

. Prepared closing statements and Hud-1 listing settlements between

buyer, seller and lender.

. Presided over closings, reviewed and determined whether documents were

executed according to regulations.

. Scheduled loan closings, prepared closing adjustments and closing

documents.

. Calculated state and local transfer taxes.

. Reviewed title reports to clear exceptions prior to closing.

. Calculated common charges and assessment amounts and pro-rations.

. Interacted with multiple property management, title companies,

lenders, attorneys and insurance companies.

. Obtained and reviewed master insurance certificates for new and

existing condominium units.

. Utilized Condominium Offering Plans extensively and maintained

amendments.

. Prepared legal documents including contracts, riders, deeds, UCC's,

compliance and transfer tax documents.

. Assisted attorneys with preparation of litigation documents.

. Maintained and reconciled attorney trust and client benefit accounts.

. Assisted attorneys by inputting billable hours

. Created and maintained filing system for all corporate and residential

transactions.

. Answered phones, greeted clients, distributed mail, scanned documents

and maintained office supplies.

Insurance Customer Service & Sales:

. Managed day-to-day operations of an Allstate Insurance Agency.

. Sold insurance policies to new and current clients.

. Contacted prospective clients to explain features and merits different

policies offered.

. Knowledge of commercial policies from Allstate and brokers in the

Allstate Expanded Market Program.

. Assisted customers with both normal transactions and complex issues

with efficiency.

. Recommended amount and type of coverage based on customer's need.

. Telephoned policy holders to explain policy and to suggest additions

and/or coverage changes.

. Attended company training and read all new literature pertaining to

insurance coverage's.

. Compiled lists of prospective clients to provide leads for additional

business.

. Calculated & quoted premium rates for recommended policies.

. Collected premiums from policy holders and kept records of payments.

. Ordered all office supplies and printed informational materials.

. Notified insurance company of changes to each policyholder's insurance

coverage.

Mortgage Processor:

. Performed various research projects, special assignments and assisted

with compliance issues.

. Cleared loan audits by obtaining requested documentation.

. Downloaded and disbursed leads to loan officers.

. Obtained property abstracts, surveys, appraisals, credit reports, and

employment verification.

. Designed an Excel spreadsheet to assist loan officers with contacts.

Mortgage Closing Representative:

. Prepared legal closing documents including notes, mortgages, CEMA's

and compliance documents.

. Reviewed approved mortgage loans to determine if conditions were met

prior to closing.

. Contacted borrowers, real estate brokers, attorneys, PMI and title

companies to request documents needed for closing.

Professional History:

McCabe, Weisberg & Conway, P.C. New Rochelle, New York

2010 - 2010

Real Estate Foreclosure Paralegal

Ginsburg & Redmond, P.C. Hawthorne, New York

1997-2000 & 2007-2009

Real Estate Closing Paralegal

Francis Insurance Agency (Allstate) Newburgh, New York

2005-2007

Office Support Manager

MortgageIT, Inc. Newburgh, New York

2003-2004

Mortgage Processor

Intercounty Mortgage, Inc. Fishkill, New York

1995-1997

Mortgage Closing Representative

Fleet Mortgage Newburgh, New York

1993-1995

Mortgage Closing Representative



Contact this candidate