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Customer Service Real Estate, Escrow Officer

Ladera Ranch, California, United States
May 08, 2019

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Julie Martin

* ********* ● Ladera Ranch, CA *****949-***-**** ●

Focused, entrepreneurial and hard-working professional with demonstrated expertise in providing supreme customer service. Proven track record of successfully assisting home buyers and sellers in navigating the intricacies of the home buying and selling process. Proactive initiative-taker accomplished in overcoming challenges and taking on new roles to ensure timely, on-target closings. Resourceful, organized manager/owner experienced in driving staff to achieve higher levels of productivity, encouraging proactive participation and idea generation by all members. Outstanding communicator having superb customer service standards with high levels of client satisfaction resulting in a 90% referral based business.


Jr. Escrow Officer – Taylor Escrow and Escrow Assistant – Granite Escrow 2016 – current

Process an escrow transaction from opening through closing.

Increased company profits by over 110% from January 2018 – January 2019.

Organize and maintain openings and closings for an extremely busy escrow desk bringing in approximately 40 escrows per month.

Outstanding proficiency in Streamline, Green Folders, Microsoft Word and Excel, DocuSign and more.

Created DocuSign templates for entire organization.

Order necessary reports, type escrow instructions, create amendments, etc.

Provide excellent customer service to agents, lenders, and clients to ensure smooth and timely transaction.

In depth knowledge of TRID timeframes and rules.

Prepare accurate closing statements.

Prepare loan documents for signing and funding.

Balance files and disburse funds after closing.

Process Escrows for investor clients buying property at foreclosure sales with a multitude of title issues.

Independently responsible for escrows in new homebuilding tracts.

Support Escrow Manager with outstanding checks, escheating and other company wide needs.

Maintain outstanding and trusting relationships with our Agents and their clients.

Prepare topics and present real estate information to Agents at office meetings.

Broker/Owner/Operator – InteliSys Real Estate, Inc. dba The Martin Group 2004 - 2016

Listing and Selling Agent in South Orange County working primarily with repeat clients and referrals.

Participated in training and coaching with By Referral Only for myself and other office agents.

Created startup business for Real Estate Sales division of company.

Recruited 4 of top 10 agents from one of the top Real Estate offices in the area.

Trained new and seasoned agents in prospecting, marketing, contracts and running their own business.

Company production surpassed 70 million dollars within one year of opening and went up each year after.

Designed new logos and marketing materials.

Organized and led office meetings for training and market updates.

Maintained a true team driven workplace to better help Agents and their clients.

Ensured optimal performance of day-to-day administrative operations, including providing human resources support, monitoring employee attendance and streamlining processes.

Bookkeeping and accounting for all office accounts, payroll and tax returns using Quickbooks.

Provided Property Management support for residential rental properties for several investors.

Established relationships with vendors to provide quality customer service at cost effective prices.

Negotiated office and equipment leases, purchasing contracts and all IT and security equipment.

Julie Martin ● ● PAGE TWO

Real Estate Salesperson - Century 21 Automated, Laguna Hills, California 2001 – 2004

Assisted homeowners in purchasing and selling over $10,000,000 in Residential Real Estate per year.

Gained new business through cold calling, door knocking, farming and networking.

Attended seminars, training and coaching classes primarily through Mike Ferry to increase business.

Led training classes for new sales people in developing skills needed to succeed in this business.

Quality Service Award for consistently providing outstanding service to all clients.

Top award winning agent consistently since first year in residential sales.

Property Administrator/Network Tech – Investec Real Estate, Santa Barbara, California 1996 – 2000

Oversaw Property Management of multiple commercial retail centers and office buildings.

Involved in hiring and management of employees and contractors for up to ten managed properties.

Responsible for budgets, accounts payable and receivables including collections.

Handled tenant questions and disputes and resolved ongoing and emergency issues.

Reconciled CAM charges.

Oversaw large capital improvement projects.

Involved with due diligence work related to purchase of new commercial retail centers and new homebuilding sites for investors which included processing accounting data and tenant research.

Independently responsible for purchasing, installing and troubleshooting all network and computer equipment for main and off site offices.

Prior roles included Network Technician at the County of Santa Barbara and Assistant Manager at the Yucatan Cantina in Westlake Village, CA. Details upon request.


Treasurer/Financial Secretary – PTA Ladera Ranch Elementary School & Seacountry HOA 2004 – present

Provided all accounting for school PTA with an annual budget of over $200,000

Yearly budgeting for association

A/P and A/R for all aspects of fundraising, sales and programs


CENTURY 21 Automated Rookie of the Year - 2000

Outstanding Customer Service Award - 2000

CENTURY 21 Quality Service Award - 2001

CENTURY 21 Centurion Award - 2002

CENTURY 21 Diamond Award – 2003

CENTURY 21 Centurion Award – 2004 - #2 Salesperson for this year

Endorsed by President of Orange County Association of Realtors – 2011

Harcourts USA Bronze Achievement Award – 1st Quarter 2018


B.A. Psychology, 1996 – University of California, Santa Barbara

Real Estate Salespersons License, Department of Real Estate, 1997

Real Estate Brokers License, Department of Real Estate, 2004

Professional Designations: e-Pro®, SFR

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