Customer Service Branch Manager

CATHI JO SCHAEFER

*** ******* **** ******* ***** TX 76310 · 520-***-****

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

Over Thirty years Title & Escrow, experience dedicated to providing consistent and high-quality customer service. Energetic professional recognized as a quick learner with exceptional organizational skills. Strong personal ethics and integrity committed to organizational excellence. Convey a professional image of honesty and concern for our customers’ wants and needs. Works well under pressure and deadlines. Excellent communicator, seeking a challenging position utilizing current skills and abilities with the opportunity for professional growth. EXPERIENCE

DECEMBER 2021 – SEPTEMBER 2022

ESCROW MANAGER/SENIOR ESCROW OFFICER, TEEMA TITLE (AZ)

§ Managed remote operations such as answering phones and reconciles the outstanding ledgers as the assistant branch manager.

§ Manage a team of Escrow assistants/officers.

§ Completing a contract from start to finish; opening an order, work commitments, order payoffs – assets – HOA’s, draw documents, settlement statements, closing disclosures, taking signatures, turn loan packages, balance with a lender, recording instructions/ release instructions, fund and disburse files.

HANDLES MEETINGS WITH AGENTS AND LENDERS ON COMMERCIAL, RESIDENTIAL RESALE, FOR SALE BY OWNER CONTRACTS AND REFINANCING CONTRACTS. SEPTEMBER 2016 – DECEMBER 2021

ASSISTANT BRANCH MANAGER/ESCROW OFFICER, PIONEER TITLE AGENCY

(FLORENCE, AZ)

§ Manages in house operations such as answering phones, walk-in customers/clients, ordering supplies, office marketing, month/year end reports, and reconciles the outstanding ledgers as the assistant branch manager.

§ Completing a contract from start to finish; opening an order, work commitments, order payoffs – assets – HOA’s, draw documents, settlement statements, closing disclosures, taking signatures, turn loan packages, balance with a lender, recording instructions/ release instructions, fund and disburse files.

§ Handles meetings with agents and lenders on commercial, residential resale, for sale by owner contracts and refinancing contracts.

JANUARY 2006 – JUNE 2015

RECEPTIONIST/OFFICE MANAGER, BLANCHARD ENTERPRISES LLC

§ Excelled in role requiring the ability to handle a variety of customer service and administrative tasks and resolve customer issues with expediency. 2

§ Demonstrated proficiencies in telephone and front-desk reception within a high-volume environment. Calmed upset/angry customers while researching and rapidly solving problems to rebuild the loss of key accounts.

§ Led “cleanup” of company database and files. Restored organization to personnel, financial and operational records. Accelerated data input, processing and retrieval times.

§ Consistently praised by management for the quality and timeliness of reports, attention to detail, exemplary customer service delivery and team-player attitude. JUNE 2005 – OCTOBER 2006

BRANCH MANAGER/ESCROW OFFICER, FIDELITY TITLE (MARICOPA, AZ & CASA GRANDE, AZ)

§ Served as the first point of contact for two main offices and provided prompt, courteous and exemplary customer service delivery and a team-player attitude.

§ Escrow Officer to five main builders and their subdivisions

§ Open and closed orders from start to finish

§ Managed monthly reports for Branch Offices

JUNE 1998-MAY 1999 – SEPTEMBER 2004-JUNE 2005

ESCROW OFFICER, FIRST AMERICAN TITLE (CASA GRANDE, AZ)

§ Escrow Officer for Meritage Homes

§ Managed Escrows for Four Subdivisions

APRIL 1990 – MAY 1998

ESCROW OFFICER, STEWART TITLE & TRUST (EL PASO, TX & PHOENIX, AZ)

§ Escrow Officer for residential and commercial and Branch Manager

§ Branch Manager of two Satellite Offices

EDUCATION

MAY 1979

FASHION MERCHANDISING, MISSOULA VO – TECH (MISSOULA, MT) SKILLS & SYSTEMS

• Telephone & Front Desk

Reception

• Customer Service

• Filing Database & Records

• Management

• Executive & Administrative

Support

• Microsoft Office

• Data Entry (WPM 115)

• Safe Escrow

• QuickBooks Pro

• Outlook

• Windows Vista/XP

• FIRPTA (foreign seller)

• Impact

• Rezware

• Green Folders

• Working Contracts

• DropBox

• SoftPro

• AZ Licensed Notary

3

REFERENCES

Cheri Morris 704-***-**** Stewart Title

Debbie Pritchett 928-***-**** – Teema Title

Peggy Coppinger 928-***-**** Pioneer Title

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