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Settlement Officer/Title Processor-Post Closer

Location:
Philadelphia, PA
Posted:
January 02, 2024

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Resume:

Karen Geller

Bensalem, PA 215-***-**** ad2d7h@r.postjobfree.com

Summary

25+ years of experience providing administrative and transactional support in the Real Estate and Title Industry. Expert in reviewing and processing paperwork and transactions, scheduling appointments, Calendar management, data entry, file preparation, invoicing, and word processing. Excels at building and maintaining business relationships.

Professional Experience

SETTLEMENT OFFICER WEICHERT CLOSING SERVICES DECEMBER 2021 – AUGUST 2023

• Conduct closings for Residential and Commercial Settlements

• Explain Mortgage documents to clients

• Prepare Preliminary Closing Disclosure and CPL for lenders

• Review the file for Completeness and Accuracy before final CD Preparation.

• Work closely with lenders to balance final Closing Disclosure and Obtain Final Mortgage Documents

• Review Tax Certs

• Prepare final Closing Disclosure and ALTA and distribute to appropriate parties

• Review and Execute Deed Packages

• Review Mortgage documents for accuracy

• Review and Mark-up Title Commitments

• Set Up Wires for Proceeds and Payoffs. Deposit Incoming Checks through the Banking Institutions Phone App.

• Responsible for developing and nourishing relationships with Realtors, Sales Managers, and Lenders to retain current and obtain new business

SETTLEMENT PROCESSOR/POST CLOSER NVR INC. MAY 2018 – DECEMBER 2021

• Handled disbursement of post-settlement funds

• Managed the process for settlement file preparation from start to finish

• Prepared Title Policies and Commitments and uploaded policies to Underwriter’s site

• Prepared ALTA’s, HUD 1’s and CD’s

• Prepared deeds for attorney review

• Reviewed and submitted deeds and mortgages for recording via Simpli-File

• Prepared Deeds of Correction for submission to the Recorder of Deeds or Simpli-File

• Reviewed signed closing documents for accuracy

• Followed up with customers and vendors regarding the status of uncashed checks

• Prepared Stop Payment Requests and Due Diligence letters for submission to the accounting department while tracking communication through Microsoft Excel spreadsheets

• Created reports and spreadsheets for the accounting department

• Released builder escrows and taxes once tax bill or tax cert were received

• Managed and processed check deposits

2

TRANSACTION & CLIENT CARE COORDINATOR RE/MAX CENTRE REALTORS JAN 1992 – MAY 2018

• Served as the gatekeeper for all client communication

• Processed Real Estate transactions from contract to closing

• Scheduled appointments, inspections, appraisals, and settlements per contracts

• Managed relationships with lenders, title companies, agents, assistants, and conveyancers

• Examined title reports for outstanding mortgages, liens, and judgments

• Ordered Use and Occupancy Certificates from the City of Philadelphia and other municipalities

• Entered Listings in the MLS

• Completed Seller Disclosure for upload to MLS and file ADMINISTRATIVE ASSISTANT S.A.I.L. ASSOCIATE APPRAISERS INC. JAN 1987 – MAY 2018

• Entered data into the appraisal software system for Residential Real Estate Appraisals

• Researched and confirmed previous sales through MLS and Public Records

• Maintained updated market information via MLS

• Collected outstanding receivables and invoices and entered into the database

• Coordinated and scheduled appointments for multiple Appraisers

• Performed clerical tasks including organizing, filing, printing, copying, mailings, etc. Awards & Recognition

Weichert Title Group - Above & Beyond

“Karen Geller’s service and friendly demeanor results in a “Weichert Convert.” After his recent purchase in PA, Jim said “Karen Geller from Weichert Closing was incredible. It was quick, easy, and FRIENDLY settlement. I may be a Roman Catholic Priest but I am a Weichert Convert! Thank you all so very much. 5 stars!” Education

HIGH SCHOOL DIPLOMA ABRAHAM LINCOLN HIGH SCHOOL

COURSES FOR PENNSYLVANIA REAL ESTATE LICENSE AND PENNSYLVANIA NOTARY PUBLIC - CONTINUING EDUCATION AS REQUIRED

Licenses and Certifications

PA NOTARY PUBLIC ACTIVE 2021 – CURRENT

NNA CERTIFIED NOTARY SIGNING AGENT 2023

REAL ESTATE LICENSE INACTIVE 1999-2014

Software Skills

MICROSOFT OFFICE SUITE MICROSOFT TEAMS DOCUSIGN SIMPLFILE GREENFOLDERS STREAMLINE SOFT PRO



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