Escrow, Operations, Data, Admin
Resume:
MALLORY HAAS
Operations, Client relations and Corporate Process Implementation
Contact
********@*****.***
www.linkedin.com/in/malloryhaas
Objective
I am looking for a position in which I can use my transferrable skills start and build a solid career within a great company.
Expertise
Customer Relationship
Management (CRM), Process
Implementation and
Improvement, Data Analysis,
Account Management,
Accounting, Financial,
Accounting, Auditing,Finance
Client relations, Internal
communication, Process
implementation, MS office and
further technical proficiency.
Organization for full
teams/departments
Education
High School Diploma – Amador
Valley 2004
Experience
Dec 2020-May 2022
Corporate Operations Team Lead • Realogy Title / West Coast Escrow Assisting all Southern California escrow offices in daily operation when needed Testing, reviewing and updating processes, database organization, and customer relations with both agents and clients
Training of offices with new Database updates, client relations systems and minor IT issues in the system Relations with our affiliate clients in regard to relations systems and processes to ensure timely and complete satisfaction at close of all files
Back-up to the back-office order entry and DocuSign teams when needed Daily system corrections on all files missing complete information for our relations systems Reporting for our agent offices and also our offices fee transfer reports at the end of each month Concierge service - walkthrough of opening, closing or any documentation that the client needs by appointment. Personal relations directly with seller or buyer to ensure complete understanding All other general office duties as requested by managers or teams Mar 2017-Mar 2020
Escrow Assistant Team Lead • West Coast Escrow
Opening new escrow orders in our system- reviewing CPA, pulling taxes, verifying information Ordering, Updating and receipt of Payoffs, Insurance, Taxes, HOA documents and Title Liaison for clients, agents, lenders and all other transaction business parties Documents, SI, tax related forms, disbursement and wire instruction, and any authorization required Disbursement and CD follow up at the close of escrow. Lender packages, legal documentation, and final CD approval receipt High energy support and focus for the Escrow officer- any requests or requirements delegated. File close- cleanup, verification of all documents obtained and scanned, follow up on any outstanding money RBJ, Streamline and iClosings database training
Advanced Knowledge of California Real Estate guidelines, Title requirements and laws, TC and agent requirements, Lending laws
Dec 2015 – Jan 2017
Escrow Coordinator • Pacific Escrow - in House Escrow Re/Max Obtaining required information from clients, agents and lenders for initial processes Ordering and processing of legal and financial information as was relevant to specified property (payoff, tax/property lien, title documents for transfer)
Liaison with lenders and title companies in order to process the file across the board Balance, review, document preparation, audit of pre and post close files for accuracy Disbursement of funds to all parties (check, wire) Aug 2013-Nov 2015
Risk Management Support Admin • Plaza Home Mortgage Team Lead for CPU REO unit for California and other multiple other states. Prepare, invoice and sent title products to our clients Order and deliver title updates, acted as point of contact for our unit- issues with REOs to Out of State Refinance Create and use various Excel documents t for accounting, tracking and file reconciliation at close Creation and Implementation of billing and reconciliation systems for both CPU and OOS Refi teams. System training of various employees to use our internal databases preparing, inputting and reviewing HUD disbursement worksheets and settlement statements. Receive, Maintain, and place all order from clients regarding CA Search, Update and Invoicing orders, Out of State Refinance with Partnering offices
Point of Contact for Out of State Refinances with Clients, Partnering offices and Sales Representatives Made terms and conditions clear for closing.
Prepared all questions regarding to the title commitments. Facilitated schedules of closing.
Created and maintained tracking systems and pipelines for processes within our CPU department MALLORY HAAS
Operations, Client relations and Corporate Process Implementation
Contact this candidate