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Escrow Officer Customer Service

Location:
Frisco, TX
Posted:
January 21, 2023

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Resume:

TITLE INSURANCE SALES PROFESSIONAL ****-****

ESCROW OFFICER 2017-2018

Experience Summary:

** ***** ********** ** * Title Insurance Sales consultant. Clients: residential and commercial lenders, realtors, builders and investors. Responsible for identifying and closing new business, and providing excellent customer service experiences, and representing a strong professional image in the market place. Known for building productive, collaborative relationships with customers and vendors. Established and maintained life long customers through relationship and value based selling. Attributes to this are: continually learning, excellent customer service, prompt and accurate information, business planning, goal partnerships, presenting value add services, i.e., marketing materials, lead generation tools, building trust based on outcomes of experience with our team and company and doing business with high standards and integrity.

Exceed Goals Presentations Guidance Continuing Education Solution-Centric People-Centric Emotional Intelligence Mentor Problem Solver Processes Creator Efficient Organized + Detailed Reliable Lead Generating Influencer Integrity Follow Through Family Oriented Professional Demeanor Results + Action Talk Kind

J U L I E MCCLELLAN

469-***-**** adutxn@r.postjobfree.com

FRiSCO, TX

SALES MANAGEMENT PROFESSiONAL

SPECiALiZiNG iN TiTLE iNSURANCE + SETTLEMENT SERViCES I am a sales professional who will bring insight and solutions, processes for title sales and exceeding goals, while also helping to create a supportive and thriving work environment.

SKILLS + STRENGTHS

TECH SAVVY

Microsoft Office HubSpot MyMTA TitlePro 24/7 REISource Canva BreakthroughBroker NetSheet Apps Ramquest SoftPro CalyxPoint Social Media: IG, Facebook, TIKTOK, LinkedIn

PAGE 1 OF 3

Met and exceeded sales goals.

Presentations about company, escrow teams, and realtor/lender tools provided by University Company.

Consulted realtors and lenders about their business plans and goal initiatives. Social Media Marketing pressence on Facebook, Instagram and LinkedIn. Provided continuing education events for realtor and lenders. Social Events planning/hosting.

Created strategic sales initiatives for branch success. Opened a branch new branch from sourcing a location to getting it ready for opening day. UNIVERSITY TITLE COMPANY FRISCO FRISCO TX 2021-2022 SALES EXECUTIVE BRANCH MANAGER

Responsible for identifying and closing new business (realtors and lenders), and providing excellent customer service experiences, and representing a strong professional image in the market place. FAIR TEXAS TITLE COMPANY PLANO - NORTH DALLAS PLANO, TX 2018-2021 SALES EXECUTIVE

Responsible for identifying and closing new business (realtors and lenders), and providing excellent customer service experiences, and representing a strong professional image in the market place. " " STEWART TITLE COMPANY FRISCO FRISCO, TX 2017-2018 ESCROW OFFICER and NOTARY SALES EXECUTIVE

Responsible for closings from open to close/fund as an escrow officer and sales initiatives. Met and exceeded sales goals Performed all processing tasks from open of file to funding. In office and off-site closings. Sales, events and continuing education for realtor and lender clients & prospects. RESIDENTIAL REAL ESTATE AGENT FRISCO FRISCO, TX 2015-2021 CHICAGO TITLE COMPANY PLANO PLANO, TX 2013-2014

VP SALES EXECUTIVE

Met and exceeded sales goals. Presentations about company, escrow teams, and realtor/lender tools provided by Chicago Title Company. Consulted realtors and lenders about their business plans and goal initiatives. Social Media Marketing pressence on Facebook, Instagram and LinkedIn. Provided continuing education events for realtor and lenders. Social Events planning/hosting. Created strategic sales initiatives for branch success.

OLD REPUBLIC TITLE COMPANY PLANO PLANO, TX 2010-2013 VP SALES EXECUTIVE Opened a new Plano Shops at Legacy Branch. Cultivated Realtor and Lender relationships from the ground up. Created sales strategies and exceeded sales goals. Built a great name and reputations for Old Republic Title Plano. OLD REPUBLIC TITLE COMPANY MODESTO MODESTO, CA 2005-2007 VP SALES EXECUTIVE Exceeded sales goals

NORTH AMERICAN TITLE COMPANY MODESTO MODESTO, CA 2003-2005 SALES EXECUTIVE Exceeded sales goals

HOME LOANS RESIDENTIAL BROKERAGE SAN DIEGO, CA 2000-2003 LOAN ORIGINATOR AND PROCESSOR Developed new customers and processed loans from application thru closing. Processed files with CalyxPoint and automatic underwriting. Worked with several wholesale mortgage companies. Processed at least 30-45 files per month. Detail and task oriented, sales strategist, lead generation, and follow through. Worked with both refinances and buyers. Developed realtor relationships.

WORK HISTORY

JULIE MCCLELLAN (CONTiNUED, PAGE 2 OF 3)

JULIE MCCLELLAN (CONTiNUED, PAGE 3 0F 3)

EDUCATiON

Ongoing: Various Continuing Education Classes for Realtors and Escrow/Title Champions School of Real Estate Darryl Turner, Title Sales Coaching Modesto Junior College Hilmar High School

*Doubled our Plano branch business by 100% during covid at Fair Texas Title 2020 and was awarded and bonused, for exceeding the sales goal for that year.

*Hosted a Realtor event with attendance of 100 agents at the Lincoln Center at the Frisco Star

*Womens Council of Realtors Collin County - Afflliate of the Year Award CAREER HiGHLiGHTS

REFERENCES

Devin Stone

TEXAS DIVISION PRESIDENT

University Title Company

c: 214-***-****

adutxn@r.postjobfree.com

Past Manager

Britt Fair

OWNER & PRESIDENT

Fair Texas Title

c: 972-***-****

adutxn@r.postjobfree.com

Previous Manager

Laurie Kendrick

RMLO @ FNBO

c: 214-***-****

adutxn@r.postjobfree.com

Customer of 10 years

Christie McMillon

BUSINESS OWNER

Christie McMillon Photography

c: 469-***-****

adutxn@r.postjobfree.com

Vendor Partner of 10



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