Escrow Assistant/Receptionist

Magda A. Muñoz- Cortes

Objective:

To obtain a fulfilling career, and utilizing my knowledge, skills and desire to learn. Fully bilingual Spanish to English.

Educational Background:

DeVry University – Houston, TX

Undergraduate courses

Cypress Falls High School – Houston, TX

Class of 2006

Professional Experience:

Great American Title - The Woodlands, Texas

Receptionist, - 2019

Escrow Assistant, 2019 - Present

• Managing client files and properties

• Compiling and processing escrow instruction packages

• Managing customer queries

• Acting as a liaison between the customer and parties involved in transactions

• Resolving client requests

• Administrative support with money transfers

• Preparing documentation - CPL, HOA, Wires, Payoffs, Home Warranties, Surveys, Title Commitments, Taxes, CD’s, etc.

• Closing transactions

• Advising customers

• Handling funds

Woodforest National Bank - Magnolia, Texas

2013 - 2016

Teller Supervisor

• Organization and team management

• Time management and Scheduling

• Provide overall supervision for teller staff and branch operations insuring success in the branch

• Ensure staff is well trained and a friendly, professional branch environment is maintained.

• Ensure staff members have a good working knowledge of bank products and services, listen attentively to customers

• Maintain up-to-date checklists of all branch functions, assign specific duties and responsibilities to staff members, and ensure tasks are accurately and efficiently completed

• Maintain a strong knowledge of bank products, services, procedures, and regulatory requirements in order to assist staff members with questions and difficult or complex Wells Fargo Bank - Houston, Texas

2009 – 2013

Personal Banker

• Follow the established policies in accordance with the bank and the supervisor’s direction

• Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day’s operations

• Receive cash and checks for deposit, verify amounts, and look for check endorsements

• Sell and prepare money orders, cashier’s checks, bank-to-bank wires, savings bonds, travelers’ checks and certificates of deposit

• Cross-sell bank services and products 1

• Provide bank services to a diverse customer base, including a large Spanish speaking population

• Accountable for the personal achievement of monthly new account production as assigned by upper management

• Perform other tasks requested by supervisors as they relate to the bank and its functions Woodforest National Bank – Cypress, Texas

2006 – 2009

Personal Banker, 2008 – 2009

Lead Teller, 2007 - 2008

Teller I, 2006 – 2007

• Process all the cash transaction that take place on a bank on a daily basis

• Examine cash carefully to guard against acceptance of counterfeit checks and identification

• Enter transactions into computer and issue customer receipts

• Process western union wires and cash advances

• Maintain accurate details of each transactions

• Make entries into the banking system as and when they happen

• Tally the full cash amount at the end of each day

• Make entries into the banking system for all new and existing clients financial portfolio

• Update sales reports and submit it to the manager

• Help the customer get through tedious banking processes

• Bring in new customers to the bank and help with opening their accounts

• Maintain rapport with the new and existing customers

• Assist in train new employees

Coordinate with other cashiers and teller of the bank as there are quite a few tellers even in just one branch

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