Lupe Hernandez
Jr. Escrow Officer/ Notary Public
************@*****.***
Skills
Strong interpersonal communication skills both verbal and written.
Ability to work in a fast-paced environment where deadlines are essential.
Ability to use good judgment, problem solving and decision making with professionalism and diplomacy.
Excellent Organization skills.
Customer Service focused and experienced.
Bilingual fluent Spanish, speaking and writing.
Driven, hardworking, self sufficient professional and reliable.
21 years’ experience in marketing, sales and Escrow process.
Summary of Qualifications
21 years of experience working in the Real Estate industry Title, Escrow, and sales.
Outstanding Knowledge in Title and Escrow and Marketing Presentations.
Loan Document Signing Specialist since 2004
Vast network of Real Estate professionals including Real Estate Brokers, Loan officers, and Escrow employees.
Experience
Safeguard Escrow
Escrow Assistant
October 2022- Present
Open Refi and Sale Escrows
Clear Preliminary Title Reports
Type Escrow Instructions
Prepare All Deeds and Amendments
Order all payoff demands on existing Deeds of Trust, Liens and/or Judgments.
Request Evidence of Insurance HO6/ HO3 and or Dec page
Prepare Estimates
Prepare Docs to send out for signing
Package Loan documents after signing
Funding Conditions
Disburse and send closing package out
Disclosure Save/ Myriad Development/Corelogic
Account Executive
April 2015 – March 2020
Met or exceeded monthly metrics of 300 + orders per month
100+ office calls per month
5 to 10 Broker/Agent Presentations per month
1 event per month including caravans and sponsorships
Daily office log and follow up calendar, this includes CRM
Maintaining and developing new target leads
Monthly training on product knowledge
Provide timely responses to customers inquiries
Attend Tigar, Ivar, and Scar monthly meetings
September 2014 – April 2015
Landwood Title
Account Executive
1403 N Tustin Ave #300 Santa Ana CA 92705
Developed and retained quality client base.
Maintained my customer relationship and servicing the customer's needs throughout the entire sales order
Develop and execute a market plan for my assigned area to include appointments with qualified Real Estate Agents, Brokers, and their staff, lenders, and Attorneys.
Assess individual client needs, present and implement a plan to meet those needs.
Introduce and demonstrate company products and emphasize saleable features.
Create and deliver group presentations to customer groups and target customers.
March 2013 – September 2014
Servicelink Escrow/ RFS staffing agency
Closing Coordinator
250 Commerce Irvine Ca. 92602
Clear Title commitment on in and out of State Openings
Address inquiries from clients, borrowers, agents and internal staff professionally and in a timely manner.
Review Work In Progress reports to ensure completion.
Responsible for closing documents in accordance with state requirements and client instructions.
Prepare Estimates and Huds prior to receiving closing documents
Secure lender approval of loan closing documents.
Confirm closing dates, location, documentation, and funds due at closing with borrowers.
Fund and Disburse.
All other duties as assigned.
August 2011- 2013
Escrow Assistant
Work-Way / Burrow Escrow
2112 E. Fourth St. #100 Santa Ana Ca. 92705
Open Refinance orders with Title and Escrow
Clear Preliminary Title Reports/ Type Escrow Instruction
Prepare Grant Deeds, Quitclaims, Interspousals, and Amendments etc.
Order all payoff demands on existing Deeds of Trust, Liens and/or Judgments.
Request Evidence of Insurance HO6/ HO3 and or Dec page
Estimates and Huds
Prepare Docs to send out for signing
Package Loan documents to send back to Lender and Title after signing
Assist Escrow Officer on all Conditions for Funding
Disburse
March– May 2011
Escrow Assistant
Work-way/ Lawyers Title
Riverside Ca.
Open all Fannie Mae/ Freddie Mac and Traditional Escrows along with creating physical file
Open Title and clear Prelims from any judgments or liens
Order pay-off demands
Order H.O.A.
Estimates
Package Loan Documents
Banking for Fannie Mae/Freddie Mac and Traditional Escrow
Switchboard (2-3hrs per day)
Send, receive and distribute mail, schedule fed-ex pick-ups, and special courier services
2005 – Present
Loan Document Signing Agent
Hernandez Mobile Notary/NonStopFocus Signing Services
Travel to borrower’s home or office to conduct signing
Communicate with Lender and borrower to facilitate the Coordination and scheduling of appointments
Accommodate customers with split signings whenever they are needed
Meet and greet every customer with professionalism and accuracy
Verify the Identity of each borrower
Review all loan documents prior to sitting down with the borrowers.
Ensure the documents are signed, dated and initialed properly.
Notarize all documents that require Notarization
Return the documents back to Escrow in a timely manner
2007- 2009
Transaction Coordinator/Loan Document Signing Agent
Leading Edge Financial
240 N. Virgil Ave. #16 Los Angeles Ca. 90004
Coordinate all re-sale and purchase transactions
Communicate directly with Escrow Officer, Title dept., Loan Officer, Lender, Buyer and Seller
Prepare all paperwork for Real Estate Agents
Schedule appointments with appraisers and inspectors
Assist Agents with clerical support
Marketing and motivational weekly meetings
Coordinate Loan Document Signings with Buyers, Sellers and Agents
2006 – 2008
Escrow Account Executive
Haven View Escrow
8429 White Oak Ave. Ste. 104 Rancho Cucamonga Ca. 91730
Building, maintaining and retaining corporate relationships with business entities which may prove profit to the company.
Build excellent relationship with potential clients.
Induce business to get into contract with Mortgage, Title and Escrow Company’s.
Weekly Escrow Presentations for Real Estate and Mortgage Company’s
Traveling Loan Document Signing Agent
2004 -2006
Jr. Escrow Officer/Loan Document Signing Agent
Gateway title
1003 East Cooley Dr. Colton Ca. 92324
Process/Open Escrow transactions for Refinances and Re-sales
Prepare Escrow Instructions in accordance with the terms of the sale or refinance
Order all payoff demands on existing Deeds of Trust, liens and or judgments
Explain provisions and procedures, answer questions, check documents for completeness and accuracy
Search and examine chain of title for any liens and judgments
Update and communicate with all parties involved in transaction as needed.
Prepare homesteads, quitclaims, Interposal, Grant deeds and powers of attorney
Prepare Estimates and Huds
Review and meet all conditions in the lenders instructions including the hazard and title insurance requirements
Determine when the transaction will be in position to close and advise all parties involved in the transaction
Prepare Loan documents for signing
Request lender funds and set up transaction for recording
Deliver appropriate statements, funds and remaining documents to the principals, agents and/or lender
Obtain and maintain new clients
Assist as a Notary any time needed/ Notarized Documents
2002- 2003
Escrow Assistant/Receptionist
Old Republic Title
201 Sandpoint Ave. Ste 700 Santa Ana Ca. 92707
Direct support to all Escrow units as a floater
Open Title and Escrow transactions
Prepare Escrow Instructions and required documents
Order payoff demands on all existing liens/Judgments and deeds of trust
Clear Preliminary Title report from any liens and/or judgments
Order/Update Home owners Insurance
Review documents received and check for completeness
Banking
Answer and transfer calls in and out of the office (2 days per week)
2001- 2002
Escrow Assistant/ Receptionist
Benefit Land Title/Commerce Title
Santa Ana, Ca. 92703
Open Title and Escrow for all Refinance transactions
Prepare, certify and mail Escrow Instructions
Order payoff demands on any liens, deeds of trust and/or judgments
Clear Title Reports from any liens and/or judgments
Order/Update Home owners Insurance
Answer and transfer all incoming calls
Set up conference calls
Schedule pick-ups for Fed-ex and Ups
Mail distribution
Order and keep Inventory of all office supplies
Banking
Receptionist
Education
High School
References
Former Manager at Burrow Escrow: Lupi Ornelas 949-***-****
Former Manager at Servicelink Escrow: Kelly Simoneau 951-***-****