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Data Entry Transaction Coordinator

Location:
Murrieta, CA
Posted:
March 17, 2023

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Resume:

Marla McGrady

INDEPENDENT TRANSACTION COORDINATOR

Email: advzfe@r.postjobfree.com

Phone: +1-951*******

Address: ***** ******** **, *** ****, Murrieta, CA, United States Zipcode: 92562

Industry: Real Estate

Qualification: Associate

Availability: Immediately

A high-impact position requiring creative and innovative approaches to strategy, development, problem solving and achievement of business and financial goals.

EDUCATION

EXPERIENCE

INDEPENDENT TRANSACTION COORDINATOR

2007 to Present

Oversee all aspects of buyer & seller transactions from CMA, executed purchase agreement to closing. Upload Listing into the MLS, Coordinate title/escrow, mortgage loan and appraisal processes. Coordinate inspections, assist in negotiations regarding repairs, and coordinate completion of repairs. Open Escrow and send out introduction email and to Cooperating Agent regarding Timelines. Order NHD Report, Home Warranty and schedule TermiteInspection and Home Inspection. Prepare and send out Disclosures via Docusign and Glide. Call and email buyer & seller for follow up regarding any documents that need to be completed until received to meet Contingency Timelines. Upload transaction into Broker Transaction Management System. Ensure that file is complete and all outstanding issues or documents have been resolved and received. Complete CDA and send to Escrow for Disbursement. Close out transaction and receive Compliance Approval. Maintain CRM, Follow up Boss and Lead generation for agent. Skilled in Standard, REO, Short Sale, Manufactured/Mobile Homes, Vacant Land, New Builds, Commercial, Referral, Lease and Listings. Arizona, Idaho and Washington Real Estate.

Escrow Officer

Elite Real Estate & Associates Mtg -

December 2005 to 2007

Escrow Officer* Worked directly with Lenders, Escrow Agencies, Appraisers, Title Companies and Real Estate Agentsto complete loan transactions.* Explained the mortgage process and loan package required to initiate a home loan to customers,including: 1003, Good Faith Estimate and HUD1. Additionally, researched any identified problems with the customer and the reporting agency, which often times required analysis of the situation,customer follow-up, and written correspondence to both the customer and reporting agency.* Supported escrow closings by monitoring, completing contract requirements and managing brokertransaction file. Coordinated disbursement of files and final pay-off dates, loan proceeds, disbursement of check proceeds, loan payoffs, title insurance fee check and escrow company fee check.* Prepared files for funding. Received wire confirmations from lenders prepared checks fordisbursement for pay-offs to creditors, borrowers, loan officers and brokers.* Closed files out at close of escrow and sent out Final Hud -1 to Lender, Title, Broker and Borrower. Real Estate Loan Centers

Metropolitan Business College, The Escrow Training Institute Office Manager

Eastvale Mortgage Corp -

October 2000 to July 2005

* Coordinated the day-to-day operations of the business, scheduled and followed through on leads with potentialclients.*Attended daily, weekly, monthly and quarterly meetings and training seminars with brokers and lenders.*Worked directly with Lenders, Escrow Agencies, Appraisers, Title Companies and Real Estate Agentsto complete loan transactions.*Explained the mortgage process and loan package required to initiate a home loan to customers,including: 1003, Good Faith Estimate and HUD1. Additionally, researched any identified problems with the customer and the reporting agency, which often times required analysis of the situation,customer follow-up, and written correspondence to both the customer and reporting agency.*Hired and trained Loan Officers monitored their progress and provided feedback on loandocumentation and procedures. Professional Skills

SKILLS

l BACK AGENT (Master)

l BLB RESOURCES (Master)

l Brokermint (Master)

l CALL CENTER (Master)

l Compass Business Tracker (Master)

l Corel WordPerfect (Master)

l Customer Service (Master)

l Data Entry (Master)

l Docusign (Master)

l Docusign Transaction Room (Master)

l Dotloop (Master)

l FLEXMLS (Master)

l FOLIO (Master)

l FORMS SIMPLICITY (Master)

l GLIDE (Master)

l HUD HOME STORE (Master)

l Microsoft Office 365 (Master)

l Mortgages (Master)

l MYROG (Master)

l Paperless Pipeline (Master)

l Problem Solving (Master)

l R.E. BROKER (Master)

l Real reZEN (Master)

l Sales (Master)

l Scheduling (Master)

l Skyslope (Master)

l Snapdocs (Master)

l Speed Writing (Master)

l Time Management (Master)

l Transactly (Master)

l Typing 75 wpm (Master)

l WinForms (Master)

l ZIPLOGIX TRANSACTION MANAGEMENT (Master)

l Microsoft Office (Expert)

l Microsoft Office 2007 (Expert)

l Microsoft Word (Expert)

l MLS (Expert)

l PC Hardware (Expert)

l Shorthand (Expert)

l SLACK (Expert)

l DBase (Proficient)

l Microsoft Access (Proficient)

l Microsoft DOS (Proficient)

l Microsoft Excel (Proficient)

l Microsoft Outlook (Proficient)

l Microsoft PowerPoint (Proficient)

l Microsoft Windows 10 (Proficient)

l Microsoft Windows NT (Proficient)

l Novell Netware (Proficient)



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