Data Entry Escrow Assistant
Resume:
Jo Ann Leadley
**********@***.***
Summary of Qualifications
Customer Service
Date Entry
Hard worker
Active Listener
Active Learner
Works well with others and alone
Professional Experience
Teller
Southwest Montana Community Federal Credit Union July 2022-October 2022
Greet and welcome members in courteous, professional and timely manner
Providing prompt, accurate and efficient member transactions
Receive share drafts/checks and cash for deposit to accounts, verify amounts examine share/draft checks for proper endorsement, and enter deposits into computer records
Assist with telephone, mail or night deposit transactions as needed and record proper information according to procedures
Cash share drafts/checks and process withdrawals, pay out money after verification of signatures and member balances
Place holds on accounts for uncollected funds
Receive consumer loan, home loan and other payments, ensure accuracy when posting to the computer.
Buy and sell currency from the vault as necessay. Ensuring that the drawer cash limits are not exceeded.
Ensure teller station is properly stocked with forms, supplies, brochures, etc
Balance cash drawer daily. Research and resolve any discrepancy to the supervisor as necessary
Provide inbound call support as needed
Obtain an up-to-date and comprehensive knowledge of all company's products and services.
Obtain an up-to-date comprehensive knowledge and abide by all company's related policies, procedures, rules and regulations.
Attend and participate in meetings as required.
Complete required courses as assigned for ongoing compliance and continuing eduction.
Report to work on time each scheduled day
1
Recorder August 2021-March 2022
Stewart Title
Review recording documents making sure documents are correct and accurate
Release recording documents when released
Sending recording numbers and invoices to specific companies
Bill files for premiums and recording fees
Send Premium checks with invoices to accouting
Go to the County when needed
Recorder
US Tech Solutions April 2021-August
2021
Review recording documents making sure documents are correct and accurate
Release recording documents when released
Send recording numbers and invoices to specific companies
Bill files for premiums and recording fees
Send checks with invoices to accounting
Go to the County when needed
Escrow Assistant
Rainier Title Dec 2016-Dec 2019
Use computers for various applications, such as database management
Answer phones
Assist in answering customer questions accurately and effectively
Work closely with the Escrow Closer/Manager
Collect Earnest Money and funds to close
Maintain and enter information into database making sure accuracy
Work closely with sellers, buyers, lenders and real estate agents
Review title commitment to make sure title clear for closing
Order any payoffs, HOA demands and municipality lien status and/or release
Performed general office functions such as photocopying, faxing, data entry and other duties
Requested additional information from lenders, realtors, sellers and buyers by phone, fax or email
2
Review lender instructions and upload loan documents to the file and send to the funder and lender for funding authorization
Disburse funds
Schedule signing appointments with sellers and buyers
Performing other duties as required
Assistant Title Officer/Recorder
Rainier Title Mar 2006-Dec 2016
Use computers for various applications, such as database management
Answering telephones answering clients questions accurately and effectively
Enter information into the database
Performed general office functions such as photocopying, faxing, data entry and other duties
Prepare Second reports and supplemental
Operate office equipment, such as copier/scanners
Review recording documents for accuracy
Release recording documents for recording to the county
Call back numbers to the sellers, buyers, lenders and real estate agent
Work closely with escrow, sellers, buyers, lenders and real estate agents
Bill files for premiums and fees
Accurately type policies
Education
Edmonds Community College
Associate of Arts Degree in Accounting
April 1993-June 1996
GPA 3.5
3
Contact this candidate