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EDUCATION
Texas A&M University Bachelor of Business Administration in Finance Graduation: Dec. 2009 WORK EXPERIENCE
OS National Title, Remote Position Spring 2021-Present Escrow Officer
Coordinate directly with consumer to ensure all underwriting conditions are satisfied prior to closing
Work with sellers and agents directly to coordinate closings remotely with very short turn times
Coordinate with a National Buyer to ensure seamless closings without errors
Report weekly to team leads as to the current status for all closings within a two-week time period
Review documentation after signing to submit for funding approval as well as keying wires Guaranteed Rate, El Paso, Texas Fall 2020- Spring 2021 Loan Coordinator
Coordinate directly with consumer to ensure all underwriting conditions are satisfied
Work with the Title Company to arrange closing schedules between escrow and customer
Submit outstanding conditions to underwriting and loan officers to clear conditions for closing Stewart Title Company, El Paso, Texas Summer 2019- Fall 2020 Commercial Escrow Officer
Market new business while servicing existing clients
Prepare and finalize both preliminary and final closing statements involved for residential properties, refinances and commercial transactions
Review Title Commitments for accuracy and work with the clients to cure existing matters
Perform notary public services as well as explain closing documents at time of signing Patten Title Company, Austin, Texas Fall 2019- Summer 2018 Residential Escrow Officer
Open new orders and receipt the contracts
Prepare and finalize both preliminary and final closing statements involved for residential properties, refinances and commercial transactions
Review Title Commitments for accuracy and send to necessary parties
Perform notary public services as well as explain closing documents
Communicate necessary curative matters to involved parties for closings through email and phone calls
Heritage Title Company of Austin, Inc. Austin, Texas Fall 2018- Winter 2018 Residential Escrow Officer
Prepare and finalize both preliminary and final closing statements involved for residential condominiums
Review Title Commitments for accuracy and send to necessary parties
Perform notary public services as well as explain closing documents
Communicate necessary curative matters to involved parties for closings through email and phone calls
Confirm wire information and execute outgoing wires for proceeds Lone Star Title Company, El Paso, Texas Spring 2011- Fall 2018 Vice President/Branch Manager/Escrow Officer
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Oversee daily operations for one of five local branches for the top title company in the El Paso market
Manage 6 employees and approximately $7,000,000.00 in assets on a monthly basis
Work-up closing statements and prepare files for contract and loan consummation
Balance loan and wire information with multiple national and local lenders
Perform notary duties and explain loan documents for closing transactions
Generate new business by direct marketing efforts
Support the expansion of offices located in Las Cruces, NM and San Antonio, TX
Travel to outside markets to cultivate and maintain current clients
Engage in conflict resolution when customers are dissatisfied, and the situation has escalated Sun City Records Management, El Paso, Texas Summer 2010 – Spring 2011 Account Executive
Developed terms and conditions for contracts related to shredding service and document storage agreements
Authorized to develop proposals, quotations, sign, negotiate, and administer contracts
Responsible for developing pricing methodologies and cost analysis
Conduct research applicable to competitors in the industry, best business practices and records
Ensures compliance with the Health Insurance Portability and Accountability Act for medical, storage, transportation and destruction
Responsible for the development of new customers and servicing existing contracts
Develop and provide business presentations to prospective clients as well as existing customers
Developed a database utilizing Microsoft Access to track existing customers and prospective clients
Created marketing materials through Microsoft Word in coordination with a third party graphic designer
Possess, the ability to write, speak, analyze, work calmly under pressure, adapt easily to change, work in groups, and ability to satisfy customers
Increased the number of monthly service contract agreements by over 30% Edward Jones Investments, El Paso, Texas Spring 2010- Summer 2010 Financial Advisor
Acquired the necessary series 7 and 66 securities licenses as well as the Texas life and health insurance license
Learned how to create, manage and deal with customers and clients while building a book of business from scratch
Responsible for analyzing financial documents, researching existing securities held by clients, and researching comparable solutions to better satisfy clients, wants, needs and goals
Created and developed presentations for clients from company specific software designed by Edward Jones
Updated and tracked progress daily through software to organize, plan and execute my daily activities
Completed training in market orientation, customer service and business development
Completed a business plan specific to my goals, market demographic, industry regulation and compliance
Responsible for maintaining marketing materials and adhering to annual compliance audits
Number one in sales within the Southwest region encompassing over 200 agents within one month of sales
City Bank Texas, College Station, Texas Fall 2008 – Winter 2009 Part-Time Teller
Assisted customers with transactions, concerns and services S AWYER B . S I K E S
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Identified possible solutions to cross sell products to match customers’ needs and wants
Responsible for preparation of the weekly schedule for the teller staff
Worked with a supervisor to maintain marketing material logs and inventory
Assisted with monthly compliance audits for state and federal regulatory standards State Farm Insurance Company, El Paso, Texas Spring 2007 – Fall 2007 Sales Representative (Internship)
Completed classes and training to obtain state insurance licenses for Life, Health, Property and Casualty Insurance
Coordinated marketing events to bring in new clientele while entertaining existing customers
Called upon, quoted, presented and compiled documents for prospective and existing clients
Assisted in adhering to regulatory compliance guidelines
Maintained marketing inventory and databases for tracking sales and potential leads
Sold life, health, auto and home insurance policies in the best interest of customers to save them money