Business Development Quality Assurance

*

Marisa L. Roe

Tomball, TX ***** 832-***-****

******.*.***@*****.***

www.linkedin.com/in/marisa-roe-1654b511

Commercial Chief Title

Officer/Management

Dynamic and results-oriented professional with experience in understanding client requirements, planning project/client schedules, providing client/project and quality documentation management, and coordinating team activities. Capable of understanding project requirements, identifying scope, and preparing appropriate schedules to complete before deadline. Abilities in system management, asset management, complex commercial orders, Team Leadership and business development. Possesses a collaborative approach in leadership with aptitude to foster a team-oriented environment while imparting knowledge to increase productivity. Armed with solid communication and interpersonal skills to establish and maintain long-term relationships with clients and staff. Areas of Expertise

Project Management

Commercial

Underwriting

Attorney Objection

Letters.

Ride along with

Business Dev.

Managers and giving

presentation to Bank

Boards and potential

commercial customers.

Documentation & Control

Risk Management

Quality Assurance

Team training

Recruitment of Team

Personal and Fee Attorney

Offices

Fishbone Error Analyst to

pinpoint future training

needs.

Yearly Projection

presentation to company

CEO and CFO.

Team Training

Operational Support

Technical Writing

Proforma Production

Motivational Team

Training

Setup from

Recruitment to actual

office opening of Fee

Attorney Offices.

Offshore Management

Professional Experience

Doma Title, Houston, TX Oct 2022 - Feb 2023

Sr. Title Examiner

Sustained master log for all active Work Orders in my que along with potential issues to deliver a clear title commitment, Worked orders in all counties in Texas in the following search programs: TDI, DataTrace and Integrity Title, Non-conformance Reports, Corrective Action Reports, and Root Cause Analysis exceeding business turnaround time requirements with active communication with upper management as to a more concrete time frame for completion. Review, update and create processes, procedures and work instructions for Quality Management System. Implement updated and newly created processes/procedures, employee training conducted as needed. Capital Title of Texas, Houston, TX Mar 2019 – Sep 2022 Sr. Commercial Title Officer

Team Lead-Houston Counties areas and Jefferson County Sustained master log for all active Work Orders in my que along with potential issues to deliver a clear title commitment, Worked orders in all counties in Texas in the following search programs: TDI, DataTrace and Integrity Title, Non-conformance Reports, Corrective Action Reports, and Root Cause Analysis exceeding business turnaround time requirements with active communication with upper management as to a more concrete time frame for completion. Review, update and create processes, procedures and work instructions for Quality Management System. Implement updated and newly created processes/procedures, employee training conducted as needed. 2

Abstract, Examine and produce Title Commitment, CPL and Title only products on complex commercial title request.

Assist with special projects for title plant manager as the need arises, which included 100-year mineral searches. a. Helping examiners with gaps in the chain of title they were not able to locate. b. Overlimit approval forms

C. Research if certain easements affected certain properties along with determining if pipeline affected or property or was outside of our property line.

Review daily inventory and assign out as needed to stay within Company turn time requirements.

Help closers with special request either on current deals or potential deals they were trying to obtain. This included providing current owner as well as providing a heads up on any issues on subject as an fyi.

Create and maintain a excel sheet with all the counties that CTIC works in that included the clerk website and district clerk websites address and if they contained copies of documents, probates, tax suits and divorces, along with information as to if such documents were free of charge or what the cost per document or per page charged. This helped compare the cost to order through a courthouse service provider or pull the documents directly from the county websites.

Worked rush files on off time when called by manager for files needed asap. This included late at night and on weekends and holidays.

First American Title Production Center, Houston, TX Mar 2006 – Feb 2019 Team Lead-Austin, Bexar, Medina and surrounding counties. Business Segment Manager-Commercial Exam Department Business Segment Manager-New Home Department

Business Segment Manager-Quality Control Division

Business Segment Manager-Offshore Management

Commercial Chief Title Officer

Fee Attorney Manager – Houston Division

Sr. Commercial Title Officer

Manage, Abstract, Examine and produce Title Commitment, CPL and Title only products on complex commercial title request.

Assist with special projects as the need arises, which included 100-year mineral searches. a. Helping examiners with gaps in the chain of title they were not able to locate. b. Overlimit approval forms

C. Research if certain easements affected certain properties along with determining if pipeline affected our property or was outside of our property line.

Review daily inventory and assign out as needed to stay within Company turn time requirements.

Help closers with special requests either on current deals or potential deals they were trying to obtain. This included providing the current owner as well as providing a heads up on any issues on subject as an fyi.

Created Production Procedures and trained employees as needed.

In charge of hiring new employees and determining disciplinary action up to and including termination

Tracked production and quality control for all departments under my leadership.

Tracked quality issues and set out in a fishbone diagram to determine the core issues that we needed to focus training with the groups.

Trained offshore procedures, tracked quality, answered questions and held weekly calls with staff to address any questions or problems they might have been dealing with.

Held yearly reviews with onshore staff.

Held weekly one on one meetings with staff that were not meeting standards to help get them up to set standards.

Created round tables with groups of employees on new procedures that were in our yearly business plan to consider improving turnaround times, quality and employee teamwork.

3

Recruited new Fee Attorney offices, negotiated contracts for the new attorneys, ordered all supplies and equipment along with compete setup of the new offices, obtained Escrow Officer License and notary license for all fee attorney employees. Ordered background checks on Fee Attorney and each employee of the attorney. Setup training for company title system, contact and responsible for all underwriting questions and decisions up to 5 million, monthly visits to their offices to checkup on how they were doing, if any issues, anything that we could help them with or if they were having any issues with our title plant production

(consistent errors, not meeting TAT etc.). Kept logs of all Escrow Officers CE courses to ensure total CE hours were obtained in a timely manner each year). The first step in dealing with any possible claims, researched to see if there was a viable claim and if it was caused by an escrow (Fee Attorney employee) or was the result of the title company.

Chief Title Officer responsibilities for Houston Divisional Office while Fee Attorney Manager, including riding along with Sales Management Staff to help possible new customers what we had to offer that made us stand out, gave presentation with the Sales management group with bank boards and larger corporations, outlining how my part of the division would help with customer satisfaction and added benefit to their customers. I reviewed all Attorney Objection Letters with explanation if we could or could not comply with request along with TDI rules and regulations if we were not able to, I also created the pro forma at the same time to save the customer time in having to order and wait for production of document after the Attorney Objection Letter was completed. I was responsible for answering questions from all customers (buyer/seller attorneys, real estate agents etc.) and resolved the issue to the best of my ability for all parties involved. I created, executed and filed all Affidavit of Corrections for documents that were filed with errors. I dealt with request by courts for ordering documents and CD’s pertaining to closings that were requested as part of a legal proceeding).

I was responsible for yearly Fee Attorney Division Projections, projected expenses, projected profit, set out how I would increase my division that was set out by upper executive mandates, set out in a presentation that was given in front of all different division managers, sales managers, divisional president and company CFO.

Attend yearly TLTA Convention to not only attend to know the new changes coming up, but also to meet and market to different fee attorneys, hold a invite only dinner for attorneys that had potential, making sure we had a party bus for safe travel, dinner and drinks in hotel bar afterwards. Nightly socialize/marketing picking up bar tabs for potential attorney’s, to get not only my name out there but our talk up the company and what we were all about and setting up plans for lunch date when we were back in town.

Weekly audit of closed escrow files for errors that could lead to claims or issues needed to go over with attorney or if training for the entire office was needed.

Education

Northlake College

Certifications

Future Leadership in Management

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