Experienced Escrow Officer and Manager, 30+ Years of Service

CATHI JO SCHAEFER

*** ******* **** ******* ***** TX 76310 · 520-***-****

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

Over Thirty years Title & Escrow, experience dedicated to providing consistent and high-quality customer service. Energetic professional recognized as a quick learner with exceptional organizational skills. Strong personal ethics and integrity committed to organizational excellence. Convey a professional image of honesty and concern for our customers’ wants and needs. Works well under pressure and deadlines. Excellent communicator, seeking a challenging position utilizing current skills and abilities with the opportunity for professional growth. EXPERIENCE

DECEMBER 2023 – CURRENT

ESCROW OFFICER, TITTLE & CLOSING LLC (OK)

Handle in-house inquiries including walk-ins, phone calls, and emails.

Create commitments from attorney opinions.

Prepare prelim cd and Alta ss.

Draw up closing documents and type up policies.

Balance with lenders, confirm buyer/borrower cash to close.

Confirm lender wire amounts.

Conduct signings and process loan packages for funding approval. DECEMBER 2021 – SEPTEMBER 2022

ESCROW MANAGER/SENIOR ESCROW OFFICER, TEEMA TITLE (AZ)

Managed remote operations such as answering phones and reconciles the outstanding ledgers as the assistant branch manager.

Manage a team of Escrow assistants/officers.

Completing a contract from start to finish; opening an order, work commitments, order payoffs

– assets – HOA’s, draw documents, settlement statements, closing disclosures, taking signatures, turn loan packages, balance with a lender, recording instructions/ release instructions, fund and disburse files.

HANDLES MEETINGS WITH AGENTS AND LENDERS ON COMMERCIAL, RESIDENTIAL RESALE, FOR SALE BY OWNER CONTRACTS AND REFINANCING CONTRACTS.

SEPTEMBER 2016 – DECEMBER 2021

ASSISTANT BRANCH MANAGER/ESCROW OFFICER, PIONEER TITLE AGENCY (FLORENCE, AZ)

Manages in house operations such as answering phones, walk-in customers/clients, ordering supplies, office marketing, month/year end reports, and reconciles the outstanding ledgers as the assistant branch manager.

Completing a contract from start to finish; opening an order, work commitments, order payoffs

– assets – HOA’s, draw documents, settlement statements, closing disclosures, taking signatures, turn loan packages, balance with a lender, recording instructions/ release instructions, fund and disburse files.

Handles meetings with agents and lenders on commercial, residential resale, for sale by owner contracts and refinancing contracts.

JANUARY 2006 – JUNE 2015

RECEPTIONIST/OFFICE MANAGER, BLANCHARD ENTERPRISES LLC

Excelled in role requiring the ability to handle a variety of customer service and administrative tasks and resolve customer issues with expediency.

Demonstrated proficiencies in telephone and front-desk reception within a high-volume environment. Calmed upset/angry customers while researching and rapidly solving problems to rebuild the loss of key accounts.

Led “cleanup” of company database and files. Restored organization to personnel, financial and operational records. Accelerated data input, processing and retrieval times.

Consistently praised by management for the quality and timeliness of reports, attention to detail, exemplary customer service delivery and team-player attitude. JUNE 2005 – OCTOBER 2006

BRANCH MANAGER/ESCROW OFFICER, FIDELITY TITLE (MARICOPA, AZ & CASA GRANDE, AZ)

Served as the first point of contact for two main offices and provided prompt, courteous and exemplary customer service delivery and a team-player attitude.

Escrow Officer to five main builders and their subdivisions

Open and closed orders from start to finish

Managed monthly reports for Branch Offices

JUNE 1998-MAY 1999 – SEPTEMBER 2004-JUNE 2005

ESCROW OFFICER, FIRST AMERICAN TITLE (CASA GRANDE, AZ)

Escrow Officer for Meritage Homes

Managed Escrows for Four Subdivisions

APRIL 1990 – MAY 1998

ESCROW OFFICER, STEWART TITLE & TRUST (EL PASO, TX & PHOENIX, AZ)

Escrow Officer for residential and commercial and Branch Manager

Branch Manager of two Satellite Offices

EDUCATION

MAY 1979

FASHION MERCHANDISING, MISSOULA VO – TECH (MISSOULA, MT) SKILLS & SYSTEMS

• Telephone & Front Desk

Reception

• Customer Service

• Filing Database & Records

• Management

• Executive & Administrative

Support

• Microsoft Office

• Data Entry (WPM 115)

• Safe Escrow

• QuickBooks Pro

• Outlook

• Windows Vista/XP

• FIRPTA (foreign seller)

• Impact

• Rezware

• Green Folders

• Working

Contracts

• DropBox

• SoftPro

• AZ Licensed

Notary

REFERENCES

Cheri Morris 704-***-**** Stewart Title

Debbie Pritchett 928-***-**** – Teema Title

Peggy Coppinger 928-***-**** Pioneer Title

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