Monitor and maintain escrow accounts in compliance with industry procedures and polices.
June 12, 2019
Manage and oversee all activity of the Escrow and Business Services group related to the day to day operations, which includes account openings, escrow disbursement requests, wire transfers, daily EB-5 and DACA administrative tasks, respond to subpoenas, garnishment, attachments, levies and other types of legal warrants served on the Bank.
June 21, 2019
Communicate frequently and collaborate with Operations Officer to share market progress and understand operational implications with a goal of maintaining high customer satisfaction and ensuring the ability to service new clients.
June 28, 2019
Provides service to consummate transactions such as those involved with large or multi-parcel residential sales and loans and commercial transactions.
August 10, 2019
Develops, mentors and trains Settlement Closing Officers and administrative support in all aspects of the title insurance business and on company policies and procedures with the help of the Training Department.
August 20, 2019
Demonstrated capacity in developing staff (both seasoned and new), operating a profitable model (operations improvement, team development, etc.
August 20, 2019
Understanding of department processes for resale and refinance escrows.
August 25, 2019
Reviews and ensures status reports for property tax payments to ensure taxes are paid timely, accurately and prior to any economic loss date to avoid penalties.
August 28, 2019
Prepares reports on the status of various escrow parameters, processes and departmental operations.
September 01, 2019
Build, maintain, and improve relationships with both current and potential clients to increase customer satisfaction, add business volume, and ultimately increase the profitability of the branch.
September 06, 2019