Simone Baldwin Email & Phone Number

Denver, Co, Us

Remote

Provided onsite escrow & title support and training to directoperations of Fidelity National Financial within the Client SolutionsTeam; as they go live on SoftPro SelectAssisted end-users with various tasks including, but not limited to,HUD/Order balancing, preparing documents and other relatedtitle/closing processes within new systemStayed current on SoftPro product knowledge, closing & title industryconcepts and knowledge of integrated software products such asCrystal Reports and MS WordProvide a high level of customer service to each operation at all timesEngaged end-users and answered questions via email, phone, websitelive chat and in forumsDocumented all transactions and support interactions in system forfuture reference and addition to knowledge baseTravel up to 80% (US Travel)

Prepared closing documents, settlement statements, and balancedfigures for both refinance and re-sale loans.Returned executed loan packages to lender for review and approval inaccordance with lender instructions.Examined purchase and sale agreement for potential items of concernand addressed immediately.● Scheduled closing appointments for seller and buyer or arranged for delivery of documents for out of area closings.Set up escrow transactions, processed deposits and mailed out formsand preliminary title reports for review.Reviewed escrow accounting reports and resolved outstanding checkor open file balance issues.Forwarded title clearing documentation to title officer for approval.Managed real estate closing process in compliance with all applicablestandards and legal requirements.Opened incoming orders and set up escrow files within 24 hours ofreceiving purchase agreement.Checked signatures and legal descriptions for accuracy and integrity.Complied with regulatory requirements, including Bank Secrecy Act,Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act andCommunity Reinvestment Act.Developed and maintained relationships with local real estate agents.

Applied strong leadership talents and problem-solving skills tomaintain team efficiency and organize workflows to meet any dailydemandHandled customer complaints, resolved issues and adjusted policies tomeet changing needsWorked closely with other internal management across sites/locationsto ensure effective communication, process changes andimprovementsAssisted in On-Boarding of new clientsHandled manpower requirements for departmentInterviewed potential employees, personnel managementMonitored and analyzed daily reports and work flowAssisted in creating departmental training policies, testing andproceduresMonitored employee performance and provided coaching andconstructive guidance to address areas of concernManaged up to 45 employees and upwards to 75 temporary staffIntroduced team contests and goals to enhance productivity andimprove employee moraleTraveled to client offices (10%)

Coordinated daily activities of all processors and functions of assignedteamResponsible for personnel scheduling and attendance reportingCompleted yearly evaluations, set realistic goals and determined payraisesMonitored daily reports to ensure priority distribution of work andtimely follow through of processing issues and resolutionsRecommended changes to policies and procedures to maximize teamefficiency and productivityConducted staff meetingsUsed problem solving abilities to avoid potential financial losses andprovided solutionsMaintained professional image with clients, management, staff andpeersManaged team of 15

Trained escrow staff on company procedures and expectationsDesigned instructional materials that enabled escrow personnel toproperly identify HUD coding requirements, and disbursementprocessesTrained and guided team members to maintain high productivity andperformance metricsCreated and implemented incentive program that reduced closinglosses by 70%Monitored daily operational work flow for efficienciesHeld weekly meetings for both leadership and staffReviewed daily and monthly reports to determine production andlossesMet with escrow staff to identify areas for improvement and efficiencyHandled many managerial functions such as: hiring, disciplinaryactions and performance reviewsLed team of 35 employees