Settlement Coordinator
Current- Oversees upwards of 5000 client escrow accounts; reconciles these accounts monthly, performs account openings and closings, and collaborates with bank representatives to resolve issues
- Addresses client phone calls by carefully listening to their concerns, simplifying concepts for non-technical clients, and escalating calls to management or other departments as needed
- Generates hundreds of settlement checks weekly; liquidates individual escrow accounts, corresponds with assigned paralegals to obtain letters, and prepares correspondence for mailing
- Communicates with clients and lien holders to reissue lost or expired settlement checks
- Modernizes training materials to align with evolving firm practices