Toni Daniels
Trustee Services of Arizona
San Tan Valley,AZ
15
years of professional experience
Results-driven professional known for strong attention to detail and time management. Experienced in foreclosure processing and escrow administration, committed to delivering exceptional service and optimizing transaction efficiency.
Meticulous professional with expertise in regulatory compliance and document accuracy. Proven ability to streamline complex processes and enhance customer service within the escrow industry, ensuring timely and efficient transactions.
Dynamic escrow officer with a solid track record in managing complex transactions and ensuring compliance. Skilled in communication and problem-solving, successfully enhancing workflow efficiency and client satisfaction through strategic process improvements.
Thorough team contributor with strong organizational capabilities. Experienced in handling numerous projects at once while ensuring accuracy. Effective at prioritizing tasks and meeting deadlines.
Work History
Data Entry/Foreclosure Processor
1 Year 6 Months- Processed foreclosure documents and maintained accurate case files to ensure compliance with legal requirements..
- Reviewed loan documentation and identified discrepancies to enhance accuracy in processing timelines.
- Managed incoming correspondence and prioritized tasks to streamline workflow for efficient case handling.
- Managed foreclosure documentation processes to ensure compliance with state regulations.
- Reviewed legal documents for accuracy, minimizing errors and enhancing processing efficiency.
- Implemented workflow improvements that streamlined case management procedures across departments.
Retired
1 Year 5 Months- Demonstrated strong organizational and time management skills while managing multiple projects.
- Managed time efficiently in order to complete all tasks within deadlines.
- Self-motivated, with a strong sense of personal responsibility.
Senior Escrow Officer/Office Floater
2 Years 6 Months- Led escrow transactions from initiation to closing, ensuring compliance with regulations and client expectations.
- Managed communication between buyers, sellers, lenders, and real estate agents to streamline processes.
- Mentored junior escrow officers on best practices and industry standards for improved service delivery.
- Developed and implemented process improvements that enhanced transaction efficiency and reduced errors.
- Analyzed complex title issues and provided strategic solutions to expedite closings.
- Coordinated document preparation and review, ensuring accuracy in legal agreements and disclosures.
- Oversaw escrow fund management, maintaining meticulous records of disbursements and receipts for audits.
- Prepared documents for closing and handled complete disbursement and follow up of escrow transactions.
- Scheduled closing appointments for seller and buyer or arranged for delivery of documents for out of area closings.
- Returned executed loan packages to lender for review and approval in accordance with lender instructions.
- Followed-up on status of releases, policies, and return of recorded documents.
- Prepared and delivered projected HUD-1 settlement statements to lender upon request.
- Set up escrow transactions, processed deposits and mailed out forms and preliminary title reports for review.
- Reviewed escrow accounting reports and resolved outstanding check or open file balance issues.
Senior Escrow Officer/Branch Manager
1 Year 11 Months- Managed complex escrow transactions, ensuring compliance with state regulations and company policies.
- Coordinated communication between buyers, sellers, and lenders to facilitate smooth closing processes.
- Oversaw document preparation and review, guaranteeing accuracy and completeness for all escrow files.
- Trained and mentored junior staff on best practices in escrow operations and customer service excellence.
- Analyzed title reports to identify issues and develop solutions prior to closing negotiations.
- Collaborated with real estate agents and attorneys to resolve discrepancies during the closing process.
- Maintained up-to-date knowledge of industry trends, ensuring adherence to changing regulations and standards.
- Examined purchase and sale agreement for potential items of concern and addressed immediately.
- Communicated requirements and title exception information to clients.
- Managed a diverse portfolio of residential, commercial, and investment properties, ensuring each transaction was handled with professionalism and accuracy.
- Ensured timely closings on properties through effective coordination with mortgage lenders, appraisers, inspectors, and other professionals involved in the transaction.
- Conducted regular audits of escrow accounts to ensure accuracy, compliance, and proper funds disbursement upon closing.
- Assisted junior escrow officers in resolving complex issues, fostering their professional growth and development.
- Fostered strong relationships with clients, lenders, agents, and attorneys to facilitate smooth escrow transactions and maintain a high level of referral business.
- Managed real estate closing process in compliance with applicable standards and legal requirements.
Senior Escrow Officer/Branch Manager
7 Years 5 Months- Implemented process improvements that enhanced workflow efficiency and reduced transaction turnaround time.
- Opened incoming orders and set up escrow files within 8 hours of receiving purchase agreement.
- Reduced closing timeframes for residential and commercial properties by streamlining escrow processes and coordinating with relevant parties.
- Developed new business opportunities by actively participating in networking events and building strategic partnerships within the real estate community.
- Spearheaded initiatives to improve overall team performance by sharing knowledge, expertise, and best practices with fellow escrow officers.
- Enhanced client satisfaction by efficiently managing complex escrow transactions and providing exceptional customer service.
- Collaborated with team members to successfully close high-value real estate deals within prescribed deadlines.
- Checked signatures and legal descriptions for accuracy and integrity.
- Researched and updated industry knowledge on changing legislation and regulations.
- Developed and maintained relationships with customers, lenders and other third parties.
- Led branch operations, ensuring compliance with regulatory requirements and company policies.
- Oversaw financial management, including budgeting and forecasting for branch performance.
- Maintained friendly and professional customer interactions.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
- Reduced employee turnover by fostering a positive work environment and offering competitive compensation packages.
Education
GED
Skills
Strong communication skills
Professionalism and ethics
Regulatory compliance awareness
Time management aptitude
Escrow administration
Legal document review
Document accuracy
Document preparation
Legal compliance
Title examination
Customer service
Problem-solving
Attention to detail
Excellent communication
Reliability
Organizational skills
Data entry
Task prioritization
Timeline
Data Entry/Foreclosure Processor
Trustee Services of Arizona
06.2024 - 12.2025Read More
Retired
None
01.2023 - 06.2024Read More
Senior Escrow Officer/Office Floater
Magnus Title Agency, LLC
06.2020 - 12.2022Read More
Senior Escrow Officer/Branch Manager
Empire West Title Agency
06.2018 - 05.2020Read More
Senior Escrow Officer/Branch Manager
Magnus Title Agency, LLC
01.2011 - 06.2018Read More
Maryvale High School/GED
GED
Read More