LinkedInAllyssa Potts

Allyssa Potts

at Portfolio Escrow Inc.

Location
Orange County, California Area
Industry
Real Estate
Current
  1. Portfolio Escrow Inc.,
  2. Origami Owl
Previous
  1. The Heritage Escrow Company,
  2. West Coast Escrow,
  3. Heritage Escrow
Education
  1. New Horizons
312connections

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312connections
Portfolio Escrow Inc.

Portfolio Escrow Inc.

Escrow Professional

– Present

View full profile

Background

Experience

Escrow Professional

Portfolio Escrow Inc.
– Present (1 year 2 months)Newport Beach, California

• Processing refinance/sale escrows, ordering payoffs, ordering insurance certificates, coordinating with buyers, sellers, agents, lenders, other vendors associated with the transaction, creating escrow and title documents such as grant deeds, trust documents, quit claims, etc.
• Processing Bulk escrow, business escrows
• Auditing files for closing, clearing any liens or judgments, utilities on title
• Coordinating with lenders and title for Funding and setting files up to record
• Balancing and making banking deposits for the office
• Opening escrows, Processing, Closing, Disbursing files, sending out opening, processing and closings to all parties.

Independent Designer

Origami Owl
– Present (1 year 2 months)

I am now hosting and selling origami owl jewelry. Please check out the website and all the amazing treasures that are available to you!!! I love this product and i know you will to! Message me if you are interested in hosting a party or just want a catalogue!

Escrow Professional

The Heritage Escrow Company
(2 years 4 months)

• Processing refinance/sale escrows, ordering payoffs, ordering insurance certificates, coordinating with buyers, sellers, agents, lenders, other vendors associated with the transaction, creating escrow and title documents such as grant deeds, trust documents, quit claims, etc.
• Processing Bulk escrow, business escrows
• Auditing files for closing, clearing any liens or judgments, utilities on title
• Coordinating with lenders and title for Funding and setting files up to record
• Balancing and making banking deposits for the office
• Opening escrows, Processing, Closing, Disbursing files, sending out opening, processing and closings to all parties.

Escrow Professional

West Coast Escrow
(7 years 3 months)

• Processing refinance/sale escrows, ordering payoffs, ordering insurance certificates, coordinating with buyers, sellers, agents, lenders, other vendors associated with the transaction, creating escrow and title documents such as grant deeds, trust documents, quit claims, etc.
• Processing Bulk escrow, business escrows
• Auditing files for closing, clearing any liens or judgments, utilities on title
• Coordinating with lenders and title for Funding and setting files up to record
• Balancing and making banking deposits for the office
• Opening escrows, Processing, Closing, Disbursing files, sending out opening, processing and closings to all parties.

Escrow Assistant

Heritage Escrow
(2 years 3 months)

• Hired as the receptionist, answering multiple line phone system, filing, mailing packages
• Trained to process Refinance Escrows, sending out escrow instructions, ordering payoff statements, ordering insurance certificates, data entry into data management computer system, working with lenders to fund borrower loans, setting up Deeds of Trust to record, sending out closing packages and checks to parties involved.
• Balancing and making banking deposits for the office

Customer Service Representative

Alpel Insurance
(4 years 1 month)

Hired as the receptionist, answering phones, disbursing mail
Trained as a customer service representative for personal lines insurance
Data Entry, making courtesy calls for late payments, sending out declaration pages, making changes to policies, taking claims for accidents,
Trained as a customer service representative for commercial lines insurance, sending out evidence of insurance, making changes to policies.

Skills

  • Banking
  • Escrow
  • 1031 Exchanges
  • REO
  • Short Sales
  • Refinance
  • Foreclosures
  • Notary Public
  • Single Family Homes
  • Sellers
  • First Time Home Buyers
  • Investment Properties
  • Selling
  • Loan Modifications
  • Closings
  • Seniors
  • Buyers
  • Residential Mortgages
  • New Homes
  • Data Entry
  • Townhomes
  • Loans
  • Move Up Buyers
  • Mortgage Banking
  • HUD
  • Reverse Mortgages
  • Luxury
  • Buyer Representation
  • USDA
  • VA loans
  • Home Staging
  • Property Management
  • Listings
  • Income Properties
  • FHA
  • Commercial Real Estate
  • Referrals
  • Rentals
  • Loan Origination
  • Leases
  • Real Property
  • Real Estate Financing
  • Resellers
  • Insurance
  • Loss Mitigation
  • Customer Service
  • Condos
  • Property
  • See 33+  See less

Education

New Horizons

Internet Webmaster, Internet Webmaster

El Toro High School

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