Raelene Schiller
Dale
Summary
Sr. Financial Consultant with expertise in strategic consulting and client engagement. Proven track record in enhancing client relationships and delivering tailored financial solutions. Strong attention to detail and financial analysis skills led to improved client satisfaction and informed decision-making, fostering long-term partnerships. Utilizes strategic insights and detailed analysis to support client objectives and implement effective solutions. Strong understanding of managing client relationships and delivering measurable results.
Knowledgeable Sr. Escrow Officer with solid background managing escrow transactions and ensuring compliance with regulatory requirements. Proven success in facilitating seamless property transfers and resolving complex title issues. Demonstrated expertise in risk mitigation and exceptional client relations. Professional with deep expertise in escrow management, prepared for high-impact roles in real estate transactions. Known for strong analytical skills, compliance knowledge, and effective problem-solving. Excellent communication, negotiation, and organizational abilities to ensure smooth and efficient closings.
Overview
34
34
years of professional experience
Work History
Financial Sr. Consultant
Rescue One Financial
11.2019 - 01.2025
- Educated clients on various financial matters and provided professional recommendations on products and services based on individual needs.
- Helped clients make informed decisions about financial future.
- Informed clients of strategies for reducing debt and maximizing savings.
- Enhanced client relationships through effective communication of complex financial concepts in a clear manner.
Sr. Escrow Officer
Everest Escrow
07.2017 - 03.2019
- Managed escrow accounts, ensuring accuracy and compliance throughout transaction processes.
- Coordinated closing schedules with clients, agents, and lenders to facilitate smooth transactions.
- Reviewed and prepared closing documents to guarantee completeness and adherence to legal standards.
- Trained junior staff on escrow procedures, enhancing team performance and service delivery.
- Developed strong relationships with clients by providing exceptional service, earning repeat business and referrals.
- Enhanced customer satisfaction by promptly addressing inquiries and resolving issues related to escrow transactions.
- Prepared documents for closing and handled complete disbursement and follow up of escrow transactions.
- Streamlined the escrow process for a smoother client experience, managing communication between all parties involved.
Sr. Escrow Officer
Guardian Esrow
09.2013 - 07.2017
- Managed escrow transactions from initiation to closing, ensuring compliance with regulations and client requirements.
- Led team in resolving complex escrow issues, improving resolution time and enhancing customer satisfaction.
- Facilitated communication between clients, real estate agents, and lenders to ensure seamless transaction flow.
- Oversaw quality control of escrow files, ensuring accuracy and completeness prior to final disbursement of funds.
- Returned executed loan packages to lender for review and approval in accordance with lender instructions.
- Examined purchase and sale agreement for potential items of concern and addressed immediately.
- Enhanced client satisfaction by efficiently managing complex escrow transactions and providing exceptional customer service.
- Fostered strong relationships with clients, lenders, agents, and attorneys to facilitate smooth escrow transactions and maintain a high level of referral business.
- Prepared documents for closing and handled complete disbursement and follow up of escrow transactions.
Sr. Escrow Officer
Freelance Agent
05.1991 - 05.2013
- Managed escrow transactions from initiation to closing, ensuring compliance with regulations and client requirements.
- Returned executed loan packages to lender for review and approval in accordance with lender instructions.
- Oversaw quality control of escrow files, ensuring accuracy and completeness prior to final disbursement of funds.
- Examined purchase and sale agreement for potential items of concern and addressed immediately.
- Enhanced client satisfaction by efficiently managing complex escrow transactions and providing exceptional customer service.
- Prepared documents for closing and handled complete disbursement and follow up of escrow transactions.
- Fostered strong relationships with clients, lenders, agents, and attorneys to facilitate smooth escrow transactions and maintain a high level of referral business.
Education
High School Diploma -
Saugus High School
Saugus, CA Skills
- Strategic consulting
- Client engagement
- Strong attention to detail
- Financial analysis and forecasting
Timeline
Financial Sr. Consultant
Rescue One Financial
11.2019 - 01.2025
Sr. Escrow Officer
Everest Escrow
07.2017 - 03.2019
Sr. Escrow Officer
Guardian Esrow
09.2013 - 07.2017
Sr. Escrow Officer
Freelance Agent
05.1991 - 05.2013
High School Diploma -
Saugus High School
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