1. JOAN WHITTAKER
Cell: 941-234-7276
E-Mail: Joanshome@yahoo.com
ABILITIES:
• Document preparation and review adhering to applicable law and lender instructions
• Manage large volumes of critical information
• Attention to detail with emphasis on accuracy
• Excellent communication, presentation and relationship management skills
• Technical skills including Microsoft applications (Word, Excel) and various closing software
programs.
• Time management and organization skills
• Problem solving skills
• Multi-tasker ability.
• Works well independently and as a team member.
• Establish relationships resulting in repeat business and referrals.
EMPLOYMENT HISTORY
REAL ESTATE CLOSER/LEGAL ASSISTANT
4/2015 – Present Berntsson, Ittersagen, Gunderson & Wideikis, LLP, Englewood and Port Charlotte,
Florida
• Conduct closings, explain documents
• Prepare miscellaneous documents , memos and letters for attorney.
• Research title issues
• Prepare closings
• Scan files for permanent storage.
2. CLOSING OFFICER
9/2013 – 10/2014 Community Title & Escrow Services, Englewood, Florida
• Order and review title commitments and surveys
• Clear title issues
• Prepare closing documents and schedule closing
• Explain closing documents to buyers/sellers, answer questions.
• Post and disburse funds, balance file
• Coordinate with realtors, lenders and clients
CLOSING ASSISTANT, PROCESSOR
03/2013 – 06/2013 Sunbelt Title Agency (through Job Tracks Temp. Agency) Punta Gorda, Florida
• Open files and order title search
• Contact clients for pertinent information
• Clear title issues – order payoffs, estoppels, surveys, closing protection letters
• Prepare preliminary closing statements
• Post deposits
• Schedule closings
• Post close files
LEGAL ASSISTANT
5/2011 – 9/2012 Ftizhugh & Blanton, P.A. (Bankruptcy) Venice, Florida
• Prepared legal documents and correspondence
• Prepared and electronically filed motions and documents
• Collected, scanned, copies and disseminated bankruptcy documents to trustees and judges
• Scheduled credit counseling with clients and notified clients of court hearings
CLOSING MANAGER
1/1998 – 9/2009 Able Title Company Venice, Florida
3. • Established and managed operating procedures, trained assistants
• Grew business from start-up through referrals and customer relationships
• Prepared, reviewed and explained settlement statements and legal documents
• Disbursed funds, maintained and balanced escrow account
• Provided consumer education regarding all products and services.
• Worked closely with parent mortgage company to insure customer understanding of terms and
documents
EDUCATION
State University of New York at Oneonta General Studies
Sacred Heart University Connecticut Real Estate Brokers License
NOTARY PUBLIC – State of Florida, at Large
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