Summary
Overview
Work History
Education
Skills
Technical Skills
Timeline
Generic

Taylor Shelton

Montebello

Summary

Highly organized and client-focused professional with over 12 years of experience supporting high-value transactions and delivering exceptional service in fast-paced, deadline-driven environments. Skilled in handling sensitive financial and contractual information with accuracy and confidentiality. Adept at coordinating with clients, lenders, real estate agents, and escrow officers to ensure smooth closings and timely completion of escrow files. Recognized for strong organizational skills, clear communication, and a proactive approach to problem-solving. Thrives in team-oriented settings and consistently upholds a high standard of customer care and professionalism. Seeking to contribute expertise in administrative support, transaction coordination, and client relations to a trusted escrow team.

Overview

13
13
years of professional experience

Work History

ESCROW ASSISTANT

GLEN OAKS ESCROW (FIRST AMERICAN)
07.2025 - Current
  • Opened and processed new escrow files for both refinance and resale transactions, ensuring all purchase agreements, loan documents, and title reports were complete and accurate.
  • Prepared and distributed escrow instructions, preliminary closing statements, and required disclosures with company policies and RESPA/CFPB regulations.
  • Initiated and tracked HOA document and demand requests, 9A property reports, AB38 Reports, EOI, and other property specific disclosures as required for escrow transactions.
  • Requested NHD, environmental, and wildfire reports and facilitated ordering of liens, judgments, and solar information to identify and resolve potential encumbrances.
  • Assisted escrow officers in preparing settlement statements (CD/HUD-1) and balancing files for funding and disbursement.
  • Maintained organized digital files within escrow software (Qualia, Resware, or RBJ), ensuring compliance with CFPB and RESPA regulations
  • Communicated consistently with all parties to provide status updates, resolve issues, and ensure smooth closings from open to post-close.

DIRECTOR OF BUSINESS DEVELOPMENT

HOME CARE PROVIDERS
03.2023 - 11.2024
  • Boosted lead generation by 21% through CRM tool implementation and enhanced prospecting techniques.
  • Achieved 42.9% of total leads in 2023, fueling substantial company growth.
  • Drove a 40% revenue increase by establishing and cultivating strategic partnerships.
  • Consistently surpassed sales targets by 10%, expanding service offerings and acquiring new customers.
  • Demonstrated effective sales skills with a 46% closing rate, successfully converting leads into loyal clients.
  • Managed key accounts to increase existing client business by 22%.

ESCROW OFFICER

WFG NATIONAL TITLE COMPANY
08.2020 - 02.2022
  • Prepared contracts, commitments, and orders for smooth closings
  • Developed expertise in escrow, title, finances, company policies, and regulatory requirements
  • Oversaw entire real estate closing process adhering to guidelines, standards, and title obligations
  • Managed multiple escrow accounts simultaneously, balancing financial transactions and minimizing risk of errors.
  • Prepared detailed settlement statements for each transaction, accurately reflecting funds received and disbursed.
  • Worked closely with clients, real estate professionals, and lenders to facilitate transactions
  • Ensured precision in closing documentation to prevent mistakes and delays
  • Collaborated with the title department to address tax liens, boundary disputes, and encroachments
  • Managed a 3-person team's workflow effectively

JR. ESCROW OFFICER

VISION ESCROW GROUP INC
07.2019 - 08.2020
  • Provided assistance to officers, manager, and clients to close escrow files in a timely manner
  • Assisted in resolving and satisfying client requests and internal operational issues
  • Opened escrow orders in RBJ in timely manner while paying close attention to detail
  • Ordered all payoff's involved in transactions, property tax certificates, HOA resale certificates, and municipality lien status, / and or releases
  • Ordered all closing protection letters, proposed insured letters, evidence of insurance, wire instructions, errors & omissions and more
  • Assisted in preparing estimated and final HUD-1 Settlement Statements for lenders review and approval, with any revisions or corrections addressed in a timely manner
  • Ensured all parties including the buyers, sellers and any agents receive copy of final settlement statement prior to closing, after receiving lenders final approval
  • Assisted all closers in the funding and disbursement process, ensuring all parties received correct disbursements

ASSISTANT MANAGER

WIRELESS PLUS
11.2016 - 07.2019
  • Enhanced client satisfaction through prompt issue resolution and outstanding service.
  • Implemented upselling and cross-selling strategies to drive additional sales opportunities.
  • Recognized lucrative accounts to increase sales revenue.
  • Stayed updated on sales, promotions, payment procedures, exchanges, and security protocols.
  • Efficiently resolved client conflicts to maintain important accounts.
  • Aided customers in choosing personalized merchandise based on their requirements.
  • Managed cash and credit transactions at the store

STORE MANAGER

AA WIRELESS
09.2014 - 11.2016
  • Hired and trained all sales staff for new store location
  • Developed a comprehensive training program for new sales associates
  • Kept current on market and product trends to effectively answer customer questions
  • Managed inventory control, cash control, and store opening and closing procedures.
  • Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
  • Managed daily operations to ensure smooth functioning of the store, maintaining a clean, safe environment for customers and employees.

SALES REPRESENTATIVE

DIAMOND WIRELESS
06.2012 - 09.2014
  • Managed special merchandise orders for customers
  • Offered personalized product recommendations and shared in-depth product knowledge with customers
  • Collaborated with team members to provide outstanding customer service
  • Maintained friendly and professional interactions with customers
  • Boosted customer confidence through attentive listening and relevant feedback
  • Educated customers on product quality, value, and style
  • Handled 50 daily calls addressing inquiries, troubleshooting, and introducing new products

Education

2X CERTIFIED OMNICHANNEL AGENT -

ZENDESK
2022

CERTIFIED NOTARY PUBLIC -

NOTARY LEARNING CENTER
2019

BUSINESS IN COMMUNICATIONS -

CITRUS COLLEGE
2014

Skills

  • Key Account Management – Proven ability to manage and grow key accounts, ensuring client satisfaction and long-term partnerships
  • Revenue Growth – Track record of consistently increasing revenue through strategic planning, market analysis, and client acquisition
  • Partnership Development – Skilled in building and nurturing strategic partnerships that align with business objectives and drive growth
  • Lead Generation – Proficient in identifying and cultivating high-potential leads, resulting in increased sales opportunities and market penetration
  • Relationship Building and Management – Strong interpersonal skills, excelling in developing and maintaining lasting professional relationships
  • Territory Growth – Demonstrated success in expanding market presence, maximizing territory performance, and meeting sales quotas
  • Ability to work efficiently as a dedicated and cooperative team member as well as individually with minimal supervision
  • Strong supervisory and administration skills that complement my implementation of new systems in the work place
  • Smoothly handle questions and resolve concerns with great problem-solving abilities and resolution oriented focus
  • Great attention to detail along with the ability to accurately follow written and verbal instructions
  • Proficient in Google Workspace with a demonstrated ability to work well with cross-functional and remote teams
  • Poised, personable, and highly effective at diffusing customer escalations
  • Extremely organized, reliable, with excellent time management skills and proven ability to function well under pressure
  • Proficient CRM skills that build and strengthen customer relationships and customer retention

Technical Skills

CRM & Sales Tools: Salesforce, Salesforce Navigator, GoHighLevel, Zendesk, Trello

Communication & Collaboration: Slack, Zoom, Microsoft Teams, Google Meet, LinkedIn

Productivity & Office Suites: Google Workspace (Docs, Sheets, Slides, Gmail), Microsoft Office (Excel, Word, PowerPoint), Notion

Document & Workflow Tools: Qualia, Resware, RBJ, Adobe Acrobat, DocuSign, HelloSign, PandaDoc

Creative & Marketing Tools: Canva, ChatGPT

Scheduling & Automation: Google Calendar, Calendly

Operating Systems: Windows, macOS

Timeline

ESCROW ASSISTANT

GLEN OAKS ESCROW (FIRST AMERICAN)
07.2025 - Current

DIRECTOR OF BUSINESS DEVELOPMENT

HOME CARE PROVIDERS
03.2023 - 11.2024

ESCROW OFFICER

WFG NATIONAL TITLE COMPANY
08.2020 - 02.2022

JR. ESCROW OFFICER

VISION ESCROW GROUP INC
07.2019 - 08.2020

ASSISTANT MANAGER

WIRELESS PLUS
11.2016 - 07.2019

STORE MANAGER

AA WIRELESS
09.2014 - 11.2016

SALES REPRESENTATIVE

DIAMOND WIRELESS
06.2012 - 09.2014

CERTIFIED NOTARY PUBLIC -

NOTARY LEARNING CENTER

BUSINESS IN COMMUNICATIONS -

CITRUS COLLEGE

2X CERTIFIED OMNICHANNEL AGENT -

ZENDESK

Similar Profiles

CREATE PROFILE
Taylor Shelton