Expert 521854 - CA(S)


Expertise Description

I have over 35 years of experience in the escrow industry, with expertise in the analysis of files for regulatory compliance, application of industry standards, forms, policies, practices, and handling of escrow transactions. I have also conducted escrow transactions, including: sale, refinance, tracts, exchanges, short sales, mobile homes, commercial, bulk sales, liquor license and holding. I have also spent over 5 years as an escrow expert witness and have provided numerous clients with deposition, consultations, and courtroom testimony.

Areas of Expertise


Expert Witness

My expert witness experience includes providing deposition and trial testimony for cases involving delivery of title supplements, payoff of private party loans, overcharging of fees and forged documents.


Consulting Experience

My consulting experience includes reviewing of escrow documents to see if there is a legal case against an escrow company; escrow file auditing; training of employees on good escrow procedures; and updates on laws involving escrow practioners.


Professional Experiences

My professional experience includes working as an Escrow Officer, Branch Manager, Escrow Underwriter and Escrow Trainer of several independent and title company escrow companies. I currently co own an independent escrow company with three branches, as well as owning an escrow training business. I have additionally taught escrow courses in two community colleges.


Education

Degree Subject Institution
M.Ed. Education Chapman University
B.A. California State University Los Angeles

Licenses Certifications

Certified Senior Escrow Officer
Certified Escrow Officer
Certified Bulk Sale Specialist
Certified Mobile Home Specialist
Certified Escrow Instructor

Awards & Affiliation

Tri County Escrow Association
Escrow Associates of San Gabriel Valley
California Escrow Association
American Escrow Association
Citrus Valley Board of Realtors

Primary Affiliation

American Escrow Association



SELECT EXPERT