Day 3: Agenda
All times refer to the Eastern Time Zone.
Morning Classes
Ch. 14 – Introduction to Escrow Operations & Fund Commercial Services
Presenter: Kelly Lockwood
Afternoon Classes
Ch. 17 – The Commercial Settlement Statement & Closing the Transaction
Presenter: Michael Rothman
Details
Ch. 14 – Introduction to Escrow Operations & Fund Commercial Services
Description
This presentation will introduce you to the Fund’s Commercial Services and how it can partner with you on large complex commercial transactions with unique needs. You will be introduced to the Commercial Services Team, be provided with information to help you get started and learn about some of our commercial experience.
Kelly Lockwood, Commercial Concierge & Closing Specialist, The Fund
Kelly has spent more than 25 years in the industry. She is the workflow and coordination manager for complex commercial transactions and serves as the escrow operations liaison. She also serves as project manager on large-scale orders involving multiple parcels statewide. Kelly is a member of CREW Orlando.
Phone: (800) 336-3863
Email: KLockwood@thefund.com
Links
Questions
Education Registrar - educationregistrar@thefund.com
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Education Registrar - educationregistrar@thefund.com
Test your system & try a test session. The live virtual classes will use Zoom. You may need to download Zoom meeting software.