Welcome Class

Welcome
Class

Day 1
February 18

Day 2
February 19

Day 3
February 20

Education > New Agent Training > Ch. 8 – Trust Account Management

Day 1: Agenda
All times refer to the Eastern Time Zone.

9:00 - 1:00

Morning Classes

Ch. 7 – The Roles & Ethical Duties of the Closing Agent

Presenter: Michael Rothman

Ch. 8 – Trust Account Management

Presenter: Carol Thompson

2:00 - 5:00

Afternoon Classes

Ch. 9 – Getting Started

Presenter: Michael Rothman

Ch. 10 – Residential Real Estate Contracts

Presenter: John B. “Jay” St. Lawrence

Trust Account Management

Details

Ch. 8 – Trust Account Management


Description

This section, taught by a senior auditor, covers proper procedures for maintaining real estate trust accounts and preparing for audit, including FL Bar and Old Republic requirements, working with accounting software, and how to conduct a “three-way reconciliation.

Presenter(s)

Carol Thompson, Senior Auditor, Old Republic Title

Ms. Thompson has been a Senior Auditor for the past eleven years and prior to that a Member Support Representative (“MSR”) with Attorneys’ Title Insurance Fund, Inc (“ATIF”). She has an Associate’s Degree from Miami-Dade Community College in Business Administration and a Bachelors’ Degree in Accounting from the University of Phoenix. She taught external and internal customers The Fund’s Green Screen ATIDS program, Web ATIDS, Propel, DoubleTime, Printout to Commitment seminars, Update Seminars and also The Fund’s Paralegal Certification and Placement class. Ms. Adamo taught The Fund’s From Contract to Closing class at Broward Community College and the University of Miami. She has also been employed by a title company and was responsible for mortgage closings, disbursement and escrow reconciliations.

Links

Ch. 8 – Supplement

Join Now


Questions

Education -education@fl.oldrepublictitle.com


Need Support

Having issues connecting?
Education -education@fl.oldrepublictitle.com

Test your system & try a test session. The live virtual classes will use Zoom. You may need to download Zoom meeting software.