Eric started his escrow career as a sales representative for an independent escrow company in 1993, joining Glen Oaks Escrow in 1996 as an assistant escrow officer, working with Scott Akerley, owner/manager and top producing escrow officer at the time. Eric was quickly promoted to Escrow Officer and soon became the top producing escrow officer for Glen Oaks Escrow with his unsurpassed level of client service and experience.
Eric is one of the elite members of the California Escrow Association (CEA), having been granted in recognition of his through knowledge, the professional designation title of Certified Escrow Officer. The designation is awarded only after meeting the required experience and education requirements and successfully completing the appropriate examination. Professional Designation holders are required to demonstrate their knowledge by maintaining continuing education credits and maintain membership in the CEA.
Eric is well versed in all technical aspects of any real estate transaction. He is a trusted resource for information and you have direct access to him for fast answers and expert service. From commercial and industrial real estate to residential, refinance and tax deferred exchanges, Eric has the expertise to deliver the highest quality escrow service in the industry, personalized for both first time buyer and seasoned investors.
Jaclyn Fong originally started her career as an Escrow Assistant intern during her last year of college. Unlike many internships that simply end and become a part of the past, Jaclyn’s did not.
She immediately knew that Escrow was a field she was passionate about and wanted to continue being a part of so that she could continue to help people reach their dreams in buying or selling a home.
For the past seven years, she’s served as an Escrow Officer and has been building new relationships and successfully serving clients ever since. One of Jacyln’s greatest assets is her ability to communicate with clients. She understands that escrow can often be a daunting process for clients.
In turn, she has perfected a way of making clients feel at ease with the process, documents and overall experience, and ultimately transforming it into one that isn’t scary, but rather easy to understand and enjoyable.
When Jaclyn isn’t occupied creating awesome experiences for Escrow clients, you can find her traveling, snowboarding or enjoying some down time over a movie at home.
The complexities and intensive procedures of the escrow process can be confusing and hard to understand, requiring a skilled professional to provide sound advice and guide the way. John Salmon, Certified Escrow Officer and Notary Public, has the innate ability to effectively communicate and instill understanding in his clients every step of the way. His previous experience in the escrow industry coupled with a bachelor’s degree in Business Finance from the University of Arizona, provides the perfect combination for excellent service that meets and exceeds all client expectations.
John has immersed himself entirely in the real estate industry through his career and personal investment activities and entrepreneurial ventures. His interests have led him to start a lucrative niche sports travel agency as well as being an active partner in a real estate investment firm specializing in obtaining cash flow positive, long-term rental properties. As an escrow officer he handles a wide array of residential and commercial escrow transactions. His umbrella of specialties includes regular sale and refinance escrows, bank-owned REOs, and short sales for the first-time home buyer or seller through the seasoned investor.
His dedication to his clients and his profession presents him with continuous opportunities to steam-line processes, integrate innovative strategies, and implement new technologies to make the client experience as easy and pleasurable as possible. John looks forward to being an integral piece and dependable partner for your next transaction at Glen Oaks Escrow.
Kristen Hartwick began her escrow career with Glen Oaks Escrow in 1996, quickly advancing to Escrow Officer and is now consistently one of the top producers of the company. Kristen is well versed in the technical aspects of any real estate transaction, whether it is a refinance, residential sale, commercial property or tax deferred exchange as well as reverse exchanges and escrows for condo conversions and brand new condo tracts.
Kristen participates in continuing education and received her certification from the California Escrow Association in 2004. She also mentors and trains new escrow officers and escrow assistants for Glen Oaks Escrow. Glen Oaks Escrow attributes its growing success to Kristen Hartwick’s unsurpassed level of client service and dedication.
Mary Lotz has worked as a Certified Escrow Officer in the Glendale area for over 25 years and has been part of Glen Oaks Escrow since 1997. Residential and commercial sales, refinances, 1031 exchanges, subdivisions and tracts are some of her areas of expertise.
As a prominent member of the Glendale business community, Mary engages in many volunteer activities. The Real Estate industry, as well as local organizations including Descanso Gardens, Big Sisters and Soroptimist International, all benefit from her efforts.
Mary was honored to handle the largest transaction in the 20 year history of Glen Oaks Escrow. Her commitment to excellent customer service includes up to date knowledge about new regulations and industry standards. Willingness to offer her experience to clients as well as colleagues is Mary’s commitment to the local Real Estate Industry.
– See more at: http://glenoaksescrow.com/about-us/our-people/mary-lotz/#sthash.Sj8TV86R.dpuf
For a person whose favorite pastime is visiting open houses on weekends, it’s no surprise that Christopher Arce-Dale found his calling in real estate. He began his career in insurance as an underwriter, and although it suited his technical abilities, it lacked the warmth of communication with customers. He moved into escrow as a receptionist, and more than a decade later he not only has his own desk at Glen Oaks Escrow but is also the Branch Manager at the company’s office location in Laguna Niguel.
“I have a Nordstrom mentality where service is everything,” Christopher shared. “After I met with the management team at Glen Oaks Escrow, I knew it was the right place for me.” The organization’s progressive thinking, support system and state-of-the-art technology enables Christopher to focus his energies on providing the personal touch and technical acumen his clients appreciate. He handles residential resale, 1031 Tax Exchanges, large REO groups and some tract sales along with office managerial duties which entail recruiting topnotch escrow officers and building new relationships in South County.
When he’s not in the office or scouting new Open Houses, Christopher loves spending time with his family, driving through Trabuco Canyon and tooling along the coast in search of a good classic car show.
Jo Rossley tried out a few professions before she found her true calling as an Escrow Officer. Formerly a pharmacy technician and the owner of a catering company, Jo realized over time that her strong suits were problem-solving and proactive communications. Little did she know that doing a favor would change her professional career forever.
“My friend was working at an escrow company and asked if I could do a short stint filling in for their receptionist. Almost immediately, I realized the escrow environment was for me,” Jo said. “It’s been 16 years since I started, and I’m still just as thrilled to go to the office every day.”
A person who is very hands-on and manages each transaction from the heart, Jo recently decided a change of scenery was needed. “The real estate industry has gone through some amazing transformations in the past few years, but not every escrow firm is keeping up. I was seeking out a company with a progressive management style that supports its team with the latest in technology. Glen Oaks Escrow was the perfect fit. They not only have an impressive operational process, they provide an internal sales force and a homey environment, both of which are rare.” Jo’s focus on relationship-building and an appreciation of escrow’s daily challenges have earned her a loyal client base. She specializes in residential escrow transactions including REOs, refinance and short sales as well as commercial. Jo is a Notary Public and a member of the National Notary Association and Los Angeles Gay & Lesbian Chamber of Commerce.
Although she left the catering profession behind, Jo can still be found cooking up amazing dishes for friends and family in her free time.
Lynda began her escrow career in 1983 working for a small independent escrow company, owned by her grandmother. She moved to the Glendale area in 1986 and continued working in the Glendale area as well as La Canada and Pasadena until 2001 when she moved her career closer to home in the Santa Clarita Valley. Lynda has enormous pride and tremendous loyalty to her community. She has never been happier than working in the valley that she has lived in, loves and where she and her husband have raised their family for the last 18 years.
Lynda’s expertise includes all aspects of Residential Resale, Refinance, 1031 Tax Deferred Exchange, Commercial and Investment transactions.
Lynda opened the first Branch Office of Glen Oaks Escrow in December 2004. Lynda’s commitment and dedication to providing unparalleled customer service, her expert technical knowledge and her incredible support staff have earned her and Glen Oaks Escrow/Valencia, an excellent reputation in the Santa Clarita Valley.
Susan Opalk is the founder and co-owner of Glen Oaks Escrow Los Feliz. She has earned the title Certified Senior Escrow Officer and Certified Escrow Instructor from the California Escrow Association. Susan has a multitude of experience in all types of escrows from refinances to 1031 tax deferred exchanges, residential property to commercial property, and makes each closing a success for all parties, including first time home buyers and experiences investors.
Having been in the California Escrow Industry for over 30 years, Susan Opalk created and managed a successful Escrow Processing Center with a 99% accuracy rating for REOs, Short Sales, Refinances, and Sales. Susan’s current passion is “paperless escrow” and she has converted our escrow software to accommodate the paperless process which has been used successfully in Los Feliz since 2008. This “State of the Art” escrow technology, combined with Susan’s vast escrow experience, creates an environment of success for your transaction.
Tracey Okubo’s earliest memories are shaped by her mother who was an escrow officer for more than 50 years. It was she who persuaded her daughter to give real estate a whirl over 40 years ago. Together, they owned and operated two independent escrow firms. Today, Tracey leverages that experience and business insight as the Branch Manager for Glen Oaks Escrow in San Marino.
“I started out working for big title companies, but once I switched to escrow there was no turning back,” commented Tracey. “There are so many different paths and interesting situations in escrow. I love unraveling problems, and here at Glen Oaks Escrow, we have the support system, technology and professional staff in place to provide unrivaled customer service.” With her extensive title and escrow background, including working with Chase on more than 200 REO deals per month, Tracey provides her team with a rare storehouse of knowledge to expedite escrow transactions in today’s increasingly regulatory environment. One of her greatest joys is working with different cultures. She is fond of stating, “It’s not just escrow. It’s helping people.” This sentiment has earned her a loyal clientele in the Chinese, Indian, Jewish and Hispanic communities among others.
From mother to daughter, escrow has passed down through the Okubo family. 16 years ago, Tracey’s daughter joined her and the team at Glen Oaks Escrow, making it a three-generation family tradition.
For nearly a decade, Alenoush Hartenian has been providing Glendale and surrounding cities with her services as an Escrow Officer with Glen Oaks Escrow. Her dedication is well-known and rewarded by a steady stream of business from longtime clients and referrals.
“Growing up with family in real estate gave me a firsthand view of the demanding pace and daily problem-solving that defines real estate transactions,” she commented. “Working with Glen Oaks Escrow has been a joy because they truly understand the nature of this business. The foundation of industry knowledge here is profound and the management support exceptional. As a result, I’m able to respond to the needs of my clients with the highest caliber of professionalism and efficiency. I’ve been at Glen Oaks Escrow from day one and have never given a thought to being anywhere else,” she stated. Alenoush specializes in residential, commercial, short sales, REO, refinances and Co-ops.
Outside of the office, Alenoush enjoys spending time with friends and family and can often be found on long nature hikes.
A veritable fixture in the real estate community, Alina Chu bring nearly three decades of escrow experience to her position as Escrow Officer for Glen Oaks Escrow. Her dedication and love of the business led to the opening of her own escrow company in 1986 which she operated with her sister and two other partners until it was sold to Land America. She joined Glen Oaks Escrow’s San Marino office in 2010.
“I love the escrow business because I’m helping people attain something important in their lives,” Alina offered. “Glen Oaks Escrow supports my efforts by delivering the best possible customer service and professionalism.” Her extensive knowledge not only ensures clients have access to valuable information, but it also enables her to anticipate challenges that often come with more complex transactions. Alina’s commitment to excellence has gained a loyal following of sales agents, rokers and home buyers alike. She handles commercial, residential, tract homes, REOs and short sales within the local community and is fluent in Spanish and Cantonese.
When she’s not in the office, Alina divides her time between traveling, playing golf and supporting the Lending Hope Foundation, an international organization that provides micro loans to poverty-level entrepreneurs.
A specialist in bulk sales, tract homes, residential and commercial escrows, Betty Fong brings 20 years of experience to her position as Escrow Officer at Glen Oaks Escrow in San Marino. Betty’s background in real estate spans sales, construction as well as escrow. This broad spectrum of experience has earned her incomparable respect in the industry.
“I’ve been blessed to find my true calling in escrow,” she commented. “It’s a people business which I love. I’m always meeting new sales agents, buyer and sellers and Loan Brokers. Glen Oaks Escrow provides the management, technology and knowledge that enables me to deliver the highest standards of service. It’s gratifying to be part of this friendly and professional family.” Betty attributes her success to open communications with clients and has repeat customers that date back more than a decade. She is a member of the Escrow Association and speaks Chinese and English in addition to her native language of Spanish.
Carmen Alvarado was studying at Cal State Northridge for a career in psychology when she got the opportunity to work as a receptionist in an escrow company. It didn’t take long for the real estate bug to bite. Twelve years and a Psychology Bachelor’s later, Carmen is channeling her desire to help people, not as a psychologist, but as an Escrow Officer at Glen Oaks Escrow.
“I like to make people happy and love working in escrow,” Carmen shared. “For families and newlyweds purchasing their first home, you want to make it the best possible experience.” She joined Glen Oaks Escrow alongside Marcine Kline with whom she has worked her entire career. “We have a great relationship, and I love the management team here at Glen Oaks Escrow. The family-like atmosphere, the supportive team, the paperless environment — it’s all very welcoming and professional.” Carmen handles a variety of escrow transactions and is bilingual in Spanish and English.
Outside of the office, Carmen enjoys going to the theater, and as newlywed herself, spends as much quality time as possible with her husband and their Olde English Bulldogge.
Although he knows his way around a motherboard and enjoys putting computers together, tech-savvy Gabriel (Gabe) Guerra’s real passion is escrow. The 10-year real estate veteran got his start as a receptionist and rapidly learned about builder services, commercial escrow, refinance, REOs and more. Today, he makes his professional home at Glen Oaks Escrow in Laguna Niguel.
“Good leadership produces good followers, and that’s what I found here at Glen Oaks Escrow,” Gabe said, referring to Branch Manager, Christopher Arce-Dale. An Escrow Officer who manages a wide variety of transactions, Gabe appreciates the fact that the office is current on compliance and regulations, using state-of-the-art technology to protect both their clients as well as the organization. “Everything here is more professional yet very inviting and friendly. I’m looking forward to building up my desk and being a successful contributor to the company.”
Gabe is a Notary Public and member of the Orange County Association of Realtors. When he’s not in the office or deciphering the inner workings of computers, he enjoys surfing, especially the hot spot in his own backyard, Salt Creek Beach.
An Escrow Officer with over a decade of industry experience, James Isham joined Glen Oaks Escrow in 2007. He grew up in Southern California surrounded by a vibrant real estate market and a family well-versed in the business.
“My mother has had a long and gratifying career as a Title Representative which spurred me to consider real estate as well,” James commented. “I chose escrow because I love the opportunity of helping people. “ James worked with several independent escrow companies before coming to Glen Oaks Escrow. “The experience here is truly different,” he said. “Our technology is state-of-the-art and management encourages personal growth all of which benefits our clients in greater responsiveness, faster turn times and exceptional customer service. It’s just worlds apart from any other escrow company.” James is a member of the Santa Clarita Escrow Association and provides escrow services for residential resale, refinance, short sales, REOs, and FSBOs.
A proud father who enjoys spending his free time with family, James also enjoys the occasional game of basketball with friends and colleagues.
A member of the Glen Oaks Escrow team since 2003, Janette Lomeli brings a wealth of experience to her position as an Escrow Officer. For more than a decade, she has worked in both title and escrow, providing her clients with a wellspring of knowledge that is well-served managing complex transactions and all manner of escrow dealings.
Janette’s professionalism and sunny personality has led to significant repeat business from selling agents who appreciate the hands-on service she delivers. “Helping people is at the core of why I am an Escrow Officer,” she offered. “I came to Glen Oaks Escrow because the company is extremely professional without being institutional. The positive atmosphere and hands-on management enables me to provide superior service to my clients.” She is a member of the California Escrow Association and is also a Notary Public.
Janette’s also at the top of her game when she’s not at the office. She and her husband can be found most weekends at baseball diamonds or soccer fields holding up the cheering section for their three children.
There may be a ceiling in some businesses but not at Glen Oaks Escrow according to Jennifer Foster. In the escrow industry for more than a decade, Jennifer saw something unique in the company – a progressive, all-in approach to supporting their employees and growing the organization.
“Glen Oaks Escrow gives me the tools to be successful,” Jennifer says. “They have the right balance of business acumen and friendly management that makes for a great environment.” The Escondido native originally planned to go into law, but a summer job at an escrow firm changed her mind. “I love interacting with clients and focusing on the details of drawing documents and preparing files. Escrow gives me the perfect combination.” Jennifer manages all types of residential escrow, primarily in the coastal region of North San Diego County and is a Notary Public. She also handles all of the escrows for the City of Carlsbad’s affordable units. Although very labor-intensive, the work gives her the opportunity to give back, which she enjoys immensely.
As fall approaches, Jennifer’s sunny personality gets even brighter at the prospect of football season. She and her husband love cheering on their favorite NFL team, the Green Bay Packers followed by who else? The San Diego Chargers!
In her early years, Karen Wisdom wanted to be a water meter reader. When she was turned down because she was a woman and not “strong” enough to handle fieldwork, she left for a field that would give her a fighting chance – real estate.
“As an asset manager, I worked on REOs and bank-owned properties, which was often quite emotional,” Karen recalls. “When you give people cash for their keys, it’s a very distressing situation.” She eventually moved over to escrow and caught the bug. When the time came to find work closer to home, she did her research and came across Yelp reviews for Glen Oaks Escrow that had her actively pursuing a position with the company. “After meeting with the management team, I knew I wanted to work here and it’s even better than I expected. Everything is awesome – the marketing support, the computer systems and the people!” Karen’s compassionate streak is highly appreciated by those who’ve experienced distressed home sale situations as well as first-time homebuyers. Her escrow skills and knowledge cover a wide array of transactions including: REOs, short sales, refinance, residential, and commercial.
On the weekends, Karen swings into action on the golf course. Giving her husband a run for his money, she works her way around bunkers and sand traps for those sweet long drives down the fairway. Fore!
Kimberly Hall’s journey to becoming a successful escrow officer initially started when she was working as a receptionist in an escrow office. After providing clients with impeccable service for nine months, the organization saw her potential and she transitioned into an Escrow Officer role.
We are thrilled that she is now an Escrow Officer with our team at the Glen Oaks Escrow office in Laguna Niguel.
Kimberly brings a wealth of experience to her role. With an extensive background in customer service and organizational skills, she is able to offer clients a superior level of service and an enjoyable and efficient escrow experience.
For the 22 years that Kimberly has been in the escrow industry, she has been an integral part of supporting her clients and team through her self-motivation, attention to detail and a positive and driven attitude. When Kimberly isn’t serving clients with their escrow needs, she enjoys going to the gym, spending time with her friends and cat and working with various philanthropy groups to support veterans and animal rights.
It was nearly 38 years ago, when fate intervened, placing Marcine Kline into the profession where she would establish herself as one of the escrow industry’s leading professionals. Attending college and wanting to work full-time, she applied for a position at an escrow company only to lose out to another applicant. When that person proved to be a no-show, Marcine got the call, and so it began…
“The work just seemed so relatable to me,” Marcine says. She got her feet wet with independent escrow companies, and in 1986, the age of Reaganomics and new tax codes, opened her own firm It didn’t take long for Marcine to champion the demands of the day and by setting her drive and strong work ethic in place, she was able to pay off her business’ debt within that same year. “I’ve always had a strong work ethic, which is one of the things that drew me to Glen Oaks Escrow. It’s a big team with an infrastructure that leads with heart, this is important to me.”
As Branch Manager of the Sherman Oaks office, Marcine is responsible for the teaching, training and education of the staff in addition to recruiting escrow professionals. She has served the San Fernando Valley for more than 30 years and is a full-service escrow officer specializing in Probate, Trust Sales, Conservatorship and both court and independent administration of Estate Act transactions.
Outside of the office, Marcine is an avid traveler, voracious reader and social butterfly. There’s nothing she likes more than heading out with her husband to entertain friends, many of whom started out as her clients.
An escrow professional for more than a decade, Nazeli likes the challenge of perfecting a file and working under the pressure of timelines. Nazeli joined the dynamic team at Glen Oaks Escrow because of their commitment to excellence and their endeavor to create a pleasant experience for their clients. She always commits herself to a high standard of “Result-Oriented” leadership. She adheres to a work ethic that respects hard work and expects exceptional quality.
To Nazeli, success depends on a STRONG commitment to customer satisfaction and a constant focus on the closing date. Nazeli provides escrow service to all of California and works on all types of residential escrows including resale, refinance, short sales, REOs and conventional plus some commercial. She is a notary public and is bilingual in Armenian and English.
Escrow Officer, Rita Butt, has worked for several independent escrow companies for the past 26-years she has been in escrow. Despite the family-style atmosphere she was accustomed to, it did not prepare her for the tight-knit and supportive culture so unique to Glen Oaks Escrow.
“My first day of orientation was very enlightening,” Rita said. “The management team’s philosophy is ‘what can we do for you?’ instead of ‘what can you do for us?’ They’re just good people and it has created a very stimulating and positive workplace.” Rita spent her early years working for the city of Huntington Beach and handling escrow transactions for tract home sales. Over the years, she became a master at refinance escrows and continues to specialize in them today.
Although escrow was a career that happened through a natural progression of opportunities, it has become Rita’s passion, fueled by her ability to help people. “It’s so gratifying to be able to improve the situation of a borrower.” Rita has a loyal base of clients, no doubt due to her responsiveness, attention to detail and warm personality. Outside of the office, this wife and mother of two grown sons enjoys spending time with her grandchildren, family and friends.
Scott Parisen has been an Escrow Officer for six years and offers a comprehensive base of experience, most notably in REOs, regular sales, short sales and refinance. He came to Glen Oaks Escrow in 2008 based on the company’s unparalleled reputation for superior customer service and its progressive corporate philosophy.
“I was impressed by Glen Oaks Escrow’s use of the latest resources and technology,” Scott commented. “Their priority above all else is the client experience which aligns with my own belief. Nothing is overlooked in their efforts to ensure the highest standards.” Scott’s personable nature, responsiveness and keen ability to handle any challenge have earned him a loyal following. He is committed to providing his clients with a smooth and proficient closing experience.
In his free time, Scott enjoys adventurous pursuits that keep his mind sharp and his adrenaline running including sky-diving, snowboarding in the local mountains and ocean kayaking.
Shawn Hudson’s career in Escrow dates back to starting out as a receptionist at a small Escrow firm. While he didn’t know it at the time, he was working with one of the most successful Escrow teams in the Valley. This team quickly realized Shawn’s potential and encouraged him to flourish in running his own desk.
And, the rest is history…
Today, Shawn Hudson, a native Southern California, is an Escrow Officer at Glen Oaks Escrow in Sherman Oaks. His rich breadth of knowledge, unique experiences and a passion for helping clients navigate through the escrow process are all traits that have aided him in helping clients over the past 15 years.
As an active real estate investor himself, Shawn has a firm grasp on all of the intricacies involved in a real estate transaction, including the urgency to close on time and ensuring that all parties are educated about the process. In addition to managing traditional escrows, he also has extensive experience in managing REO accounts for FNMA and RELS, Relocation Escrow, Probate and Co-Op Transactions and has a pristine track record of solving title issues and helping first-time homebuyers overcome their fears of escrow.
When Shawn isn’t busy helping clients achieve their real estate goals, you can find him playing ice hockey, enjoying the outdoors, investing in real estate and spending time with his wife and two boys.
As an Escrow Officer for over 30 years, Susan Brash has handled a vast variety of escrow transactions including residential, commercial, refinances, bulk sales, short sales, and all-inclusive transactions.
“I have seen it all and have loved every minute of it, Susan says. I remember interviewing for my first escrow position when I was 19 years old and asking, ‘What’s an escrow? Is that something you go into and never come out of?’ Well they laughed and decided I would make a good addition to their company. I was right, escrow is something that I went into and never came out of.” Susan has always loved the challenges escrow brings and never tires of learning something new. She especially loves helping buyers and sellers getting through one of the most stressful experiences of their lives by remaining cool and calm under any circumstances. Her clients have told her she has a good bedside manner.
Susan joined the Los Feliz office of Glen Oaks Escrow in 2008. “From day one I was impressed with the management and ethics of this company, and knew I would fit in perfectly. I have found a home at Glen Oaks Escrow and they have made me part of their extended family.”
Her biggest joy in life is spending time with her amazing Grandson and re-discovering the world through his eyes.
A graduate of UCLA with a degree in psychology, Veto Ruiz applies his learning every day in the people-oriented business of escrow. His experience in the industry exceeds 20 years, and over half of that time has been with Glen Oaks Escrow’s sister company, American Trust Escrow.
“I’ve loved this business from the first day I started as a receptionist back in 1993,” Ruiz said. “You meet new people every day, it’s constantly changing and it’s very demanding. Glen Oaks Escrow ensures we deliver the highest service standards by providing the latest in technology, industry reports and trend updates. Their care for clients and employees is exemplary.” Veto’s own work ethic does not go unnoticed by his clients who come back again and again for his attentive service, superb organization and troubleshooting skills. His escrow focus is primarily in residential including short sales and refinancing.
For rest and relaxation, you’ll find Veto on thin ice – the kind that requires a hockey stick and puck. He competes in an adult hockey league, and also enjoys spending time with his family.
Cynthia Moller is a Senior Escrow Officer who likes to give back. With nearly three decades of escrow experience, she has an exceptional depth of industry knowledge that she readily offers up in her blog, “Ask Cynthia,” and to her loyal clients at Glen Oaks Escrow in Valencia.
“I like to be out front – talking, writing and presenting ideas about this great industry we’re a part of,” she said. “With today’s advanced technologies, we can easily do this, yet it’s rare to find escrow companies taking advantage of the opportunities. That’s what drew me to Glen Oaks Escrow. They’re a forward-thinking company with amazing communications and state-of-the-art processes that enable me to serve my clients better.” Cynthia started in banking, moved over to escrow and immediately began working on complex transactions like assumptions, notes and deeds of trust. Today, clients appreciate her technical expertise in a wide range of escrow transactions including residential, commercial, bulk sales, liquor license transfers and mobile homes. She is a notary public, member of the Santa Clarita Escrow Association and possesses a broad understanding of real estate law by taking advantage of continued education courses through industry classes and seminars.
Cynthia is also a “front person” in her personal life. As a “drop in” singer with several local southland bands, she often performs at events to support charities like the Food Pantry. When she’s not onstage or working with non-profit organizations like Habitat for Humanity, this hardworking Mom brings her vibrant personality home to share with the three biggest joys in her life – her children.
Shelley Valencia brings a rich and varied background to her position as Senior Business Development for Glen Oaks Escrow and serves the Glendale, Burbank and foothills region. More than two decades in title, home warranty and disclosure provide her with keen insights into the needs and business objectives of today’s banks, Realtors, brokers, sales agents and the expectations of their clients.
Shelley joined Glen Oaks Escrow in 2005 as its first Sales Representative. “I’ve known Scott Akerley, CEO of Glen Oaks Escrow, since our school days and was thrilled at the opportunity to join his team, she said. Building enduring client relationships is important to me, and that’s been possible with the support, professionalism and consistent integrity of this organization. I absolutely love what I do and consider Glen Oaks Escrow my second family.” Shelley’s own high standards and dedication have earned her accolades as well, most notably from the Burbank Board of Realtors for Affiliate of the Year in 2009. Her expertise, friendly demeanor and can-do attitude have opened doors and won many referrals from pleased clients.
A native of Canada, Shelley is happiest when she’s in the sun, boating, water skiing or just spending quality time with her husband, Robert, and their two daughters.
With a law degree to her name and experience practicing real property and family law, Alison Fass enjoyed her work yet yearned to explore something that had always been of interest – real estate. When a friend working at Pango Group mentioned a job opening in business development, she jumped.
“It was definitely a departure for me,” Alison acknowledged. “However, it was an opportunity to get into the real estate industry and join a forward-thinking, innovative and well-respected company— getting out there and meeting a diversity of people, which I love.”
Although she had her real estate license, Alison was attracted to the escrow side, which enables her to draw on her law background. Giving her the confidence to make the career shift was the management team at Glen Oaks Escrow and Escrow Trust Advisors. “They are supportive and provide all of the tools and resources needed to be successful in the field. It has been a wonderful transition thanks to all of the friendly and helpful staff.” Alison is looking forward to building relationships with residential agents, commercial brokers, and real estate attorneys with the objective of adding value to their business.
“The Westside is my backyard, and I’m thrilled at the chance to introduce more real estate professionals to the wonderful escrow services we provide.”
Outside of the office, this California native enjoys spending time with friends and family and never misses the chance to be in the great outdoors. She is also an avid sushi fan.
There’s nothing Deborah Milks likes better than leaving her desk, going into the community and connecting Realtors and homebuyers with a great escrow experience. She joined Glen Oaks Escrow in San Diego for the opportunity of nurturing existing relationships and cultivating new ones with a company known for its high standards.
“Glen Oaks Escrow is progressive, supportive and very friendly,” Deborah commented. “I’m thrilled to work with professionals whose primary focus is the customer’s satisfaction. It’s a great environment.” Deborah’s role in business development enables her to leverage her 17 years of escrow experience, both behind the desk and out in the field. She has worked for escrow as well as title companies and is known for her positive attitude, exceptional customer service and ready smile. “I enjoy paperwork, but I love working with people. Helping them find the right escrow officer. Meeting all of the different entities in the transaction. It’s very rewarding.”
Deborah is a notary public as well as a fine cook—a skill she brings to the table and generously shares with friends and family.
When it comes to high performance, Hallie Packard is a natural. She was driving a car by the age of nine, got her real estate license at age 19 and owned and operated a driving/racing school with her brother until turning her attention to real estate full time. Today, she is a business development representative at Glen Oaks Escrow in Laguna Niguel.
“My passion is people. I like to get out into the community and see where we can make a difference for Realtors, brokers and mortgage institutions,” said Hallie. “Laguna Niguel is such a special city with amazing topography and close proximity to much of what makes Southern California famous – beaches, sunshine, recreation and of course, wonderful communities. At Glen Oaks Escrow, we’re here to listen, learn what folks need and provide our world-class escrow services.”
During her time selling real estate, Hallie assisted in the closing of more than 20 million dollars in sales. She also became an expert in short sales, a Notary Public and earned a Series 7 certification in financial advising. Exceeding client expectations is her main priority, something for which Glen Oaks Escrow is also well known. “It’s a great fit,” she confirmed. “Our management provides the tools and support that enable everyone in the office to work at their peak potential. We have a highly experienced and motivated team.”
When she’s not out meeting new people throughout South Orange County, Hallie enjoys spending time with her husband mountain biking, paddle boarding and reconnecting with their respective families.
When it comes to business development, Jessica Kalkin knows how to keep a ball in play. She has more than 17 years experience in the high-powered, high profile golf industry where she was integrally involved in sales, marketing and sales management for a host of private golf clubs. Today, she applies that professional expertise in her position as Business Development Representative at Glen Oaks Escrow.
“I had reached a plateau in the golf industry and was ready for a change,” Jessica said. “Glen Oaks Escrow presented an opportunity that enabled me to make a lateral career move and utilize my skills in a very dynamic industry.” Her strength in promoting brand awareness and facilitating strategic relationships are key aspects of her daily responsibilities at Glen Oaks Escrow. “I love getting out into the real estate community and sharing the exceptional capabilities and quality of service found at Glen Oaks Escrow,” she shared. Working closely with management, she provides strategic oversight and tactical execution in all aspects of the sales and marketing process.
Jessica’s boundless energy carries over into her personal life, which includes a devotion to physical fitness. When she’s not training at the gym, she enjoys volunteering at Cedar Sinai Hospital, spending time with friends and family and catching as many Los Angeles Lakers games as possible.
Jessica is a member of the South Bay Association of Realtors and the Women’s Council of Realtors.
Customer service is deeply rooted in sales representative, Kellee Sauter. She got her start in restaurant catering and had such an infectious personality and can-do attitude, she was recruited by one of her own customers to leave the restaurant business and join them at their title and escrow company. For the next 17 years she honed her craft and then made the move to Glen Oaks Escrow.
“I love building and maintaining business relationships, and Glen Oaks Escrow makes that possible,” Kellee shared recently. “Their support system is great, the technology is topnotch and the company is committed to making raving fans through everyone we touch. That aligns perfectly with my customer service philosophy.“
Kellee is an advocate of participating in local associations and is active in the San Diego Association of Realtors (SDAR), North San Diego County Association of Realtors (NSDCAR), Women’s Council of Realtors (WCR) and National Association of Hispanic Real Estate Professionals (NAHREP). She is also committed to assisting local charities including Operation America Cares, which provides care packages to U.S. troops and the Angel’s Depot, a seniors advocacy group that assists San Diego’s elderly poor.
An active mother of three sons, Kellee is their biggest cheerleader at sporting and academic events. In quieter moments, she can be found at the beach, listening to music or indulging her love of interior design.
Lauren Greer is the business development representative for Glen Oaks Escrow in the San Fernando Valley and Conejo Valley. Her job is to be out in the field building relationships with residential agents, commercial brokers, mortgage brokers and investors to see how Glen Oaks Escrow can help provide value to their business and the clients they represent. As the liaison between the escrow officer and the client, Lauren makes sure that each file runs smoothly and that all parties are updated. She is also a traveling notary which brings extra convenience to her clients when they are ready to fill out paperwork.
Lauren is a member of the Southland Regional Association of Realtors in the valley and serves on the Young Real Estate Professionals Board as well as the Commercial Investment Committee. She is also the Director of Membership for the National Association of Hispanic Real Estate Professionals, and a member of Women’s Council of Realtors and the Asian Real Estate Association. She is very involved with her community and makes sure to bring awareness to the public about the services Glen Oaks Escrow provides.
“This organization is a rare find in the escrow community because of the leadership’s dedication to innovation and delivering the highest levels of customer service. Connecting with real estate professionals and providing them with this valuable information is immensely gratifying.”
Prior to her work at Glen Oaks Escrow, Sara Lehmann’s professional life was an eclectic mix of physical therapy for dogs, marketing research for a major metropolitan newspaper and selling data for one of the nation’s leading providers of Real Estate zoning information. When a position in Escrow sales arose, she quickly seized the opportunity and has since had the privilege of learning from some of the best Escrow Officers in the industry.
“I grew up in a household that revolved around Real Estate and I picked up those communication skills,” she said. Her innate understanding of the industry and love of people are the perfect fit for her position at Glen Oaks Escrow’s Sherman Oaks office where she manages business development for the South San Fernando Valley and the Los Feliz/Silverlake area. “I like connecting people and finding solutions for their wants and needs, and I have the necessary support to do that here.”
Besides Real Estate, Sara’s other passions are traveling, comedy and her love of dogs. She rescued her partner in crime, an overly expressive Pharaoh Hound mix named Cairo nearly a decade ago, and today he is happily ensconced as a key member of her family.
Sally Barerra has more than two decades of experience in real estate with a significant portion serving the title business in customer service and sales. Sally’s vast experience and background make her an easy problem solver for many transactions. That career path took a turn when she had a chance meeting with longtime colleague and CEO of Glen Oaks Escrow (GOE), Scott Akerley. Today, Sally is in charge of business development at GOE where her exuberant and caring personality have found the perfect home.
“There is no similarity between title and escrow,” Sally explains. “Title is selling paper. Escrow is all about people and relationships. It’s very rewarding.” Like a casting director, she sees her role as matching the right client with the right escrow officer. The culture at GOE is supportive of her efforts, providing state-of-the-art technology, continued education and an open door policy. “I really like the fact that the company is big, but the people treat each other like a small boutique company. It’s a family environment.” Sally is bilingual in English and Spanish and involved in the National Association of Hispanic Real Estate Professionals (NAHREP), Montebello District Board of Realtors, Downey Association of Realtors® Inc., Asian Real Estate Association of America (AREAA) and Real Estate Owner’s Management Association of California (REOMAC).
Sally enjoys sharing her knowledge and frequently holds educational seminars at the office for lenders, realtors, homebuyers and anyone interested in learning more about the trends and regulations that continue to shape real estate and escrow transactions. “I introduce everyone I meet to GOE because I know they will ultimately become raving fans.”