Katie Luczak
Transaction & Compliance Operations Professional · Mortgage & Title Expertise
Katie Luczak
Chicago, IL · Open to Remote, Hybrid, or Local
Transaction Coordination Contract & Compliance Review RESPA / Escrow Compliance
CRM & E-Signature Platforms Cross-Party Communication Marketing & Content Coordination
Profile
In Her Own Words

I've spent close to a decade inside the operational core of real estate, title, and mortgage transactions: the contract reviews, the compliance checkpoints, the calendars that can't slip. My relationship with my current team goes back roughly eight years. I started in admin support, stepped away when a mortgage-industry opportunity came along, and kept getting pulled back, first informally, then part-time, until I rejoined for good, earned my license, and became a full broker in 2022. That kind of staying power isn't an accident. It's the reason people keep asking me back.

Day to day, I'm the person keeping high-volume transactions moving without dropping a compliance requirement: preparing and reviewing listing agreements, leases, and contracts, reconciling escrow accounts against RESPA and state regulations, coordinating closings across buyers, sellers, lenders, and attorneys, and managing calendars and deadlines across several active deals at once. I'm equally comfortable on the technology side, including CRM systems, transaction management software, e-signature platforms, and Canva, and I've run marketing and social content for active listings on top of the compliance work.

I'm intentionally moving away from real estate sales. The part of my career I enjoyed most was the operational and compliance side of the mortgage industry. I was let go from a mortgage lender in a 2022 industry-wide slowdown, not for performance, and I've been looking to get back to that world ever since. I'm targeting mortgage operations, transaction management, or legal assistant roles where my detail-oriented, deadline-driven skill set applies outside of a real estate license. I'm flexible on work arrangement and available to start immediately.

Key Wins
The Work That Defines Her
Covered the Workload of Four People
By her own account, during an earlier stretch with her current real estate team, Katie single-handedly ran administrative operations that would normally take a team of four — a gap the team felt clearly enough that they spent the next several years trying to bring her back.
RESPA-Compliant Escrow Reconciliation at Scale
Reconciled high-volume escrow accounts against RESPA and state regulations at Draper & Kramer Mortgage Corp, working across federal, state, and investor servicing standards to catch and resolve discrepancies before they became compliance risk.
End-to-End Closing Coordination
Coordinated closings with notaries and signing agents and kept buyers, sellers, lenders, and attorneys aligned through the transaction at Chicago Title — while preparing ALTA/CD settlement statements to lender and contractual spec.
Compliance-First Contract Management
Prepares and reviews listing agreements, leases, and contracts for a top-performing brokerage team, maintaining accuracy and timely execution across multiple concurrent transactions and compliance deadlines.
Core Competencies
Transaction Coordination
Manages multiple active deals at once — calendars, deadlines, and required disclosures — without dropping a step.
Contract & Compliance Review
Prepares and reviews listing agreements, leases, and contracts for accuracy before signature.
Escrow & RESPA Compliance
Reconciled high-volume escrow accounts to federal, state, and investor standards at Draper & Kramer.
Closing & Settlement Documentation
Prepared ALTA/CD settlement statements and coordinated notaries and signing agents at Chicago Title.
CRM & Transaction Platforms
Works daily in CRM systems, transaction management software, and e-signature platforms.
Marketing & Content Coordination
Runs social content, post scheduling, and visual coordination for active listings.
Career
Where She's Been
Real Estate Broker/Assistant
2022 — Present
Baird & Warner — Team Fallico · Chicago, IL
Delivers operational, transactional, and marketing support for a top-performing brokerage team, with a hand in nearly every stage of the deal.
  • Prepares and reviews listing agreements, leases, and real estate contracts for accuracy, compliance, and timely execution
  • Manages social media content and listing marketing to boost visibility and engagement
  • Supports showings and scheduling, and maintains calendars, deadlines, and compliance requirements across multiple active transactions
Escrow Reconciler
2020 — 2022
Draper & Kramer Mortgage Corp · Remote
Reconciled high-volume escrow accounts for a national mortgage servicer, with a direct line to regulatory compliance.
  • Ensured compliance with federal, state, and investor regulations and servicing standards to mitigate risk
  • Identified and resolved account discrepancies to maintain accuracy and integrity
Transaction Coordinator
2017 — 2019
Chicago Title · Skokie, IL
Coordinated residential closings and communications across every party in the transaction.
  • Coordinated closings with notaries and signing agents, delivering clear instructions and final documents to ensure smooth transactions
  • Facilitated communication among buyers, sellers, lenders, attorneys, and other parties throughout the transaction process
  • Prepared ALTA/CD settlement statements in compliance with lender instructions and contractual terms
Credentials
Licenses & Professional Development
State of Illinois
Real Estate Agent License
Licensed to represent buyers and sellers in Illinois — earned while already working in transaction and operations support, giving her hands-on familiarity with the deals she coordinates.
Katie Luczak
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Why the industry shift? Biggest win Compliance & RESPA experience Why hire Katie?
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