Job Duties:

1. The scope of the Escrow Assistant’s I responsibilities and duties may vary depending on the size of the office/department. The Escrow Assistant I provides various support duties, including: (95%)
   • Miscellaneous opening procedures: prepare start card, proofread instructions prior to disbursing.
   • Send certified escrow instructions to lender.
   • Provide all information required to open a refinance or a resale escrow in general information.
   • Obtain “Legal and Vesting” (L&V) for title.
   • Open title search for a refinance and resale escrow.
   • Prepare and package loan escrow instructions and all documents required in borrower’s opening package.
   • Package preprinted sale escrow instructions and all preprinted documents required in Seller/Buyer package.
   • Properly order demands, beneficiary statements, and homeowner association statements.
   • Accurately prepare receipts.
   • Accurately disseminate information from a given file to the appropriate party (ie. Buyer/Seller/Buyers Agent/Sellers Agent/Lender/Title etc)
   • Print closing statement and HUD-1.
   • Reconcile bank statements, trial balances and subsidiary A/R ledgers. Assist manager in locating errors, filling out manual reports.
   • Print checks.
2. Perform any additional responsibilities as requested or assigned. (0 – 5%)

Qualifications:

Education:

• Minimum of high school diploma or the equivalent.

Knowledge and Skills:

• Previous Escrow Receptionist experience required.
• Past office/administrative experience of at least six months.
• Strong personal computer skills.
• Ability to work independently.
• Excellent organizational skills with a focus on details to ensure accuracy.
• Effective oral and written communication skills.
• Effective analytical and problem-solving skills.
• Ability to prioritize and handle multiple tasks and projects concurrently.