Description

Summary :

Open, process and close refinance and sale transactions with appropriate supervision. Effectively communicates with all interested parties including lenders, principals, realtors, co-workers, and all other department personnel.

Must be a personable, positive, and professional representative of the company.

Essential Duties and Responsibilities :

Verifies and reviews all information in the preliminary report / title commitment while clearing title requirements by researching discrepancies, obtaining lien releases and clearing any other encumbrances.

Task to Central Processing Unit (CSD - CPU), i.e. payoff, HOA and utility demands that appear on preliminary report / title commitment and / or Seller / Borrower Information Sheets.

Pull tax roll from assessor and review for accuracy and potential assessments and / or liens.

Assist in quoting our fees and charges.

Request / authorize loans to fund, receipt in funds, disburse funds including but not limited to sending out payoffs.

Schedule appointments, assembling documents for signing for both inside and outside of the office.

Assist with customer(s) signing of documents inside the office, as assigned by Escrow Officer and / or Branch Manager.

Upload all documents in appropriate category in the electronic filing system.

Document all conversations relative to each file, this will allow each team member to be informed as to the status of the file.

Assemble and submit completed Policy Write Up Instruction to the Title Department. This includes reviewing all documents to be recorded for accuracy and completeness.

Prepare funding packages, provide conditions, receipt in funds.

Continues escrow education either through company training webinars / seminars / meetings or through outside sources (i.e. Escrow Association).

At a minimum, the ability to work your scheduled office hours, Monday through Friday.

Ability to work overtime as requested by management.

Dependable, reliable and punctual attendance is required, which may include attendance at after-hour company events.

Knowledge and Skills Required :

Knowledge of title insurance policies, endorsements and title pricing.

Knowledge of escrow documents, escrow fees and terminology.

Basic computer skills including proficiency in Microsoft Office Suite and Outlook.

Ability to work in fast paced environment while successfully performing under extreme time constraints and meets prescribed deadlines.

Strong attention to detail with excellent organizational skills, with ability to prioritize and handle multiple tasks and projects.

Ability to act independently with sound judgment and take initiative.

Written and verbal communications are clear, grammatically correct and business appropriate.

Actively listens. Is mindful of how body language, gestures and nonverbal communications are perceived.

LI-KT1

Last updated : 2024-05-11