Commercial Title Proforma Specialist

A leading national title insurance and escrow company is seeking a highly experienced Commercial Title Proforma Specialist to support their growing commercial title team. This individual will manage complex commercial title proformas, including multi-site transactions, endorsements, and exclusions. The ideal candidate will be deeply familiar with East Coast commercial transactions and thrive in a fast-paced, team-oriented environment. If you have strong technical knowledge, exceptional client service skills, and the drive to grow with a dynamic and collaborative firm, this is the role for you.

Commercial Title Proforma Specialist Responsibilities

• Prepare and manage commercial proformas weekly for multifamily, construction, and complex transactions
• Gather, review, and complete necessary documents for title insurance commitments
• Coordinate with underwriters and clients regarding endorsements and exclusions
• Review closing instructions and deliver executed documents to all transaction parties
• Finalize and maintain accurate settlement statements
• Ensure timely receipt and recording of all necessary documents
• Maintain accurate data and workflow updates in internal systems
• Collaborate with clients, lenders, and stakeholders to resolve title discrepancies
• Support general commercial title work when not focused on proformas
• Travel to headquarters in Pennsylvania for initial training
  
  

Commercial Title Proforma Specialist Requirements

• 3–4 years of experience with a commercial title company or underwriter
• 80% experience in commercial real estate title transactions, East Coast preferred
• Proficient in handling exclusions and endorsements such as ALTA 9s, ALTA 28, and mezzanine financing
• Experience with multi-site transactions and construction loan proformas
• Strong understanding of title policy coverage, exceptions, and requirements
• Client-facing communication experience with underwriters and stakeholders
• Proficiency in preparing proformas and coordinating endorsements
• Strong working knowledge of SoftPro, Outlook, and document tracking systems
• Detail-oriented with excellent follow-up and deadline management
• Strong written and verbal communication skills
• Experience in mentoring or supporting team members is preferred
• Familiarity with transitioning systems is a plus
• Comfortable in a high-performance, client-focused team
  
  

Benefits

• Comprehensive medical benefits
• Dental and vision insurance
• 401(k) with company match
• Negotiable PTO
• Parental leave, employee discounts, and EAP
• Bonus potential
• Annual company-wide party
  
  

Apply now!