What are the responsibilities and job description for the Escrow Branch Manager - Westlake Village, CA position at Compass International Holdings?
We are seeking a highly motivated, high integrity Branch Manager with at least 3 years of management experience. This includes handling incoming escrows from beginning to end and everything in between; managing and coaching the staff; recruiting to grow the branch and/or operation overall; be responsible for all levels of customer care and proactive problem resolution on our files and with staff. He/She will participate in all company and customer meetings as required and keep the staff informed of new company and industry policies and procedures.
He/She would work closely with the sales representative and senior leadership to increase revenue and profits, manage expenses, increase partner capture and third party market share. He/She is responsible for opening new escrows and maintaining client relationships to build the branch and supporting the other team players in assisting
Additional duties include receipting in buyer's deposits;
- Making calls to the buyer and seller for introductions, along with the corresponding agents; introducing or giving names of her staff so that the parties know whom to contact if she is not available
- Review the sales contract; order demands
- Process incoming mail and email; update escrow file
- Review Title Reports and work with title to determine methods to clear exceptions
- Monitor contingencies/conditions
- Prepare escrow instructions, estimated statements, title transfer documents and all documents necessary to clear exceptions
- Deliver all necessary documents to client
- Keep in direct contact with agent with weekly report as to the progress of the transaction and what is needed for a complete closing
- Create a system in the office to make sure each file is in status order so that each person can locate what they need efficiently
- Set signing appointments for buyer and seller
- Personally handle signings or manage signings with outside signing services
- Prepare file for funding
- Order Hazard Insurance
- Balance and close file
- Set up and monitor recording
- Monitor lead assistant or other officer to always review the figures before file is completely balanced (referred to as "double audit")
- Sign off on check/file ledger after file is balanced
- Print checks and closing statements after the audit
- Disburse checks to appropriate parties
- Communicate to parties when the file has closed and when funds will be disbursed
- Request title insurance via a policy write-up
- Utilize all internal escrow support systems to create a high level of productivity and workflow in the office
- If problems arise, she/he is responsible to proactively notify the parties immediately and work with senior leadership when needed for problem resolution
Job Requirements:
- Certified Escrow Officer preferred.
- Ability to read, analyze, and interpret the most complex documents.
- Ability to respond effectively to the most sensitive inquiries or complaints.
- All communication (written or verbal) must be handled with proper grammar. Responsible for maintaining the confidentiality of related Company business. Communicate effectively, maintain cooperation, and display professional attitude with coworkers and management.
- Ability to effectively present information in one-on-one and group situations to other employees of the department.
- Work Experience-Escrow Officer background.
- 5-7 years' experience in an escrow officer position. Must be comfortable working in a fast-paced, high volume, deadline-oriented environment.
Anywhere is proud to offer a comprehensive benefits package to our employees including:
- Medical, Dental, Vision, Short-term and Long-term disability benefits, AD&D
- 401(k) savings plan with company match
- Paid Time Off to Include Holidays, Vacation Time, and Sick Time
- Paid Family & Paternity Leave
- Life Insurance
- Business Travel Accident Insurance
- All employees receive access to LinkedIn Learning
- Employee Referral Program
- Adoption Assistance Program
- Employee Assistance Program
- Health and Wellness Program and Incentives
- Employee Discounts
- Employee Resource Groups
He/She would work closely with the sales representative and senior leadership to increase revenue and profits, manage expenses, increase partner capture and third party market share. He/She is responsible for opening new escrows and maintaining client relationships to build the branch and supporting the other team players in assisting
Additional duties include receipting in buyer's deposits;
- Making calls to the buyer and seller for introductions, along with the corresponding agents; introducing or giving names of her staff so that the parties know whom to contact if she is not available
- Review the sales contract; order demands
- Process incoming mail and email; update escrow file
- Review Title Reports and work with title to determine methods to clear exceptions
- Monitor contingencies/conditions
- Prepare escrow instructions, estimated statements, title transfer documents and all documents necessary to clear exceptions
- Deliver all necessary documents to client
- Keep in direct contact with agent with weekly report as to the progress of the transaction and what is needed for a complete closing
- Create a system in the office to make sure each file is in status order so that each person can locate what they need efficiently
- Set signing appointments for buyer and seller
- Personally handle signings or manage signings with outside signing services
- Prepare file for funding
- Order Hazard Insurance
- Balance and close file
- Set up and monitor recording
- Monitor lead assistant or other officer to always review the figures before file is completely balanced (referred to as "double audit")
- Sign off on check/file ledger after file is balanced
- Print checks and closing statements after the audit
- Disburse checks to appropriate parties
- Communicate to parties when the file has closed and when funds will be disbursed
- Request title insurance via a policy write-up
- Utilize all internal escrow support systems to create a high level of productivity and workflow in the office
- If problems arise, she/he is responsible to proactively notify the parties immediately and work with senior leadership when needed for problem resolution
Job Requirements:
- Certified Escrow Officer preferred.
- Ability to read, analyze, and interpret the most complex documents.
- Ability to respond effectively to the most sensitive inquiries or complaints.
- All communication (written or verbal) must be handled with proper grammar. Responsible for maintaining the confidentiality of related Company business. Communicate effectively, maintain cooperation, and display professional attitude with coworkers and management.
- Ability to effectively present information in one-on-one and group situations to other employees of the department.
- Work Experience-Escrow Officer background.
- 5-7 years' experience in an escrow officer position. Must be comfortable working in a fast-paced, high volume, deadline-oriented environment.
Anywhere is proud to offer a comprehensive benefits package to our employees including:
- Medical, Dental, Vision, Short-term and Long-term disability benefits, AD&D
- 401(k) savings plan with company match
- Paid Time Off to Include Holidays, Vacation Time, and Sick Time
- Paid Family & Paternity Leave
- Life Insurance
- Business Travel Accident Insurance
- All employees receive access to LinkedIn Learning
- Employee Referral Program
- Adoption Assistance Program
- Employee Assistance Program
- Health and Wellness Program and Incentives
- Employee Discounts
- Employee Resource Groups