What are the responsibilities and job description for the Regional Escrow Officer - Sunbelt Title - Palm Harbor, FL position at Compass International Holdings?
As an Escrow Specialist, you will play a critical role in ensuring a seamless and efficient real estate closing experience. You’ll provide centralized operational support to Escrow Officers and local branches, managing key administrative and compliance tasks throughout the transaction lifecycle. Your attention to detail, customer-first mindset, and ability to thrive in a fast-paced environment will directly contribute to successful real estate closings and client satisfaction.
Key Responsibilities
Operational & Task Management
- Maintain an accurate and up-to-date task list via workflow dashboards, ensuring no overdue items.
- Support escrow branches by:
• Reviewing title commitments/prelims and buyer/seller information forms.
• Ordering tax certificates, HOA documents, surveys, payoffs, and lien releases.
• Balancing files and preparing closing documents.
• Completing other assigned workflow tasks as needed.
Document Review & File Management
- Evaluate real estate contracts and the supporting documents for accuracy and completeness.
- Compile and process escrow instruction packages.
- Ensure all documentation is compliant and properly filed.
Branch Collaboration & Communication
- Partner with Escrow Officers and local branches to prepare for closings.
- Provide timely updates on file status, changes, and issues.
- Serve as a liaison between internal teams and external clients.
Risk Assessment & Compliance
- Identify discrepancies and assess risk levels using sound judgment.
- Escalate issues appropriately to ensure compliance and mitigate risk.
Qualifications
Experience
- 1–3 years of experience in escrow, title, and/or real estate transaction support required.
- Demonstrated understanding of the full lifecycle of a real estate transaction (“life of a file”).
- Demonstrated understanding of closing documents and settlement statements.
Technical Skills
- Proficiency in Microsoft Office Suite and AI tools (i.e.- CoPilot, Gemini, Chatgpt)
- The ability to learn and navigate multiple software systems quickly and accurately as this role regularly works in escrow computer applications.
Core Competencies
- Customer Focus: Prioritize service excellence for Escrow Officers, agents, and clients.
- Self-Motivation: Work independently with urgency in a high-volume, paperless environment.
- Critical Thinking: Analyze information and resolve problems efficiently.
- Communication: Convey information clearly and professionally, both verbally and in writing.
- Collaboration: Build strong relationships with internal and external stakeholders.
- Adaptability: Manage shifting priorities and remain resilient under pressure.
- Quality Assurance: Demonstrate accuracy, thoroughness, and accountability in all tasks.
Why Join Us?
- Be part of a collaborative and mission-driven team.
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 Group
Key Responsibilities
Operational & Task Management
- Maintain an accurate and up-to-date task list via workflow dashboards, ensuring no overdue items.
- Support escrow branches by:
• Reviewing title commitments/prelims and buyer/seller information forms.
• Ordering tax certificates, HOA documents, surveys, payoffs, and lien releases.
• Balancing files and preparing closing documents.
• Completing other assigned workflow tasks as needed.
Document Review & File Management
- Evaluate real estate contracts and the supporting documents for accuracy and completeness.
- Compile and process escrow instruction packages.
- Ensure all documentation is compliant and properly filed.
Branch Collaboration & Communication
- Partner with Escrow Officers and local branches to prepare for closings.
- Provide timely updates on file status, changes, and issues.
- Serve as a liaison between internal teams and external clients.
Risk Assessment & Compliance
- Identify discrepancies and assess risk levels using sound judgment.
- Escalate issues appropriately to ensure compliance and mitigate risk.
Qualifications
Experience
- 1–3 years of experience in escrow, title, and/or real estate transaction support required.
- Demonstrated understanding of the full lifecycle of a real estate transaction (“life of a file”).
- Demonstrated understanding of closing documents and settlement statements.
Technical Skills
- Proficiency in Microsoft Office Suite and AI tools (i.e.- CoPilot, Gemini, Chatgpt)
- The ability to learn and navigate multiple software systems quickly and accurately as this role regularly works in escrow computer applications.
Core Competencies
- Customer Focus: Prioritize service excellence for Escrow Officers, agents, and clients.
- Self-Motivation: Work independently with urgency in a high-volume, paperless environment.
- Critical Thinking: Analyze information and resolve problems efficiently.
- Communication: Convey information clearly and professionally, both verbally and in writing.
- Collaboration: Build strong relationships with internal and external stakeholders.
- Adaptability: Manage shifting priorities and remain resilient under pressure.
- Quality Assurance: Demonstrate accuracy, thoroughness, and accountability in all tasks.
Why Join Us?
- Be part of a collaborative and mission-driven team.
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 Group