What are the responsibilities and job description for the Escrow Officer position at MONEY TITLE, LLC?
Responsibilities
The Escrow Officer completes the following duties under the direction of the Director of Operations
File Initiation and Review
- Accept and review files upon assignment
- Review title commitments to identify potential curative issues
- Notify all parties of file opening and communicate next steps clearly
Title Clearance & Curative
- Perform and oversee curative actions in alignment with the title department direction and underwriter guidelines
- Follow up on title issues proactively and document daily
- Ensure all title products are accurate, compliant, and complete
- Maintain and grow in knowledge and training over title insurance policies and endorsements
Legal Document Coordination
- Order legal documents from the law firm in a timely manner
- Confirm receipt and proper upload of all documents into Qualia
Closing Disclosure & Balancing
- Draft and revise Closing Disclosures (CDs) based on contract and lender instructions
- Communicate directly with lenders to achieve timely and accurate CD balancing
- Ensure all funds are correctly accounted for and disbursement instructions are validated
Funding & Post-Closing Handoff
- Submit complete and balanced files to the funding department with all required checklist and documentation
- Provide the policy department with complete and accurate information for the timely and correct issuance of policies
Client Service & Communication
- Serve as a trusted, proactive communicator to clients, agents, and lenders
- Send weekly file status updates to all parties
- Foster client retention through timely service, thoughtful communication, and solution-oriented follow-up
Expectations
The Escrow Officer will be held to the following expectations:
- Maintain daily ownership over assigned files from open to close
- Enter detailed notes and upload all file communication and activity in Qualia
- Follow workflow task lists in Qualia, checking off steps as completed
- Escalate issues or delays appropriately and promptly to the Title Manager or Director of Operations
- Adhere to deadlines for:
- Title clearance
- Legal document ordering
- CD preparation and balancing
- Funding submission
- Policy handoff
Compliance Requirements
The Escrow Officer is expected to maintain full compliance with:
- TDI (Texas Department of Insurance) standards, including licensure, documentation, fee accuracy, and recordkeeping