ESCROW ASSISTANT - RECEPTIONIST

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.

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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.

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We offer a competitive salary, and an excellent benefit package including health, life, and disability insurance; paid time off; and retirement plans