JOB SUMMARY
The Assistant Escrow Officer is primarily responsible for assisting with tasks relating to the closing of a real estate transactions. Act as liaison between all parties to the transaction including homebuyer, seller, mortgage, accounting and other areas within the title and settlement processes.
Responsibilities- Perform customer service duties including answering phones and general email requests.
- Maintain professional branch appearance including cleanliness of closing rooms and lobby.
- Greet arriving customers and assist with closing celebrations.
- Contact customers and perform initial scheduling confirmation and obtain closing specific information.
- Maintain reports and tracking of completed tasks as required.
- Review initial closing information and prepare Pre-Settlement Statements.
- Review Title Commitments and identify issues.
- Coordinate and maintain contacts for each community.
- Work with Escrow Support Officers/IT Dept to maintain accurate information in database systems.
- Support the branch as directed in all aspects of the settlement transactions.
- Follow Escrow Accounting Business Practice Guidelines which includes but is not limited to collection and disbursement of funds while complying with required State and Federal Good Funds statutes.
- Ensure adherence to workflow processes.
- Perform other duties as assigned.
REQUIRED EDUCATION/EXPERIENCE
Minimum High School Diploma or equivalent
Certification as a Notary Public is a plus
Experience as an Assistant Escrow Officer is a plus
REQUIRED SKILLS/KNOWLEDGE - Exceptional customer service skills with experience engaging with diverse homebuyer demographics
- Ability to multi-task and handle fast-paced and demanding work environment
- Strong follow up skills and attention to detail
- Ability to adjust well to change
- Ability to collaborate effectively across dispersed teams in multiple locations
- Effective communication skills, both verbal and written
- Proficiency in Microsoft Office Suite required
- Experience with OneNote and SoftPro is a plus
- Demonstrates effective collaboration skills to promote teamwork and communication among various departments and stakeholders
- Demonstrates proactive initiative and self-motivation to drive tasks and projects forward independently
- Exhibits exceptional time management and prioritization skills to efficiently meet deadlines and optimize task workflows
ADDITIONAL INFORMATION - This position is office-based, requiring in-office attendance five days a week to foster team collaboration and ensure direct customer engagement