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Trust Officer II Custody City National Bank
Los Angeles, CA1 day agoRemote
- $71,869–$114,797 Per Year
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Skills
- Alliance/Partner Managementunmatched
- Analysis Skillsunmatched
- Centralized Operations/Managementunmatched
- Contract Reviewunmatched
- Customer Experienceunmatched
- Customer Support/Serviceunmatched
- Dental Insuranceunmatched
- Documentationunmatched
- Escrowunmatched
- Escrow Servicesunmatched
- Establish Prioritiesunmatched
- File Managementunmatched
- Health Insuranceunmatched
- Identify Issuesunmatched
- Liensunmatched
- Operational Supportunmatched
- Presentation/Verbal Skillsunmatched
- Problem Solving Skillsunmatched
- Purchasing/Procurementunmatched
- Quality Assuranceunmatched
- Real Estateunmatched
- Reporting Dashboardsunmatched
- Risk Analysisunmatched
- Salesunmatched
- Team Playerunmatched
- Time Managementunmatched
- Training/Teachingunmatched
- Transaction Processing/Managementunmatched
- Vision Planunmatched
Description
Benefits:
The Escrow Assistant plays a key role throughout the real estate transaction by providing centralized support to a Senior Escrow Officer to ensure a smooth closing experience for the consumer. This position is responsible for providing a high level of customer service, ensuring efficient and effective file management and applying appropriate escrow knowledge throughout the transaction to accurately complete tasks and communicate with escrow clients.
Job Responsibilities:
- Competitive salary
- Dental insurance
- Health insurance
- Training & development
- Vision insurance
The Escrow Assistant plays a key role throughout the real estate transaction by providing centralized support to a Senior Escrow Officer to ensure a smooth closing experience for the consumer. This position is responsible for providing a high level of customer service, ensuring efficient and effective file management and applying appropriate escrow knowledge throughout the transaction to accurately complete tasks and communicate with escrow clients.
Job Responsibilities:
- Task Management:
- Maintain an accurate daily task list (workflow dashboard) without overdue items.
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- Provide centralized operational support to the escrow officer, including:
- Reviewing commitment/prelim and seller/buyer information forms.
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- Ordering tax certificates, HOA certificates/statements, surveys, payoff statements, and lien releases.
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- Balancing files and preparing closing documents.
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- Handling any other assigned workflow dashboard tasks.
- Provide centralized operational support to the escrow officer, including:
- Document Evaluation:
- Evaluate and review real estate contracts and all supporting documents meticulously.
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- Manage files to ensure accuracy and completeness of documentation.
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- Compile and process escrow instruction packages.
- Branch Collaboration:
- Collaborate with branch operations to prepare for closings. o Consistently communicate with Escrow Officers and local branches regarding file updates, changes, or issues.
- Risk Assessment:
- Exercise sound judgment to identify discrepancies and assess risk levels, enabling informed decisions.
- Self-motivated - able to work independently with a sense of urgency in a fast-paced, high volume paperless environment.
- People first approach - providing exceptional customer service to Escrow Officer, agents, and other appropriate parties throughout the transaction process.
- Technical- ability to learn and navigate multiple software systems with a high level of competency.
- Critical Thinking/Problem solving —the individual identifies and resolves problems in a timely manner, gathers and analyzes information thoughtfully and maintains confidentiality.
- Partnership/Collaboration —the individual remains open to others' ideas and exhibits willingness to try new things.
- Oral/Written Communication —the individual speaks clearly and persuasively in positive or negative situations to clearly advise and resolve any issues.
- Quality Assurance —the individual demonstrates accuracy and thoroughness and monitors own work to ensure quality.
- Adaptability —the individual adapts to changes in the work environment, prioritizes and manages competing demands, and can deal with frequent change, delays, or unexpected events while remaining resilient.
- Building Collaborative Relationships – the individual develops, maintains, and strengthens partnerships with agents and colleagues while providing information, assistance, and support.
Numbers & Facts
| Location | El Segundo, CA |
| Job Type | Full-time |
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