ESCROW ASSISTANT COVER LETTER TEMPLATE

Published: Feb 17, 2025 - The Escrow Assistant prepares crucial closing documents including settlement statements and escrow files, ensuring smooth pre-closing and post-closing processes as required. Maintains accurate accounting practices for earnest money and final disbursements, while supporting the escrow officer in administrative tasks to finalize transactions. Facilitates effective communication across all parties involved in the closing process, manages documentation, and upholds professional client interactions to enhance service delivery.

An Introduction to Professional Skills and Functions for Escrow Assistant with a Cover Letter

1. Details for Escrow Assistant Cover Letter

  • Prepare closing documents such as settlement statements, escrow files, and closing statements
  • Assume other pre-closing and post-closing tasks as directed
  • Uphold proper accounting procedures when depositing or removing earnest money funds and final disbursement from the escrow account
  • Support escrow officer by managing administrative and clerical duties to complete escrow transactions and any follow-up requests
  • Communicate with title insurance representatives, insurance company representatives, loan officers, escrow processors and team members, title company, real estate agents, and clients to assist the  escrow officer in the closing process
  • Works directly with clients, realtors, and lenders to keep all parties up to date throughout the transaction
  • Opens orders, labels folders, inputs information for all parties, sends out initial disclosures, and is prepared to follow up to ensure all information is gathered in a timely manner
  • Communicates requirements and other information to clients including title exceptions
  • Answer phones in a professional manner, capture pertinent information from clients and route incoming calls to the proper person
  • Perform additional tasks needed by the supervisor team


Skills: Document Preparation, Task Management, Accounting Procedures, Administrative Support, Interpersonal Communication, Client Relations, Information Management, Professional Communication

2. Roles for Escrow Assistant Cover Letter

  • Provide excellent and courteous customer service to buyers/borrowers, sellers, lenders, agents, vendors and other customers on every transaction.
  • Daily management of assigned title and curative processes adhering to client/system deadlines and reporting requirements. 
  • Conduct CD Review, and prepare final closing disclosure and other documents for closing, including preparation and sending of final package to the notary.
  • Backup of post-closing process and funding, including preparing lender packages, recording documents and sending out checks.
  • Preparation of final policies for review/signature by Escrow Officer and/or Underwriter.
  • Conduct ongoing reviews of files in the pipeline to maintain current taxes, HOA, premium amounts, vesting requirements, and effective dates.
  • Verify the accuracy of land ownership documents
  • Confer with buyers, sellers, and lending institutions
  • Drafting various legal documents
  • Prepare legal documents for the closure of the sale


Skills: Customer Service, Title Management, Document Preparation, Post-Closing Support, Policy Preparation, File Review, Document Verification, Stakeholder Communication

3. Responsibilities for Escrow Assistant Cover Letter

  • Prepare exchange documents necessary to ensure a smooth process for all parties by assembling documents, reviewing documents with parties, explaining provisions and procedures, answering questions, reviewing completed documents for accuracy, and obtaining signatures.
  • Order title documents, resolve title defects, and coordinate satisfaction/release of existing liens and encumbrances against property or Sellers.
  • Completing a review of exchange documents to ensure are checked for accuracy, proper signatures are collected, and acknowledgments and legal descriptions are correct.
  • Coordinate with closing agents to confirm documentation and funds necessary for closing.
  • Reply to requests for documents and other basic requests from clients and escrow officers.
  • Prepare instructions to account for incoming wires and outgoing wires.
  • Assist the Exchange Officer with any other administrative needs in order to manage the exchange process.
  • Prepare mortgage loan files, preparation of loan documents, and settlement statements and get loans funded
  • Interacting with various banks, clients, real estate agents, and investors
  • Processing escrow receipts for real estate contracts and earnest money deposits


Skills: Document Preparation, Title Management, Accuracy Review, Closing Coordination, Client Communication, Financial Management, Administrative Assistance, Stakeholder Interaction

4. Functions for Escrow Assistant Cover Letter

  • Provide support to team and office by delivering the finest customer service and supporting administrative duties related to escrow transactions
  • Assist in managing all aspects of the escrow unit
  • Review contracts, title commitments and orders in preparation for the closing as well as assemble the necessary documents to prepare the file.
  • Order demands and other documents within a timely manner of receipt of open order request and follow-up
  • Assist in title curative issues
  • Packages new escrows and receipt deposits
  • Prepare documents for closing and handle the complete disbursement and follow-up of all escrow transactions
  • Ensure that title work and accompanying documents are properly ordered
  • Communicate with buyers, sellers, lenders, and agents to ensure that all items needed to facilitate the closing are timely in file
  • Provide back-end funding and policy preparation support


Skills: Customer Service, Escrow Management, Contract Review, Document Ordering, Title Curative, Escrow Packaging, Transaction Disbursement, Communication Coordination

5. Job Description for Escrow Assistant Cover Letter

  • Assist with all processes of closing real estate transactions
  • Ordering payoffs, tax certificates, homeowner association statements of accounts, surveys, receipt of escrow monies and disbursement of escrow funds
  • Reviewing title commitments (including curative work in regard to liens on property)
  • Prepare a Closing Disclosure Statement
  • Assisting in the final closing process and receiving monies and disbursing
  • Enter title request into system and order needed documents
  • Document recording and maintenance
  • Reviewing and preparing recordable documents to submit to the county.
  • Resolving issues related to obtaining, correcting, and resubmitting unacceptable documents.
  • Keeping track of closing schedules, appointments, and various deadlines


Skills: Closing Procedures, Payoff Ordering, Title Review, Disclosure Preparation, Funds Disbursement, Document Management, Record Maintenance, Deadline Tracking

What Are the Qualifications and Requirements for Escrow Assistant in a Cover Letter?

1. Knowledge and Abilities for Escrow Assistant Cover Letter

  • Experience working in an office environment, using photocopiers and scanners, facsimile machines, and personal computers.
  • Fluent in English, both written and verbal.
  • Strong software skills must be fluent in all Microsoft Windows Office applications.
  • Ability to enter data and evaluate information.
  • Strong communication and interpersonal skills, ability to interface at all levels within the organization and external contacts.
  • Sound judgment and a high level of integrity to maintain the confidentiality of sensitive financial information.
  • Self-directed, takes initiative, proactively addresses problems, and can work with minimal oversight.
  • Attention to detail while staying clearly focused on the big picture.


Qualifications: BA in Accounting with 5 Years of Experience

2. Experience and Requirements for Escrow Assistant Cover Letter

  • Experience within the Texas Title industry and real estate industry
  • Knowledge of ResWare software
  • Must have knowledge of all escrow processes and be able to maintain the escrow process from beginning to end.
  • Knowledge of Texas Title Insurance Procedural and Rate Rules.
  • Superior analytical and critical thinking skills.
  • ALTA best practices experience 
  • Work under general supervision.
  • Proficiency with Google Suite
  • Ability to work within multiple computer applications for data entry and file management


Qualifications: BA in Communication with 1 Year of Experience

3. Skills, Knowledge, and Experience for Escrow Assistant Cover Letter

  • Experience as an Escrow Assistant or Jr. Escrow Officer.
  • Prior builder unit escrow experience, a definite 
  • Knowledge of Title industry software, SoftPro 
  • Excellent Phone And Customer Service 
  • Exceptional verbal and written skills
  • Must possess multitasking skills, and be extremely organized and detail-oriented.
  • Prior experience working in a fast-paced environment with heavy volume.
  • Escrow Assistant/processing experience
  • In depth knowledge of the closing process, Closing Disclosure, math calculations, prorations, TRID and CFPB requirements 
  • Qualia or Resware knowledge helpful


Qualifications: BA in Real Estate with 2 Years of Experience

4. Requirements and Experience for Escrow Assistant Cover Letter

  • Escrow experience
  • Responsible, on-time, trustworthy, detailed oriented
  • Competent in spelling, grammar, and written correspondence
  • Ability to manage multiple actions at once, flexibility to re-prioritize based on the direction of the escrow officer.
  • Demonstrate excellent comprehension and organizational skills
  • Positive work ethic and attitude
  • Proficient in RBJ, Outlook, Word, Excel, Google Docs, and general internet usage
  • Ability to work in an accurate, detail-oriented, and highly productive manner for multiple states
  • Excellent problem-solving capability and analytical ability
  • Familiarity with FAST is preferred, and general PC proficiency (Microsoft Office Suite, Internet Explorer, etc.)


Qualifications: BA in Finance with 3 Years of Experience

5. Education and Experience for Escrow Assistant Cover Letter

  • Experience working with new homes and builder transactions
  • A strong and accurate attention to detail, along with the strong ability to prioritize and multi-task in a high-volume office 
  • Must be able to communicate via phone and email with clients in a professional manner. 
  • Experience with SoftPro, Word, Excel, and Simplifile 
  • Experience with Word and Excel
  • Proficient in closing software
  • Communicate well, verbally and in writing
  • Excellent organizational skills working in a fast-paced, dynamic environment
  • Must have experience with all aspects of title policy forms and typical endorsements
  • Must be proficient with Soft Pro Title Software


Qualifications: BA in Business Administration with 2 Years of Experience