Job Summary: 

• Responsible for managing a portfolio of assigned escrow customers and brokers
• Accountable for meeting specific business production levels.
• Responsible for establishing new commercial escrow accounts and developing escrow documents in accordance with established policies and procedures.
• Prepare escrow 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 obtaining signatures and being able to balance out an escrow for closing.
• Manages assigned escrow customers and brokers as a relationship manager, provides customer service and develops ongoing escrow referrals for transactions.
• Attract clients by contacting prospects, following up on leads, and explaining services.
• Audit escrow files and able to balance escrow disbursements from commencement to completion.
• Update job knowledge by participating in educational opportunities, reading professional publications, maintaining social media networks and participating in professional organizations.
• Strict adherence to time schedules and dates as they pertain to the escrow file and clients.
• Opens escrow transactions, develops and/or obtains the appropriate escrow documentation in accordance with policy and procedures and applicable statutory and Federal regulations.

Skills on Resume: 

• Portfolio Management (Hard Skills)
• Business Development (Hard Skills)
• Escrow Documentation (Hard Skills)
• Customer Relationship Management (Soft Skills)
• Sales and Lead Generation (Soft Skills)
• Compliance (Hard Skills)
• Time Management (Soft Skills)
• Industry Knowledge (Soft Skills)

Job Summary: 

• Assist in the preparation of the HUD1 Settlement Statement, Closing Disclosures and all other closing documents necessary for the transaction
• Final review of all closing packages and the transaction
• Work closely with clients, lenders, and vendors to obtain clear titles and approval to close transactions in a timely and error-free manner
• Collaborate with the title department to resolve title issues such as legal descriptions, easements, lot splits, vesting, all tax liens, abstracts of judgments, bankruptcies, boundary disputes, encroachments, list pendants, etc.
• Ensure all payoffs, taxes, surveys and HOAs are updated and collected
• Address any and all inquiries from clients, sellers, buyers agents in a timely manner
• Confirm closing dates, location, documentation, and funds due at closing with borrowers tend and participate in weekly team meetings
• Facilitate closing transactions: assembling documents, reviewing papers with parties, explaining provisions and procedures, answering questions, checking documents for completeness and accuracy, and obtaining signatures
• Prior to disbursement confirm all funds are collected and all appropriate documents are checked for accuracy, signatures are collected and acknowledgments and legal description are correct, and finish closing by recording and disbursing transaction proceeds
• Comply with regulatory requirements by adhering and enforcing adherence to requirements

Skills on Resume: 

• Closing Document Preparation (Hard Skills)
• Transaction Review (Hard Skills)
• Title Resolution (Hard Skills)
• Tax Management (Hard Skills)
• Client Communication (Soft Skills)
• Scheduling Coordination (Soft Skills)
• Closing Facilitation (Hard Skills)
• Attention to Detail (Soft Skills)

Job Summary: 

• Ensure all requirements are met for the real estate transaction necessary to establish clear and marketable title as well as escrow requirements mandated by buyer, seller, lender, or servicer instructions
• Manage closing calendar by completing all real estate closings timely and efficiently
• Prepare and/or review and approve all necessary closing documents prior to sending to client for approval, including but not limited to title commitments/policies, escrow instructions, title documents, and HUD1 Settlement Statement/Closing Disclosures
• Update parties to the transaction throughout the real estate transaction process, confirm all funds are received, and ensure documents are executed properly
• Submit final executed documents to the client for approval and funding of the transaction. 
• Disburse all proceeds appropriately to all parties within the real estate transaction
• Maintain accurate records of real estate transactions within the internal system of record as well as client databases
• Prepare and send out closing packages to buyers, sellers, brokers, attorneys, and lenders
• Ensure all terms and conditions of the purchase agreement are being completed timely and accurately
• Make sure to review all paperwork including title commitments, purchase and sale agreements, and lender instructions to prepare for closing

Skills on Resume:

• Title Management (Hard Skills)
• Closing Coordination (Hard Skills)
• Document Preparation (Hard Skills)
• Transaction Communication (Soft Skills)
• Fund Disbursement (Hard Skills)
• Record Keeping (Hard Skills)
• Deadline Management (Soft Skills)
• Compliance Review (Hard Skills)

Job Summary: 

• Prepare and examine all documents required to execute an effective and flawless closing.
• Determine closing requirements by reviewing and clarifying buyer, seller, and lender instructions.
• Examine and resolve any title issues and obtain necessary supporting documentation.
• Complete all closing calculations and balance CD, as well as prorating taxes and interest.
• Examine the closing file for accuracy and conduct an efficient and informative closing with the client.
• Ensure all documents to be recorded are executed according to the rules and regulations of the state of Florida.
• Establish escrow accounts by depositing funds and maintaining records. Close escrow accounts by balancing and disbursing funds.
• Primarily same job description as Residential, except the escrow process is managed for large Commercial transactions.
• Assists in clearing title and prepares escrow files for closing.
• Assists Escrow Offices with business development and customer service.

Skills on Resume: 

• Document Examination (Hard Skills)
• Closing Coordination (Hard Skills)
• Title Resolution (Hard Skills)
• Financial Calculations (Hard Skills)
• Accuracy and Compliance (Hard Skills)
• Escrow Management (Hard Skills)
• Customer Service (Soft Skills)
• Business Development Support (Soft Skills)

Job Summary: 

• Prepare preliminary settlement statements and final CDs
• Distribute settlement statements prior to closing
• Create vesting deeds and/or quitclaim deeds
• Work with the title department in resolving issues
• Confirm updated TSR is in file and that title requirements have been satisfied
• Conduct closing with customers, realtors, and lenders by presenting and notarizing closing documents, when able
• Fund and disburse files by wire and/or check, including payoffs and other payments to vendors and realtors
• Copy and distribute packages for parties.
• Review loan documents for scanning/shipping.
• Scan documents post-close and prepare for shipping.

Skills on Resume: 

• Settlement Statement Preparation (Hard Skills)
• Title Issue Resolution (Hard Skills)
• Deed Preparation (Hard Skills)
• Closing Coordination (Hard Skills)
• Notarization (Hard Skills)
• Fund Disbursement (Hard Skills)
• Document Management (Hard Skills)
• Customer Interaction (Soft Skills)

Job Summary: 

• Process incoming file registrations to include: reviewing documents and sales contracts, entering data into software programs obtaining property tax information, and requesting title information
• Review abstracts and clear titles, liens, judgments, etc
• Processes cases through settlement
• Coordinates with agents, lenders, and/or sellers and buyers to obtain any outstanding information, including payoffs and/or HOA or condominium association information.
• Schedules settlements with all parties
• Reviews all incoming information and documents for accuracy and completeness, including but not limited to title work, surveys, trust agreements, and wills
• Correct any existing title problems, e.g. unreleased trusts, Mechanics Liens, and Judgments
• Prepares all settlement documents, including but not limited to the CD (Closing Disclosure) Settlement Statement
• Coordinates with lenders to get lenders' documents, completes information on lenders' documents, reviews all lender instructions and complies with all terms at or before settlement
• Prepares preliminary disbursement sheet and updates when CD is changed at settlement

Skills on Resume: 

• File Processing (Hard Skills)
• Title Clearance (Hard Skills)
• Settlement Coordination (Hard Skills)
• Stakeholder Communication (Soft Skills)
• Scheduling (Soft Skills)
• Document Review (Hard Skills)
• Problem-Solving (Soft Skills)
• Disbursement Preparation (Hard Skills)

Job Summary: 

• Opens title orders and insurance
• Prepares estimated closing statements for buyer and seller, completes calculations by prorating taxes and interest
• Responsible for status on files, handles the calendar and file notes
• Meets with clients for loan document signing
• Packages loan documents and closings
• Closes escrow files by balancing and disbursing funds
• Executes and maintains a high level of service and satisfaction to internal and external clients
• Executes all types of escrows inclusive of resale, refinance, foreclosures, short sales etc.
• Assure all escrow transactions and escrow accounts are handled in compliance with state and federal laws and regulations

Skills on Resume: 

• Title Order Processing (Hard Skills)
• Closing Statement Preparation (Hard Skills)
• File Management (Hard Skills)
• Client Meetings (Soft Skills)
• Loan Document Packaging (Hard Skills)
• Fund Disbursement (Hard Skills)
• Customer Service (Soft Skills)
• Compliance Management (Hard Skills)

Job Summary: 

• Audit files to make sure are received on time and in accordance with policies and procedures
• Keep clients informed about how to deposit escrow by drafting escrow instructions
• Acquire client’s signatures on escrow documents
• Coordinate schedules and assemble files for closings
• Provide approval for the disbursement of escrow funds
• Remain up to date with title insurance laws and state regulations
• Manage and develop client relationships to ensure future real estate closing transactions
• Market new business and make calls on current and prospective clients
• Correspond with lenders, builders, real estate agents and attorneys 

Skills on Resume: 

• File Auditing (Hard Skills)
• Escrow Documentation (Hard Skills)
• Scheduling (Soft Skills)
• Fund Disbursement (Hard Skills)
• Compliance (Hard Skills)
• Client Management (Soft Skills)
• Business Development (Soft Skills)
• Communication (Soft Skills)