Escrow Officer and Branch Manager
JobTracks
Position Overview
We are seeking a high-energy detail-oriented Escrow Officer & Branch Manager to lead our Southern California office. This dual-functioning role requires a unique blend of technical escrow expertise and operational leadership. You will be responsible for managing a full desk of diverse filesincluding residential resale refinances and commercial transactionswhile overseeing the daily operations compliance and growth of the branch.
As an independent escrow company we pride ourselves on our neutral third-party status and our commitment to the strict standards of the California Department of Financial Protection and Innovation (DFPI) .
Key Responsibilities
Escrow Desk Management
Full Cycle Processing: Manage escrow transactions from opening to closing including initial setup title report review demand requests and preparation of grant deeds.
Document Preparation: Generate accurate escrow instructions amendments and closing statements (CD/ALTA).
Communication: Act as the primary point of contact for real estate agents lenders buyers and sellers to ensure a seamless on-time closing experience.
Fund Management: Oversee the receipt and disbursement of funds ensuring all accounting is balanced and compliant with DFPI regulations.
Branch Leadership & Operations
Team Supervision: Lead and mentor escrow assistants and junior officers providing guidance on complex file issues and professional development.
Compliance: Ensure the branch adheres to all state and federal regulations and Cyber Security protocols.
Business Development: Maintain and grow relationships with local real estate brokerages and lending partners in the Southern California market.
Audit Readiness: Oversee office file maintenance to ensure audit-ready status at all times.
Required Qualifications
Experience: Minimum of 2-5 years of experience as an Escrow Officer in California with at least 2 years in a management or Team Lead capacity.
Licensing: Must be able to pass a background check and be bondable.
Knowledge: Deep understanding of Southern California escrow customs contracts and local tax requirements
Technical Skills: Proficiency in escrow software (e.g. RBJ SoftPro or SMS) and digital signature platforms.
Preferred Skills
Strong conflict-resolution skills to navigate the 11th-hour stresses of a closing.
Bilingual capabilities (Spanish/English) are highly valued in the Southern California market.
Compensation & Benefits
Competitive Salary: Base salary plus a percentage of monthly desk revenue.
Bonus Structure: Performance-based incentives tied to branch profitability.
Benefits: Comprehensive benefits provided
Required Experience:
Manager
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