Post Closing Specialist - San Diego, CA

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The Post Closing Specialist will add value to our local Escrow Officer teams by assisting with creating a seamless post-closing process experience. You will provide centralized post-closing and funding support to a variety of Escrow Officers while managing workflow based on volume of transactions and serve as the first point of escalation for questions and issues.

The Post Closing Specialist is responsible for ensuring that all post-closing activities related to escrow transactions are completed accurately and efficiently. This includes ensuring that all documents are properly executed and delivered and that all funds are accurately disbursed.

Responsibilities

• Review and verify the accuracy of all closing documents.
• Coordinate with the branch to obtain any missing information or documentation.
• Verify wire confirmations, certified checks, and confirm that all funds have been received, and files are balanced.
• Complete Branch Wire Checklist.
• Initiate all wire requests with the National Wire Desk.
• Disburse funds according to the closing statement and ensure that all parties receive the correct amounts.
• Prepare and maintain accurate and complete post-closing files.
• Process 1099’s.
• Handle post-closing issues such as stop payments, outstanding checks, and refund issuance.
• Provide exceptional customer service to all parties involved in the transaction.

Collaboration and Service

Act as the main point of contact for Escrow Officers within an assigned market. This includes, but is not limited to:

• Identify Escrow Officer needs and take proactive steps to maintain positive experiences, as well as resolve customer complaints and issues in a timely and effective manner.
• Provide post-closing support with critical escalations.

Education / Experience

Demonstrated understanding of the real estate transaction including knowledge about the different aspects of the "life of a file".

Competencies

• 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.
• 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 their 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 changes, delays, or unexpected events while remaining resilient.
• Building Collaborative Relationships – the individual maintains and strengthens partnerships with agents and colleagues while providing information, assistance, and support.

Seniority Level

Entry level

Employment Type

Full-time

Job Function

Finance and Sales