Executive Escrow Officer Assistant

Job Description

Job Description

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.
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• 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.
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• 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.
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• Risk Assessment:
  
  
  
   
  • Exercise sound judgment to identify discrepancies and assess risk levels, enabling informed decisions.

To perform the job successfully, an individual should demonstrate the following 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.
• 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.