Escrow Officer - Brentwood, CACA - San Diego
Escrow Officer - Brentwood, CA
Purpose of Job
The Escrow Officer facilitates a closing, ensuring all documents and balances required to complete a sales and mortgage transaction are properly prepared and executed and is responsible for all aspects of their desk/unit; personal marketing efforts, and capture rates, as well as directing and supervising any assistants.
Job Duties and Responsibilities (Essential Job Functions)
- Oversee all aspects of a closing on files assigned.
- Receive and review new contracts, prepare estimated closing statements for buyer and seller and prepare file for signing as directed
- Monitor the closing and audit escrow files assigned
- Respond in a timely, professional manner to any customer inquiries.
- Handle any and all processing on files as needed and requested
- Request that all necessary information has been ordered and is accurate, i.e. payoff, abstract, title evidence, reports, mortgage documentation, and other pertinent information on files assigned
- Review file for completeness, compliance and ensure title issues are resolved prior to closing on files assigned
- Prepare and submit closed loan package, deposits and disbursement documentation, recording package, final policy package and/or commission package to appropriate department or entities.
- Prepare settlement statements and other required documents.
- Provide backup to escrow branch manager.
- Perform any additional responsibilities as requested or assigned.
- Meet all performance and behavior expectations outlined in the company performance appraisal form or communicated by management.
- Perform responsibilities as directed achieving desired results within expected timeframes and with a high degree of quality and professionalism.
- Establish and maintain positive and productive work relationships with all staff, customers, and business partners.
- Demonstrate the behavioral and technical competencies necessary to effectively complete job responsibilities. Take personal initiative for technical and professional development.
- Follow the company HR Policy, the Code of Business Conduct, and all subsidiary and department policies and procedures, including protecting confidential company information, attending work punctually and regularly, and following good safety practices in all activities.
Education: High school diploma or equivalent.
A minimum of two to three years experience as a Junior Escrow Officer.
One to two years of supervisory experience preferred.
Knowledge and Skills:
- Strong personal computer skills.
- The Position may require strong marketing and sales skills.
- Superior communication skills, including presentation skills. Strong interpersonal and customer service skills. And the ability to work as a member in a team-oriented environment.
- Ability to prioritize and handle multiple tasks and projects concurrently under deadline pressure, with the ability to occasionally work extra hours during peak times of the month.
- A high degree of integrity, self-motivated, organized,detail-oriented, and possesses a strong aptitude for figures. Effective analytical and problem-solving skills.
Other (licenses, certifications, schedule flexibility/OT, travel, etc.):
- Will require approval from the Department of Business Oversight (DBO).
This job description is intended to be a general guideline for applicants, employees, and managers. Management reserves the right to modify job responsibilities, expectations, and qualifications. Actual position responsibilities may vary. Refer to position supervisor or human resources for specific duties and performance expectations.