Settlement VA

• Review the title commitment, title requirements, lender instructions, and closing file for completeness.
  


• Coordinate with the title and closing teams to clear outstanding title requirements.
  


• Review payoƯ statements, invoices, tax information, HOA/condominium
  information, and other settlement-related documents.
  


• Obtain and verify necessary documents and information from buyers, sellers, lenders, real estate agents, and other parties.
  


• Prepare or coordinate preparation of settlement statements, Closing Disclosures,
  


• ALTA Settlement Statements, and other closing documents as applicable.
  


• Verify that all financial figures, credits, prorations, fees, commissions, taxes, payoƯs, and adjustments are accurate.
  


• Review lender instructions and ensure all lender-specific closing requirements are satisfied.
  


• Coordinate with all parties to resolve discrepancies prior to closing.
  

• Schedule and coordinate real estate closings with all parties.
  


• Communicate closing date, time, location, and requirements to the buyer, seller, lender, agents, and other stakeholders.
  


• Ensure that all required closing documents are available and properly prepared.
  


• Conduct or assist with the closing process and facilitate execution of required documents.
  


• Verify identification and signing requirements in accordance with company policies and applicable regulations.
  


• Ensure that documents are properly signed, notarized, dated, and completed.
  


• Handle questions and issues that arise during the closing process and escalate complex matters when necessary.
  

• Confirm receipt of required closing funds prior to disbursement.
  


• Verify wire instructions and follow company procedures designed to prevent wire fraud.
  


• Review the final settlement figures before disbursement.
  


• Coordinate payment of lender payoƯs, taxes, commissions, recording fees, HOA balances, seller proceeds, and other authorized disbursements.
  


• Prepare and process disbursement packages and authorization documentation.
  


• Ensure funds are disbursed accurately and in accordance with the settlement statement and closing instructions.
  


• Maintain accurate records of all incoming and outgoing funds.
  


• Coordinate with accounting or escrow personnel to reconcile the closing file.
  

• Review the completed closing package for missing signatures, dates, initials, notarizations, or other deficiencies.
  


• Coordinate recording of deeds, mortgages, releases, and other recordable documents.
  


• Follow up on rejected or deficient recordings and coordinate corrections.
  


• Ensure final title policy requirements are satisfied.
  


• Provide completed closing documentation to appropriate parties.
  


• Confirm that all post-closing requirements have been completed.
  


• Maintain an organized and audit-ready closing file.
  

• Serve as a primary point of contact for settlement-related questions.
  


• Communicate professionally with buyers, sellers, lenders, real estate agents, attorneys, and other transaction parties.
  


• Provide timely updates regarding closing status, outstanding requirements, funding, recording, and disbursement.
  


• Respond promptly to emails and telephone calls.
  


• Explain settlement procedures and documents clearly while maintaining professionalism and confidentiality.
  


• Escalate legal, title, funding, or compliance issues to the appropriate manager or attorney.
  

• Follow company policies, title underwriter requirements, lender instructions, and applicable state and federal regulations.
  


• Maintain strict confidentiality of customer, financial, and transaction information.
  


• Follow established procedures for wire verification and fraud prevention.
  


• Comply with applicable requirements relating to identity verification, OFAC screening, escrow accounting, and record retention.
  


• Immediately report suspicious activity, discrepancies, wire fraud concerns, or compliance issues to management.
  


• Maintain accurate and complete transaction records.
  


• 4–5 years of experience in title, escrow, settlement, real estate closing, mortgage, or a related field preferred.
  


• Knowledge of the U.S. real estate closing and title insurance process.
  


• Understanding of settlement statements, title commitments, payoƯs, prorations, and closing documents.
  


• Strong knowledge of Microsoft OƯice, Google Workspace, or similar productivity tools.
  


• Experience with title/escrow software such as AccuTitle, SoftPro, ResWare, Qualia, or similar platforms is preferred.
  
  Preferred Experience
  
  


• Experience handling residential real estate purchase and refinance transactions.
  


• Experience preparing or reviewing ALTA Settlement Statements and/or Closing Disclosures.
  


• Experience coordinating lender closings.
  


• Experience with title clearance and closing requirements.
  


• Experience handling escrow funds and disbursements.
  


• Knowledge of recording and post-closing procedures.
  


• Experience working with U.S. title agencies, settlement companies, lenders, or real estate law firms.
  

• Closing Accuracy: Accuracy of settlement statements, closing documents, and disbursements.
  


• On-Time Closings: Percentage of assigned transactions closed within scheduled timelines.
  


• File Quality: Percentage of files completed without avoidable errors or missing documentation.
  


• Turnaround Time: Timely completion of pre-closing and post-closing requirements.
  


• Disbursement Accuracy: Zero or minimal preventable funding/disbursement errors.
  


• Customer Service: Responsiveness and professionalism with clients and transaction parties.
  


• Compliance: Adherence to company, lender, underwriter, and regulatory requirements.
  


• Escalation Management: Timely identification and escalation of title, funding, compliance, or closing issues.
  


• Productivity: Ability to eƯiciently manage assigned transaction volume while maintaining quality.
  


• Post-Closing Completion: Timely recording, policy issuance, and completion of outstanding requirements.
  

• Full-time position.
  


• May require extended hours to accommodate closing schedules and transaction deadlines.
  


• Frequent communication through email, telephone, and video conferencing.
  


• Requires the ability to manage multiple transactions and competing priorities.
  


• Position may be oƯice-based, hybrid, or remote depending on company requirements.
  
  

Requirements