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.
Provide centralized operational support to the escrow officer, including:
Reviewing commitment/prelim and seller/buyer information forms.
Ordering tax certificates, HOA certificates/statements, surveys, payoff statements, and lien releases.
Balancing files and preparing closing documents.
Handling any other assigned workflow dashboard tasks.
Document Evaluation:
Evaluate and review real estate contracts and all supporting documents meticulously.
Manage files to ensure accuracy and completeness of documentation.
Compile and process escrow instruction packages.
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.
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.
Compensation: $23.00 - $27.00 per hour
New Era Escrow is the premier independent escrow company in California. Committed to excellence, we strive to deliver top-tier escrow services while prioritizing unparalleled customer satisfaction. We adhere to the rules and regulations set by the Department of Financial Protection and Innovation, while maintaining an impressive track record of managing numerous escrow transactions in the state.
Our team is made up of some of the industry’s finest professionals. We’re dedicated to the highest standards of expertise. Our primary mission: to ensure every transaction is monitored and handled securely. We cover a wide array of escrows including, but not limited to, residential, commercial, multi-unit, new construction, condos, sales and re-sales, bulk sales, short sales, and real estate-owned transactions.
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