Escrow Assistant

*This position requires in-office attendance five days per week in our Glendale, CA office.

Essential Duties and Responsibilities:

• Verifies and reviews all information in the preliminary report/title commitment while clearing title requirements by researching discrepancies, obtaining lien releases and clearing any other encumbrances.

• Task to Central Processing Unit (CSD - CPU), i.e., payoff, HOA and utility demands that appear on preliminary report/title commitment and/or Seller/Borrower Information Sheets.

• Pull tax roll from assessor and review for accuracy and potential assessments and/or liens.

• Assist in quoting our fees and charges. 

• Request/authorize loans to fund, receipt in funds, disburse funds including but not limited to sending out payoffs.

• Schedule appointments, assembling documents for signing for both inside and outside of the office.

• Assist with customer(s) signing of documents inside the office, as assigned by Escrow Officer and/or Branch Manager.

• Upload all documents in appropriate category in the electronic filing system.

• Document all conversations relative to each file, this will allow each team member to be informed as to the status of the file.

• Assemble and submit completed Policy Write Up Instruction to the Title Department.  This includes reviewing all documents to be recorded for accuracy and completeness.

• Prepare funding packages, provide conditions, receipt in funds.

• Assist with training other personnel, guiding them to reach maximum efficiency and production of the branch.

• Continues escrow education either through company training webinars/seminars/meetings or through outside sources (i.e., Escrow Association).

• Complies with Company policies, procedures, regulatory requirements and completes mandatory company compliance training by prescribed deadlines.

• At a minimum, the ability to work your scheduled work hours, Monday through Friday.

• Ability to work overtime as requested by management.

• Dependable, reliable and punctual attendance is required, which may include in-office attendance or attendance at company, industry or other events that occur outside regular business hours.

• Ability to adopt and adapt to a changing industry environment. Will support, cooperate, engage, and contribute to Company goals, projects and initiatives related to new software tools and platforms, and production processing standards.

• Ability to accept supervision and direction, as well as constructive feedback.

• Ability to collaborate and interact effectively and professionally with all levels of management, employees and customers by email, phone, video conferences and in person.

• Demonstrates courtesy, flexibility, professionalism and is proactive and responsive to supervisor/manager, co-workers and customer needs and expectations.

• Utilizes software tools and support services available through the company for efficient processing of the escrow file, including tasking to Central Processing Unit (CSD-CPU) and branch support staff for various file requirements. 

• Other duties that may be assigned.

Knowledge and Skills Required:

• 2+ years of previous escrow experience required

• Experience with sub-division sell-outs

• Knowledge of title insurance policies, endorsements and title pricing.

• Knowledge of escrow documents, escrow fees and terminology.

• Basic computer skills including proficiency in Microsoft Office Suite and Outlook.

• Must be proficient at math.

• Ability to work in fast paced environment while successfully performing under extreme time constraints and meets prescribed deadlines.

• Notary Commission preferred.

• Strong attention to detail with excellent organizational skills, with ability to prioritize and handle multiple tasks and projects.

• Ability to act independently with sound judgment and take initiative.

• Written and verbal communications are clear, grammatically correct and business appropriate.

• Actively listens and is mindful of the role body language, gestures and other nonverbal actions can play in communication.

• Must be able to perform the essential job functions of Receptionist position.  May be required to back-up and/or assist the Receptionist as needed.

Communication and Interpersonal Skills:

• Excellent professional written, verbal, listening and communication skills.

• Must be a personable, positive, and professional representative of the company.

• Ability to foster, develop and maintain professional and collaborative working relationships. Must be able to get along with others, i.e., peers, employees, supervisors, outside customers, and vendors. Lead by positive example.

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