Task Management: Maintain an accurate daily task list (workflow dashboard) without overdue items. Provide centralized operational support to the escrow branch, 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. 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.
Education / Experience
Competencies