Escrow Support Specialist

Job Responsibilities

As an Escrow Support Specialist, you will maintain an accurate daily task list, ensuring no overdue items on your workflow dashboard. This role provides essential centralized operational support to the escrow branch, covering a wide range of tasks from document review to closing preparation.

Task Management

• Maintain an accurate daily workflow dashboard without overdue items.
• Provide centralized operational support to the escrow branch.
• Review commitment/prelim and seller/buyer information forms.
• Order tax certificates, HOA certificates/statements, surveys, payoff statements, and lien releases.
• Balance files and prepare closing documents.
• Handle any other assigned workflow dashboard tasks.

Document Evaluation

• Meticulously evaluate and review real estate contracts and all supporting documents.
• 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

• Demonstrated understanding of the real estate transaction, including knowledge about the different aspects of the “life of a file.”

Key Skills/Competency

• Self-motivated, independent work ethic
• Exceptional customer service
• Technical proficiency with software systems
• Critical thinking and problem-solving
• Collaboration and partnership
• Clear oral and written communication
• Quality assurance and accuracy
• Adaptability and resilience
• Building collaborative relationships
• Real estate transaction knowledge