Description
closing packages
document recording
policy endorsements
checkbook management
customer service
wire transfers
- Prepare copies for disbursement and closing transmittals
- Prepare endorsements to Policy, when applicable.
- Keep checkbook for Fee account and maintain control of the mailing stamps machine.
- Customer Service Take calls from lenders, buyers, attorneys, realtors, insurance companies and others are handled on a daily basis.
- Prepare documents for recording in different Counties: Assure that documents sent for recording fulfill not only the Recording Regulations, but also the Lenders'.
- Assist Branch Manager with administrative tasks.
- Cancel files according to office procedure
- Prepare and send opening letters and “thank you” acknowledgements to all parties
- Prepare simple cash and seller carryback preaudits
- Order title commitments and distribute to all parties
- Prepare loan packages for return to lender
- Order and update payoff/assumption statements as requested
- On a limited basis, answer Customers’ questions and/or telephone calls concerning the administrative process of the parties’ transactions; and answer real estate agents’ questions and/or telephone calls concerning the status of their pending files
- Monitor termite inspection requests and other required inspection information
- Assist with preclosing files: Assure that all information is accurate and matches the original Purchase Contract, e.g. zip codes, property address, spelling of names, marital status of buyers, reading Surveys for encroachments, if any, etc.
- Receive builder report, order survey, contact the lender, obtain hazard insurance, enter basic order information on automated system, obtain HOA information, schedule and coordinate times for closings
- Assist Closer/Escrow Officer with final policy disbursement, as directed
- Responsible for whereabouts of closing files
- Prepare receipts for all funds received from Customers and/or lenders
- Assist branch manager with administrative tasks as requested
- Order wire transfers and provide wiring instruction
- Prepare and ship closing packages: Assure that each package is complete and properly signed by all parties.
- In addition to the above duties, the escrow assistant may have post closing job responsibilities:
Assist with preclosing files: Assure that all information is accurate and matches the original Purchase Contract, e.g. zip codes, property address, spelling of names, marital status of buyers, reading Surveys for encroachments, if any, etc.
Prepare and ship closing packages: Assure that each package is complete and properly signed by all parties.
Prepare documents for recording in different Counties: Assure that documents sent for recording fulfill not only the Recording Regulations, but also the Lenders'.
Prepare both Loan and Owners' Policies and mail them out
Prepare endorsements to Policy, when applicable.
Responsible for whereabouts of closing files
Assist Branch Manager with administrative tasks.
Keep checkbook for Fee account and maintain control of the mailing stamps machine.
Customer Service Take calls from lenders, buyers, attorneys, realtors, insurance companies and others are handled on a daily basis.
- Prepare both Loan and Owners' Policies and mail them out
