Escrow Assistant

• Cancel files according to office procedure
• Prepare simple cash and seller carryback preaudits
• Prepare receipts for all funds received from Customers and/or lenders
• Assist branch manager with administrative tasks as requested
• 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
• 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 endorsements to Policy, when applicable.
• Keep checkbook for Fee account and maintain control of the mailing stamps machine.
• Order title commitments and distribute to all parties
• 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 documents for recording in different Counties: Assure that documents sent for recording fulfill not only the Recording Regulations, but also the Lenders'.
• Monitor termite inspection requests and other required inspection information
• Prepare copies for disbursement and closing transmittals
• Assist Branch Manager with administrative tasks.
• Prepare and send opening letters and “thank you” acknowledgements to all parties
• Prepare loan packages for return to lender
• Prepare both Loan and Owners' Policies and mail them out
• Assist Closer/Escrow Officer with final policy disbursement, as directed
• Responsible for whereabouts of closing files
• Prepare and ship closing packages: Assure that each package is complete and properly signed by all parties.
• Customer Service Take calls from lenders, buyers, attorneys, realtors, insurance companies and others are handled on a daily basis.
• 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
• Order and update payoff/assumption statements as requested
• Order wire transfers and provide wiring instruction

• Clear title requirements
• Ability to perform all tasks of the Escrow Receptionist

• Open refinance orders