Operations

The Operations Escrow Officer has significant national title and escrow closing experience They are responsible for executing Refinance closings with timeliness, expertise, and precision They will proactively meet customer needs and provide a delightful closing experience. They exhibit company values, collaborate with their leaders to create an efficient, enjoyable work environment.
Communicate, timely, professionally and courteously with our borrower and lender customers
Establish and maintain effective working relationships with a variety of lenders
Identify and understand curative issues that require attention/resolution and direct communication with lender or borrower
Communicate with borrower or lender to resolve curative issues as needed
Document preparation for necessary items including but not limited to conveyance Deeds and Subordinations where legally permitted
Prepare final closing package, including final settlement statements, revised CDs, borrower proceeds preferences, borrower affidavits, and more
Perform pre-close quality review of all title and escrow documents
Review lender documents for accuracy (review vesting page, signature pages, riders, deeds, ensure loan amount matches CD, ensure document dates match schedule dates)
Review and understand lender instructions in their entirety
Complete closings in a timely and high-quality manner
Prepare files for final policy generation, recording, and settlement statement
Confirm vesting during balancing 
Ensure all invoices are obtained and funds collected prior to close
Balance a closing disclosure
Ensure that closing documents are delivered to the notary for signing (ensure all signers are present for closing and that document packages are delivered to signing agent/notary portal)
Verify signing details and accuracy of signed loan documents
Perform post-close file reviews for accuracy of payoffs, vesting, and lender documents for the disbursement of funds
Adhere to established quality and compliance standards
Effectively manage and resolve escalations

Escrow Operations Officer

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