First American

Commercial Underwriter

• Provide underwriting guidance, counsel, and authorization to internal teams and customers for the issuance of commercial and residential title insurance commitments and policies.
• Evaluate title risk and underwrite transactions within delegated authority, applying established underwriting standards and company guidelines.
• Analyze and resolve complex title issues, providing practical underwriting solutions that support business objectives while managing risk.
• Serve as a trusted resource to company personnel by providing guidance on title, escrow, and real estate settlement matters.
• Interpret and communicate underwriting requirements, issue underwriting standards and guidelines, and ensure compliance with company policies and applicable regulations.
• Partner with operations, sales, legal, and agency personnel to support successful real estate transactions and deliver exceptional customer service.

National Commercial Underwriter

Director

• Develop and execute the long-term strategy for the Company's retirement and financial wellness programs.
• Evaluate and recommend plan design enhancements that support employee attraction, retention, engagement, and retirement readiness.
• Benchmark retirement programs against market practices and emerging industry trends.
• Lead analysis of retirement program effectiveness, participation rates, savings outcomes, income replacement, and utilization metrics.
• Develop business cases and recommendations for executive leadership and governance committees.
• Lead and develop retirement benefits team members, as applicable.
• Collaborate with Compensation, Payroll, Finance, Legal, Internal Audit, and Communications teams.
• Present recommendations and updates to senior leadership and governance committees.
• Serve as a key member and advisor to the Administrative Benefits Plan Committee and other fiduciary governance bodies.
• Partner with investment consultants and advisors to monitor investment performance and plan fund lineups.
• Oversee administration of the company’s 401(k) plans and ensure accurate and timely plan operations.
• Manage plan amendments, restatements, participant communications, and operational changes.
• Ensure compliance with ERISA, Internal Revenue Code, SECURE Act and related legislation, DOL regulations, IRS requirements.
• Lead relationships with retirement recordkeepers, trustees, custodians, investment consultants, auditors, actuaries, and other service providers.
• Manage retirement program budgets and administrative expenses. Analyze plan costs, fee structures, investment expenses, and utilization trends.
• Develop retirement education and financial wellness strategies. Partner with vendors to deliver effective participant communication campaigns.

Director, Retirement Benefits

• preparation of indirect tax work papers and returns
• supervision and training of a tax team
• identification and preparation of tax refund filings
• interaction with governmental agencies regarding filings, compliance, and audits
• Sales and Use Tax Returns (preparation and review)
• Property Tax Returns (preparation and review)
• Manage Sales and Use Tax Audits
• Provide functional advice and training for the team
• Review / Research indirect tax laws and regulations

Senior Tax Analyst, Indirect

Account Manager

• Support Relationship Managers and Business Development Managers in managing and expanding banking client relationships.
• Serve as a key point of contact for clients, prospects, internal partners, and external business contacts to help ensure a high level of service and responsiveness.
• Assist with client onboarding, account maintenance, documentation collection, and ongoing relationship support.
• Help identify client needs and coordinate appropriate banking solutions, products, and services in partnership with Relationship Managers and Business Development Managers.
• Support business development activities, including preparation for client meetings, prospect follow-up, relationship reviews, and pipeline tracking.
• Coordinate with internal banking partners, operations teams, New Accounts, Client Services and other departments to support client requests and resolve service needs.
• Maintain accurate client relationship information, account records, contact updates, and activity notes within applicable systems.
• Monitor client accounts and relationship activity to help ensure compliance with established company policies, procedures, regulatory requirements, and risk management guidelines.
• Prepare reports, account summaries, client presentation materials, and other documentation to support relationship management and business development efforts.

Associate Relationship Manager, Banking Services

Supervisor

• Activities associated with the onboarding and acquisition of new loans: Validation of prior servicer’s checklist(s), including reviewing critically and monitoring those responses are received.
• Tracking of process changes, if necessary, to accommodate special requirements
• Review and validation of the loan data prior to acquisition
• Coordination with internal team members to allow all illogical or invalid data to be identified
• Communication of illogical or incorrect data identified with the client and/or prior servicer, including tracking and monitoring to ensure that all data is corrected.
• New client implementation activities, including coordinating deliverables with vendors and testing to ensure that any new programming is working as designed.
• Activities associated with the outgoing servicing transfer of existing loans: Data review and corrections as identified internally or by the new servicer
• Ensure that all appropriate milestones are met to allow a successful transfer
• Customer research requests and correspondence
• Adherence to regulatory and legal requirements, including investor and state guidelines
• Processing and monitoring of department reporting requirements and workflow, ensuring that the reports and workflow are created and completed accurate and timely

Escrow Acquisition and Service Release Supervisor

Loan Specialist

• Service mortgage accounts to ensure all bankruptcy activities are processed in compliance with all state and federal laws while maintaining compliance with Investor, Insurer, Agency, and company guidelines
• Conduct a complete review of files to ensure all bankruptcy time frames have been met
• Manage bankruptcy proceedings on assigned cases by interacting and instructing various parties such as mortgagors, attorneys, investors, insurers, trustees, appraisers, and any other party involved with bankruptcy
• Monitor activities by reviewing bankruptcy proceedings, records, and time frames, in addition to working all system/database activities throughout the bankruptcy process
• Diligently follow up on all outstanding requests and telephone calls from internal and external partners
• Audit accounts for expense compliance and ensure proper application to system of record
• Perform required research on loans with questionable items such as the application of payments, proper notification, and any other situation that may arise
• Diligently follow up on all outstanding requests and telephone calls from internal and external partners
• Manage exception reporting used as key controls for minimizing risk

Loan Servicing Specialist – Bankruptcy

Appraiser

• Conduct an unbiased and impartial assessment of market areas, statistics, and other pertinent information regarding specific properties; analyze data, and develop an estimate of property value in accordance with government, company, regulatory board, and client specific guidelines.
• Documents on-site assessments with photographs, measurements, similar sales values, and demographic information.
• Draws land diagrams and other visual documentation.
• Considers all factors that could influence property value including land, neighborhoods, trends, future community changes, shopping centers, schools, parks, etc.
• This also includes the construction, condition, special features and functional design.
• Generates fee quotes.
• Presents final evaluations and property value estimates to home buyers, sellers, investors, creditors, leasing and real estate agents.
• Partners with Lead Appraiser to resolve ongoing requests and make process improvement recommendations to eliminate addendums and quality control rejections.
• Meets all department turn time expectations and proactively escalates appropriately if timeframes are unable to be met.
• Other duties as assigned

Certified Residential Appraiser

• Conducts an unbiased and impartial assessment of market areas, statistics, and other pertinent information regarding specific properties
• Analyzes data and develops an estimate of property value in accordance with government, company, regulatory board, and client specific guidelines
• Documents on-site assessments with photographs, measurements, similar sales values, and demographic information
• Draws land diagrams and other visual documentation
• Considers all factors that could influence property value including land, neighborhoods, trends, future community changes, shopping centers, schools, parks, etc.
• Generates fee quotes
• Presents final evaluations and property value estimates to home buyers, sellers, investors, creditors, leasing and real estate agents
• Partners with Lead Appraiser to resolve ongoing requests and make process improvement recommendations to eliminate addendums and quality control rejections
• Meets all department turn time expectations and proactively escalates appropriately if timeframes are unable to be met

• Conducts an unbiased and impartial valuation of residential real estate by analyzing market and property specific data
• Completes appraisal reports in accordance with USPAP, government, company, regulatory board, and client specific guidelines
• Inspects residential real estate of all types and documents on-site data collection/inspection with photographs, measurements, sketches, diagrams, and field notes
• Considers all factors that could influence property value including legal characteristics, highest and best use, market conditions, locational factors, site, view, design, quality, age, condition, size, physical attributes, etc
• Must be proficient sales comparison, cost, and income approaches to value
• Must be proficient with local MLS and local real estate data sources
• Must be proficient with major form types (1004, 2055, 1073, 1075, 1025, Review Forms, etc.)
• Partners with Senior Appraisers/Appraisal Helpdesk to ensure quality at an assignment level
• Participates in monthly Appraiser meeting
• Meets all department turn time expectations and proactively escalates appropriately if timeframes are unable to be met

Escrow Officer

• Establish and build professional relationships with customers and clients
• Address escalated customer service issues
• Review contracts and purchase agreements
• Prepare closing documents on all transactions
• Perform quality checks on files
• Calculate title and escrow rates
• Verify receipt of deposits
• Prepare and distribute invoices for services
• Review and verify title search results

Timeshare Escrow Officer

• Continually grow and service the business by providing outstanding customer service
• Complete simple and complex commercial real estate escrow transactions by determining requirements and acting as a neutral liaison between buyer, seller, and lender
• Work cross-functionally with Underwriting to monitor and mitigate risk to the company
• Responsible for ensuring that all funds are properly accounted for and disbursed in accordance with the terms of the contract
• Complete closing by reviewing, recording, and filing documents including preparing and distributing final closing statements and title, ensuring adherence to delivery dates and timelines.
• Prepare regular reports on the status of the escrow account and provide these reports to the parties involved in the transaction
• Prepare legal documents for the closure of the sale
• Comply with regulatory requirements by adhering, and enforcing adherence, to requirements

Commercial Escrow Officer

Systems Engineer

• Participate in discovery sessions with internal business partners
• Map business processes, document findings
• Develop proof-of-concept solutions
• Apply AI tools actively in day-to-day work
• Write and maintain documentation
• Identify inefficiencies and gaps in existing workflows
• Work across engagement types as needed

Senior Business Systems Analyst

• Complete real estate escrow transactions by determining requirements
• Act as a neutral liaison between file parties, adhere to company policy, and monitor and mitigate risk to the company
• Responsible for ensuring that all funds are properly accounted for and disbursed in accordance with the terms of the contract and our company policy
• Prepare regular reports on the status of the escrow account and provide these reports to the parties involved in the transaction
• Examine property titles, mortgages, and trust deed documents
• Prepare legal documents for the closure of the sale
• Complete closing by recording and filing documents, preparing, and distributing final closing statements and title

National Residential Escrow Officer

• Continually grow and service the business by providing outstanding customer service
• Complete simple and complex commercial real estate escrow transactions by determining requirements and acting as a neutral liaison between buyer, seller, and lender
• Work cross-functionally with Underwriting to monitor and mitigate risk to the company
• Responsible for ensuring that all funds are properly accounted for and disbursed in accordance with the terms of the contract
• Complete closing by reviewing, recording, and filing documents including preparing and distributing final closing statements and title, ensuring adherence to delivery dates and timelines
• Prepare regular reports on the status of the escrow account and provide these reports to the parties involved in the transaction
• Prepare legal documents for the closure of the sale
• Comply with regulatory requirements by adhering, and enforcing adherence, to requirements