Westcor Land Title Insurance Company®

Insurance

• Works with Regional Manager to define, develop and administer sales and marketing program for their assigned region.
• Works with Area Regional Manager to assess the marketplace determine opportunities, pursue prospects and to ultimately sign qualified independent agents on as Westcor approved agents.
• Manages ongoing business relationships with agents for region while focusing on maintaining profitability, quality and compliance with Westcor standards.
• Prepares and submits agency applications for review by Area Regional Manager.
• Develops and maintains agency relationships.
• Reviews agents operations on a regular basis with emphasis on risk control.
• Instructs agency personnel in use of company online tools and submission of agency reports.
• Acts as a liaison between company and agents and trade organizations.
• Plans and conducts, in coordination with the legal dept., educational seminars for agents and industry trade organizations.
• Prepare agency terminations or cancellations.
• Assists in development of promotional material.
• Supports office staff with direction and information when necessary.
• Other duties as assigned by management.

State Manager

• Develops and retains a quality Agent client base.
• Administers marketing program focusing on prospective agents and provides maintenance of existing customers.
• Agency Representatives interface with division/regional management and legal counsel on the appropriate management of agents.
• Agency representatives have an ongoing responsibility for maintaining the customer relationship and servicing the customer’s needs throughout.
• Builds client relationships, secures new business from new customers, and maintains and expands business with existing client base.
• Compiles lists of prospective customers for use as sales leads, based on information from newspapers, business directories, industry ads, trade shows, Internet Web sites, referrals and other sources.
• Develops and executes a call plan for the area assigned to include calls to and appointments with prospective agents.
• Is highly visible in his/her marketing area by attending title insurance industry functions and participating in appropriate organizations.
• Effectively creates or adapts and delivers group and individual presentations to customer groups, target customers, and others.
• Assesses individual client needs and develops, presents and implements a plan to meet those needs.
• Communicates proactively with and responds in a timely manner to clients, fulfilling the Westcor services platform working with administrative support, underwriting counsel and regional management.

Agency Representative, South Central States

Administration

• Upload final policies requests, entering orders, performing updates, uploading documents.
• Issue short form and long form Owner’s and Lender’s policies for multiple states.
• Serve as a liaison between the policy team, Westcor Agents and Agency Representatives.
• Review and secure documentation needed to issue title policies.
• Perform update searches when required for policy.
• Review and monitor internal and external reporting to ensure all timelines and service level agreements are met.
• Work collaboratively with outsource partners.
• Email and/or upload completed policies.

Policy Administrator

• Reviews/Evaluates/Examines commercial title search documentation, and research and assist resolving all title issues and discrepancies on record based on published underwriting standards, bulletins and guidelines as requested by client or supervisor.
• Prepares and reviews title commitment(s)/pro forma(s), lender closing instructions and contracts to ensure all requirements of the transaction are met.
• Insure that title products are completed in a timely manner and are of the highest quality. The examiner should determine order priority, the specific needs of our clients, and the instructions from their supervisor.
• Works collaboratively with all stakeholders including but not limited to internal operations teams, underwriting, client, outside counsel, and title agent partners.
• Analyze complex contracts and the law to create and administer all necessary processes, spreadsheets, and tracking based on service needs.
• Process and provide support with draw requests and maintain files related to construction.
• Assist with legal research, preparation of documents and related activities required to support commercial files including e-recording and preparing preliminary instructions for disbursements.
• Prepare closing documents; ancillary documents; title related affidavits; pro-forma policies and endorsements.
• Attend to title curative matters and identify requirements of survey exceptions.
• Prepare and issue final title policies, e-recordings and all post closing duties.
• Provides quality customer service, including interacting with customers, real estate agents, surveyors and attorneys.
• Monitors workflow queues and department reports to ensure timely processing of the file through title delivery and closing.
• Successfully meets or exceeds all Company established performance/production metrics as set forth by the Senior Management Team.
• Performs other duties as assigned by supervisor.

Commercial Title Officer

Account Manager

• Conduct and oversee advanced title research.
• Collaborate effectively with examiners, agents, and customers to resolve complex examining issues.
• Provide training, guidance, and mentorship to junior examiners to support their professional growth.
• Serve as a liaison between examiners, underwriting, and title agents to ensure clarity, accuracy, and timely issue resolution.
• Assist with light underwriting tasks as needed.
• Manage multiple open items simultaneously while maintaining clear, professional communication.

Senior Title Examiner – Account Manager

• Title Examiners are responsible for abstracting and examining documents from the public records and providing title opinions based on the facts and documentation.
• Examine title orders within company guidelines to determine the conditions of the title and insurability by considering the effect of documents such as deeds, deeds of trust, mechanics liens, tax liens, judgments, assessments, probates and other matters of record.
• Research respective title plant software, analyze & evaluate pertinent record documents for determination of ownership, legal descriptions, & any conjunction to title.
• Explain chain of title, exceptions, and requirements to customers and managers.
• Recognize title defects and formulate curative solution.
• Assess risks and liabilities that may jeopardize the company and bring these matters to the attention of the local title manager, state title manager or underwriter, as appropriate.
• Maintain proper production levels and delivery standards on a daily basis.
• Work closely with the customer and escrow staff to meet time requirements for options, and assist with answering questions.
• Prepare an accurate and compressive title commitment in accordance with company examining and policy procedures.

Title Examiner – CO

• Title Examiners are responsible for abstracting and examining documents from the public records and providing title opinions based on the facts and documentation.
• Examine title orders within company guidelines to determine the conditions of the title and insurability by considering the effect of documents such as deeds, mortgages, judgments and lens, mechanics liens, tax liens, judgments, assessments, probates, and other matters of record.
• Research respective title plant software, analyze & evaluate pertinent record documents for determination of ownership, legal description, & any conjunction to title.
• Explain the chain of title, exceptions, and requirements to customers and managers.
• Recognize title defects and formulate a curative solution.
• Assess risks and liabilities that may jeopardize the company, and bring these matters to the attention of the local title manager, state title manager, or underwriter, as appropriate.
• Maintain proper production levels and delivery standards on a daily basis.
• Work closely with the customer and management to meet time requirements for options, and assist with answering questions.
• Prepare an accurate and compressive title commitment in accordance with company examining and policy procedures.
• Perform other duties assigned by the manager.
• Participates in special projects and miscellaneous duties as assigned by management.

Title Examiner

• Produce accurate and professional title commitments.
• Perform title searches, verifying, reviewing and compiling information.
• Examine title orders within company guidelines to determine conditions of title and insurability.
• Research respective title plant software, analyze and evaluate pertinent documents for ownership determination.
• Prepare an accurate and comprehensive title commitment in accordance with procedures.
• Provide title examination review of products and services performed by title production partners.
• Monitor errors committed by vendor partners and recommend corrective action.
• Explain chain of title, exceptions, and requirements to customers and managers.
• Maintain proper production levels and delivery standards daily.

Residential Examiner

General Counsel

• Provides underwriting support, counsel, and authorization to company personnel, and agents related to the issuance of real estate title insurance commitments and policies.
• Utilizes underwriting standards and guidelines within delegated authority limits, to underwrite the issuance of title insurance.
• Provides guidance to company personnel in the performance of real estate settlement services.
• Issues underwriting standards and guidelines in accordance with established company processes.
• Determine the conditions of the title and insurability by considering the effect of documents such as deeds, mechanics liens, tax liens, judgments, assessments, probates and other matters of record.
• Protect the company from risk by analyzing recorded documents for ownership accuracy, legal description precision, and potential impact on title.
• Explain chain of title, exceptions, and requirements to customers and managers.
• Recognize title defects and formulate curative solution.
• Assess risks and liabilities that may jeopardize the company, and bring these matters to the attention of the local title manager, state title manager or senior underwriting counsel, or chief underwriting counsel, as appropriate.
• Review surveys prepared on properties and other proposed documents to be insured such as mortgages, mortgage modifications, etc.
• Work closely with the title agent and escrow staff to meet deadlines for closings and assist with answering questions related to issuance of the title commitment and policies.
• Perform other duties assigned by management.

VP, Underwriting Counsel

• Responsible for developing and maintaining a strong agent client base through effective marketing and relationship management.
• Focuses on acquiring new agents, supporting existing agents, and ensuring exceptional service delivery.
• Collaborate with regional management and legal counsel to ensure proper agent management and compliance.
• Build and maintain client relationships; secure new business and expand existing accounts.
• Identify and qualify prospective agents through research, referrals, and industry sources.
• Develop and execute a strategic call plan for assigned territory, including outreach and appointments.
• Maintain visibility in the market by attending industry events and participating in professional organizations.
• Deliver compelling presentations to individuals and groups, adapting content as needed.
• Assess client needs and implement tailored solutions to meet objectives.
• Communicate proactively and respond promptly to client inquiries, coordinating with internal teams to ensure service excellence.

Agency Representative – Midwest

Customer Success Manager

• Act as a primary point of contact for clients, providing transactional and workflow guidance, as well as systems access troubleshooting with technology team.
• Manage mixed media communication requests (customer service phoneline & web portal inquiries), providing timely customer service and resolution.
• Develop and maintain strong relationships with clients, serving as a trusted advisor and advocate for their needs.
• Provide training and support to clients on our products, services, and technology.
• Maintain an in-depth understanding of the company's business model and being capable of responding to customer inquiries pertaining to it.
• Communicate effectively with both internal and external senior managers to better understand customer needs, maximize retention and growth, and share learnings.
• Perform other duties as assigned by supervisor.

Customer Success Expert, Title Insurance

• Coordinates commercial real estate closings on single and multiple property deals
• Reviews/Evaluates commercial title search documentation, and research and assist resolving all title issues and discrepancies
• Prepares and reviews title commitment(s)/pro forma(s), lender closing instructions and contracts
• Prepares commercial Settlement Statements and/or Closing Disclosures and other closing documents
• Assist in coordinating signings with parties that may require assistance
• Provides quality customer service
• Ensures all disbursement related items are in TPS
• Works with Disbursement team to disburse transactions
• Works with Recording team to ensure recording documents are properly completed
• Promptly works with stakeholders on obtaining corrections as needed
• Monitors workflow queues and department reports
• Works collaboratively with all stakeholders
• Successfully meets or exceeds all Company established performance/production metrics
• Performs other duties as assigned by supervisor

Commercial Escrow Officer

• On boarding of new vendors including obtaining SOWs, agreements, NDAs and additional documentation as required.
• Evaluate and perform due diligence and ongoing monitoring of potential and existing vendors.
• Ensuring SLAs are consistently met or exceeded in accordance with contractual requirements.
• Running daily, weekly and monthly reports to ensure that title and closing turn times meet with client SLA’s.
• Producing and delivering performance scorecards for operational processes.
• Facilitate daily/weekly/monthly calls with key stakeholders to review performance, quality, turn times, score cards, and Corrective Action Plans.
• Oversee vendor fulfillment to ensure remediation plans are appropriately tracked and completed.
• Resolve disputes and manage escalations.
• Ensure stakeholders/vendors are providing best in class customer service to clients and customers.
• Build collaborative partnerships with internal and external partners to enhance the capacity and capabilities of the organization to identify and deliver consistent solutions.
• Identify areas of improvements and locate vendors/solutions to enhance our product offerings

Vendor Manager

Account Executive

Sales Representative

Product Operations

• Support Product Backlog Management.
• Help ensure that backlog items are clearly defined, well-documented, and understood by the development team.
• Coordinate and schedule meetings, including sprint planning, reviews, and retrospectives.
• Organize and track deliverables, milestones, and timelines for product development initiatives.
• Act as a liaison between the Product Owner, development team, and other stakeholders.
• Monitor project progress, resource allocation, and task completion using project management tools.
• Maintain clear and updated documentation related to product requirements, user stories, and acceptance criteria.
• Gather feedback from stakeholders and users to inform product development and prioritize enhancements.