Escrow Officer Job Description template and pdf with duties [2024]

Job summary 1

The Escrow Officer is responsible for establishing new escrow accounts and processing escrow documents in accordance with established policies and procedures. Acts as a neutral third-party between buyers and sellers during a real estate sale, managing funds and processing real estate transactions.

Duties & Responsibilities 1

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Handles more complex transactions with minimum Supervision.
Can identity escrow and risk with minimum Supervision
- Embraces technology and outsourcing.
- Is an active member participating in all training and NCS calls
- Strong working knowledge of Corporate and NCS policies and procedures including wire fraud.

Requirements & Skills 1

Knowledge of standard concepts, practices, and procedures within the escrow/title industry field
Knowledge of Microsoft Office applications
Good client relations and organizational skills
Ability to write routine reports and correspondence
Ability to speak effectively before groups of customers or employees of organization
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume
- Detail-oriented and professional; able to handle confidential information
- High School diploma or equivalent
- 2-4 years related experience with 3+ years’ experience directly handling escrow transactions as an escrow assistant

Job summary 2

The Escrow Officer oversees the completion of all title and closing work for all clients in your assigned market(s). You will serve as the primary contact for our client leadership teams, and ensure they receive best in class service. You will also help us lead the charge in proving that the real estate closing industry is ready for novel technology, lower pricing, and better service.

Duties & Responsibilities 2

Requirements & Skills 2

Job summary 3

Are you looking for your next escrow closer role with a growing company? We're seeking an ambitious, self-motivated, Escrow Officer interested in a rewarding career. We provide a robust training program to ensure your best opportunity for success, plus we give you the tools to succeed.

Duties & Responsibilities 3

Review closing documents for accuracy.
Work up Closing Disclosures.
- Perform many office duties, taking phone calls, etc.
- Build client relationships by communicating with them directly.
- Travel to remote locations to physically conduct closings when necessary.

Requirements & Skills 3

High School Diploma.
Experience as an Escrow Closer.
Ability to handle high workloads.
Excellent written and oral communication skills
Ability to build rapport and be a team player
- Flexibility and adaptability to frequent change
- Strong customer service skills
- Concentrated attention to detail

Job summary 4

An Escrow Officer is responsible for providing superior escrow services while maximizing profitability. This is achieved by utilizing technology, communication and collaboration skills in an effort to co-exist with clients, consumers and personnel in a manner compliant with Company Policies and Procedures, state and other laws.

Duties & Responsibilities 4

Requirements & Skills 4

Job summary 5

We are looking for an experienced Escrow Officer to join our growing national team. The ideal candidate will have experience closing purchase and/or refinance transactions in a high volume, fast-paced, often ambiguous startup environment focused on transforming the real estate industry. As a part of the Closing Operations team, your enthusiasm and ability to solve problems effectively within evolving workflows will help us delight our customers. Your ability to partner with a cross-functional team to ensure an efficient closing will help us build and expand our escrow operation.

Duties & Responsibilities 5

Work with the curative team and our clients to ensure each file is clear to close
Prepare in advance for upcoming closings and plan each closing for efficiency borrower experience
Prepare an accurate CD/settlement statement that complies with the lender's closing instructions, includes all confirmed fees, and is free of errors
Partner with our Client Support team to schedule a smooth closing process
Work closely with the Disbursement team to ensure that the transaction is funded accurately
Communicate with your teammates and our clients by documenting your activities in our systems
- Learn the nuances of the particular clients and loan types you’ll be supporting
- Work with your manager; and our Client Success and Business Operations teams to improve our processes and delight our clients
- Do what it takes, alongside a great team, to close each file in a timely and efficient way

Requirements & Skills 5

Successful experience closing a variety of loan types in a national model - multi-state experience is a plus
Willingness to obtain state escrow licensing if required
Successful experience producing high quality work under tight timelines
Significant experience and skill checking your own work for errors; past success meeting strict regulatory standards for accuracy
- Able to closely follow procedural, state and regulatory guidelines
- Calm, confident, and helpful attitude under pressure
- Successful experience building relationships with a cross-functional team; and the desire to build our business from the ground up

Job summary 6

Under close supervision and regular audits, the Escrow Officer works within established policies and procedures to accurately open, process, and close escrow transactions. Develops customer relationships, maintains business by demonstrating professional customer service and communication. Assists team in maintaining profitability.

Duties & Responsibilities 6

Officers work with relative independence to process residential escrows, generally involving cash, refinance, Equity Loans, Lot Closing, or new loan transactions.
Prepares preprinted documents, closing statements and escrow instructions, presents to buyers and sellers at closing and coordinates timing of closing, recording, disbursement of funds and issuance of title insurance policy.
Communicates accurately, timely, and effectively with all parties involved in the transaction.
Receives and carries out written and verbal instructions.
Insures that each escrow folder is properly completed and its contents filed in accordance with standardized escrow procedures.
- Insures that all terms and conditions of the purchase and sale agreement are complied with.
- Responsible for obtaining necessary instruments and demands to clear title for closing.
- Executes unit or branch business development plan to maintain and acquire new customers, which includes prospecting and driving to meet customers.

Requirements & Skills 6

High school diploma or equivalent required.
Thorough knowledge of residential real estate escrows and title insurance.
Ability to pass appropriate assessment, where applicable.
- Computer literacy required, proficient with an escrow software system, MS Word and Excel, electronic email, Intranet and Internet savvy, typing 40 wpm, 10-Key, operates office machines such as a typewriter, fax, scanner and phone system.
- Must have good math skills, proven accuracy skills with the ability to proofread and correct errors, and have excellent written and verbal communication skills to enhance the overall customer experience.
- Must possess strong organizational skills and have a high attention to detail.

Job summary 7

If you have proven experience as an Escrow Officer and would like to be part of a company that upholds strong values, history and loyalty, our Company is the place for you!

Duties & Responsibilities 7

Requirements & Skills 7

College graduate preferred and/or related experience.
Previous escrow experience.

Job summary 8

We are currently looking for an Escrow Officer for our Financial Service Title - Escrow Department. The right candidate will be responsible for the timely completion of real estate closings (escrow) as directed by the Branch Manager.

Duties & Responsibilities 8

Prepare escrow instructions and amendments, if applicable
Perform general office functions as necessary
Train Escrow Technicians and Assistant Escrow Officers
Effectively solicit escrow and title business from Realtors, lenders, builders, sellers and buyers
Establish and maintain relationships with individuals through social, professional, civic, and community groups, which promote the goodwill of the Company and develop future business
- Conduct closings with Customers
- Perform other duties as may be required or requested by his/her supervisor
- Obtains and maintains escrow and/or title business while adhering to all Company policies and Government regulations

Requirements & Skills 8

Job summary 9

As an Escrow Officer, you will be the main point of contact for customers and real estate agents on specific transactions.

Duties & Responsibilities 9

Monitor files throughout the closing process to make sure the title is clear, fees are accurate and parties are aware of any developments
- Work with lenders to create final Closing Disclosures
- Update parties to the transaction as milestones happen in the settlement process
- Manage files in multiple states (state-specific training will be provided)

Requirements & Skills 9

In-depth understanding of the documents used in conjunction with settlements
Experience putting together purchase and sale closing disclosures
Experience communicating with real estate agents, lenders, buyers, and sellers in purchase and sale transactions
A unique combination of organization and attention to detail: The overwhelming seems manageable, you commit to looking for things that are out of place and you get more done in less time
A Multi-Tasker: You are able to work with high-level multi-tasking skills and prioritize in a fast-paced constantly changing environment. You also have the ability to balance the workload to accommodate the demands of the job and exceed customer expectations
- Excellent communication skills: When communicating, you hit the point from the get-go and deliver your message in a succinct manner
- Tech-savvy: You're comfortable with technology and learn new programs quickly
- A fun, caring, and humble attitude: We all work hard, but it's important to have a good time, look out for each other, and pitch in wherever needed

Job summary 10

We're currently seeking an Escrow Officer to join our team as we are growing. The ideal candidate will be hardworking, organized, and detail-oriented. We are looking for candidates to assist our team with the real estate closing process. Candidate will be working with involved parties to acquire, analyze, and organize all documents needed during the closing process. We will provide a competitive salary with potential incentives that are commensurate with your ability and experience.

Duties & Responsibilities 10

Outlining steps to transfer the title of property pursuant to conditions in the real estate contract and lender instructions.
- Preparing all closing documents necessary to ensure that title insurance is issued at closing.
- Maintaining constant communication with all parties through the escrow process.
- Ensuring the highest level of integrity and client service.

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