Assistant Escrow / Settlement Officer

Job Summary:

Primary responsibility for assisting in the closing of real estate transactions.

PRIMARY RESPONSIBILITIES:

  • Work with lenders to fund loans and prepare files for disbursement
  • and recording
  • Prepare closing packages for lender, seller, buyer and accounting
  • Prepare and deliver key releases, final HUD statements, and
  • disbursement summary balance sheets
  • Collect all monies due and create receipt for buyers
  • Review and sign checks or initiate wire transfers for disbursements
  • to appropriate parties
  • Obtain purchase agreements and provide copies as necessary
  • Input orders in escrow processing system, prepare working file
  • and track due dates
  • Obtain information for closing including homeowner dues, payoffs,
  • tax certificates, surveys and other documentation
  • Communicate closing information and dates to lenders, clients,
  • agents, outside title companies, attorneys, buyers, and sellers to
  • Set appointments for Escrow Officer/Closer to perform closing
  • Assist in resolution curative requirements
  • Prepare and forward appropriate documents to county for
  • recording
  • Forward files to Post Closing for audit and review
  • Perform other duties as assigned

SCOPE

(decision making, size of organization, budgetary, etc.)

  • Decision Impact: Individual
  • Department Responsibility: None
  • Budgetary Responsibility: No
  • Direct Reports: No
  • Indirect Reports: No
  • Physical Requirements: Must frequently lift and/or move up to 25 pounds

REQUIRED EDUCATION:

  • Minimum High School Diploma or equivalent
  • Bachelors Degree preferred

REQUIRED EXPERIENCE:

  • Related Functional Experience: Minimum of 1-3 years experience in title
  • and escrow industry
  • Knowledge of title procedures
  • Basic understanding of settlement statement, deed, and loan
  • documentation
  • Effective communication, presentation, and organization skills
  • Knowledge of real estate law preferred
  • Ability to type at least 45 WPM

All employees must be committed to fair and nondiscriminatory lending, in conformity with the Equal Credit Opportunity and Fair Housing acts, and to compliance with all applicable laws, regulations and company policies. Employees must act responsibly in their efforts to provide financial services to Pulte customers and to provide support to Pulte’s core purposes.


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