Business Escrow Services Associate

Davita Inc.; Santa Clarita (CA); Remote; USD 50,000 - 75,000; Full time

Job summary

A leading company in the financial services sector is seeking a Business Escrow Services Associate for its remote office in California. The role involves supporting clients, managing inquiries, and ensuring compliance with escrow agreements. Candidates should possess a Bachelor's degree and relevant experience or education, along with strong communication skills to enhance service delivery. The company offers competitive salaries and comprehensive benefits, contributing to a rewarding career path.

Benefits

Dental insurance

Tuition assistance

401(k) matching program

Qualifications

• Bachelor's degree in a relevant field and two years of experience.
• Familiarity with escrow agreements and legal documentation.
• Intermediate knowledge of spreadsheets and data mining.

Responsibilities

• Manage telephone and email inquiries for securityholder questions.
• Assist in initiating payments to shareholders or clients.
• Review and create tickler reminders for actionable items.

Skills

Strong speaking and writing skills

Attention to detail

Understanding of financial markets

Education

Bachelor's degree in a relevant field

Tools

Microsoft Office

Job description

dental insurance, tuition assistance, 401(k)

May 30, 2025

Job Title:

Business Escrow Services Associate

Job Title:

Business Escrow Services Associate

Location:

Remote - CA (Southern)

What you'll do:

As the Business Escrow Services Associate, you will be part of the Business Escrow Services team and provide day-to-day support for internal and external clients. You will work closely with the BES internal departments to deliver accurate, timely, and outstanding service to our clients.

• Manage incoming telephone and email inquiries for securityholder questions pertaining to technology log-in and the online document execution process
• May assist Payment Execution Team in callback verifications for any wire details needed
• May assist in initiating payments to shareholders or clients
• Research and understand return payments, collect updated payment instructions and reissue
• Gain familiarity with daily reconciliation, quarterly interest releases and invoicing to assist when primary associate is out of office
• Research and respond to securityholder questions, update payment processing and promptly resolve client issues
• Support Relationship Managers by acting as a solicitation liaison directly with counsel to update securityholder records and create solicitation status reports
• Serve as the lead point for reviewing Executed Agreements received from counsel for completeness and accuracy
• Taking lead with communicating inaccuracies and perform follow-up to ensure corrections are complete
• Technology setup for new Escrow and Paying Agent deals and adding external client access to the Gateway Client Portal
• Review and create tickler reminders for actionable items listed in executed agreements

What you'll need:

• Bachelor's degree in a relevant field from a four-year college or university and two (2) years of experience or an equivalent combination of education and relevant work experience in escrow and paying agent roles such as:
  • Familiarity with escrow agreements
  • Familiarity with legal documentation and entity structures
  • Experience providing escrow agreement feedback to attorneys.
• Intermediate knowledge of spreadsheets and data mining/gathering. Intermediate computer skills including Microsoft office.
• Demonstrate an understanding of financial markets and trends.
• Strong speaking and writing skills for internal and external audiences.
• Must be detailed oriented and adhere to time-sensitive tasks .

Benefits you'll love:
We offer all the important things you'd want - like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!

About the company:

Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation. Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC. AmeriHome Mortgage is a Western Alliance Bank company.

Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email [e-mail] or call 602-386-2488. When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process.

Western Alliance Bancorporation