Escrow Assistant

Gradusmanagement; San Diego (CA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Base salary + commission

Medical, dental, vision benefits

401(k) plan

Job summary

Forefront Escrow in San Diego is seeking a Lead Assistant/Junior Escrow Officer to join our fast-paced, high-volume escrow unit. You will balance files, coordinate with lenders, prepare documents, and manage lender requests while maintaining exceptional customer service.

The role requires prior escrow or title experience, strong organization, and the ability to multitask effectively in a dynamic environment. A strong communicator who can work with real estate agents and clients is essential.

Qualifications

• Prior escrow or title industry experience.
• Experience in a high-volume escrow environment preferred.
• Ability to multitask and meet deadlines.
• Excellent communication and customer service skills.
• Team player who can work independently when needed.

Responsibilities

• Balance escrow files and prepare/ review settlement statements.
• Communicate with lenders to gather documents and resolve issues.
• Disburse proceeds in compliance with guidelines.
• Order HOA and solar documents as needed.
• Prepare escrow documents for signatures, closing, and recording.
• Handle lender-specific requests related to the escrow process.
• Multitask and prioritize to meet deadlines; maintain client communication.
• Provide exceptional customer service to clients, agents, and stakeholders.

Skills

Strong organizational skills

Attention to detail

Communication skills

Multitasking

Microsoft Office proficiency

Tools

Escrow software

Microsoft Office

Job description

Job Title: Lead Assistant/Junior Escrow Officer – High-Volume Escrow Unit

Location:

Forefront Escrow, 2020 Camino Del Rio North, 9th Floor, San Diego, CA 92108

Job Type:

Full-Time

Job Overview:

We are seeking a highly motivated and detail-oriented Lead Assistant/Junior Escrow Officer to join our fast-paced, high-volume escrow unit at Forefront Escrow in San Diego. The ideal candidate will have prior experience in escrow and be able to perform key functions such as balancing files, communicating with lenders, preparing and handling documents, and managing a variety of requests. This role requires someone who thrives in a dynamic environment, is adaptable, and is passionate about providing exceptional customer service. If you are a strong communicator, have great follow-up skills, and can multitask with ease, we want to hear from you!

Key Responsibilities:

• Balance Escrow Files: Ensure accurate and up-to-date escrow files, including preparing and reviewing settlement statements.
• Communicate with Lenders: Maintain regular communication with lenders to gather necessary documents, verify information, and resolve issues.
• Disburse Proceeds: Process disbursements in compliance with company guidelines and regulatory requirements.
• Order HOA & Solar Documents: Coordinate with HOA and solar companies to gather required documents.
• Prepare Documents: Prepare escrow documents for signatures, closing, and recordation.
• Handle Lender Requests: Address and fulfill lender-specific requests related to the escrow process.
• Multitask & Prioritize: Manage multiple files and tasks concurrently, ensuring deadlines are met and clients are kept informed.
• Customer Service: Provide exceptional customer service, maintaining a professional and friendly demeanor when interacting with clients, real estate agents, and other stakeholders.

Qualifications:

• Experience: Prior experience in escrow or title industry required. A background in a high-volume escrow environment is preferred.
• Skills:
  • Strong organizational skills and attention to detail
  • Excellent communication and follow-up abilities
  • Ability to manage multiple tasks simultaneously
  • Proficient in Microsoft Office and escrow software systems
  • Knowledge of escrow procedures and legal documents
• Personality:
  • Outgoing and personable with a positive attitude
  • Strong customer service orientation
  • Trainable and willing to learn
  • Team player with the ability to work independently when needed

Compensation & Benefits:

• Base Salary + Commission: Competitive base salary with the potential for commission based on performance.
• Full Benefits: Comprehensive benefits package, including medical, dental, vision, and more.
• 401(k): Company-sponsored 401(k) plan to help secure your financial future.
• Opportunities for Growth: Career development opportunities in a dynamic and supportive work environment.