1. The scope of the Escrow Assistant’s I responsibilities and duties may vary depending on the size of the office/department. The Escrow Assistant I provides various support duties, including: (95%)
- Miscellaneous opening procedures: prepare start card, proofread instructions prior to disbursing.
- Send certified escrow instructions to lender.
- Provide all information required to open a refinance or a resale escrow in general information.
- Obtain “Legal and Vesting” (L&V) for title.
- Open title search for a refinance and resale escrow.
- Prepare and package loan escrow instructions and all documents required in borrower’s opening package.
- Package preprinted sale escrow instructions and all preprinted documents required in Seller/Buyer package.
- Properly order demands, beneficiary statements, and homeowner association statements.
- Accurately prepare receipts.
- Accurately disseminate information from a given file to the appropriate party (ie. Buyer/Seller/Buyers Agent/Sellers Agent/Lender/Title etc)
- Print closing statement and HUD-1.
- Reconcile bank statements, trial balances and subsidiary A/R ledgers. Assist manager in locating errors, filling out manual reports.
- Print checks.
2. Perform any additional responsibilities as requested or assigned. (0 – 5%)
Experience
Preferred- Less than 1 year(s): Escrow Experience required
Education
Preferred- High School or better
Behaviors
Preferred- Enthusiastic: Shows intense and eager enjoyment and interest
- Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well
Motivations
Preferred- Self-Starter: Inspired to perform without outside help
- Goal Completion: Inspired to perform well by the completion of tasks