Job Responsibilities: 
• Task Management: 
o Maintain an accurate daily task list (workflow dashboard) without overdue items. 
o Provide centralized operational support to the escrow branch, including: 
▪ Reviewing commitment/prelim and seller/buyer information forms. 
▪ Ordering tax certificates, HOA certificates/statements, surveys, payoff 
statements, and lien releases. 
▪ Balancing files and preparing closing documents. 
▪ Handling any other assigned workflow dashboard tasks. 
• Document Evaluation: 
▪ Evaluate and review real estate contracts and all supporting documents 
meticulously. 
▪ Manage files to ensure accuracy and completeness of documentation. 
▪ Compile and process escrow instruction packages. 
• Branch Collaboration: 
o Collaborate with branch operations to prepare for closings. 
o Consistently communicate with Escrow Officers and local branches regarding file 
updates, changes, or issues. 
• Risk Assessment: 
o Exercise sound judgment to identify discrepancies and assess risk levels, enabling 
informed decisions.

Education / Experience 
• Demonstrated understanding of the real estate transaction including knowledge about 
the different aspects of the “life of a file.”

Competencies 
To perform the job successfully, an individual should demonstrate the following competencies:

• Self-motivated - able to work independently with a sense of urgency in a fast-paced, high 
volume paperless environment.

• People first approach- providing exceptional customer service to Escrow Officer, agents, 
and other appropriate parties throughout the transaction process. 
• Technical- ability to learn and navigate multiple software systems with a high level of 
competency. 
• Critical Thinking/Problem solving—the individual identifies and resolves problems in a 
timely manner, gathers and analyzes information thoughtfully and maintains 
confidentiality.  
• Partnership/Collaboration—the individual remains open to others' ideas and exhibits 
willingness to try new things.  
• Oral/Written Communication—the individual speaks clearly and persuasively in positive 
or negative situations to clearly advise and resolve any issues. 
• Quality Assurance —the individual demonstrates accuracy and thoroughness and 
monitors own work to ensure quality. 
• Adaptability—the individual adapts to changes in the work environment, prioritizes and 
manages competing demands, and can deal with frequent change, delays, or unexpected 
events while remaining resilient. 
• Building Collaborative Relationships – the individual develops, maintains, and 
strengthens partnerships with agents and colleagues while providing information, 
assistance, and support.