Interactive Resources - iR
Position Overview
Seeking an experienced real estate transaction professional to support and coordinate complex escrow matters involving commercial and multi-site properties. This role manages detailed closing activities, document flow, compliance review, and coordination with lenders, attorneys, and clients through settlement.
Scroll down the page to see all associated job requirements, and any responsibilities successful candidates can expect.
Primary Functions Coordinate and finalize sophisticated real estate escrows tied to commercial loans and multi-parcel transactions, reviewing layered conditions and contractual terms. Draft customized transaction instructions reflecting party intent and secure approval prior to execution. Oversee creation, review, and distribution of settlement documents including agreements, disclosures, funding statements, and legal instruments. Verify adherence to title commitments and resolve inconsistencies by coordinating lien releases, document corrections, and required recordings. Supervise execution and submission of deeds, notes, trust instruments, and related filings with appropriate authorities. Calculate and allocate prorated financial items such as interest, insurance, rents, and tax adjustments. Assist with system setup and data entry for special escrow initiatives and construction-related transactions. Support and review disbursement files for construction or phased loan funding. Compare survey data to legal descriptions to confirm accuracy. Provide guidance or oversight to junior escrow staff when assigned. Participate in off-site or alternate-location closings as business needs require. Engage with existing or potential commercial clients to explain services and identify insurance or closing needs in line with office outreach initiatives.
File Processing & Closing Support Initiate and organize new transaction files, gathering required data from all involved parties. Prepare and circulate escrow instructions, lender documentation, and supporting materials. Balance and reconcile escrow accounts; generate closing statements detailing credits and debits. Distribute funds, policies, statements, and recorded documents to appropriate recipients. Track post-closing follow-up to ensure transaction completion and policy issuance. Answer inquiries regarding transaction status, procedures, and services offered. Perform administrative support including document filing, correspondence, call handling, and case logging. Maintain accounting records for construction disbursements when applicable. Assist or independently conduct lower-complexity closings as directed.
Required Knowledge & Capabilities Strong understanding of title insurance purpose, escrow workflows, legal documentation, and settlement calculations. Working knowledge of regional real estate closing practices, mortgage lending fundamentals, and underwriting concepts. Ability to interview transaction participants and manage timelines under minimal supervision. Proven analytical skills to interpret complex terms and mitigate financial risk. Clear, professional communication skills—written and verbal. Proficiency with personal computers and standard office software applications. Accuracy in arithmetic calculations and document preparation.
Education & Experience High school diploma or equivalent required; coursework in math or bookkeeping preferred. Minimum five years of escrow-related experience, including at least three years managing large residential or commercial closings. Additional education in real estate law or principles is a plus. xsgimln Equivalent combinations of education and experience will be considered.
Scroll down the page to see all associated job requirements, and any responsibilities successful candidates can expect.
Primary Functions Coordinate and finalize sophisticated real estate escrows tied to commercial loans and multi-parcel transactions, reviewing layered conditions and contractual terms. Draft customized transaction instructions reflecting party intent and secure approval prior to execution. Oversee creation, review, and distribution of settlement documents including agreements, disclosures, funding statements, and legal instruments. Verify adherence to title commitments and resolve inconsistencies by coordinating lien releases, document corrections, and required recordings. Supervise execution and submission of deeds, notes, trust instruments, and related filings with appropriate authorities. Calculate and allocate prorated financial items such as interest, insurance, rents, and tax adjustments. Assist with system setup and data entry for special escrow initiatives and construction-related transactions. Support and review disbursement files for construction or phased loan funding. Compare survey data to legal descriptions to confirm accuracy. Provide guidance or oversight to junior escrow staff when assigned. Participate in off-site or alternate-location closings as business needs require. Engage with existing or potential commercial clients to explain services and identify insurance or closing needs in line with office outreach initiatives.
File Processing & Closing Support Initiate and organize new transaction files, gathering required data from all involved parties. Prepare and circulate escrow instructions, lender documentation, and supporting materials. Balance and reconcile escrow accounts; generate closing statements detailing credits and debits. Distribute funds, policies, statements, and recorded documents to appropriate recipients. Track post-closing follow-up to ensure transaction completion and policy issuance. Answer inquiries regarding transaction status, procedures, and services offered. Perform administrative support including document filing, correspondence, call handling, and case logging. Maintain accounting records for construction disbursements when applicable. Assist or independently conduct lower-complexity closings as directed.
Required Knowledge & Capabilities Strong understanding of title insurance purpose, escrow workflows, legal documentation, and settlement calculations. Working knowledge of regional real estate closing practices, mortgage lending fundamentals, and underwriting concepts. Ability to interview transaction participants and manage timelines under minimal supervision. Proven analytical skills to interpret complex terms and mitigate financial risk. Clear, professional communication skills—written and verbal. Proficiency with personal computers and standard office software applications. Accuracy in arithmetic calculations and document preparation.
Education & Experience High school diploma or equivalent required; coursework in math or bookkeeping preferred. Minimum five years of escrow-related experience, including at least three years managing large residential or commercial closings. Additional education in real estate law or principles is a plus. xsgimln Equivalent combinations of education and experience will be considered.