Escrow Assistant - Commercial
Dream Finders Homes, Longmont, CO, United States
Job Summary
The Treasury & Escrow Assistant supports the financial operations of the organization by assisting with escrow account management, fund disbursements, reconciliations, and treasury-related administrative tasks. This role ensures accuracy, compliance, and timely processing of all escrow and treasury transactions while maintaining detailed records and supporting internal teams.
Key Responsibilities Escrow Management
Assist with opening, maintaining, and closing escrow accounts
Process escrow deposits, withdrawals, and disbursements accurately and timely
Monitor escrow balances to ensure compliance with company policies and regulatory requirements
Maintain detailed and organized escrow records and documentation
Treasury Support
Assist with daily cash management activities, including tracking inflows and outflows
Support bank account reconciliations and resolve discrepancies
Prepare and process wire transfers, ACH payments, and checks
Monitor and report on account balances and transactions
Reconciliation & Reporting
Perform regular reconciliation of escrow and operating accounts
Assist in preparing financial reports related to escrow and treasury activities
Identify and elevate discrepancies or irregularities
Compliance & Controls
Ensure adherence to internal controls, policies, and regulatory requirements
Maintain confidentiality and security of financial information
Assist with audits by providing necessary documentation and support
Administrative Support
Maintain accurate filing systems (digital and physical)
Communicate with internal teams, clients, lenders, and vendors regarding escrow transactions
Provide general administrative support to the finance/treasury department
Qualifications Education & Experience
Associate's or Bachelor's degree in Finance, Accounting, Business, or related field preferred
1–3 years of experience in escrow, banking, treasury, or accounting support preferred
Skills & Competencies
Strong attention to detail and accuracy
Basic understanding of escrow processes and financial transactions
Proficiency in Microsoft Excel and financial systems/software
Excellent organizational and time management skills
Strong communication and interpersonal skills
Ability to handle sensitive information with discretion
Working Conditions
Office-based or hybrid work environment
May require occasional overtime during peak periods
Preferred Qualifications (Optional)
Experience in real estate, title, or mortgage industry
Familiarity with escrow accounting software or banking platforms
Physical Demands While performing the responsibilities of the job, the employee is required to talk and hear. Vision abilities required by the job are close vision. The employee is often required to sit and use their hands and fingers to handle, feel, and operate office equipment such as a computer, copier, and office supplies. In addition, the employee is occasionally required to stand, walk, reach with their arms and hands, and to stoop, kneel or crouch. Reasonable accommodations can be made to enable employees with disabilities to perform the described essential functions of the job.
Note: This document describes the minimum, essential duties, responsibilities, skills, abilities, effort, and working conditions of the position. It in no way implies that these are the only functions to be performed by the incumbent. Workers are required to follow any other job‑related instructions and to perform any job‑related functions requested by a supervisor or manager. Successful performance requires that the incumbent possess and utilize the abilities and skills described. All functions are subject to reasonable modification to accommodate individuals with disabilities. Some functions may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or others.
Equal Opportunity Employer
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Key Responsibilities Escrow Management
Assist with opening, maintaining, and closing escrow accounts
Process escrow deposits, withdrawals, and disbursements accurately and timely
Monitor escrow balances to ensure compliance with company policies and regulatory requirements
Maintain detailed and organized escrow records and documentation
Treasury Support
Assist with daily cash management activities, including tracking inflows and outflows
Support bank account reconciliations and resolve discrepancies
Prepare and process wire transfers, ACH payments, and checks
Monitor and report on account balances and transactions
Reconciliation & Reporting
Perform regular reconciliation of escrow and operating accounts
Assist in preparing financial reports related to escrow and treasury activities
Identify and elevate discrepancies or irregularities
Compliance & Controls
Ensure adherence to internal controls, policies, and regulatory requirements
Maintain confidentiality and security of financial information
Assist with audits by providing necessary documentation and support
Administrative Support
Maintain accurate filing systems (digital and physical)
Communicate with internal teams, clients, lenders, and vendors regarding escrow transactions
Provide general administrative support to the finance/treasury department
Qualifications Education & Experience
Associate's or Bachelor's degree in Finance, Accounting, Business, or related field preferred
1–3 years of experience in escrow, banking, treasury, or accounting support preferred
Skills & Competencies
Strong attention to detail and accuracy
Basic understanding of escrow processes and financial transactions
Proficiency in Microsoft Excel and financial systems/software
Excellent organizational and time management skills
Strong communication and interpersonal skills
Ability to handle sensitive information with discretion
Working Conditions
Office-based or hybrid work environment
May require occasional overtime during peak periods
Preferred Qualifications (Optional)
Experience in real estate, title, or mortgage industry
Familiarity with escrow accounting software or banking platforms
Physical Demands While performing the responsibilities of the job, the employee is required to talk and hear. Vision abilities required by the job are close vision. The employee is often required to sit and use their hands and fingers to handle, feel, and operate office equipment such as a computer, copier, and office supplies. In addition, the employee is occasionally required to stand, walk, reach with their arms and hands, and to stoop, kneel or crouch. Reasonable accommodations can be made to enable employees with disabilities to perform the described essential functions of the job.
Note: This document describes the minimum, essential duties, responsibilities, skills, abilities, effort, and working conditions of the position. It in no way implies that these are the only functions to be performed by the incumbent. Workers are required to follow any other job‑related instructions and to perform any job‑related functions requested by a supervisor or manager. Successful performance requires that the incumbent possess and utilize the abilities and skills described. All functions are subject to reasonable modification to accommodate individuals with disabilities. Some functions may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or others.
Equal Opportunity Employer
#J-18808-Ljbffr