Escrow Assistant
DHI Title, Indianapolis, IN, United States
Escrow Assistant
Essential Duties And Responsibilities
Ability to perform all tasks of the Escrow Receptionist
Prepare and send opening letters and “thank you” acknowledgements to all parties
Order title commitments and distribute to all parties
Order and update payoff/assumption statements as requested
Prepare receipts for all funds received from Customers and/or lenders
Order wire transfers and provide wiring instruction
Clear title requirements
Prepare loan packages for return to lender
Prepare simple cash and seller carryback pre‑audits
Assist branch manager with administrative tasks as requested
Open refinance orders
Receive builder report, order survey, contact the lender, obtain hazard insurance, enter basic order information on automated system, obtain HOA information, schedule and coordinate times for closings
Prepare copies for disbursement and closing transmittals
Assist Closer/Escrow Officer with final policy disbursement, as directed
Monitor termite inspection requests and other required inspection information
On a limited basis, answer Customers’ questions and/or telephone calls concerning the administrative process of the parties’ transactions; and answer real estate agents’ questions and/or telephone calls concerning the status of their pending files
Cancel files according to office procedure
In addition to the above duties, the escrow assistant may have post‑closing job responsibilities:
Assist with pre‑closing files: Assure that all information is accurate and matches the original Purchase Contract, e.g., zip codes, property address, spelling of names, marital status of buyers, reading surveys for encroachments, if any, etc.
Prepare and ship closing packages: Assure that each package is complete and properly signed by all parties.
Prepare documents for recording in different counties: Assure that documents sent for recording fulfill not only the Recording Regulations, but also the lenders’.
Prepare both loan and owners’ policies and mail them out.
Prepare endorsements to policy, when applicable.
Responsible for whereabouts of closing files.
Assist branch manager with administrative tasks.
Keep checkbook for fee account and maintain control of the mailing stamps machine.
Customer Service – Take calls from lenders, buyers, attorneys, realtors, insurance companies and others are handled on a daily basis.
Qualifications Education and/or Experience: Associate’s degree (A. A.) or equivalent from a two‑year college or technical school; or six months to one year related experience and/or training; or an equivalent combination of education and experience.
Benefits
Medical, Dental and Vision
401(k)
Employee Stock Purchase Plan
Flex Spending Accounts
Life & Disability Insurance
Vacation, Sick, Personal Time and Company Holidays
Multiple Voluntary and Company‑provided Benefits
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Ability to perform all tasks of the Escrow Receptionist
Prepare and send opening letters and “thank you” acknowledgements to all parties
Order title commitments and distribute to all parties
Order and update payoff/assumption statements as requested
Prepare receipts for all funds received from Customers and/or lenders
Order wire transfers and provide wiring instruction
Clear title requirements
Prepare loan packages for return to lender
Prepare simple cash and seller carryback pre‑audits
Assist branch manager with administrative tasks as requested
Open refinance orders
Receive builder report, order survey, contact the lender, obtain hazard insurance, enter basic order information on automated system, obtain HOA information, schedule and coordinate times for closings
Prepare copies for disbursement and closing transmittals
Assist Closer/Escrow Officer with final policy disbursement, as directed
Monitor termite inspection requests and other required inspection information
On a limited basis, answer Customers’ questions and/or telephone calls concerning the administrative process of the parties’ transactions; and answer real estate agents’ questions and/or telephone calls concerning the status of their pending files
Cancel files according to office procedure
In addition to the above duties, the escrow assistant may have post‑closing job responsibilities:
Assist with pre‑closing files: Assure that all information is accurate and matches the original Purchase Contract, e.g., zip codes, property address, spelling of names, marital status of buyers, reading surveys for encroachments, if any, etc.
Prepare and ship closing packages: Assure that each package is complete and properly signed by all parties.
Prepare documents for recording in different counties: Assure that documents sent for recording fulfill not only the Recording Regulations, but also the lenders’.
Prepare both loan and owners’ policies and mail them out.
Prepare endorsements to policy, when applicable.
Responsible for whereabouts of closing files.
Assist branch manager with administrative tasks.
Keep checkbook for fee account and maintain control of the mailing stamps machine.
Customer Service – Take calls from lenders, buyers, attorneys, realtors, insurance companies and others are handled on a daily basis.
Qualifications Education and/or Experience: Associate’s degree (A. A.) or equivalent from a two‑year college or technical school; or six months to one year related experience and/or training; or an equivalent combination of education and experience.
Benefits
Medical, Dental and Vision
401(k)
Employee Stock Purchase Plan
Flex Spending Accounts
Life & Disability Insurance
Vacation, Sick, Personal Time and Company Holidays
Multiple Voluntary and Company‑provided Benefits
#J-18808-Ljbffr