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1

escrow assistant

  • Set up escrow transactions upon receiving new escrow orders. Process deposits of earnest money and mail out necessary forms and preliminary title reports to principals for review.
  • Prepare and deliver recording packages based on escrow instructions and verifying that appropriate title premiums and recording fees have been collected.
  • Perform clerical duties such as filing, answering phones, typing forms and correspondence
  • Assist with scheduling and/ or conducting closings, as directed
  • Coordinate and assist with branch escrow department for assistance with escrow transactions.
2

senior escrow assistant

  • Analyze and research reporting issues to improve title operations procedures.
  • The Senior Escrow Assistant supports the escrow staff by performing general support tasks to maintain departmental efficiency including auditing, Analysis, Data Entry, and Scanning of documents.
  • Self motivated, hard worker with integrity. 
  • Create, scan, organize, and handle personal, financial files.
3

escrow assistant/processor

  • Provide clerical support during the opening, maintaining, and closing of escrow accounts. 
  • Assist escrow officers by creating and editing correspondence and documents, maintaining files and records, and providing services to clients. 
  • Collaborated with loan officers, real estate agents, and customers to ensure closing requirements were met and disbursed funds from transactions. 
  • Ordered all payoff’s involved in transactions, property tax certificates, HOA resale certificates, utilities estimates, and municipality lien status, / and or release. 
  • Accomplished escrow assistant training within 3 months of starting as a receptionist.
4

escrow assistant

  • Provided support from opening to closing of real estate transactions for one of the top escrow officers in Sonoma County 
  • Managed files and records and correspondence for all parties within the transaction
  • Assisted in preparing documents for closing 
  • Fill out financial forms. 
5

escrow assistant

  • Ordering title reports and checking for liens and tax issues that could hinder a potential transfer. 
  • ordering utility reports 
  • Requesting and assisting in the review of wills and trusts in relation to the title report.
  • Notarizing and signing documents with clients
  • Working with lenders in preparing their documents for customer acceptance and signature. 
  • working under strict time constraints to make sure files were closed in time. 
  • Taking documents to the county recorder to put documents on record. 

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