Position Overview
A specialist within the Dynamic Solutions Group is responsible for resolving file balances in our escrow trust accounts for direct operations and agency files. File resolution is the core enhanced service provided by this role. The specialist may be called upon to support additional functions, including interpleading funds, submitting unclaimed property, processing post-closing refunds, and categorizing active files.
Duties & Responsibilities
โข Resolve escrow file balances accurately and efficiently โข Investigate disputed funds to be submitted to in-house counsel โข Apply knowledge of unclaimed property regulations and due diligence requirements โข Prepare amended settlement statements as needed โข Adhere to departmental policies, procedures and compliance standards โข Utilize proprietary production systems and document repositories effectively โข Manage assigned workload independently while meeting timelines and goals
Minimum Requirements
- Complete working knowledge of the escrow process
- Ability to balance escrow files and prepare amended statement
- Proficiency with proprietary production systems and repositories
- Strong decision-making skills aligned with departmental guidelines
- Ability to work independently with minimal supervision
Preferred Experience
โข High School diploma or equivalent (some college preferred) โข Three (3) or more years of commercial title or escrow industry experience โข Microsoft Word and Excel proficiency (certification preferred)