Responsible for timely and accurate support of the escrow process including, but not limited to, ordering, tracking, receiving, reviewing, and inputting data related to payoffs, taxes, assessments, HOAs, water, sewer, and other items for the purchase and refinance of real estate. Participates in learning and development activities to expand knowledge base.
Key responsibilities:Review action lists and/or reports to prioritize work
Order or source required data (HOAs, payoffs, utilities, taxes, assessments, etc.)
Enter amounts, paid-through dates, and other required data points for each item
Add payoff and HOA information to the prelim/title commitment as it becomes available
Follow up with third parties for items not received by the due date and reorder expired items
Follow up with Pre-Closer/Escrow Assistant or Escrow Officer on information sheets and missing data
Communicate with Escrow teams on file issues and needed corrections
Use internal systems (ResWare, Outlook, shared inboxes, spreadsheets/reports) to manage daily work
Other related duties as assigned or requested
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CompetenciesCommunication: clearly shares information in writing and verbally
Detail orientation: catches small errors and keeps work accurate
Organization: manages multiple files/queues without losing track of items
Comfort with numbers: works confidently with fees, payoffs, and basic calculations
Technical ability: learns and navigates multiple systems (ResWare, web portals, dashboards, spreadsheets, email tools) and follows written SOPs/job aids
Forward-thinking and AI-friendly: open to trying and adopting new tools (including AI) to make work faster and more accurate
Ownership and agency: takes responsibility for their queue, keeps work moving, and raises blockers early
Problem-solving mindset: digs into issues, brings problems with proposed fixes, and looks for ways to cut rework and prevent repeat issues
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QualificationsHigh school diploma or GED required
Bachelor's degree preferred but not required
Experience in a high-volume customer service, financial services, mortgage, or title/escrow environment preferred
Experience using technology and multiple applications to manage work is a plus
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Work Schedule
Candidates may be asked to work one of the following shifts (all times Eastern):
We may offer remote flexibility for candidates who can support a shift ending at 8:00 PM, based on business needs and manager approval.