Settlement Officer II, Estate Settlement, Private Bank, Charlotte, NC - * The Settlement Officer is accountable for facilitating, managing, and settling trust terminations that require expertise and ...
Settlement Officer II, Estate Settlement, Private Bank, Charlotte, NC - * The Settlement Officer is accountable for facilitating, managing, and settling trust terminations that require expertise and ...
Settlement Officer II, Estate Settlement, Private Bank, Charlotte, NC - * The Settlement Officer is accountable for facilitating, managing, and settling trust terminations that require expertise and ...
Settlement Officer II, Estate Settlement, Private Bank, Charlotte, NC - * The Settlement Officer is accountable for facilitating, managing, and settling trust terminations that require expertise and ...
The Senior Trust Settlement Officer administers and executes the full lifecycle of trust settlements following triggering events such as death, resignation, removal of trustee, or age-based ...
The Senior Trust Settlement Officer administers and executes the full lifecycle of trust settlements following triggering events such as death, resignation, removal of trustee, or age-based ...
Settlement Officer II (SO II), Estate Settlement, Private Bank, Richmond, VA - Accountable for managing and settling estates and/or terminating trusts requiring a degree of technical expertise and ...
Settlement Officer II (SO II), Estate Settlement, Private Bank, Richmond, VA - Accountable for managing and settling estates and/or terminating trusts requiring a degree of technical expertise and ...
Settlement Officer II (SO II), Estate Settlement, Private Bank, Richmond, VA - Accountable for managing and settling estates and/or terminating trusts requiring a degree of technical expertise and ...
Settlement Officer II (SO II), Estate Settlement, Private Bank, Richmond, VA - Accountable for managing and settling estates and/or terminating trusts requiring a degree of technical expertise and ...
Settlement Officer II (SO II), Estate Settlement, Private Bank, Richmond, VA - Accountable for managing and settling estates and/or terminating trusts requiring a degree of technical expertise and ...
Settlement Officer II (SO II), Estate Settlement, Private Bank, Richmond, VA - Accountable for managing and settling estates and/or terminating trusts requiring a degree of technical expertise and ...
Real Estate Settlement Officer
Charlottesville, VA · On-site
$60K - $70K/yr
Are you an experienced settlement officer looking for an opportunity to take your research, analysis, and teamwork skills to the next level? We are growing rapidly and are looking for someone to help ...
Real Estate Settlement Officer
Charlottesville, VA · On-site
$60K - $70K/yr
Are you an experienced settlement officer looking for an opportunity to take your research, analysis, and teamwork skills to the next level? We are growing rapidly and are looking for someone to help ...
Are you an experienced settlement officer looking for an opportunity to take your research, analysis, and teamwork skills to the next level? We are growing rapidly and are looking for someone to help ...
Quick apply
Are you an experienced settlement officer looking for an opportunity to take your research, analysis, and teamwork skills to the next level? We are growing rapidly and are looking for someone to help ...
The Senior Trust Settlement Officer administers and executes the full lifecycle of trust settlements following triggering events such as death, resignation, removal of trustee, or age-based ...
The Senior Trust Settlement Officer administers and executes the full lifecycle of trust settlements following triggering events such as death, resignation, removal of trustee, or age-based ...
We are seeking a driven and dynamic professional to join our team as a Business Development & Settlement Officer. This role is perfect for someone who thrives in fast-paced, relationship-driven ...
We are seeking a driven and dynamic professional to join our team as a Business Development & Settlement Officer. This role is perfect for someone who thrives in fast-paced, relationship-driven ...
The Settlement Officer (Quality Assurance Officer) is responsible to provide assistance to the Sales department and the Document Origination department by accurately and efficiently confirming ...
The Settlement Officer (Quality Assurance Officer) is responsible to provide assistance to the Sales department and the Document Origination department by accurately and efficiently confirming ...
Description We are hiring someone intelligent, detail-oriented, and motivated who wants to build a long-term career in title and settlement. This is a structured development role designed to train ...
Description We are hiring someone intelligent, detail-oriented, and motivated who wants to build a long-term career in title and settlement. This is a structured development role designed to train ...
Real Estate Title & Settlement Officer
Richmond, VA · Hybrid
$65K/yr
We are hiring someone intelligent, detail-oriented, and motivated who wants to build a long-term career in title and settlement. This is a structured development role designed to train you first in ...
Quick apply
Real Estate Title & Settlement Officer
Richmond, VA · Hybrid
$65K/yr
We are hiring someone intelligent, detail-oriented, and motivated who wants to build a long-term career in title and settlement. This is a structured development role designed to train you first in ...
Real Estate Title Settlement Officer
Richmond, VA · On-site
$55K - $65K/yr
We are hiring someone intelligent, detail-oriented, and motivated who wants to build a long-term career in title and settlement. This is a structured development role designed to train you first in ...
Real Estate Title Settlement Officer
Richmond, VA · On-site
$55K - $65K/yr
We are hiring someone intelligent, detail-oriented, and motivated who wants to build a long-term career in title and settlement. This is a structured development role designed to train you first in ...
Title Production & Settlement Specialist, Title Insurance Agency
Short Hills, NJ · On-site
$40K - $70K/yr
You'll be expected to handle title and/or settlement files independently from start to finish and ... Title Officer Responsibilities: * Type title commitments/binders and final policies * Clear title ...
Quick apply
Title Production & Settlement Specialist, Title Insurance Agency
Short Hills, NJ · On-site
$40K - $70K/yr
You'll be expected to handle title and/or settlement files independently from start to finish and ... Title Officer Responsibilities: * Type title commitments/binders and final policies * Clear title ...
Description Are you an experienced settlement officer looking for an opportunity to take your research, analysis, and teamwork skills to the next level? We are growing rapidly and are looking for ...
Description Are you an experienced settlement officer looking for an opportunity to take your research, analysis, and teamwork skills to the next level? We are growing rapidly and are looking for ...
Description We are hiring someone intelligent, detail-oriented, and motivated who wants to build a long-term career in title and settlement. This is a structured development role designed to train ...
Description We are hiring someone intelligent, detail-oriented, and motivated who wants to build a long-term career in title and settlement. This is a structured development role designed to train ...
Title Production & Settlement Specialist, Title Insurance Agency
Short Hills, NJ · On-site
$40K - $70K/yr
You'll be expected to handle title and/or settlement files independently from start to finish and ... Title Officer Responsibilities: * Type title commitments/binders and final policies * Clear title ...
Quick apply
Title Production & Settlement Specialist, Title Insurance Agency
Short Hills, NJ · On-site
$40K - $70K/yr
You'll be expected to handle title and/or settlement files independently from start to finish and ... Title Officer Responsibilities: * Type title commitments/binders and final policies * Clear title ...
Description Are you an experienced settlement officer looking for an opportunity to take your research, analysis, and teamwork skills to the next level? We are growing rapidly and are looking for ...
Description Are you an experienced settlement officer looking for an opportunity to take your research, analysis, and teamwork skills to the next level? We are growing rapidly and are looking for ...
Manage client, beneficiary, internal and estate settlement relationships related to handling duties in Greenleaf's role as trustee, personal representative, agent and/or custodian. PRINCIPAL ...
Quick apply
Manage client, beneficiary, internal and estate settlement relationships related to handling duties in Greenleaf's role as trustee, personal representative, agent and/or custodian. PRINCIPAL ...
Settlement Officer information
See salary details
$23.5K - $38K
21% of jobs
$41.4K is the 25th percentile. Wages below this are outliers.
$38K - $52.4K
18% of jobs
The median wage is $62.3K / yr.
$52.4K - $66.9K
17% of jobs
$66.9K - $81.3K
8% of jobs
$81.3K - $95.8K
5% of jobs
$100.6K is the 75th percentile. Wages above this are outliers.
$95.8K - $110.2K
19% of jobs
$110.2K - $124.7K
8% of jobs
$124.7K - $139.1K
3% of jobs
$139.1K - $153.6K
1% of jobs
$153.6K - $168K
0% of jobs
$168K - $182.5K
0% of jobs
$23.5K
$75.9K
$182.5K
How much do settlement officer jobs pay per year?
What is the difference between Settlement Officer vs Loan Officer?
| Aspect | Settlement Officer | Loan Officer |
|---|---|---|
| Required Credentials | Typically requires a degree in finance, law, or related field; certifications in real estate or settlement processes | Requires a degree in finance, banking, or related field; certifications in mortgage or loan processing |
| Work Environment | Works at real estate settlements, legal offices, or banks; involved in property and legal documentation | Works at banks, mortgage companies, or financial institutions; involved in loan application processing |
| Employer & Industry Usage | Used mainly in real estate, legal, and banking sectors during property settlements | Common in banking and finance sectors for loan processing and approval |
The main difference between a Settlement Officer and a Loan Officer lies in their focus areas. Settlement Officers handle property settlements, legal documentation, and real estate transactions, while Loan Officers primarily evaluate and process loan applications. Both roles require finance-related credentials and work within financial or real estate environments, but their specific responsibilities and industry usage differ.
What are the key skills and qualifications needed to thrive as a settlement officer, and why are they important?
What does a settlement officer do?
What are some common challenges faced by settlement officers in managing high-volume transactions, and how can they be effectively addressed?

Full-time
This job post has expired today. Applications are no longer accepted.
Bank Of America rating
8.2
Based on 523 frontline employees who took The Breakroom Quiz
52nd of 170 rated banks
Job description
Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Settlement Officer II, Estate Settlement, Private Bank, Charlotte, NC -
- The Settlement Officer is accountable for facilitating, managing, and settling trust terminations that require expertise and knowledge of fiduciary rules and regulations in a fast-paced, high-volume environment.
- The Settlement Officer Assigns tasks to Specialized Fiduciary Administrators, monitors progress and approves completed work. Responsible for coaching, developing, and mentoring administrators and junior level officers within the Trust Settlement team.
- Works closely while simultaneously building and maintaining relationships with internal business partners including but not limited to: Client Team, Office of the Chief Fiduciary, Administrative Resource Team (ART), Audit, Compliance, Fiduciary Tax Services, Specialty Asset Management (SAM), Trust Operations, Fiduciary Tax Services (Tax), Portfolio Managers, etc., as well as external parties (Attorneys, CPAs, and Fiduciary Accountants).
- Monitors the settlement process and task completion to ensure accurate, timely and efficient administration, and to proactively manage business risk.
- Maintains high quality communications with beneficiaries and internal partners, with a primary focus on timely execution and client satisfaction.
- Ability to proactively identify and resolve issues.
- Acts as a technical resource to colleagues within and outside of Trust Settlement team.
- May be called upon to handle tasks delegated by Trust Settlement Manager or Director.
Qualifications:
- BS/BA degree or equivalent experience; JD preferred
- Professional designation in paralegal studies and prior trust, estate, and/or tax experience preferred
- Strong communication and organizational skills
- Ability to work in a fast-paced environment where multi-tasking and prioritization is a necessity
- Works well as an individual contributor and member of a team
- Proficient use of Microsoft Office
- Ability to learn and apply new technology and systems
Skills:
- Account Management
- Customer and Client Focus
- Oral Communications
- Risk Management
- Written Communications
- Collaboration
- Decision Making
- Issue Management
- Prioritization
- Problem Solving
- Active Listening
- Attention to Detail
- Client Management
- Process Simplification
- Referral Identification
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent.
For internal employees: participation in a work from home posture does not make you eligible to post.
Shift:
1st shift (United States of America)Hours Per Week:
40What Bank Of America employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Bank Of America
Sourced by ZipRecruiter
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Industry
Finance and insurance
Company size
10,000+ Employees
Headquarters location
Charlotte, NC, US
Year founded
1998