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Settlement Officer Jobs (NOW HIRING)

Surety

Transaction Coordinator

Marlton, NJ · On-site

Prepare file for Settlement Officer to take to closing including all invoices and * Assist with ensuring that each settlement is properly completed and its contents filed in accordance with ...

Surety

Transaction Coordinator

Marlton, NJ · On-site

$50K - $65K/yr

Prepare file for Settlement Officer to take to closing including all invoices and * Assist with ensuring that each settlement is properly completed and its contents filed in accordance with ...

Fwainvest

NY · On-site

$60 - $80/hr

## Trust Officer - Estate & Trust SettlementApplylocations: Saint Petersburg, Florida - United ... settlement accounts. Leads defined work or projects of broad scope and complexity. Resolves or ...

Eastharlemalliance

$65 - $75/hr

Chief Operating Officer Hours:Full-time (35 hours weekly) Salary:$65,000 - $75,000 FLSA:Non-Exempt ... Settlement's program and administrative facilities across East Harlem. This includes direct ...

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Settlement Officer information

See salary details

$23.5K

$75.9K

$182.5K

How much do settlement officer jobs pay per year?

As of Sep 5, 2026, the average yearly pay for settlement officer in the United States is $75,929.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,000.00 and $98,500.00 per year, depending on experience, location, and employer.

What does a settlement officer do?

A Settlement Officer is responsible for facilitating and finalizing real estate transactions, ensuring that all documents are accurate and that the transfer of property ownership is completed smoothly. They coordinate between buyers, sellers, lenders, and other parties to manage the closing process, handle escrow funds, and prepare settlement statements. Settlement Officers also ensure compliance with legal and financial regulations, making sure all required payments, fees, and taxes are properly distributed at closing.

What are the key skills and qualifications needed to thrive as a settlement officer, and why are they important?

To thrive as a Settlement Officer, you need strong knowledge of financial transactions, attention to detail, and understanding of legal and regulatory compliance, often supported by a degree in finance, law, or a related field. Familiarity with settlement processing systems, databases, and industry-standard software like SWIFT or CHESS is typically required. Excellent organizational skills, problem-solving abilities, and effective communication set standout professionals apart in this role. These competencies are crucial for ensuring accurate, timely settlements and minimizing financial risks for clients and institutions.

What are some common challenges faced by settlement officers in managing high-volume transactions, and how can they be effectively addressed?

Settlement Officers often handle large volumes of transactions under tight deadlines, which can present challenges such as ensuring accuracy, managing multiple priorities, and resolving discrepancies quickly. To address these, strong organizational skills, attention to detail, and familiarity with settlement systems are essential. Effective communication with internal teams, clients, and external parties also plays a key role in promptly resolving issues and ensuring smooth settlements. Many organizations provide ongoing training and use specialized software to help Settlement Officers manage workloads efficiently and reduce errors.

What is the difference between Settlement Officer vs Loan Officer?

AspectSettlement OfficerLoan Officer
Required CredentialsTypically requires a degree in finance, law, or related field; certifications in real estate or settlement processesRequires a degree in finance, banking, or related field; certifications in mortgage or loan processing
Work EnvironmentWorks at real estate settlements, legal offices, or banks; involved in property and legal documentationWorks at banks, mortgage companies, or financial institutions; involved in loan application processing
Employer & Industry UsageUsed mainly in real estate, legal, and banking sectors during property settlementsCommon 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.

More about Settlement Officer jobs

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What states have the most Settlement Officer jobs?

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Settlement Officer jobs near you
Infographic showing various Settlement Officer job openings in the United States as of August 2026, with employment types broken down into 93% Full Time, and 7% Part Time. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $75,929 per year, or $36.5 per hour.

Tax Resolution Sales

DH Tax And Consulting LLC

Aliso Viejo, CA • On-site

$60K - $250K/yr

Full-time

PTO

Re-posted 14 days ago

Job description

Benefits:
  • Employee discounts
  • Paid time off

Job description:
Tax Resolution Sales Settlement Officer
Well-Established Accounting Firm – Tax Resolutions Department
We are a well-established accounting firm seeking an experienced Settlement Officer to handle inbound client inquiries and guide individuals through IRS and state tax relief options.
This role offers a steady flow of qualified leads and strong earning potential for candidates with prior tax resolution or IRS collections experience. We offer a signing bonus and guarantees commensurate with performance in a high volume environment.
Position Overview
The role is responsible for handling inbound calls from prospective clients, conducting preliminary case evaluations, and educating prospective clients on available tax resolution options. This role is critical in setting accurate expectations, qualifying cases, and ensuring a smooth handoff to our case management and resolution teams.
This position is ideal for someone with prior tax resolution sales or intake experience who understands IRS collections, compliance requirements, and ethical client communication.
Key Responsibilities & Qualifications
   Must have experience selling tax resolution.
·         Handle inbound inquiries from prospective tax resolution clients with professionalism and discretion
  • Conduct initial intake and fact-finding calls to assess IRS or state tax issues, including balances due, notices received, and enforcement actions
  • Educate prospective clients on appropriate tax resolution options (e.g., installment agreements, CNC status, offers in compromise, penalty abatement) without making guarantees
  • Clearly explain the firm’s process, engagement structure, and next steps
  • Accurately document client information and coordinate a smooth handoff to account management or resolution staff
  • Maintain strict confidentiality and adhere to IRS regulations and firm compliance standards
  • Prior experience in tax resolution intake or sales is required
  • Working knowledge of IRS collections procedures and tax resolution strategies
  • Strong communication, organizational, and interpersonal skills
  • High level of professionalism, integrity, and client service orientation
How to Apply:
 Please submit your resume and a brief cover letter. We are seeking candidates who are ready to contribute in a professional, client-focused environment and assist individuals in resolving their tax matters effectively.
Job Type: Full-time
Benefits:
Flexible schedule
Paid time off
Work Location: In person