Job Description
* Manages time, appointments, and schedule in an efficient manner
* Effectively communicates in person and on the telephone with clients and customers. Answers customer questions and/or telephone calls concerning status of pending items in the escrow files. Takes proactive approach to providing status updates for Agents (i.e., closing status or information still required to close or title requirements that need to be addressed.)
* Obtains demands/releases to clear title
* Draws instructions and supporting documents for signing
* Audits and closes file when all funds and documents are received
* Reviews commitment and/or preliminary title report to verify vesting and legal description. Compares exceptions shown in title report with buyers', sellers', and lenders' instructions for possible liens or encumbrances not authorized in escrow or lender instructions
* Reconciles discrepancies between instructions and title report with title officer and/or principals by modifying escrow instructions or assisting principals in obtaining releases of liens and other encumbrances
* Orders beneficiary statements or demands, fire insurance, loan interest, rents and other prorated items
* Preparation of settlement statements showing detailed breakdown of escrow, title, loan, brokers' commissions and other changes. Requests the issuance of title policies or other evidence of title
* Trains, supervises, guides, and assigns and reviews the work of one or more escrow technicians, assistants, secretaries and/or receptionists. Assists in training escrow officers
* Maintains confidentiality of all proprietary information and escrow transactions
* Understands and complies with escrow accounting procedures and Good Funds Law
* Develops and maintain clientele by effective solicitation of business
* Attends client and business development functions. Represents company in public, customer and community relations activities. Attends client luncheons, dinners, realty board meetings and company tours, makes speeches and presents prepared educational programs to client and other interested groups.
* Pursue local business leads that work locally or nationally
NOTE : If you find a high performing ($2m Gross Revenue Plus) "national" sales rep from a competitor the above comp will not apply (its higher). They will have to prove out the book, meaning at some point in the interview process they will have to "name -- names" and revenue, etc.
Required Skills & Experience
* Must have extensive (5-10 years) B2B sales experience
* Must know real estate fundamentals
* How does a sale work, a refi, etc.
* Must know title insurance
* At least the fundamentals, prelims, title commitments, policies, endorsements, etc.
* BA Degree minimum, master's degree and certificate programs preferred
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.