Escrow Assistant Resume Sample
Work Experience
- Open a refi escrow and obtain all necessary information
- Open a sale escrow and obtain all necessary information
- Audit incoming mail/faxes, checking for completion and accuracy, addressing any issues/missing items and/or information, and determination of how to process it, under the officers’ supervision
- Prepare estimated closing statements for sale or refinance transactions for officer to review
- Send closing documents /other documentation
- Obtain funding from lender, balance funding figures and set up recordings under the Officers’ supervision
- Balance out final closings under the Officer’s supervision
- Work directly with clients, realtors, lenders and attorneys as it relates to the escrow assistant/processor function of the transaction
- Maintain escrow records and files in accordance with company guidelines
- Perform with teamwork mindset and close customer relations of both title staff and customers to meet closing timelines and requirements
- Assignments are moderately complex in nature. Has latitude for un-reviewed action or decision
- The employee is occasionally required to walk and stoop, kneel, crouch, or crawl
- Work with spreadsheets – report review
- Assist clients with basic direct requests and inquiries
- Perform data entry into company operating system(s) and maintain records in the escrow accounting system and customer database
- Coordinate and prepare closing documents including deeds, and circulate them for review and approval
- Understands, displays, and embraces the company’s “coolture”
- Prepares HUD by utilizing lender instructions
- Limited Supervision: Responsibility for independently planning, designing and carrying out programs, projects and studies in accordance with broad policy statements and/or legal requirements
- Work is evaluated periodically in terms of adherence to program goals, budgetary limitations, compliance with laws and regulations and general institutional policies
- Support Commercial escrow needs
- Maintain strong and accurate attention to detail along with strong ability to prioritize and multi-task in a highly productive manner
- Utilize understanding of escrow, title standards and company underwriting guidelines associated with a wide variety of commercial transactions
Education
Professional Skills
- Strong computer skills with working knowledge of Microsoft Office
- Proficiency in Microsoft Office and strong computer skills
- Great communication skills by phone, email, and in person required
- Great communication skills by email, phone and in person, required
- Great communication and customer service skills required
- Handle all file requirements prior to closing, including but not limited to liens, judgments, and bankruptcy requirements
- Entry- level position that requires experience dealing with the general public or office environment for one year
How to write Escrow Assistant Resume
Escrow Assistant role is responsible for microsoft, customer, computer, software, insurance, shipping, printing, database, training, finance.
To write great resume for escrow assistant job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Escrow Assistant Resume
The section contact information is important in your escrow assistant resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Escrow Assistant Resume
The section work experience is an essential part of your escrow assistant resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous escrow assistant responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular escrow assistant position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Escrow Assistant resume experience can include:
- Good working knowledge of fast
- Close out, balance file and review final settlement statements prior to Accounting Department’s review of closed files
- Experience working in the Escrow Industry
- Escrow experience is required
- 2-5years of Escrow experience is required
- Copying, filing, faxing, mailing, emailing and organizing
Education on an Escrow Assistant Resume
Make sure to make education a priority on your escrow assistant resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your escrow assistant experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Escrow Assistant Resume
When listing skills on your escrow assistant resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical escrow assistant skills:
- Related experience with 3+ years experience directly handling escrow transactions as an escrow assistant
- Valid Driver's License in good standing helpful
- Valid Driver’s License in good standing helpful
- Interact effectively and professionally with all levels of management, employees and customers by email, phone and in person
- Communicate effectively with customers and other employees of organization
- Communicate effectively with other employees of the organization
List of Typical Experience For an Escrow Assistant Resume
Experience For Commercial Escrow Assistant Resume
- Experience with front and backend processing, including curative and funding
- As an assistant or equivalent experience
- Two to three years of escrow experience is required
- Escrow experience required
- Pleasant conversationalist, excellent listener
- As a lead assistant or equivalent experience
- Handling both front end processing and post-closing/funding tasks as required by Sunbelt Title and the Commercial Escrow Officer
- Coordinating the collection of information and successfully communicating with customers by phone, email, or in person
- Assisting primarily with post-closing responsibilities
Experience For Escrow Assistant, Residential Resume
- Handling front end processing tasks as required by Independence Title and the Escrow Officer
- Compliance with Corporate and NCS policies and procedures, including wire fraud training
- Prepare documents for recording
- General understanding and knowledge of contract and commitment
- Interprets earnest money agreements as they relate to closing and prepare all documents require for
Experience For Seasonal Escrow Assistant Resume
- Answer incoming phone calls and greet customers upon their arrival to the office
- Coordinates scheduling of closings and conference rooms
- Prepare and distribute amendment request/selection summary by coordinating with the sales associates, lenders, and any outside contractor for upgrades
- Accurate typing 60-70 wpm
- Able to manage high volume of data and information
Experience For Senior Escrow Assistant Resume
- Answers incoming telephone calls, determines purpose of callers, and forwards calls to appropriate personnel or department; takes and delivers messages or transfers calls to voice mail when appropriate personnel are unavailable
- Answers questions about organization and provides callers with address, directions, and other information; welcomes on-site visitors, determines nature of business, and announces visitors to appropriate personnel
- Monitors visitor access and issues passes when required, updates appointment calendars, prepares travel vouchers, takes payments for services and products
- Receives, sorts, and routes mail, and maintains and routes publications; maintains fax machines, assists users, sends faxes, and retrieves and routes incoming faxes; Creates and prints fax cover sheets, memos, correspondence, reports, and other documents when necessary
- Orders, receives, and maintains office supplies
- Handle pre curative matters for Escrow Team
- E-mail commission request to real estate agents
Experience For Seasonal Associate Escrow Assistant Resume
- Assist Escrow Team with assessment updates
- Review real estate contract, and Title Commitment
- Handle pre curative matters for Escrow Team. Check files for payoffs/assumptions from mortgage companies. E-mail commission request to real estate agents. Assist Escrow Team with assessment updates. Review real estate contract, and Title Commitment. Back up front desk person on telephone. Upload documents and related correspondence in ResWare
- Work closely with Escrow officers as needed
- Deposit and approve wire transfers
- File Tax Forms when necessary
Experience For Escrow Assistant Resume
- Support Settlement Statement Delivery process where needed
- Receive purchase contracts/escrow instructions and assist in the preparation of the transaction for closing by receipting earnest money funds, entering data, and ordering title reports
- Assist in preparing transactions for closing of escrow by reviewing title reports for accuracy, clearing title report requirements, and providing documentation for the completion of the transaction and loan processing
- Maintain communication with the Escrow Officer regarding status of the file
- Provide updates and answer inquiries from sellers, buyers, agents, and lenders
- Support the Escrow Officer’s business with affiliate Company referral partner agents and loan officers and external clients
- Obtain commission information on the real estate agents involved in the transaction
- Disburse files and verify receipt and accuracy of wires
Experience For Commercial Escrow Assistant Resume
- Prepare Power of Attorneys and Quit Claim Deeds when necessary
- Handle walk-ins or phone calls when Escrow Officer is unavailable
- Help other assistants and fill in as receptionist as needed
- Receive builder report, order survey, contact the lender, obtain hazard insurance, enter basic order information on automated system, obtain HOA information, help schedule and coordinate times for closings
- Monitor required inspection information
- On a limited basis, answer Customers’ questions and/or telephone calls concerning the administrative process of the parties’ transactions; and answer real estate agents’ questions and/or telephone calls concerning the status of their pending files
- Work with lenders, loan officers and attorneys to acquire, analyze and organize all necessary documents needed to process closing packages
- Collect fees, disburse and maintain all files pertaining to Financial Packages and CC&R's
Experience For Escrow Assistant, Residential Resume
- Read contracts, commitments and orders in preparation for the closing as well as assemble the necessary documents to prepare the file
- Maintain communication with the Escrow Officer, buyers, agents and clients regarding status of the file
- Assist the Escrow Officer in all phases of closing
- Post-closing: Electronically record documents. Digitize company records
- Learns to prepare closing figures (CDs / Settlement Statements)
- Input Escrow Demands and HOA Certifications to obtain a computer generated escrow statement, disburse and file copies
- Review and code checks received at close of escrow
- Update homeowner accounts at close of escrow. File completed escrow statements
Experience For Seasonal Escrow Assistant Resume
- Interact with the buyers, agents, county and city entities, etc
- Work closely with real estate brokers, lenders, attorneys, consumers, etc., and closely adhere to their transactional instruction
- Timely, thorough, coordinated, and eloquent communication with all of the parties involved
- Maintain privacy and confidentiality of company information, customers and co-workers
- Maintains records of communication with all parties involved
- Deliver a completed commitment package to the client and coordinate with the Escrow Officer to ensure all documentation has been executed and funding is received in time for disbursement
Experience For Senior Escrow Assistant Resume
- Process signed documentation to ensure timely document recording
- Communicate closing information and dates to transaction parties
- Arrange appointments for notary or attorney to perform closing
- Order and update payoff statements and handle post-closing issues
- Prepare documents for closing and handle the complete disbursement and follow up of all escrow transactions
List of Typical Skills For an Escrow Assistant Resume
Skills For Commercial Escrow Assistant Resume
- Seasoned escrow assistant with 3+ years direct experience in pre- and post-closing (in Texas)
- Seasoned escrow assistant with 2+ years direct experience in pre- and post-closing (in Texas)
- Two years of escrow processing experience is required
- Experience required
- Displays Empathy: knows how to handle sensitive customers, has had customer service experience
- Coordinate a variety of tasks and set priorities under pressure
- Experience as an Escrow Asst. Needs proficiency in more complicated residential transactions
Skills For Escrow Assistant, Residential Resume
- One to two years of administrative experience is required
- Two to three years of escrow experience required
- Strong attention to details and able to work proficiently in a fast paced environment
- Escrow experience
- Experience in Escrow
- A/R experience helpful
- Handling both front end processing, including Sched C, while supporting the Escrow Officer and Post-closing/funding tasks
Skills For Seasonal Escrow Assistant Resume
- Handling front end processing and training on post-closing/funding tasks, as required by Independence Title and the Escrow Officer
- Handling both front end processing and post-closing/funding tasks as required by Independence Title and the Escrow Officer
- Reading and understanding contracts, commitments, etc, in preparation for the closing, as well as assembling the necessary documents to prepare the file
- Reviewing, and distributing commercial contracts to parties of the transaction as well as adhering to and meeting critical dates contained within the contract
- Handling both front end processing and post-closing/funding tasks as required by Independence Title and the Escrow Officers
- Handling both front end processing and post-closing/funding tasks as required by the Commercial Escrow Officer
Skills For Senior Escrow Assistant Resume
- Handling both front-end processing and post-closing/funding tasks as required by Independence Title and the Escrow Officer
- Reading contracts, commitments and orders in preparation for the closing as well as assembling the necessary documents to prepare the file
- Assisting primarily with post-closing responsibilities while supporting two Escrow Officers
- Reading and understanding contracts, commitments and orders in preparation for the closing
- Assisting with both pre-closing and post-closing responsibilities
- Preparing loan documents, closing statements, trust deeds, etc
- Coordinating and communicating with clients successfully to complete the collection of information to finalize a home sale
- Assisting with pre-closing prep, as needed
- Reading contracts, commitments and orders in preparation for the closing
Skills For Seasonal Associate Escrow Assistant Resume
- Coordinating the collection of information and successfully communicating with customers by phone, email, or in person, as directed by the Escrow Officer
- Reviewing and distributing commercial contracts to parties of the transaction
- Reviewing title commitments in preparation for the closing as well as assemble the necessary documents to prepare the file
- Assisting primarily with post-closing responsibilities for multiple closers
- Assisting the Escrow Officer
- Assisting on Residential accounts
Skills For Escrow Assistant Resume
- Assisting on Builder account
- Coordinating the collection of information to finalize a commercial sale
- Handling primarily all front end processing, in the manner required by Independence Title and the Escrow Officer
- Clearing Schedule C items, working up prelim CD’s
- Handling primarily all front end processing, in the manner required by Independence Title and the Escrow Officer, with ability to handle fundings when needed
- Providing back up on funding, if needed, as required by Independence Title and the Escrow Officer
Skills For Commercial Escrow Assistant Resume
- Coordinating the collection of information and successfully communicating with customers by phone, email, or in person, as directed by the Escrow Officers
- Pre-closing preparation and funding/post-closing tasks while supporting the Escrow Officer
- Review documents, checking for completeness and accuracy, and coordinate recording of documents with recording offices or e-recording
- Assist in processing orders, which includes completing questionnaires, looking up data
- Be comfortable receiving ongoing performance feedback and coaching
- Assist with printing documents for closing
- File management, including scanning and appropriate records destruction, consistent with corporate policies
Skills For Escrow Assistant, Residential Resume
- Preparation of invoices, closing statements, and funding packages
- Receive incoming calls and correspondence relating to the status of escrows
- Process new contracts, including order/data entry, EMD follow up, obtaining all Agent contact info/HOA/utilities/payoffs, etc.,
- Follow company standards and guidelines when processing transactions - as well as abiding by all applicable State or Federal laws and regulations
- Be comfortable with ongoing change and learning new technology/processes
- File all paperwork in a timely manner to ensure ease of accessibility to files at all times by the Escrow, Sales & Marketing, and the Accounting departments
- PWC – ten (10) year warranty – responsible for ordering and signing warranty forms to go to title
Skills For Seasonal Escrow Assistant Resume
- Assist with entering figures from lender
- Print checks for closing
- Assist with faxing figures to lenders/Realtors
- Honest and trustworthy: handling sensitive material
- Organized team player, self-starter, committed, dedicated, respectful and hard working
- Consistent and accurate entry of documents and data into proprietary operating systems (SureClose, StewartLinks and AIM+)
- Interprets and prepares earnest money agreements as they relate to closing and prepare all documents require for transactions
- Preparation of wire requests, revenue reports, and closing forms
- Preparation and transmittal of closing documents
Skills For Senior Escrow Assistant Resume
- Prepare, pick up and drop off Mail/Federal Express and closing packages
- Answer calls regarding the escrow orders
- Respond to E-mails regarding escrow orders
- Provide information regrading an owners account balance
- Technical knowledge of the closing process is required
- Repetitive and continual typing and mouse motion is required
List of Typical Responsibilities For an Escrow Assistant Resume
Responsibilities For Commercial Escrow Assistant Resume
- Communicate requirements and other information to clients, including title exceptions
- Interpret earnest money agreements as they relate to closing, and prepare all documents required for transactions
- Make calls to Tax Office
- Obtain payoffs from lenders
- Order payoffs and final utilities for files; verify payoffs match title commitments
- Obtain most past and present tax information; ensure current taxes have not been paid
Responsibilities For Escrow Assistant, Residential Resume
- Order and follow-up on HOA letters, bylaws, financials, and irrigation
- Act as a liaison and maintain communication between customers and all parties involved in the transaction
- Processes new contracts, contract addendums, lender requests and order Homeowner Association Statements for Multi-state closings
- Engage with other employees, begin a conversation, build rapport, and handle objections
- Be team oriented with the ability to work independently
- Analyze, provide status and resolve inquiries from other employees as well as with other people outside of the organization
- Answer telephones and transfers to appropriate department
- Greet and interact with clients, vendors and visitors
- Coordinate mail flow in and out of the office
Responsibilities For Seasonal Escrow Assistant Resume
- Processes new contracts, contract addendums and lender title requests
- Ensure reception area and conference rooms are presentable and clean for clients
- Articulate, able to clearly explain and be easily understood
- Enjoy consistent, routine work
- Capacity for follow-through and task completion
- Propensity for honesty, integrity, and ethical standards commensurate with position
- Perform under pressure and be flexible with disruptions throughout the workday
- Navigate multiple computer systems throughout the day
Responsibilities For Senior Escrow Assistant Resume
- Proficiency in proper business communication (written & verbal)
- Work overtime, if needed at certain times of the year
- Read and interpret purchase agreements
- Coordinating the collection of information and successfully communicating with customers by phone, email, or in person, as directed by the Commercial Escrow Officer
- Reading and understanding contracts, commitments and orders in preparation for the closing, as well as assembling the necessary documents to prepare and close the file
Responsibilities For Seasonal Associate Escrow Assistant Resume
- Handling primarily front end processing tasks as required by Independence Title and the Escrow Officer, but also providing funding/back end processing assistance when necessary
- Coordinating the collection of information, successfully communicating with customers by phone, email, or in person, as directed by the Escrow Officer
- Reviewing title commitments, in preparation for the closing, as well as assembling the necessary documents to prepare the file and satisfy specific requirements for closing
- Escrow experience or other real estate industry related position
- Working primarily with frontend processing, including curative and working up final HUDs and CDs
- Handling both front end processing and post-closing/funding tasks, as required by Independence Title and the Escrow Officer, and to include clearing Schedule C items and training to work up final CD's/HUD's
- Entry level position although customer service, office/administrative, title or escrow background is helpful
Responsibilities For Escrow Assistant Resume
- Miscellaneous tasks assigned
- Process recorded documents
- Position is fast-paced
- Technical: 1 - 3 years
- As an escrow assistant
- Basic knowledge of escrow practices and terminology
Responsibilities For Commercial Escrow Assistant Resume
- Work and interact with clients
- Be accurate and precise with documentation
- Market our services and drive business
- Backup for mailroom, receptionist and property inspections
- Proficiency in Microsoft Office (Outlook, Excel and Word); Knowledge of client-based systems; Attention to detail; Motivated and positive team player; Excellent verbal, written and interpersonal skills; Ability to problem solve and multi-task in a fast-paced environment
- Good phone presence
Responsibilities For Escrow Assistant, Residential Resume
- Understands escrow standards, title clearance, real estate regulations and guidelines, and document preparation
- Obtain Title Producer’s License within 90 days of employment
- Controlled demeanor: reacts well under pressure (i.e. end of month deadlines)
- Team Player: works well with others, both internally & externally
- Active listener: understands the need of customers
- Action-Oriented / Proactive: tries to resolve a problem before it arises
- Attentive to detail and remains alert to customer requests
Responsibilities For Seasonal Escrow Assistant Resume
- Able to conquer challenges and obstacles
- Able to complete required tasks with minimal supervision, self-starter
- Phone and clerical support for the Office and regular interface with co-workers and clients regarding all aspects of national commercial real estate transactions
- Prepare and set-up electronic filings for recordings throughout the Country
- Work overtime as requested and approved by supervisor
- Current Notary Public
- Aptitude with numbers