Escrow Officer Resume Sample

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Marley Heathcote
4877 Halvorson Street,  Philadelphia,  PA
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Work Experience


Senior Commercial Escrow Officer
06/2015 - PRESENT
New York, NY
  • Demonstrates a business and personal philosophy consistent with TitleOne’s core values and mission statement
  • Understands, displays, and embraces the company’s “coolture”
  • · Monitor the banking system for incoming wires
  • · Post incoming wires to escrow files when wires are received
  • · Receive funding, tax, and insurance checks and subordinations and payoffs; note same and distribute to proper
  • · Possess good customer service skills when working with the clients
  • · Address inquiries from clients, borrowers, agents and internal staff professionally and in a timely manner
  • · Maintain open communication with team members and team leader
  • · Ability to meet deadlines and specific time frames
Escrow Officer
07/2012 - 02/2015
Dallas, TX
  • Promote a positive attitude and atmosphere, instilling "Teamwork" and personal growth throughout the branch
  • Address and resolve customer issues, applying fast and exemplary judgment in the utmost professional manner, advising management of unresolved issues and/or complaints
  • Business development, PR and marketing initiated each month
  • Develop and maintain a close working relationship with ROG offices, local Title Reps & Movement Mortgage Loan Officers
  • Supervise office staff compliance with company policies and procedures
  • Responsible for supervising, training and delegating work to subordinates
  • Responsible for objective salary reviews and recommendations
  • Provide a safe, encouraging and positive environment for the employees
Assistant Escrow Officer
12/2008 - 03/2012
Los Angeles, CA
  • · Possess customer service skills
  • · Ability to multitask and work under pressure
  • Maintain a steady and consistent workflow, insuring all transactions are processed and closed on time and correctly
  • Audit escrow files and review work of escrow team
  • Accurately prepare documents such as escrow instructions, amendments, and closing documents including transfer deeds
  • Provide clients with regular updates on all open files
  • Audits files and sets up files for disbursement by verifying funds in escrow, setting up checks and wires for immediate disbursement upon closing
  • Motivating and praising, delivering constructive criticism or discipline to subordinates in accordance with the employee handbook, addressing employee issues promptly
  • Work under pressure, meeting tight deadlines, training new employees, organizing people, organizing projects and schedules on an ongoing basis

Education


University of Texas at Arlington - Fort Worth Campus
2003 - 2007
School's Degree in Real Estate

Professional Skills


  • Strong interpersonal skills and excellent communication skills to be able to work with foreclosure law firms in multiple states
  • Strong communication skills to work effectively with customers and our team of sales, escrow, underwriting and title employees; and
  • Strong supervisory and administrative skills
  • Validate all documents are complete and accurate prior to funding, including ensuring that all documents requiring borrower signatures are in order
  • Experience with 2+ years’ experience directly handling escrow transactions including both purchase and refinance transactions
  • Related real estate, escrow and/or title experience with 3+ years’ experience directly handling commercial transactions
  • Related real estate, escrow and/or title experience with 3+ years of experience directly handling commercial transactions

How to write Escrow Officer Resume

Escrow Officer role is responsible for customer, word, research, finance, training, database, procurement, reporting, insurance, travel.
To write great resume for escrow officer job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Escrow Officer Resume

The section contact information is important in your escrow officer 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
  • Email
  • Telephone number

Work Experience in Your Escrow Officer Resume

The section work experience is an essential part of your escrow officer 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 officer 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 officer position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Escrow Officer resume experience can include:

  • Consistently provide and instill outstanding customer service skills in staff
  • Related experience with 3+ years experience directly handling escrow transactions as an escrow officer
  • Related experience with 3+ years’ experience directly handling escrow transactions as an escrow assistant/officer
  • Experience with 4+ years’ experience directly handling escrow transactions as an escrow assistant or in a related field
  • Related experience with 3+ years’ experience directly handling escrow transactions as an escrow assistant
  • Recognize any defects, exceptions and special requirements and work to clear the issues timely while effectively notating all systems to track progress

Education on an Escrow Officer Resume

Make sure to make education a priority on your escrow officer resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your escrow officer 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 Officer Resume

When listing skills on your escrow officer 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 officer skills:

  • Good organizational skills and effectively manages complex commercial real estate transactions
  • Detail oriented, strong organizational skills and the ability to manage multiple actions at once; Flexibility to re-prioritize based on direction of management
  • Self-motivated team player with excellent customer service skills
  • · Proven customer service skill
  • Effectively follow workflow and work product for one or more Escrow Assistant(s) and support service team members
  • Effectively follows policies, procedures and concepts within the escrow and title industry

List of Typical Experience For an Escrow Officer Resume

1

Experience For Assistant Escrow Officer Resume

  • Effective communication skills: verbal & written
  • Strong client relations and organizational skills
  • Proven title review and escrow disbursement experience Required
  • Copier, fax and 10 key calculator skills
  • Strong working knowledge of Corporate and NCS policies and procedures including wire fraud
2

Experience For Commercial Escrow Officer Resume

  • Experience closing/processing in the state of Texas required
  • Develop and maintain a good working relationship with management
  • Works under general supervision setting own priorities and objectives. Work reviewed for soundness of judgment and overall accuracy
  • Understands and complies with escrow accounting procedures and Good Funds Law
  • Demonstrate understanding of escrow applications and software as it relates to title and escrow processes and policies
  • Experience managing a T.D.I. audit
  • Thorough knowledge of escrow requirements as it pertains to balanced files, good funds, FIRPTA, 1099, HAOPTA and Franchise Tax
  • Coordinate closely with experienced team of closers and underwriters in the execution of commercial closings
3

Experience For Managing Escrow Officer Resume

  • Strong knowledge of standard concepts, practices, and procedures within the escrow/title industry field
  • Previous Escrow Officer Experience
  • Pricing premium for transactions including preparing pricing proposals and bids for national customers
  • Assisting the Escrow Officer with files, including providing the double audit process
  • Closing and disbursements, including the preparation of complex single site and multi-site commercial closing statements (and revisions) in FAST and Excel
  • Reviewing purchase and sale agreements and escrow agreements and escrow account set-up and maintenance in accordance with proper trust accounting principles
  • Working knowledge of HUD-l and commitment for title insurance
  • Entering status reports for all pertinent information for clients
4

Experience For Senior Commercial Escrow Officer Resume

  • Understanding of general concepts and best practices for escrow, title
  • Responsible for reviewing HUDs for approval / communicating with the closing coordinators
  • Prepares closing disclosures/settlement statements utilizing lender instructions
  • Provide high level of customer service as part of customer-facing closing team
  • Coordinate with internal banking and accounting teams in the maintenance of escrow accounts and records
  • Is an active member participating in all training
  • Close escrow account by balancing and disbursing funds
  • Prepares the HUD-1 Settlement Statement using the sales contract and lender’s instructions; receipts funds for closing and prepares checks for issue
  • Assist with all Post Closing functions including but not limited to mortgages and policies
5

Experience For Escrow Officer, Residential Resume

  • Maintain accurate records in the escrow accounting system, customer database and FAST for processing of escrow and procurement of title
  • Apply logical and critical thinking, always keeping the integrity of the company in the forefront of any decision
  • Handle basic questions from signing/closing agents, mortgage professionals, sellers and borrowers
  • Prepare Closing Disclosure and the ALTA Settlement Statement and all other closing documents necessary for the transaction
  • Prepares closing disclosure/settlement documents
  • Responsible for establishing new escrow accounts and develops escrow documents in accordance with established policies and procedures
6

Experience For Senior Escrow Officer Resume

  • Opens and manages the most complex and larger dollar size escrow transactions, acting as escrow agent for the Bank
  • Works within the FAST system for Document Preparation, Fund Tracking and disbursements
  • Prepare closing statements/disclosures to comply with industry and federal regulations
  • Prepare title insurance policies and distribute according to Service Level Agreements
  • Knowledge of company operating systems (i.e. FAST)
  • Provides underwriting support, counsel, and authorization to company personnel, agents, and customer(s), related to the
  • Handle escrow aspects of commercial real estate closings, including settlement statements, receipt, investment, and disbursement of escrow funds
  • Is an active member on all NCS Escrow calls and training workshops
  • Continues to enhance title knowledge by actively communicated and engaging with Title Underwriters
7

Experience For Experienced Escrow Officer Resume

  • Embraces technology and outsourcing
  • Prepare Closing Disclosure documents in accordance with the lender’s guidelines
  • Responsible for preparing HUDs for approval
  • Conduct training for other employees
  • Assist closing coordinators with title clearance (commitment and document review)
  • Knowledge of Client Online banking systems
  • Reviews monthly "outstanding check" reports by operation
  • Responsible for handling non-public information (NPI) about borrowers, and protect the confidentiality of borrower information
  • Comfortable using internet-based applications (MS word/MS office)
8

Experience For Title & Escrow Officer Resume

  • Reviews sales contract and creates title file in ResWare Complete Closing software, requests a title exam
  • Assist with packaging loan documents to go back to Lender and Title after loan documents have been executed
  • Proficient working with escrow/title software such as Streamline or similar systems
  • Conduct team meetings to communicate new processes, improvements, and training as needed
  • Review new and current employee training and performance and counsel/reward as appropriate
  • Be available and approachable for your staff at all times
9

Experience For Mortgage Closer / Escrow Officer Resume

  • Be observant and aware of office, customer and employee issues
  • Responsible for managing a portfolio of assigned escrow customers and brokers. Provides high level of customer service and develops ongoing escrow referrals for large dollar escrow transactions
  • Opens the most complex and large dollar size escrow transactions which meet the Bank’s requirements; develops and/or obtains the appropriate escrow documentation in accordance with policy and procedures and applicable statutory and Federal regulations
  • Manages the largest escrow customers and brokers as their relationship manager; provides customer service and develops ongoing escrow referrals. Exercises appropriate judgment to identify potential legal and operating risks, and works with legal counsel to mitigate exposure
  • Submits documents to record – both e-record and manually sending to the counties
  • Contract Review and closing document preparation
  • Escrow file balancing required
10

Experience For Commercial Escrow Officer / Branch Manager Resume

  • Knowledge of standard concepts, practices, and procedures within the escrow/title industry field
  • Works with individual files in large volume – approximately 80 closings per month
  • E-Mail and/or verbally verify commission request with real estate agents
  • Assist Escrow Team with file updates to lenders and real estate agents
  • Heavy telephone and email contact with Realtors, Lenders, Buyer and Sellers. Answer inquires regarding status of files, explain curative problems and procedures with all parties involved in transaction
  • Assist Escrow Team in obtaining funding numbers for closings
  • Manages escrow deposit relationships to assure profitability; to reduce the operating loss exposure through maintaining a current knowledge of sound procedures and the automated services and products designed to eliminate errors
  • Designs, implements and maintains Escrow Product Services to fully meet the needs of the existing and potential customers including product strategies and goals; pricing recommendations and promotions
  • Exercise appropriate judgment to identify and mitigate potential contingent risks, the dollar amounts which could be as great as the valued of the assets being transferred through the escrow process

List of Typical Skills For an Escrow Officer Resume

1

Skills For Assistant Escrow Officer Resume

  • Related real estate, escrow and/or title experience with 5+ years’ experience directly handling commercial transactions
  • Closing experience
  • Strong knowledge of Statutory and Federal regulations pertaining to real estate settlement
  • Five years of escrow closing experience is required
  • Five years of escrow processing experience is required
  • Two or more years' experience working as an Escrow Officer
  • Escrow processing experience is required
  • 5+. Years escrow experience
2

Skills For Commercial Escrow Officer Resume

  • Experience as an Escrow Officer
  • Demonstrates the highest standard of quality, objectivity and professionalism
  • Preparing, assembling and reviewing closing documents and curative documents necessary for closing a commercial transaction
  • Reviewing, accepting and assembling closing documents
  • Establishing a successful working relationship with our Sales Reps, and Participating in Marketing/Entertainment to increase customer base
  • Preparing CD's/HUD's, prepping and completing all necessary paperwork/closing documents necessary for the transaction
3

Skills For Managing Escrow Officer Resume

  • Establishing new commercial escrow accounts and disbursing commercial transactions in accordance with established policies and procedures
  • Participating in Marketing/Entertainment to increase customer base
  • Reviewing escrow reports against escrow records to ensure accuracy of posted escrow transactions
  • Making commercial disbursements from settlement statements provided by agent
  • Preparing commercial settlement statement upon request
  • Assisting other Escrow Officers as needed
4

Skills For Senior Commercial Escrow Officer Resume

  • Obtain clear title by ordering title reports; resolving title defects; satisfying existing liens and encumbrances against property or principals
  • Enhance our reputation by accepting ownership for accomplishing new and different requests and exploring opportunities to add value to job accomplishments
  • Prepare transaction documents by completing forms and statements and collecting and reviewing documents
  • Close escrow accounts by balancing and disbursing funds
  • Manage escrow documents and escrow accounting functions of the deposits and disbursements
  • Possesses knowledge of closing processes and statutory compliance as determined by each state
  • Understands proper RESPA procedures for HUD-1/Closing Disclosure settlement statements and escrow funds
  • Any required state licensing and certification
  • Technical and confident knowledge of the closing process is required
5

Skills For Escrow Officer, Residential Resume

  • · Working knowledge of the Ramquest system
  • Clear understanding of title insurance and settlement services, real estate purchase agreements, and lender requirements
  • Maintain current escrow accounts
  • Prepare and finalize title policies
  • Able to effectively correspond and work with others, including the Direct Operations, FNF title and escrow officers, compliance officers, escrow administration, etc
  • Work independently and assess priorities for projects assigned by supervisor while being able to multi-task projects, files and documentation
6

Skills For Senior Escrow Officer Resume

  • Confidently communicate and recommend best practices and company policy improvements
  • Analyze information with attention to detail
  • Customer Service orientation – responds promptly to customer needs; solicits customer feedback to improve service; responds to requests for service and assistance; meets commitments
  • Plannng, analytical, and negotiation skills
  • Valid drivers license in good standing in assigned state
7

Skills For Experienced Escrow Officer Resume

  • Communicate effectively and efficiently with colleagues and customers
  • Experience as a commercial real estate escrow officer or related real estate, escrow and/or title experience
  • Experienced Escrow Officer required
  • Three to five years of commercial escrow experience is required
  • Experience as an Escrow Officer
8

Skills For Title & Escrow Officer Resume

  • Strong knowledge of the title/mortgage industry
  • Maintaining escrow records and files and acts as escrow agent
  • Reviewing and understanding commercial contracts and escrow agreements
  • Teamwork – balances team and individual responsibilities; exhibits objectivity and openness to others’ views; gives and welcomes feedback; contributes to building a positive team spirit; puts success of team above own interests; able to build morale and group commitments to goals and objectives
  • Written Communication – writes clearly and informatively; varies writing style to meet needs; presents numerical data effectively; able to read and interpret written information
  • Interpersonal – focuses on solving conflict, not blaming; maintains confidentiality; listens to others without interrupting; keeps emotions under control; remains open to others’ ideas and tries new things
  • Verbal Communication – speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions; demonstrates group presentation skills; participates in meetings
  • Extensive experience handling all levels of an escrow transaction in a progressively responsible role, including working with complex escrow transactions
9

Skills For Mortgage Closer / Escrow Officer Resume

  • Texas Department of Insurance Escrow License
  • Manages 0-3 direct report and team of 3-20 staff
  • Establishing new commercial escrow accounts, developing escrow documents, and disbursing commercial transactions in accordance with established policies and procedures
  • Responsible for managing a portfolio of assigned escrow customers. Provides high level of customer service and develops ongoing escrow referrals from existing escrow customers
  • Maintaining records in the escrow accounting system and customer database
  • Opening escrow transactions; develops and/or obtains the appropriate escrow documentation in accordance with policy and procedures and applicable statutory and Federal regulations
  • Managing assigned escrow customers as their relationship manager; provides customer service and develops ongoing escrow referrals for transactions
10

Skills For Commercial Escrow Officer / Branch Manager Resume

  • Ramquest system knowledge helpful, but not required
  • Review and interpret Owner’s statements, General Contractor statements, waivers and other documents to ensure documents are completed correctly
  • Strong knowledge of the Closing Disclosure (formerly HUD-1)
  • Experience as an Escrow Officer
  • Escrow Officer certification from the Escrow Association or completion of escrow
  • Applicable escrow license as required by the State of Virginia
  • · Requires computer skills, including knowledge of Word and Excel, ability to make use of office products, such as the fax machine, scanner, copier, and printer
  • · Practical work experience within real estate industry or vendor management service company
  • Demonstrate fluency and power-user proficiency in First American Title Insurance Company’s FAST proprietary title and escrow platform in a national commercial operational setting; including full utilization of FAST workflow technology and workflow tasking

List of Typical Responsibilities For an Escrow Officer Resume

1

Responsibilities For Assistant Escrow Officer Resume

  • Experience as an Escrow Officer with experience directly handling escrow transactions as an escrow assistant
  • Strong REO/purchase background
  • Experience as an Escrow Officer
  • Related experience
  • Related Escrow experience
  • Opening and monitoring escrow accounts, transferring funds, and communicating with involved parties
  • Preparing CD’s/HUD’s, prepping and completing all necessary paperwork/closing documents necessary for the transaction
2

Responsibilities For Commercial Escrow Officer Resume

  • Working to build business, adding to the business they bring, and servicing it successfully
  • Obtaining approval from lenders, ordering updates and determining clearance to close
  • Meeting with clients to execute closing and complete necessary paperwork
  • Working closely with clients to accomplish a closed transaction in a timely, efficient and error-free manner
  • Verifying paperwork is correct
  • Provide high level of customer service and develop ongoing escrow referrals from existing title and escrow customers and Brokers
3

Responsibilities For Managing Escrow Officer Resume

  • Attend business networking events to initiate new business
  • Develops and monitors branch metrics, reporting information to senior management and provides recommendations for policy change based on branch results
  • Record and file documents legally, as well as communicating with the buyer and seller
  • Prepare HUD1 Settlement Statement and all other closing documents necessary for the transaction
  • Participate in Marketing/Entertainment to increase customer base
  • Establish escrow accounts, handle escrow funds, and maintain records
4

Responsibilities For Senior Commercial Escrow Officer Resume

  • Complete closing transaction documents by assembling documents, reviewing documents with parties, explaining provisions and procedures, answering questions, checking documents for completeness and accuracy, and obtaining signatures
  • Enhance organization’s efficiency, reputation, and environment by accepting ownership for accomplishing new and different requests and exploring opportunities to add value to company’s production, profitability, image, and environment
  • Related experience with 3+ years experience directly handling escrow transactions as an escrow officer and/or assistant
  • Communicate effectively with customers and other employees of organization
  • Prepares the deed and seller’s affidavit
  • Receives the lender’s loan documents and prepares them for closing; checks documents for completeness and accuracy, meets with the buyer and seller and has loan documents, deed, and seller’s affidavit signed and notarized
5

Responsibilities For Escrow Officer, Residential Resume

  • All capabilities of a basic Escrow Processor, Escrow Assistant, Senior Escrow Assistant, Junior Escrow Officer Run a Sale/Refinance unit from opening to closing
  • Perform all escrow functions related to the disbursement of a draw request including but not limited to handling of funds both actual and electronic and balancing of escrow files ledgers
  • Provide general escrow customer service
  • Coordinate with other branch Escrow Officers for desk coverage and back up
  • Perform other title and escrow tasks to sustain a profitable branch
  • Open and receipt in all new escrows
  • Specific knowledge of Company’s employment policies and practices
  • Accurately complete and calculate all costs associated with escrow transactions
  • Control process of necessary legal papers and written escrow agreements in accordance with contract
6

Responsibilities For Senior Escrow Officer Resume

  • Train, assign, and review work of lower level employees
  • Initiate and/or release wires for disbursement dept
  • Sign escrow checks and policies
  • Handle Customer Service calls
  • Specific knowledge of Company's employment policies and practices
7

Responsibilities For Experienced Escrow Officer Resume

  • 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
  • Three Year responsible Escrow Officer Experience
  • Order placement and follow-up
  • Title clearance, resolution of parties’ title comments/objection letters and negotiation of endorsement/affirmative
  • Coordinate the resolution of customer title comments, underwriting requests, and survey reviews with local, regional and national counsel and local field offices
  • Ensure timely post-closing production of customers’ final policies and recorded documents
8

Responsibilities For Title & Escrow Officer Resume

  • Maintain escrow records and files and act as escrow agent
  • Open, process and close escrow transactions; develop and/or obtain required escrow documentation in accordance with escrow instructions, policy and procedures, and applicable statutory and Federal regulations
  • Familiar with most aspects of title work
  • Accurately price commitments, endorsements, policies and guarantees using appropriate schedule of fees and charges. Provide accurate disclosure and disbursement of all charges related to the escrow closing
  • Utilize technical bulletins in order to evaluate and resolve problems
  • Select appropriate write-ups for commitments and policies both standard and extended coverage and write error-free instructions to production typist for same, interface with Title Production Center to facilitate issuance of the title report
  • Demonstrate a clear understanding of the principles of title and escrow process and procedures
  • Participate in business development activities to help maintain existing clients and to acquire new clients
9

Responsibilities For Mortgage Closer / Escrow Officer Resume

  • Display professionalism in circumstances of high pressure and heavy workload
  • Problem solve and provide solutions for discussion with fellow co-workers and management when issues arise
  • Consult with principals and/or their agents to resolve discrepancies, and organize/prioritize workflow while using independent judgment and discretion
  • Is not required to maintain a base of customers
  • 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
  • Assist Disbursements Dept. when needed
10

Responsibilities For Commercial Escrow Officer / Branch Manager Resume

  • Reviews monthly "dormant check" (180+ days old) reports by operation
  • Contacts the payee and/or direct operations for verification, reissues checks when warranted, and revises/delivers Final HUD-1/Closing Disclosure when applicable
  • Follows up to ensure replacement check is cashed
  • Prepares due diligence documents in accordance with the state escheatment requirements
  • Uploads completed work to production system

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