Branch Manager/Escrow Officer - Woodland Hills, CA

Williston Financial group•Los Angeles, CA

1d•Onsite

About The Position

The Branch Manager/Escrow Officer is responsible for supervising escrow personnel in order to ensure superior escrow services are provided while maximizing profitability. This is achieved by utilizing technology, communication and collaboration skills in an effort to co-exist with clients, consumers and WFG personnel in a manner compliant with WFG Policies and Procedures, state and other laws.Essential Job Functions: Complete real estate escrow transactions by determining requirements; clearing title; assembling, preparing and reviewing closing documents; disbursing funds Determine escrow requirements by studying and clarifying buyer, seller, and lender instructions Obtain clear title by ordering title reports; resolving title defects; satisfying existing liens and encumbrances against property or principals Preparing transaction documents by completing forms and statements; collecting and reviewing existing documents Completing calculations by prorating taxes and interest- purchase transactions only Completing closing transaction documents by assembling documents; reviewing papers with parties; explaining provisions and procedures; answering questions; checking documents for completeness and accuracy; obtaining signatures Complete closing by recording and filing documents; preparing and distributing final closing statements and title; prepare HUD by utilizing lender instructionsClose escrow accounts by balancing and dispersing funds Comply with regulatory requirements by adhering, and enforcing adherence to requirements Enhancing organization reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishmentsDevelopment of a superior workforce and escrow department Development of WFG company culture that emphasizes employee engagement, our 4 Cs, quality of work, key employee retention and high performance Development of ongoing personal improvement and engagement in keeping up with real estate industry changes Lead employees by encouraging employee contribution and engagement through goal setting, feedback, performance development planning on a regular basis Lead employees to meet WFG’s expectations for productivity, quality and goal accomplishment Assist the State Escrow Manager with annual Employee Reviews Monthly review of Trial Balance/Un-cashed checks reports and ensuring items are cleared regularly Knowledge of WFG products, services and company policies and procedures Maintain compliance with company policies and procedures Maintain employee work schedules, including PTO, overtime scheduling and cover absenteeism Appropriately communicate organization information through monthly department meetings, one-on-one meetings and appropriate email Maintain transparent communication with State Escrow Manager and Division Manager Interact with clients, real estate agents/brokers, attorneys, consumers, lenders and any other parties involved in transactions when necessary Resolve complaints and maintain records per policies and procedures and report to State Escrow Manager Maintain a profitable escrow desk in accordance with WFG Policies and Procedures for Escrow and SettlementComplete with all WFG Scholar training requests in a timely mannerMaintain a positive attitude Additional duties as may be assigned by management Comply with applicable State licensing requirements

Requirements

Minimum of five years running a profitable escrow desk including the supervision of escrow assistants.
Thorough understanding of escrow law, local city and state requirements.
Thorough understanding of RESPA, TILA, Dodd-Frank and CFPB rules.
Thorough understanding and adoption of ALTA Best Practices.
Ability to work with mathematical concepts (fractions, percentages, ratio’s and proration’s).
Strong customer service skills; demonstrate excellent comprehension and organizational skills.
Ability to manage multiple actions as once; flexibility to reprioritize quickly.
Possess leadership qualities; understand the importance of setting a good example of uncompromising dedication to accomplish the company’s vision and goals.
Desire to engage in personal growth development.
Strong ability to present information and respond to questions from personnel, clients and consumers.
Act as an innovator by generating ideas to encourage collaboration, critical thinking and engagement, as well as solving practical problems.
High school diploma or general education degree (GED).
Ability to read, write and interpret in English.
Familiarity with Microsoft Office Suite and escrow production software e.g. ResWare, RamQuest, AtClose, IClosings and/or others.
Possess five years related experience and/or training.

Nice To Haves

College degree in business or finance preferred.

Responsibilities

Complete real estate escrow transactions by determining requirements; clearing title; assembling, preparing and reviewing closing documents; disbursing funds
Determine escrow requirements by studying and clarifying buyer, seller, and lender instructions
Obtain clear title by ordering title reports; resolving title defects; satisfying existing liens and encumbrances against property or principals
Preparing transaction documents by completing forms and statements; collecting and reviewing existing documents
Completing calculations by prorating taxes and interest- purchase transactions only
Completing closing transaction documents by assembling documents; reviewing papers with parties; explaining provisions and procedures; answering questions; checking documents for completeness and accuracy; obtaining signatures
Complete closing by recording and filing documents; preparing and distributing final closing statements and title; prepare HUD by utilizing lender instructions
Close escrow accounts by balancing and dispersing funds
Comply with regulatory requirements by adhering, and enforcing adherence to requirements
Enhancing organization reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments
Development of a superior workforce and escrow department
Development of WFG company culture that emphasizes employee engagement, our 4 Cs, quality of work, key employee retention and high performance
Development of ongoing personal improvement and engagement in keeping up with real estate industry changes
Lead employees by encouraging employee contribution and engagement through goal setting, feedback, performance development planning on a regular basis
Lead employees to meet WFG’s expectations for productivity, quality and goal accomplishment
Assist the State Escrow Manager with annual Employee Reviews
Monthly review of Trial Balance/Un-cashed checks reports and ensuring items are cleared regularly
Knowledge of WFG products, services and company policies and procedures
Maintain compliance with company policies and procedures
Maintain employee work schedules, including PTO, overtime scheduling and cover absenteeism
Appropriately communicate organization information through monthly department meetings, one-on-one meetings and appropriate email
Maintain transparent communication with State Escrow Manager and Division Manager
Interact with clients, real estate agents/brokers, attorneys, consumers, lenders and any other parties involved in transactions when necessary
Resolve complaints and maintain records per policies and procedures and report to State Escrow Manager
Maintain a profitable escrow desk in accordance with WFG Policies and Procedures for Escrow and Settlement
Complete with all WFG Scholar training requests in a timely manner
Maintain a positive attitude
Additional duties as may be assigned by management
Comply with applicable State licensing requirements