Closing Advisor (Settlement Officer) - Pennsylvania

Rocket Mortgage•Philadelphia, PA

8d•Onsite

About The Position

As a Closing Advisor (Settlement Officer) with Rocket Close, you will be the main point of contact for customers and real estate agents on Pennsylvania transactions. You will interact and correspond as the main point of contact for buyers, sellers, and agents during the settlement process. You will manage each file from start to finish, ensuring each team member completes their workflow and that the process stays organized and all contract contingencies are being met. You will obtain pertinent info from clients and agents for the title department to clear the title, and deliver a great customer experience while guiding clients and agents through the closing process. You will also answer the main phone line, explain title quotes, title insurance, and the settlement process to current and potential clients. Additionally, you will oversee title and closing for all residential projects/clients in your market, managing assigned tasks for yourself and your support team, verifying title clearance of assigned files prior to closing, and working with the support team on title defects and issues, as well as a review of all entity documents for sufficiency. You will also be responsible for reviewing closing documents prior to and after closing to ensure completeness and accuracy, ensuring the file is balanced before sending to the funding, and ensuring that documents for recording are complete and ready to record before sending to post-closing.

Requirements

A strong customer service background
Strong written and verbal communication skills
At least 2 years of experience as a Settlement Officer, Escrow Officer, Title Agent, or equivalent role
Attention to detail and the ability to be organized in a fast-paced environment

Nice To Haves

Qualia knowledge preferred, but not required

Responsibilities

Interact and correspond as the main point of contact for buyers, sellers, and agents during the settlement process
Manage each file from start to finish and make sure each team member is completing their workflow
Ensure that the process stays organized and all contract contingencies are being met
Obtain pertinent info from clients and agents for the title department to clear the title
Deliver great customer experience while guiding clients and agents through the closing process
Answer our main phone line, explain title quotes, title insurance, and the settlement process to current and potential clients
Oversee title and closing for all residential projects/clients in your market
Managing assigned tasks for yourself and your support team
Verifying title clearance of assigned files prior to closing
Working with the support team on title defects, issues, as well as a review of all entity documents for sufficiency
Reviewing closing documents prior to and after closing to ensure completeness and accuracy
Ensure the file is balanced before sending to the funding
Ensure that documents for recording are complete and ready to record before sending to post-closing