Escrow Assistant - Commercial

Dream Finders Homes • Longmont, CO

1d • Hybrid

About The Position

The Treasury & Escrow Assistant supports the financial operations of the
organization by assisting with escrow account management, fund disbursements,
reconciliations, and treasury-related administrative tasks. This role ensures
accuracy, compliance, and timely processing of all escrow and treasury
transactions while maintaining detailed records and supporting internal teams.

Requirements

• Associate's or Bachelor's degree in Finance, Accounting, Business, or related field preferred
• 1--3 years of experience in escrow, banking, treasury, or accounting support preferred
• Strong attention to detail and accuracy
• Basic understanding of escrow processes and financial transactions
• Proficiency in Microsoft Excel and financial systems/software
• Excellent organizational and time management skills
• Strong communication and interpersonal skills
• Ability to handle sensitive information with discretion

Nice To Haves

• Experience in real estate, title, or mortgage industry
• Familiarity with escrow accounting software or banking platforms

Responsibilities

• Assist with opening, maintaining, and closing escrow accounts
• Process escrow deposits, withdrawals, and disbursements accurately and timely
• Monitor escrow balances to ensure compliance with company policies and regulatory requirements
• Maintain detailed and organized escrow records and documentation
• Assist with daily cash management activities, including tracking inflows and outflows
• Support bank account reconciliations and resolve discrepancies
• Prepare and process wire transfers, ACH payments, and checks
• Monitor and report on account balances and transactions
• Perform regular reconciliation of escrow and operating accounts
• Assist in preparing financial reports related to escrow and treasury activities
• Identify and escalate discrepancies or irregularities
• Ensure adherence to internal controls, policies, and regulatory requirements
• Maintain confidentiality and security of financial information
• Assist with audits by providing necessary documentation and support
• Maintain accurate filing systems (digital and physical)
• Communicate with internal teams, clients, lenders, and vendors regarding escrow transactions
• Provide general administrative support to the finance/treasury department

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree
• Number of Employees: 501-1,000 employees