Forward Planner

First American • Roseville, CA

2d • $30 - $40

About The Position

First American is looking to add a Forward Planner to our growing team. Under general supervision of Title Operations Manager, a Forward Planner will compile research as requested, draw and review documents, review and give comments to builder customers; their document attorney and civil engineer regarding proposed subdivision/parcel maps prepare, proof, and distribute applicable information to produce a Subdivision Map Guarantee.

Responsibilities

• Input information with accuracy and create products using the FAST system
• Anticipate possible problem orders and, using discretionary judgment, consult with the unit supervisor regarding any delays and seek guidance on technical problems
• Accurately review assigned files, pursuant to company practices, policies, and CLTA underwriting procedures
• Become familiar with the subdivision map act book and CLTA procedures
• Provide engineer & builder customers copies of the preliminary title report and any other recorded documents or maps they need to satisfy the City/county.
• Work directly with the City/county as needed and provide them with copies of recorded documents if requested.
• Review map prints, if applicable as prints are submitted to the city/county for review. Provide builder, document attorney and civil engineer with our comments.
• Coordinate the lender’s signatures on the map with the customer. If we are to sign the map as Trustee, send the Trustee Authorization form to the customer (or directly to the lender) and provide a copy of the prelim and map.
• Contact county tax collector to obtain Subdivision Tax Clearance Letter and secure subdivision tax bond amounts for the next tax year.
• Issue the Subdivision/Parcel Map Guarantee and review and record the map and any easements, deeds, quitclaims or other documents required to be recorded with the map.
• Send copies of the recorded documents to parties involved.
• Demonstrates basic computer skills.
• Generates information from title specific software with minimum assistance
• Verifies work, keeping errors to a minimum
• Assembles complete report and/or research neatly and efficiently
• Recognizes when a search/exam is complete and ready for distribution
• Keeps errors within Company Standards
• Completes reports, research projects and document review within the scheduled deadlines, demonstrate ability to track and prioritize work assignments, proper guidance and direction is sought and followed when necessary
• Performs all requested work accurately and within the timeframe specified by management.
• Complies with all policies and procedures
• Attends all requested online training and classes as requested.

Benefits

• Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees