Settlement Agent (On-site)

Penn Transfer • Lancaster, PA

5d • Onsite

About The Position

Penn Transfer is looking for a highly motivated Settlement Agent to join our innovative, agile team on our journey to unprecedented levels of success! The Settlement Agent will be responsible for assembling, preparing, and reviewing/verifying documents for a loan closing while ensuring all applicable state, federal, and regulatory requirements are met—this role will play an important part in ensuring our customers’ financing experience goes smoothly, a crucial piece of the process to further our mission of “Building Dreams Together.”

Requirements

• High school diploma required
• 3-5 years in achieving results in the title insurance, mortgage lending, or real estate field.
• Current PA Notary License or must be obtained within 30 days of hiring.
• Strong understanding of property titles, liens, mortgages, and related legal documentation
• A keen attention to detail and strong research and organizational skills.
• Excellent customer service skills and an enthusiasm for ‘Unreasonable Hospitality.’
• Proven project management skills, with the ability to set and meet aggressive deadlines.
• Exceptional interpersonal, verbal, and written communication skills, with a talent for building rapport quickly.

Nice To Haves

• college degree preferred

Responsibilities

• Homebuyer Settlements: Receive and review lender prepared CD for approval, Make any lender requested changes to title docs, Enter lender fees from Lender CD into Title Express, Verify non-lender fees on Lender CD are correct (i.e. title fees, taxes HOA fees, recording fees, deposits, seller credits etc., pro-rations), Prepare Seller CD and send it to seller for approval, Send ALTA for Realtor Approval, Print Closing packages and organize for settlement, Review lender closing instructions, Finalize disbursement ledger, match wire with lender amount, Communicate with buyers and realtors with any special requirements.
• Conduct settlements
• Immediate Post Closing (homebuyer and takedowns): Verify wires are received, Prepare Deposits and Record incoming wire receipts, Organize packages for scanning
• To be done as needed after settlement: Track mortgage releases and records upon receipt via Simplifile or send to county for, Manage any post-closing requests from lenders and customers, Manage any monies being held for escrow purposes and release as required
• Misc: Daily Positive Pay, Water/sewer and payoff requests (as back up), Recordings and Post-Closing mailings (as back up for post closer), Make Deposits (as back up for Dawn), Assist in Policy Preparation (during any down time as back up), Follow up on outstanding checks/disbursements (as requested), Stipulation of Liens Preparation (as back up)
• Additional duties and responsibilities as assigned/needed.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED