Transaction Coordinator

Surety Family of Companies•Marlton, NJ

19d•Onsite

About The Position

The Transaction Coordinator/Pre-Closer role at Surety Title Company, LLC is responsible for maintaining compliance with company policies and procedures, as well as governing laws and regulations. This position involves establishing and maintaining positive customer relationships through exceptional customer service and professional communication. The role supports the processing of various residential settlements, including purchase, cash, refinance, Equity Loans, Lot Closing, or new loan transactions. Key duties include receiving orders, responding to customer inquiries, reviewing title commitments, ordering and tracking services, scheduling closings, preparing files for settlement officers, and ensuring settlements are completed accurately and filed according to procedures. The role also involves preparing and obtaining approval for Closing Disclosures (CD/HUD), monitoring team in-boxes, printing loan documents, performing witness-only closings, obtaining payoffs and commission statements, and scanning all documents to the file. Post-closing activities and other requested duties are also part of the role.

Requirements

High School Diploma/GED required.
Must have at least two years of experience working at a title company.
Ability to read, analyze, and interpret general business documents.
Ability to write reports and business correspondence.
Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Knowledge of Microsoft Office.
Knowledge of a fax machine.
Knowledge of a copier/scanning machine.
Knowledge of a multi-line telephone.
High Standard of organization and attention to detail.
Ability to work under stress with time deadlines.

Nice To Haves

HUD-1 and CDF Settlement Statement Preparation experience while working at a title company preferred.
Notary Public is preferred.
NJ Title License preferred.

Responsibilities

Maintains compliance with Surety Title Company, LLC policies and procedures in accordance with governing laws, regulations, regulatory agencies and company standards.
Establishes and maintains positive customer relationships by providing exceptional customer service and professional communication.
Assists with the processing of residential settlements, generally involving purchase, cash, refinance, Equity Loans, Lot Closing, or new loan transactions.
Receives orders by telephone, email, fax or mail directly from customers.
Responds to customer inquiries/information needs and provides positive, courteous service to customers.
Reviews the title commitment to determine what is needed to clear title and coordinate the processing of same.
Inputs order into production system, reviews contract of sale, places orders with vendors, sends acknowledgements/opening letters to customers.
Orders, tracks, receives and distributes all items and services to customer and all related parties as required.
Schedules closing: coordinates date, time and place.
Prepares file for Settlement Officer to take to closing including all invoices and certifications.
Ensures that each settlement is properly completed and its contents filed in accordance with standardized procedures.
Prepares the Pre-CD/HUD.
Prepares the Final CD/HUD.
Obtains approval for Final CD/HUD.
Monitors document team in-box and forwards emailed documents to the assigned files to assigned Settlement.
If file is un-assigned, forwards to Settlement Manager, Settlement Department for assignment.
Monitors RealEC team in-box and responds.
If file is un-assigned, forwards to Settlement Manager, Settlement Department for assignment.
Prints Loan Documents.
Performs Witness Only Closings.
Obtains all payoffs.
Obtains commission statements.
Sends HUD/CDF for approval to all parties.
Properly scans all documents to file.
Assists with any department post-closing activities that may be required.
Performs any other duties as requested.