Transaction Coordinator

Surety Family of Companies•Marlton, NJ

5d•Onsite

About The Position

The Transaction Coordinator/Pre-Closer is responsible for maintaining compliance with Surety Title Company, LLC policies and procedures, and governing laws and regulations. This role involves establishing and maintaining positive customer relationships through exceptional customer service and professional communication. The position assists with processing 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, preparing settlement statements (Pre-CD/HUD and Final CD/HUD), coordinating closings, and ensuring all necessary documents are processed and filed correctly. The role also involves managing team in-boxes, printing loan documents, performing witness-only closings, obtaining payoffs and commission statements, and assisting with post-closing activities.

Requirements

High School Diploma/GED
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; a fax machine; a copier/scanning machine; and a multi-line telephone.
Ability to multi-task
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
Notary Public
NJ Title License

Responsibilities

Maintain compliance with Surety Title Company, LLC policies and procedures in accordance with governing laws, regulations, regulatory agencies and company standards.
Establish and maintain positive customer relationships by providing exceptional customer service and professional communication.
Assist with the processing of residential settlements, generally involving purchase, cash, refinance, Equity Loans, Lot Closing, or new loan transactions.
Receive orders by telephone, email, fax or mail directly from customers.
Respond to customer inquiries/information needs and provides positive, courteous service to customers.
Review the title commitment to determine what is needed to clear title and coordinate the processing of same.
Input order into production system, review contract of sale, place orders with vendors, send acknowledgements/opening letters to customers.
Order, track, receive and distribute all items and services to customer and all related parties as required.
Schedule closing: coordinate date, time and place.
Prepare file for Settlement Officer to take to closing including all invoices.
Assist with ensuring that each settlement is properly completed and its contents filed in accordance with standardized procedures.
Prepare the Pre-CD/HUD.
Prepare the Final CD/HUD.
Obtain approval for Final CD/HUD.
Monitor document team in-box and forward emailed documents to the assign files to assigned Settlement.
If file is un-assigned, forward to Settlement Manager, Settlement Department for assignment.
Monitor RealEC team in-box and respond.
If file is un-assigned, forward to Settlement Manager, Settlement Department for assignment.
Print Loan Documents.
Perform Witness Only Closings.
Obtain all payoffs.
Obtain commission statements.
Send HUD/CDF for approval to all parties.
Properly scan all documents.
Assist with any department post-closing activities that may be required.
Performs any other duties as requested.