Transaction Coordinator

Surety Family of Companies•Marlton, NJ

1d•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 service and professional communication. The position assists with processing various residential settlements, including purchases, cash, refinances, equity loans, lot closings, and new loan transactions. Key duties include receiving orders, responding to customer inquiries, reviewing title commitments, ordering services, scheduling closings, preparing files for settlement officers, and ensuring proper completion and filing of settlement documents.

Requirements

High School Diploma/GED
At least two years of experience working at a title company
Knowledge of Microsoft Office
Knowledge of a fax machine
Knowledge of a copier/scanning machine
Knowledge of a multi-line telephone
Ability to multi-task
High standard of organization and attention to detail
Ability to work under stress with time deadlines
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.

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, and governing laws and regulations.
Establish and maintain positive customer relationships by providing exceptional customer service and professional communication.
Assist with the processing of residential settlements (purchase, cash, refinance, Equity Loans, Lot Closing, or new loan transactions).
Receive orders by telephone, email, fax or mail.
Respond to customer inquiries and provide positive, courteous service.
Review title commitments to determine requirements for clearing title and coordinate processing.
Input orders into the production system, review contracts, place orders with vendors, and send acknowledgements/opening letters.
Order, track, receive, and distribute all necessary items and services.
Schedule closing dates, times, and locations.
Prepare files for Settlement Officers, including all invoices.
Ensure settlement completion and proper filing of documents.
Prepare the Pre-CD/HUD and Final CD/HUD.
Obtain approval for the Final CD/HUD.
Monitor document team and RealEC team in-boxes and forward documents.
Print Loan Documents.
Perform Witness Only Closings.
Obtain all payoffs and commission statements.
Send HUD/CDF for approval to all parties.
Properly scan all documents.
Assist with any department post-closing activities.
Perform any other duties as requested.