Transfers and Disclosures Manager

Associated Asset Management (AAM)•Tempe, AZ

About The Position

The Transfers and Disclosures Manager leads and develops the teams responsible for homeowner transfers and disclosures. The role oversees accurate, timely processing across a complex portfolio, from initial disclosure through completed ownership transfer, and manages associated deadlines and workflows, including incoming deeds, escrow checks, invoices, and payment coupons. The manager establishes consistent processes, monitors performance, oversees workload distribution, and ensures compliance with company standards, contractual obligations, regulatory requirements, deadlines, and policies. The role also works with internal departments, leadership, and external vendors and partners to support effective service delivery and operational improvement.

Requirements

  • Strong leadership, coaching, and team development skills, with the ability to drive accountability.
  • Excellent organizational and time-management skills, with the ability to prioritize high-volume workloads and meet deadlines.
  • Strong attention to detail and commitment to accuracy, compliance, and quality.
  • Working knowledge of operational and accounting processes related to transfers and disclosures.
  • Knowledge of accounts receivable, payment processing, and reconciliations.
  • Strong analytical and problem-solving skills, including the ability to evaluate metrics and identify process improvements.
  • Proficiency with Microsoft Office Suite, VMS, and applicable internal systems.
  • Excellent written and verbal communication and interpersonal skills across organizational levels.
  • Ability to work independently and collaboratively while fostering a positive, productive team environment.

Responsibilities

  • Lead, develop, and manage the Transfers and Disclosures teams, including hiring, coaching, performance management, and ongoing staff development.
  • Ensure timely and accurate processing of transfer and disclosure activities in accordance with company standards, contractual obligations, and regulatory requirements.
  • Establish and maintain workflows, procedures, and controls that support consistency, scalability, and quality.
  • Monitor departmental performance through reporting, audits, and key metrics; identify trends and implement improvements.
  • Oversee workload distribution and portfolio assignments to ensure appropriate coverage and balanced team capacity.
  • Partner with internal departments and leadership to align processes, expectations, and service delivery.
  • Maintain professional relationships with external vendors and partners, including resale and disclosure service providers.
  • Ensure team members are trained on systems, tools, and processes, and support the development and maintenance of training materials.
  • Review and approve team-generated financial transactions, including refunds, transfer-related payments, and error corrections, for accuracy and compliance.
  • Regularly evaluate department processes, identify improvement opportunities, and lead implementation of enhancements.
  • Participate in cross-functional meetings and initiatives, representing the Transfers and Disclosures function and contributing to broader operational improvements.
  • Ensure adherence to applicable deadlines, service-level expectations, and company policies.
  • Perform other related duties as assigned.
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