- Maintain customer files by organizing and filing documents, and locating specific files for Escrow Officers upon request
- Create and edit documents and correspondence as requested by Escrow Officers
- Prepare document forms by filling in necessary client information – this includes title documents, settlement statements, and other legal documents
- Create and maintain escrow logs to show client information and progress on each escrow case
- Verify customer information through research and direct questioning to ensure accuracy of escrow documents
- Answer questions about records and files
- Verify the accuracy of land ownership documents
- Confer with buyers, sellers, and lending institutions
- Examine property titles for delinquent taxes
- Examine and summarize mortgages and trust deed documents
- Review and summarize search activity documents
- Obtain property drawings and reports from county surveyors or assessors
- Ensure all financial obligations have been met by the seller and the buyer
- Prepare legal documents for the closure of the sale
- Hold and transferring funds
- Finalize the real estate transaction and prepare closing reports
- Manage phone taking messages when necessary and answering basic client questions
- Provide real-time scheduling support by booking appointments and preventing conflicts
- Maintain and update databases and tracking systems
- Scan and organize client documents as requested
- Ensure efficient and effective administrative information and assistance
- Assist with the administration and management of workflow
- General administrative duties such as answering correspondence and taking telephone calls
Commercial Escrow Assistant
Patel Law Group powered by Fidelity National Title has an immediate need for a reliable and organized Commercial Escrow Assistant to join its growing title team.
Our commercial title team continues to grow, and the team is looking for an escrow assistant who wants to contribute to our team and be a critical part of the team’s advancement into a dynamic, successful, profitable, and satisfying place to work.
We are committed to the growth, development, and success of our business developers, escrow officers and assistants—we believe that a key part of that commitment is to cultivate and maintain a culture built on transparency and honest communication in the workplace. We foster that culture every day, from 8:30 a.m. to 5:30 p.m. Each title team member meets one-on-one with the branch manager and/or supervisor on a regular and routine basis to reinforce that commitment and to help us learn and grow as leaders, followers, and as a team.
We organize and host regular company-wide events to build on that commitment to work/life balance and a healthy culture across the entire company: birthday and work anniversary recognition, company-wide social outings (e.g., Top Golf, Rangers Game, Sidecar Social, Pinstack Bowling, etc.), department lunches and happy hours, and an end of year holiday celebration dinner. In addition, we host a golf tournament every year benefiting a local charity as a way to give back to the community we live, work and play in.
While work/life balance is engrained and intertwined with our company’s culture, the work in the title team is challenging and sometimes requires additional effort from our escrow officers and assistants to match the customary fast-paced flow of client files. We are looking for a candidate who is willing to stick it out alongside our escrow officers to provide support throughout these normal ups and downs in workflow.
The ideal candidate possesses strong analytical and organizational skills, works well under pressure, has excellent communication skills, and can work independently on matters related to residential title insurance and escrow work. The candidate will possess at least one year of experience working in a title company or a similar position.
The Commercial Escrow Assistant’s day-to-day responsibilities include: