Closing Agent

4 weeks ago

San Marcos, United States San Marcos Corporate Executive Building Full time

Are you a driven, hands-on individual looking for a new career where you can work independently and manage your own workload? Then this is the position for you.   

We are seeking detail-oriented individuals to join our Audit and Closing department.  This department is responsible for ensuring the accuracy and compliance of contracts, closing and loan documents prior to recordation .  The position is perfect for a goal-oriented self-starter who believes procedures are made to be followed.  We are a fast-paced environment, so this job is perfect for someone who likes to stay busy and enjoys a daily challenge. Experience with reviewing real estate contract, closing or loan documents is preferred, but not required.

Perform all tasks related to advanced real estate closing of vacation ownership involving deeded property, right to use, and financed sales. Ensure an efficient flow of the processing of contracts, entity and other typical contracts and loans from the time the initial contract package is received through review, closing document preparation, closing, loan origination and final recordation. Ensure that signed contract paper work is accurate and contains all necessary information and documentation. Determine the validity of contract and closing documents in accordance with established guidelines. Conduct reviews of documents such as Trust Agreements and corporate documents to determine the individual authorities, provisions, and requirements outlined to purchase and/or encumber real estate. Perform general office duties (e.g., filing, sending emails, typing, faxing, and copying). 

Follow all company safety and security policies and procedures; report accidents, injuries, and unsafe work conditions to manager. Follow all company policies and procedures; maintain confidentiality of proprietary information; protect company assets. Anticipate and address owners’ service needs. Develop and maintain positive working relationships with others; support team to reach common goals; listen and respond appropriately to the concerns of other employees. Ensure adherence to quality expectations and standards; identify, recommend, develop, and implement new ways to increase organizational efficiency, productivity, quality, safety, and/or cost-savings. Enter and locate work-related information using computers. Move, lift, carry, push, pull, and place objects weighing less than or equal to 10 pounds without assistance. Perform other reasonable job duties as requested. 

CRITICAL TASKS Closing Documentation  Review documents such as Trust Agreements and corporate documents to determine the individual authorities, provisions, and requirements outlined to purchase and/or encumber real estate.  Review and audit executed real estate documentation (inclusive of cash and financed) for correctness and acceptability prior to closing.  Verify the accuracy of all new owner information.  Respond to internal and external requests for information regarding closing disbursement, issuance of checks, preparation of affidavits to Escrow Agent to release funds, and preparing and distributing reports to appropriate parties.  Determine validity of contract and closing documents in accordance within established guidelines. 

Office Equipment  Transmit information or documents using mail, scanner, or facsimile machine.  Operate standard office equipment other than computers such as telephone, typewriter, scanner, fax, photocopier, calculator, and electronic peripherals.  Keep office equipment in working order and contact service representatives to correct problems with office equipment, including following-up so that problem is corrected.  Maintain office areas (e.g., cubicles, storerooms, conference rooms, etc.), including calling housekeeping and maintenance when needed. 

Computers/Software  Use computer systems and software packages to input, access, modify, store, or output information

Enter and retrieve data from computer systems using a keyboard, mouse or trackball.  Prepare letters, memos, and other documents using word processing, spreadsheet, database, or presentation software. 

Communication  Monitor and respond to inbound customer, client, and communications via email, voicemail, etc in a timely manner. Speak to customers and co-workers using clear, appropriate and professional language.  Prepare and review written documents (e.g., daily logs, business letters, memoranda, reports), including proofreading and editing written information to maintain accuracy and completeness.  Talk with and listen to other employees to effectively exchange information. 

Working with Others  Support all co-workers and treat them with dignity and respect.  Handle sensitive issues with employees and/or guests with tact, respect, diplomacy, and confidentiality.  Partner with and assist others to promote an environment of teamwork and achieve common goals. 

Physical Tasks  Enter and locate work-related information using computers.  Read and visually verify information in a variety of formats (e.g., small print).  Move, lift, carry, push, pull, and place objects weighing less than or equal to 10 pounds without assistance. 

Policies and Procedures  Maintain confidentiality of proprietary materials and information.  Protect the privacy and security of customers and coworkers.  Follow company and department policies and procedures.  Perform other reasonable job duties as requested. Critical Competencies 

Personal Attributes  Integrity  Dependability  Positive Demeanor  Presentation  Initiative  Stress Tolerance  Adaptability/Flexibility 

Interpersonal Skills  Team Work  Customer Service Orientation  Diversity Relations 

Communications  Telephone Etiquette Skills  English Language Proficiency  Communication  Writing  Listening  Applied Reading 

Organization  Detail Orientation  Multi-Tasking  Time Management  Planning and Organizing 

Analytical Skills  Computer Skills  Learning 

General Administration  Typing  Filing 

Computer Software  Microsoft Office 

PREFERRED QUALIFICATIONS Education

High school diploma/G.E.D. equivalent Related Work Experience

1-year related experience. 

Salary range $24-$25 an hour

Source: Hospitality Online

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