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Escrow Branch Manager

2 months ago

san antonio, United States BGSF Full time

JOB SUMMARY:

Responsible for achieving branch strategic and financial objectives by establishing and overseeing efficient closing/settlement processes, developing internal and external customer relationships, preparing and maintaining branch budgets, and managing and developing branch staff.

PRIMARY RESPONSIBILITIES:

  • Ensure daily branch operations are conducted in accordance with operations standards
  • Establish and monitor processes for accurate and timely processing of title, scheduling, closing preparation, closing, and post-closing
  • Coordinate with business partners to ensure smooth transitions and support between land, construction, sales, accounting, and mortgage
  • Ensure quality customer service and monitor/respond to the company’s customer service management system
  • Review and respond to monthly quality and accounting audits
  • Ensure proper handling of all funds and closings
  • Prepare and adhere to departmental budgets with a focus on expense reduction and maximizing revenue
  • Market the value of services to customers, realtors, and other lenders
  • Collaborate as a team member in allocating and coordinating the workflow
  • Maintain thorough and current knowledge of all federal, state, and local regulations, as well as internal policies and procedures
  • Stay informed about competitors’ products, services, and costs
  • Promote branch participation in division/community events and align with company values and culture
  • Ensure that all security procedures are followed, the branch is operationally sound, and satisfactory audits are achieved
  • Identify and mitigate operational risks, ensuring ongoing compliance with procedures
  • Other duties as assigned

MANAGEMENT RESPONSIBILITIES: COACHING & FEEDBACK:

For Direct Reports:

  • Ensure appropriate staffing to meet department needs
  • Utilize recruiting and selection tools/processes to build organizational talent
  • Delegate work based on employees’ abilities and skills
  • Evaluate employee performance and plan compensation actions accordingly
  • Provide developmental opportunities through internal and external training
  • Offer continuous coaching on functional, leadership, technical skills, and behaviors
  • Maintain staff schedules for adequate coverage at all times
  • Facilitate regular employee meetings to discuss goals, company information, and operational issues
  • Supervise, coach, and develop staff regarding service expectations, policies, procedures, products, systems, and transactions

REQUIRED EDUCATION:

  • High School Diploma or equivalent required; college degree preferred
  • Notary Public required
  • Escrow Officer license required

REQUIRED EXPERIENCE:

  • Minimum 3-5 years of escrow operations experience
  • At least 2 years in a supervisory role
  • Specialized in RESPA with an understanding of underwriting guidelines
  • Knowledge of title and settlement rules and regulations
  • Strong communication, presentation, and organizational skills
  • Ability to work effectively in a multi-location team environment
  • Ability to prioritize conflicting demands and meet department needs with available resources
  • Proficient in Microsoft Windows, Outlook, Excel, OneNote; experience with SoftPro is a plus
  • Loyal: Shows firm and constant support to a cause
  • Team Player: Works well as part of a group
  • Functional Expert: Recognized as a thought leader in the field
  • Self-Starter: Motivated to act without outside assistance
  • Goal-Oriented: Driven by the successful completion of objectives
  • Ability to resolve complex problems and execute complex transactions as needed