Real Estate Specialist

3 weeks ago


San Francisco, California, United States Williston Financial Group Full time

At Williston Financial Group, we are seeking a highly skilled Escrow Officer to join our team. This role is responsible for providing exceptional escrow services while maximizing profitability.

Key Responsibilities:

  • Utilize technology, communication, and collaboration skills to co-exist with clients, consumers, and WFG personnel in a manner compliant with WFG Policies and Procedures, state, and other laws.
  • Develop a profitable escrow desk by preparing or securing deeds or other documents related to Escrow.
  • Disburse funds as authorized by the Escrow instructions, including charges for title insurance, recording fees, real estate commissions, and loan payoffs.
  • Secure releases of all contingencies or other conditions as imposed on any particular Escrow.
  • Engage in WFG company culture that emphasizes employee engagement, our 4 Cs, quality of work, and high performance.
  • Cooperate in monthly review of Trial Balance/Un-cashed checks reports and ensure items are cleared regularly.
  • Maintain transparent communication with Escrow Manager.
  • Interact with clients, real estate agents/brokers, attorneys, consumers, lenders, and any other parties involved in transactions.

Requirements:

  • Knowledge of WFG products, services, and company policies and procedures.
  • Ability to read, write, and interpret in English.
  • Familiarity with Microsoft Office Suite and escrow production software.
  • Possess five years related experience and/or training.

This role operates in a professional office environment and requires no heavy lifting. The work is performed in a comfortable indoor facility with occasional exposure to demands and pressures from persons other than immediate supervisor.



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