Description
Manage real estate closings by opening and administering escrow accounts, coordinating title and lender requirements, preparing settlement statements, obtaining clearances, disbursing funds, and recording documents in compliance with regulations and company policies.
- • Open escrow files, set up accounts, and establish transaction timelines and requirements.
- • Review purchase agreements, loan packages, and title commitments to confirm parties, terms, and legal descriptions.
- • Collect and verify payoff demands, HOA statements, tax certificates, and other closing documents.
- • Identify liens, judgments, or other encumbrances and coordinate curative actions with title officers and parties.
- • Prepare escrow instructions and settlement statements and balance with lender funds.
- • Obtain necessary approvals, authorizations, and clear-to-close conditions from lenders and parties.
- • Verify completeness and compliance of closing and recording documents; request corrections when needed.
- • Coordinate signing appointments; obtain and notarize signatures as permitted by law.
- • Disburse funds by wire or check per approved settlement statements and reconcile the file.
- • Submit documents for recording and confirm recordation and policy issuance.
- • Communicate with buyers, sellers, realtors, lenders, attorneys, HOAs, and county offices to resolve issues.
- • Enter and maintain escrow and accounting data in the production system; track critical dates.
- • Direct and support escrow assistants, assigning and reviewing work and providing guidance.
- • Order title, surveys, and municipal or HOA reports as needed to meet closing requirements.
- • Prepare post-closing packages; audit files for accuracy and regulatory compliance.
- • Calculate and collect escrow, recording, and transfer fees; issue invoices and receipts.
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Financial Services
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O*NET occupational data (work activities, skills, knowledge).
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Last reviewed: Jan 2026
