Escrow Assistant II (SFO)

Job ID#: 35530

The Escrow Assistant provides comprehensive administrative and transactional support to the Escrow Officer throughout the full escrow lifecycle. This role requires strong attention to detail, the ability to manage multiple files simultaneously, and in-depth knowledge of escrow processes before, during, and after closing. The ideal candidate is proactive, organized, and experienced in handling complex escrow requirements.

Essential Duties and Responsibilities

Prior to Closing

• Order payoffs and final utility bills; verify payoffs match title commitments

• Manage all file requirements prior to closing, including liens, judgments, and bankruptcy documentation

• Obtain past and current tax information and verify unpaid current taxes

• Order and follow up on HOA documents, including resale certificates, bylaws, financials, and irrigation information

• Obtain and verify real estate commission information for all agents involved

• Prepare and disburse files; verify receipt and accuracy of incoming and outgoing wires

• Prepare Powers of Attorney and Quit Claim Deeds as needed

• Maintain ongoing communication with the Escrow Officer regarding file status

• Handle walk-in clients and incoming phone calls when the Escrow Officer is unavailable

• Assist other Escrow Assistants and provide receptionist coverage as needed

Closing

• Assist with entering lender figures and balancing files

• Print and assemble closing documents

• Prepare and print checks for closing

• Fax or transmit final figures to lenders and Realtors as required

After Closing

• Clean and finalize files for shipment of loan packages and recordings

• Follow up on funds held in escrow and outstanding post-closing items

• Prepare closed files for scanning and archival

Qualifications

• 4–6 years of escrow assistant experience required

• Strong understanding of escrow, title, and closing procedures

• Excellent organizational and multitasking skills

• High attention to detail and accuracy

• Strong communication and customer service skills

• Ability to work independently and collaboratively in a fast-paced environment

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