An Escrow Assistant will support the Escrow Officer by undertaking various tasks such as handling money transfers, closing transactions, advising customers and handling funds. The duties highlighted on the Escrow Assistant Resume include the following – providing services to clients under the supervision of escrow officers, taking responsibility of providing clerical tasks during the opening, and closing of escrow accounts, assisting in creating and editing correspondence and documents; providing services to clients, and maintaining files and records.
To succeed in this career, the following skills and abilities are expected – accuracy, attention to details, confidentiality, research skills and ability to work under pressure. In addition, candidates are expected to have prior experience in banking, real estate, or legal services. Formal education is not mandatory, although many applicants make a display of finance or accounting degree in their resumes.
Objective : Dedicated Escrow Assistant with five years of experience in managing transactions and providing exceptional support to escrow officers. Proficient in document preparation, client communication, and problem-solving to ensure timely closings. Known for meticulous attention to detail and ability to handle sensitive information, contributing to a seamless escrow process.
Skills : Multi-tasking, Team Collaboration, Conflict Resolution, Notary Public
Description :
Assist the escrow officer in managing transactions and client communications.
Open new escrow files and accurately input information from purchase contracts.
Prepare necessary documentation for transactions, ensuring compliance with legal requirements.
Organize and scan documents into the electronic filing system for easy access.
Follow up with vendors for timely receipt of required documents.
Collaborate with clients and agents to resolve issues and facilitate smooth closings.
Experience
2-5 Years
Level
Executive
Education
A.A.
Senior Escrow Assistant Resume
Objective : Proficient Escrow Assistant with two years of experience in managing real estate transactions and ensuring compliance with closing procedures. Skilled in preparing documentation, coordinating with clients and agents, and enhancing operational efficiency. Committed to providing exceptional service and maintaining accuracy in all aspects of escrow management.
Researched and prepared real estate closing documents to ensure compliance with regulations.
Collaborated with loan officers and real estate agents to fulfill closing requirements and disburse funds.
Completed escrow assistant training within 3 months, gaining proficiency in essential tasks.
Increased productivity by standardizing file processing and organizing supply ordering systems.
Resolved client requests and internal operational issues to enhance service delivery.
Identified and implemented process improvements for daily operations.
Continually enhanced skills and knowledge through feedback and professional development.
Experience
0-2 Years
Level
Entry Level
Education
AAS Business
Randstand/Escrow Assistant Resume
Objective : Detail-oriented Escrow Assistant with two years of experience in facilitating real estate transactions and ensuring compliance with industry standards. Adept at document preparation, client liaison, and efficient scheduling. Committed to fostering positive relationships and maintaining confidentiality, contributing to smooth and timely closings.
Skills : Notary Public Knowledge, Client Communication, Document Preparation, Record Keeping, Client Relationship Management
Description :
Facilitated communication between brokers, agents, buyers, sellers, and lenders throughout the escrow process to ensure timely updates and resolution of issues.
Handled sensitive information with discretion, maintaining confidentiality and security at all times.
Utilized strong time management skills to prioritize tasks and ensure all deadlines were met.
Delivered exceptional customer service to clients, brokers, and lenders, addressing inquiries and concerns effectively.
Coordinated scheduling of closings while maintaining an organized closing calendar for the Escrow Officer.
Gathered essential data for processing, including payoff orders, property taxes, and HOA status, ensuring accuracy and completeness.
Assisted in the preparation of closing documents, ensuring compliance with all regulatory requirements.
Experience
0-2 Years
Level
Entry Level
Education
AAS
Escrow Assistant/Office Administrator Resume
Summary : Accomplished Escrow Assistant with 10 years of experience in facilitating seamless real estate transactions. Expertise in document management, client relations, and compliance ensures efficient and accurate closings. Recognized for strong organizational skills and a proactive approach, consistently enhancing operational workflows and client satisfaction.
Skills : Adaptability, Microsoft Office Proficiency, Escrow Account Management, Transaction Coordination, Research Skills
Description :
Examine documentation such as mortgages, liens, and contracts to verify properties' legal descriptions and ownership.
Assess individual titles for restrictions like delinquent taxes that could affect property use.
Oversee full disbursement processes and follow up on all escrow transactions.
Interpret earnest money agreements and prepare all necessary transaction documents.
Create opening orders and input closing statements from worksheets prepared by Escrow Officers.
Conducted follow-ups with clients to ensure satisfaction and clarity.
Manage escrow account funds, including deposits and disbursements for bills and invoices.
Experience
7-10 Years
Level
Consultant
Education
B.S.B.A.
Escrow Assistant/Secretary Resume
Headline : Detail-oriented Escrow Assistant with over 3 years of experience in managing escrow transactions, ensuring compliance with regulations, and facilitating smooth closings. Proficient in preparing documents, coordinating with clients and agents, and maintaining accurate records. Strong communication skills and a commitment to providing exceptional customer service in a fast-paced environment.
Skills : Title Issue Resolution, Report Generation And Maintenance, Self-driven, Effective Client Communication, Attention To Detail
Description :
Opened escrow and managed files from initiation to closing.
Prepared Estimated Settlement Statements and Closing Disclosure (CD) in compliance with TRID regulations.
Provided support during audits and compliance reviews.
Delivered essential documents such as escrow instructions and tax forms to all parties involved.
Ordered demands and conducted title reviews for clearance.
Proactively followed up on requests to ensure timely file closure.
Reviewed purchase contracts to determine necessary reports and documentation.
Maintained detailed records of transactions, enhancing data retrieval efficiency by 30% through improved filing systems.
Experience
5-7 Years
Level
Executive
Education
AAS
Escrow Assistant II Resume
Headline : Accomplished Escrow Assistant with 7 years of expertise in overseeing real estate transactions and ensuring compliance with industry regulations. Adept at preparing documentation, liaising with clients, and facilitating smooth closings. Recognized for exceptional organizational skills and a proactive approach in maintaining transparency and accuracy throughout the escrow process.
Skills : Microsoft Word, Client Relations, Microsoft Excel, Data Management
Description :
Communicate effectively with lenders, realtors, buyers, and sellers to ensure seamless transactions and provide exceptional customer service.
Gather and organize necessary documentation for lenders to facilitate loan processing.
Collaborate closely with realtors to maintain clear communication and ensure all client information is accurate and up-to-date.
Contact financial institutions and legal entities to obtain necessary payoffs or reconveyance documentation.
Research property information, including tax and assessment details, by liaising with the Assessor and Treasurer.
Locate or create documentation to establish a proper property chain of title for transactions.
Manage monthly draws for local builders, including balancing accounts, creating lien waivers, and coordinating with subcontractors.
Experience
5-7 Years
Level
Executive
Education
AAS
Escrow Assistant III Resume
Summary : With a decade of comprehensive experience as an Escrow Assistant, I excel in managing all phases of escrow transactions, ensuring adherence to compliance regulations. My expertise in document preparation, client relations, and effective communication fosters seamless closings. I am committed to enhancing operational efficiency and delivering outstanding customer service throughout the escrow process.
Skills : Collaborative Team Member, Adaptable Learner, Analytical Problem-solving, Proficient In Microsoft Office, Streamline Escrow Software Proficiency
Description :
Assist Escrow Officer with all aspects of escrow transactions from initiation to successful closing.
Process and disburse deposit funds and proceeds in accordance with company policies.
Collect and verify client information, entering data accurately into Streamline software.
Review preliminary title reports for outstanding liens, resolving issues efficiently with the Title Company.
Order necessary reports, demands, and documentation to ensure compliance and timely processing.
Maintained knowledge of local real estate market trends.
Continuously assess workflow to prioritize tasks and meet critical deadlines.
Experience
10+ Years
Level
Senior
Education
AAS
Escrow Assistant I Resume
Objective : Results-oriented Escrow Assistant with five years of experience in facilitating smooth real estate transactions. Expertise in document preparation, managing client communications, and ensuring compliance with closing protocols. Recognized for strong organizational skills and a commitment to maintaining confidentiality while streamlining processes.
Skills : Escrow Software, Adaptable And Fast Learner, Analytical Problem Solver, Legal Knowledge, Expert In Sms Streamline Escrow
Description :
Assisted in managing escrow transactions from initiation to closing.
Communicated promptly with agents, providing updates on receipted contracts.
Opened title orders in AIM, ensuring meticulous attention to closing details.
Answered inquiries regarding pending escrow items and proactively updated agents and lenders.
Ordered payoffs, property tax certificates, HOA resale certificates, and municipal lien statuses efficiently.
Coordinated communication between buyers, sellers, and agents.
Prepared estimated and final HUD-1 Settlement Statements for lender review, addressing revisions promptly.
Experience
2-5 Years
Level
Junior
Education
AAS in BA
Junior Escrow Assistant Resume
Objective : Accomplished Escrow Assistant with five years of experience in managing and streamlining escrow transactions. Expertise in preparing and reviewing documents, maintaining regulatory compliance, and fostering strong client relationships. Committed to ensuring timely closings and enhancing operational efficiency through meticulous attention to detail.
Skills : Document Management, Data Accuracy And Entry, File Organization And Maintenance, Problem Solving, Customer Service
Description :
Opened and closed loan documents to ensure timely completion and compliance.
Reconciled final disbursement ledgers, achieving zero discrepancies.
Managed client relationships to enhance service levels and foster loyalty.
Conducted daily audits of incoming and outgoing escrow packages for accuracy.
Reviewed escrow instructions and preliminary title reports for potential issues.
Served as a primary communicator between borrowers, lenders, and Title Officers.
Educated clients on available services and programs to enhance understanding.
Experience
2-5 Years
Level
Junior
Education
AAS
Escrow Assistant/Associate Resume
Summary : With a decade of in-depth experience as an Escrow Assistant, I specialize in overseeing real estate transactions and ensuring compliance with industry regulations. My strong organizational skills and effective communication facilitate timely closings, while my commitment to client satisfaction drives operational success. I am dedicated to enhancing processes and delivering exceptional service throughout the escrow journey.
Skills : Confidentiality, Deadline Orientation, Process Improvement, Technical Skills
Description :
Prepared and organized documents for real estate closings, achieving a 100% on-time completion rate.
Recognized for maintaining composure and efficiency during high-pressure month-end deadlines.
Generated variance management reports for stakeholders across all organizational levels.
Processed and verified inbound and outbound wire transfers for seamless real estate transactions.
Utilized advanced computer skills to navigate various software systems effectively.
Demonstrated exceptional problem-solving abilities and meticulous attention to detail.
Exhibited a strong sense of urgency and commitment to meeting tight deadlines.
Experience
7-10 Years
Level
Management
Education
B.S. in BA
Escrow Assistant/Supervisor Resume
Objective : Results-driven Escrow Assistant with two years of experience facilitating real estate transactions and ensuring compliance with regulatory standards. Adept at preparing documentation, managing client communications, and coordinating with various stakeholders to achieve timely closings. Passionate about delivering exceptional service while maintaining the highest level of accuracy and confidentiality.
Skills : Multiple Listing Service, Microsoft Office Suite, Microsoft Powerpoint, Escrow Accounting, Customer Service Skills
Description :
Ensured timely completion of all escrow processes and deadlines.
Answered client inquiries professionally, enhancing customer satisfaction and trust.
Served as the primary escrow receptionist, ensuring clients were greeted and assisted promptly.
Managed incoming mail and packages, directing them to the appropriate recipients efficiently.
Collaborated with real estate agents, mortgage brokers, and lenders to complete successful transactions.
Conducted title searches and reviewed title reports for discrepancies.
Ensured accurate execution of loan documents, including signatures, dates, and notarization.
Experience
0-2 Years
Level
Entry Level
Education
AABA
Escrow Assistant Resume
Headline : Dedicated Escrow Assistant with a proven track record in supporting escrow officers and managing all aspects of the escrow process. Skilled in document preparation, title searches, and client communication. Adept at problem-solving and ensuring timely closings while maintaining a high level of accuracy and attention to detail.
Skills : Regulatory Compliance, Data Entry, Closing Statement Preparation, Title Search Knowledge, Escrow Process Knowledge
Description :
Managed the opening of escrow orders and organized files to ensure efficient processing.
Coordinated communication between clients, agents, and escrow officers to facilitate smooth transactions.
Ordered payoff demands, insurance evidence, and copy packages promptly.
Scheduled appointments for escrow officers, optimizing workflow and client satisfaction.
Oversaw the organization and secure storage of all closed files.
Focused on refinance transactions, ensuring accuracy and compliance.
Utilized Microsoft Office Suite for daily operations and document management.
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