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wfgnationaltitle
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EncryptedSite is Encrypted
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CountryHosted in United States
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Traffic rank#335,771 Site Rank
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Site age14 yrs old
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Site Owner informationWhois info
Website is Safe
Traffic rank
#335,771
#335,771
Site age
14 yrs
14 yrs
Location
United States
United States
Newest job postings for wfgnationaltitle
via Glassdoor
posted_at: 15 days agoschedule_type: Full-time and Part-timesalary: 50K–80K a year
Portland, Oregon-based WFG National Title Insurance Company (WFG), a Williston Financial Group company, is a new breed of national real estate service providers and title insurance companies powered by innovation and collaboration. Founded in 2010, WFG has become the 6th truly national title underwriter and accomplished that faster than any other underwriter in history by creating and delivering... a comprehensive suite of real estate-related services
Portland, Oregon-based WFG National Title Insurance Company (WFG), a Williston Financial Group company, is a new breed of national real estate service providers and title insurance companies powered by innovation and collaboration. Founded in 2010, WFG has become the 6th truly national title underwriter and accomplished that faster than any other underwriter in history by creating and delivering... a comprehensive suite of real estate-related services and technology. In all that it does, WFG strives to improve the real estate transaction, while increasing transparency and empowerment to the title agent, lender, realty professional and consumer.
WFG enjoys a Financial Stability Rating of A’ (A prime) as assigned by Demotech, Inc. Built around the directive to “communicate, collaborate, coexist,” WFG has worked to introduce a superior level of client commitment and service to the traditional mortgage and real estate industries, working to meet the changing needs of its clients, agents and associates. For more information, please visit www.WFGNationalTitle.com.
Job Purpose:
• Refinance Lender Focused
• Sonoma County, San Francisco County, Marin County, San Mateo County
• Lender or Loan Officer experience preferred
• Base salary plus commission
Sales Representatives are skilled in obtaining leads and closings, and are responsible for generating new revenue through the sales of the company’s services. In addition to possessing excellent customer service skills, the Sales Representative works directly with executives and key personnel to identify, strategize, prioritize, and pursue new and existing opportunities. The ideal candidate will understand the need to continuously develop and feed a sales funnel, generate new opportunities, and close on opportunities in order to a thrive in a fast paced agile working environment.
Essential Job Functions:
• Adhere to company policies and culture.
• Identify and initiate contact with potential clients and opportunities.
• Qualify potential clients to ensure a match for the Company’s client criteria.
• Proven sales experience; experience negotiating and closing.
• Retain communication and build relationships with clients by making inperson and virtual calls.
• Engage in WFG company culture that emphasizes engagement in our 4 Cs, quality of work and high performance.
• Obtain and maintain knowledge of services offered on company and client sides.
• Maintain knowledge of industry regulations.
• Maintain CRM daily with customer contacts and details.
• Qualify potential clients to ensure a match for the Company’s client criteria.
• Identify and pursue key decision makers.
• Communicate with Sales leadership on a regular basis.
• Participate in events such as trade shows and/or sales conferences.
• Stay abreast on current trends and industry changes.
• Strive to continuously meet or exceed performance goals and departmentally defined objectives.
• Ability to travel based upon client or company needs.
Knowledge, Skills and Abilities:
• Knowledge of sales principles and methods of selling products and services; including marketing strategy, tactics and sales techniques. Some roles require a minimum of 5 years of business sales experience, including a minimum of two years of successfully selling services.
• Ability to understand and apply market intelligence to sales strategies, identify client needs and make recommendations.
• Executive presence to influence senior decision-makers.
• Knowledge of financial and servicing industry.
• Excellent interpersonal and leadership skills including the ability to work well independently and in a team environment.
• Strong customer service ethic and outstanding ethical standards.
• Meets or exceeds Federal & State compliance requirements.
• Possess solid negotiation and closing skills.
• Interactive software such as Zoom, BombBomb, and Bam! knowledge and skills required.
Basic Qualifications:
• High school diploma or equivalent.
• Strong Oral and written communication skills.
• Proficiency with computers, Microsoft Office Suite, CRM, and handheld devices.
• Ability to multi-task and work in a fast paced environment; strong organizational skills.
• Must successfully pass a criminal history background check.
Preferred Qualifications:
• Bachelor’s degree in business, finance or related field.
• 3-5 years experience in Title Insurance/Settlement Services Sales.
• Title Marketing License or able to qualify and obtain the license with the Department of Insurance.
Supervisory Responsibility:
This position has no supervisory responsibilities.
Work Environment:
Working professionally in a remote capacity in the field making sales calls, attending meetings and following up with clients. Depending on location, may routinely operate in a professional office environment that uses standard office equipment such as computer, phone and photocopiers.
Physical Requirements/ADA:
No unusual physical requirements. Requires no heavy lifting, and nearly all work is performed in a comfortable indoor facility.
Routine deadlines; usually sufficient lead time; variance in work volume seasonal and predictable; priorities can be anticipated; some interruptions are present; travel or other inconveniences have advance notice; involves occasional exposure to demands and pressures from persons other than immediate supervisor.
Job frequently requires sitting, handling objects with hands.
Job occasionally requires standing, walking, reaching, talking, hearing, and lifting up to 10 lbs.
Vision requirements: Ability to see information in print and/or electronically.
Position Type/Expected Hours of Work:
Days and hours of full –time position are Monday through Friday, 8:00 a.m. to 5 p.m. Part-time positions may be considered.
Travel:
Travel is expected for this position Show more details...
WFG enjoys a Financial Stability Rating of A’ (A prime) as assigned by Demotech, Inc. Built around the directive to “communicate, collaborate, coexist,” WFG has worked to introduce a superior level of client commitment and service to the traditional mortgage and real estate industries, working to meet the changing needs of its clients, agents and associates. For more information, please visit www.WFGNationalTitle.com.
Job Purpose:
• Refinance Lender Focused
• Sonoma County, San Francisco County, Marin County, San Mateo County
• Lender or Loan Officer experience preferred
• Base salary plus commission
Sales Representatives are skilled in obtaining leads and closings, and are responsible for generating new revenue through the sales of the company’s services. In addition to possessing excellent customer service skills, the Sales Representative works directly with executives and key personnel to identify, strategize, prioritize, and pursue new and existing opportunities. The ideal candidate will understand the need to continuously develop and feed a sales funnel, generate new opportunities, and close on opportunities in order to a thrive in a fast paced agile working environment.
Essential Job Functions:
• Adhere to company policies and culture.
• Identify and initiate contact with potential clients and opportunities.
• Qualify potential clients to ensure a match for the Company’s client criteria.
• Proven sales experience; experience negotiating and closing.
• Retain communication and build relationships with clients by making inperson and virtual calls.
• Engage in WFG company culture that emphasizes engagement in our 4 Cs, quality of work and high performance.
• Obtain and maintain knowledge of services offered on company and client sides.
• Maintain knowledge of industry regulations.
• Maintain CRM daily with customer contacts and details.
• Qualify potential clients to ensure a match for the Company’s client criteria.
• Identify and pursue key decision makers.
• Communicate with Sales leadership on a regular basis.
• Participate in events such as trade shows and/or sales conferences.
• Stay abreast on current trends and industry changes.
• Strive to continuously meet or exceed performance goals and departmentally defined objectives.
• Ability to travel based upon client or company needs.
Knowledge, Skills and Abilities:
• Knowledge of sales principles and methods of selling products and services; including marketing strategy, tactics and sales techniques. Some roles require a minimum of 5 years of business sales experience, including a minimum of two years of successfully selling services.
• Ability to understand and apply market intelligence to sales strategies, identify client needs and make recommendations.
• Executive presence to influence senior decision-makers.
• Knowledge of financial and servicing industry.
• Excellent interpersonal and leadership skills including the ability to work well independently and in a team environment.
• Strong customer service ethic and outstanding ethical standards.
• Meets or exceeds Federal & State compliance requirements.
• Possess solid negotiation and closing skills.
• Interactive software such as Zoom, BombBomb, and Bam! knowledge and skills required.
Basic Qualifications:
• High school diploma or equivalent.
• Strong Oral and written communication skills.
• Proficiency with computers, Microsoft Office Suite, CRM, and handheld devices.
• Ability to multi-task and work in a fast paced environment; strong organizational skills.
• Must successfully pass a criminal history background check.
Preferred Qualifications:
• Bachelor’s degree in business, finance or related field.
• 3-5 years experience in Title Insurance/Settlement Services Sales.
• Title Marketing License or able to qualify and obtain the license with the Department of Insurance.
Supervisory Responsibility:
This position has no supervisory responsibilities.
Work Environment:
Working professionally in a remote capacity in the field making sales calls, attending meetings and following up with clients. Depending on location, may routinely operate in a professional office environment that uses standard office equipment such as computer, phone and photocopiers.
Physical Requirements/ADA:
No unusual physical requirements. Requires no heavy lifting, and nearly all work is performed in a comfortable indoor facility.
Routine deadlines; usually sufficient lead time; variance in work volume seasonal and predictable; priorities can be anticipated; some interruptions are present; travel or other inconveniences have advance notice; involves occasional exposure to demands and pressures from persons other than immediate supervisor.
Job frequently requires sitting, handling objects with hands.
Job occasionally requires standing, walking, reaching, talking, hearing, and lifting up to 10 lbs.
Vision requirements: Ability to see information in print and/or electronically.
Position Type/Expected Hours of Work:
Days and hours of full –time position are Monday through Friday, 8:00 a.m. to 5 p.m. Part-time positions may be considered.
Travel:
Travel is expected for this position Show more details...
via Glassdoor
posted_at: 24 days agoschedule_type: Full-time and Part-time
Portland, Oregon-based WFG National Title Insurance Company (WFG), a Williston Financial Group company, is a new breed of national real estate service providers and title insurance companies powered by innovation and collaboration. Founded in 2010, WFG has become the 6th truly national title underwriter and accomplished that faster than any other underwriter in history by creating and delivering... a comprehensive suite of real estate-related services
Portland, Oregon-based WFG National Title Insurance Company (WFG), a Williston Financial Group company, is a new breed of national real estate service providers and title insurance companies powered by innovation and collaboration. Founded in 2010, WFG has become the 6th truly national title underwriter and accomplished that faster than any other underwriter in history by creating and delivering... a comprehensive suite of real estate-related services and technology. In all that it does, WFG strives to improve the real estate transaction, while increasing transparency and empowerment to the title agent, lender, realty professional and consumer.
WFG enjoys a Financial Stability Rating of A’ (A prime) as assigned by Demotech, Inc. Built around the directive to “communicate, collaborate, coexist,” WFG has worked to introduce a superior level of client commitment and service to the traditional mortgage and real estate industries, working to meet the changing needs of its clients, agents and associates. For more information, please visit www.WFGNationalTitle.com.
Job Purpose:
An Escrow Officer is responsible for providing superior escrow services while maximizing profitability. This is achieved by utilizing technology, communication and collaboration skills in an effort to co-exist with clients, consumers and WFG personnel in a manner compliant with WFG Policies and Procedures, state and other laws.
Essential Job Functions:
• Develop a profitable escrow desk.
• Prepares or secures deeds or other documents related to Escrow.
• Disburses funds as authorized by the Escrow instructions, including charges for title insurance, recording fees, real estate commissions, and loan payoffs.
• Prepares final statements for the involved parties.
• Secures 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.
• Serve as a central point of communication between involved parties.
• Engage in ongoing personal improvement, self-marketing, and tracking of industry trends.
• Cooperate in monthly review of Trial Balance/Un-cashed checks reports and ensure items are cleared regularly.
• Knowledge of WFG products, services and company policies and procedures.
• Maintain transparent communication with Escrow Manager.
• Interact with clients, real estate agents/brokers, attorneys, consumers, lenders and any other parties involved in transactions.
• Complete real estate escrow transactions by determining requirements; clearing title; assembling, preparing and reviewing closing documents; disbursing funds.
• Determine escrow requirements by studying and clarifying buyer, seller, and lender instructions.
• Obtain clear title by ordering title reports; resolving title defects; satisfying existing liens and encumbrances against property or principals.
• Preparing transaction documents by completing forms and statements; collecting and reviewing existing documents.
• Completing calculations by prorating taxes and interest- purchase transactions only.
• Completing closing transaction documents by assembling documents; reviewing papers with parties; explaining provisions and procedures; answering questions; checking documents for completeness and accuracy; obtaining signatures.
• Complete closing by recording and filing documents; preparing and distributing final closing statements and title; prepare HUD by utilizing lender instructions.
• Close escrow accounts by balancing and dispersing funds.
• Comply with regulatory requirements by adhering, and enforcing adherence to requirements.
• Enhancing organization reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
• Escalate complaints appropriately and maintain records per policies and procedures.
• Train, mentor and cultivate co-workers to improve the overall work experience at WFG.
• Maintain a positive attitude.
• Comply with applicable State licensing requirements and WFG Scholar trainings.
Knowledge, Skills and Abilities:
• Thorough understanding of escrow law, local city and state requirements.
• Thorough understanding of RESPA, TILA, Dodd-Frank and CFPB rules.
• Thorough understanding and adoption of ALTA Best Practices.
• Ability to work with mathematical concepts (fractions, percentages, ratio’s and proration’s).
• Strong customer service skills; demonstrate excellent comprehension and organizational skills.
• Ability to manage multiple actions as once; flexibility to reprioritize quickly.
• Possess leadership qualities; understand the importance of setting a good example of uncompromising dedication to accomplish the company’s vision and goals.
• Desire to engage in personal growth development.
• Strong ability to present information and respond to questions from personnel, clients and consumers.
• Act as an innovator by generating ideas to encourage collaboration, critical thinking and engagement, as well as solving practical problems.
Basic Qualifications:
• High school diploma or general education degree (GED).
• Ability to read, write and interpret in English.
• Familiarity with Microsoft Office Suite and escrow production software e.g. ResWare, RamQuest, AtClose, IClosings and/or others.
• Possess five years related experience and/or training.
• Must successfully pass a criminal history and credit background check.
Preferred Qualifications:
• College degree in business or finance.
Supervisory Responsibility:
This position has no supervisory responsibilities.
Work Environment:
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Physical Requirements/ADA:
No unusual physical requirements. Requires no heavy lifting, and nearly all work is performed in a comfortable indoor facility.
Routine deadlines; usually sufficient lead time; variance in work volume seasonal and predictable; priorities can be anticipated; some interruptions are present; travel or other inconveniences have advance notice; involves occasional exposure to demands and pressures from persons other than immediate supervisor.
Job frequently requires sitting, handling objects with hands.
Job occasionally requires standing, walking, reaching, talking, hearing, and lifting up to 10 lbs.
Vision requirements: Ability to see information in print and/or electronically.
Position Type/Expected Hours of Work:
Days and hours of full –time position are Monday through Friday, 8:00 a.m. to 5:00 p.m. Part-time positions may be considered.
Travel:
No travel is expected for this position Show more details...
WFG enjoys a Financial Stability Rating of A’ (A prime) as assigned by Demotech, Inc. Built around the directive to “communicate, collaborate, coexist,” WFG has worked to introduce a superior level of client commitment and service to the traditional mortgage and real estate industries, working to meet the changing needs of its clients, agents and associates. For more information, please visit www.WFGNationalTitle.com.
Job Purpose:
An Escrow Officer is responsible for providing superior escrow services while maximizing profitability. This is achieved by utilizing technology, communication and collaboration skills in an effort to co-exist with clients, consumers and WFG personnel in a manner compliant with WFG Policies and Procedures, state and other laws.
Essential Job Functions:
• Develop a profitable escrow desk.
• Prepares or secures deeds or other documents related to Escrow.
• Disburses funds as authorized by the Escrow instructions, including charges for title insurance, recording fees, real estate commissions, and loan payoffs.
• Prepares final statements for the involved parties.
• Secures 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.
• Serve as a central point of communication between involved parties.
• Engage in ongoing personal improvement, self-marketing, and tracking of industry trends.
• Cooperate in monthly review of Trial Balance/Un-cashed checks reports and ensure items are cleared regularly.
• Knowledge of WFG products, services and company policies and procedures.
• Maintain transparent communication with Escrow Manager.
• Interact with clients, real estate agents/brokers, attorneys, consumers, lenders and any other parties involved in transactions.
• Complete real estate escrow transactions by determining requirements; clearing title; assembling, preparing and reviewing closing documents; disbursing funds.
• Determine escrow requirements by studying and clarifying buyer, seller, and lender instructions.
• Obtain clear title by ordering title reports; resolving title defects; satisfying existing liens and encumbrances against property or principals.
• Preparing transaction documents by completing forms and statements; collecting and reviewing existing documents.
• Completing calculations by prorating taxes and interest- purchase transactions only.
• Completing closing transaction documents by assembling documents; reviewing papers with parties; explaining provisions and procedures; answering questions; checking documents for completeness and accuracy; obtaining signatures.
• Complete closing by recording and filing documents; preparing and distributing final closing statements and title; prepare HUD by utilizing lender instructions.
• Close escrow accounts by balancing and dispersing funds.
• Comply with regulatory requirements by adhering, and enforcing adherence to requirements.
• Enhancing organization reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
• Escalate complaints appropriately and maintain records per policies and procedures.
• Train, mentor and cultivate co-workers to improve the overall work experience at WFG.
• Maintain a positive attitude.
• Comply with applicable State licensing requirements and WFG Scholar trainings.
Knowledge, Skills and Abilities:
• Thorough understanding of escrow law, local city and state requirements.
• Thorough understanding of RESPA, TILA, Dodd-Frank and CFPB rules.
• Thorough understanding and adoption of ALTA Best Practices.
• Ability to work with mathematical concepts (fractions, percentages, ratio’s and proration’s).
• Strong customer service skills; demonstrate excellent comprehension and organizational skills.
• Ability to manage multiple actions as once; flexibility to reprioritize quickly.
• Possess leadership qualities; understand the importance of setting a good example of uncompromising dedication to accomplish the company’s vision and goals.
• Desire to engage in personal growth development.
• Strong ability to present information and respond to questions from personnel, clients and consumers.
• Act as an innovator by generating ideas to encourage collaboration, critical thinking and engagement, as well as solving practical problems.
Basic Qualifications:
• High school diploma or general education degree (GED).
• Ability to read, write and interpret in English.
• Familiarity with Microsoft Office Suite and escrow production software e.g. ResWare, RamQuest, AtClose, IClosings and/or others.
• Possess five years related experience and/or training.
• Must successfully pass a criminal history and credit background check.
Preferred Qualifications:
• College degree in business or finance.
Supervisory Responsibility:
This position has no supervisory responsibilities.
Work Environment:
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Physical Requirements/ADA:
No unusual physical requirements. Requires no heavy lifting, and nearly all work is performed in a comfortable indoor facility.
Routine deadlines; usually sufficient lead time; variance in work volume seasonal and predictable; priorities can be anticipated; some interruptions are present; travel or other inconveniences have advance notice; involves occasional exposure to demands and pressures from persons other than immediate supervisor.
Job frequently requires sitting, handling objects with hands.
Job occasionally requires standing, walking, reaching, talking, hearing, and lifting up to 10 lbs.
Vision requirements: Ability to see information in print and/or electronically.
Position Type/Expected Hours of Work:
Days and hours of full –time position are Monday through Friday, 8:00 a.m. to 5:00 p.m. Part-time positions may be considered.
Travel:
No travel is expected for this position Show more details...
via Glassdoor
posted_at: 14 days agoschedule_type: Full-time and Part-timesalary: 23–33 an hour
Portland, Oregon-based WFG National Title Insurance Company (WFG), a Williston Financial Group company, is a new breed of national real estate service providers and title insurance companies powered by innovation and collaboration. Founded in 2010, WFG has become the 6th truly national title underwriter and accomplished that faster than any other underwriter in history by creating and delivering... a comprehensive suite of real estate-related services
Portland, Oregon-based WFG National Title Insurance Company (WFG), a Williston Financial Group company, is a new breed of national real estate service providers and title insurance companies powered by innovation and collaboration. Founded in 2010, WFG has become the 6th truly national title underwriter and accomplished that faster than any other underwriter in history by creating and delivering... a comprehensive suite of real estate-related services and technology. In all that it does, WFG strives to improve the real estate transaction, while increasing transparency and empowerment to the title agent, lender, realty professional and consumer.
WFG enjoys a Financial Stability Rating of A’ (A prime) as assigned by Demotech, Inc. Built around the directive to “communicate, collaborate, coexist,” WFG has worked to introduce a superior level of client commitment and service to the traditional mortgage and real estate industries, working to meet the changing needs of its clients, agents and associates. For more information, please visit www.WFGNationalTitle.com.
Job Purpose:
Escrow Assistant is responsible for assisting the Escrow Officer in providing superior escrow services while maximizing profitability utilizing technology, communication, collaboration and co-existence with clients, consumers and WFG personnel in a manner compliant with WFG Policies and Procedures.
Essential Job Functions:
• Assist with pre-closing preparation and/or post-closing tasks.
• Provide administrative support to Escrow officer including inputting figures, balancing with lender, handling disbursement of funds, money transfers, preparing documentation, closing transactions, advising customers and handling funds.
• Act as a liaison and maintain communication between customers and all parties involved in transaction.
• Review contracts, commitments and orders in preparation for the closing, as well as assemble the necessary documents to prepare the file.
• Submit post-closing documents to lender to obtain funding and disbursement approval.
• Ensure all parties, including buyers, sellers, agents, lenders or borrowers receive copies of final settlement statements prior to closing, after receiving lender’s final approval.
• Coordinate the collection of information to finalize the sale or refinancing of property.
• Engage in WFG company culture that emphasizes engagement in our 4 Cs, quality of work and high performance.
• Engage in ongoing personal improvement and track real estate industry trends.
• Knowledge of WFG products, services and company policies and procedures.
• Maintain compliance with company policies and procedures.
• Submit timely requests for PTO and overtime scheduling to Escrow Manager.
• Maintain transparent communication with Escrow Officer and Escrow Manager.
• Interact with clients, real estate agents/brokers, attorneys, consumers, lenders and any other parties involved in transactions when necessary.
• Assist in conducting e-recordings with local county clerks office.
• Escalate complaints to Escrow Manager and maintain records per policies and procedures.
• Maintain a positive attitude.
• Additional duties as may be assigned by management.
Knowledge, Skills and Abilities:
• Comply with applicable State licensing requirements.
• Learn basic understanding of escrow law, local city and state requirements.
• Learn basic understanding of RESPA, TILA, Dodd-Frank and CFPB rules.
• Learn basic understanding and adoption of ALTA Best Practices.
• Ability to read, write and interpret English.
• Possess excellent verbal communication and problem solving skills.
• Familiarity with Word, Excel, Outlook, PowerPoint and escrow production software e.g. ResWare, RamQuest, AtClose, IClosings and/or others.
• Ability to work with mathematical concepts (fractions, percentages, ratio’s and proration’s).
• Possess strong customer service skills and demonstrate excellent comprehension and organizational skills.
• Ability to manage multiple actions at once; flexibility to reprioritize quickly.
Basic Qualifications:
• High school diploma or general education degree (GED).
• Knowledge of Microsoft Office and basic computer skills.
• Must successfully pass a criminal history and credit background check.
Preferred Qualifications:
• Previous experience in an escrow processing capacity preferred.
Supervisory Responsibility:
This position has no supervisory responsibilities.
Work Environment:
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Physical Requirements/ADA:
No unusual physical requirements. Requires no heavy lifting, and nearly all work is performed in a comfortable indoor facility.
Routine deadlines; usually sufficient lead time; variance in work volume seasonal and predictable; priorities can be anticipated; some interruptions are present; travel or other inconveniences have advance notice; involves occasional exposure to demands and pressures from persons other than immediate supervisor.
Job frequently requires sitting, handling objects with hands.
Job occasionally requires standing, walking, reaching, talking, hearing, and lifting up to 10 lbs.
Vision requirements: Ability to see information in print and/or electronically.
Position Type/Expected Hours of Work:
Days and hours of full –time position are Monday through Friday, 8:00 a.m. to 5 p.m. Part-time positions may be considered.
Travel:
No travel is expected for this position Show more details...
WFG enjoys a Financial Stability Rating of A’ (A prime) as assigned by Demotech, Inc. Built around the directive to “communicate, collaborate, coexist,” WFG has worked to introduce a superior level of client commitment and service to the traditional mortgage and real estate industries, working to meet the changing needs of its clients, agents and associates. For more information, please visit www.WFGNationalTitle.com.
Job Purpose:
Escrow Assistant is responsible for assisting the Escrow Officer in providing superior escrow services while maximizing profitability utilizing technology, communication, collaboration and co-existence with clients, consumers and WFG personnel in a manner compliant with WFG Policies and Procedures.
Essential Job Functions:
• Assist with pre-closing preparation and/or post-closing tasks.
• Provide administrative support to Escrow officer including inputting figures, balancing with lender, handling disbursement of funds, money transfers, preparing documentation, closing transactions, advising customers and handling funds.
• Act as a liaison and maintain communication between customers and all parties involved in transaction.
• Review contracts, commitments and orders in preparation for the closing, as well as assemble the necessary documents to prepare the file.
• Submit post-closing documents to lender to obtain funding and disbursement approval.
• Ensure all parties, including buyers, sellers, agents, lenders or borrowers receive copies of final settlement statements prior to closing, after receiving lender’s final approval.
• Coordinate the collection of information to finalize the sale or refinancing of property.
• Engage in WFG company culture that emphasizes engagement in our 4 Cs, quality of work and high performance.
• Engage in ongoing personal improvement and track real estate industry trends.
• Knowledge of WFG products, services and company policies and procedures.
• Maintain compliance with company policies and procedures.
• Submit timely requests for PTO and overtime scheduling to Escrow Manager.
• Maintain transparent communication with Escrow Officer and Escrow Manager.
• Interact with clients, real estate agents/brokers, attorneys, consumers, lenders and any other parties involved in transactions when necessary.
• Assist in conducting e-recordings with local county clerks office.
• Escalate complaints to Escrow Manager and maintain records per policies and procedures.
• Maintain a positive attitude.
• Additional duties as may be assigned by management.
Knowledge, Skills and Abilities:
• Comply with applicable State licensing requirements.
• Learn basic understanding of escrow law, local city and state requirements.
• Learn basic understanding of RESPA, TILA, Dodd-Frank and CFPB rules.
• Learn basic understanding and adoption of ALTA Best Practices.
• Ability to read, write and interpret English.
• Possess excellent verbal communication and problem solving skills.
• Familiarity with Word, Excel, Outlook, PowerPoint and escrow production software e.g. ResWare, RamQuest, AtClose, IClosings and/or others.
• Ability to work with mathematical concepts (fractions, percentages, ratio’s and proration’s).
• Possess strong customer service skills and demonstrate excellent comprehension and organizational skills.
• Ability to manage multiple actions at once; flexibility to reprioritize quickly.
Basic Qualifications:
• High school diploma or general education degree (GED).
• Knowledge of Microsoft Office and basic computer skills.
• Must successfully pass a criminal history and credit background check.
Preferred Qualifications:
• Previous experience in an escrow processing capacity preferred.
Supervisory Responsibility:
This position has no supervisory responsibilities.
Work Environment:
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Physical Requirements/ADA:
No unusual physical requirements. Requires no heavy lifting, and nearly all work is performed in a comfortable indoor facility.
Routine deadlines; usually sufficient lead time; variance in work volume seasonal and predictable; priorities can be anticipated; some interruptions are present; travel or other inconveniences have advance notice; involves occasional exposure to demands and pressures from persons other than immediate supervisor.
Job frequently requires sitting, handling objects with hands.
Job occasionally requires standing, walking, reaching, talking, hearing, and lifting up to 10 lbs.
Vision requirements: Ability to see information in print and/or electronically.
Position Type/Expected Hours of Work:
Days and hours of full –time position are Monday through Friday, 8:00 a.m. to 5 p.m. Part-time positions may be considered.
Travel:
No travel is expected for this position Show more details...
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