Title Agency Rep 2

To provide operational support to the administrative functions of the title agency from the onset of real estate transactions until closing; work to ensure that service delivered to clients is consistent with the Top 10 Service Attributes of the Credit Union.

Level 1

• Answer phone calls from clients and handle inquiries as needed.

• Process policy applications from clients, locate back title when applicable, and place orders for search work with appropriate vendors.

• Responsible for typing and proofreading functions associated with title commitments and other documents as necessary.

• Process files for preclosing and provide closing packages to closer.

• Complete post-closing process on closed title files to ensure completeness of closing package in accordance with internal and external guidelines.

• Prepare and distribute Last Owner searches for Broadview Home Equity department.

• Stay informed of Credit Union products and services.

• Schedule closings, prepare title closing packages and deliver to closing agent for the closing in a timely manner. Perform other duties as assigned by supervisor

Level 2

• Must be proficient in all duties performed by a Title Agency Representative Level 1.

• Ensure payment and distribution of real estate taxes both paid at closing and held in escrow.

• Assist with and/or procure mortgage satisfactions, payoffs and clearance of title objections for real estate closing files.

• Ensure that office supplies are in stock, process supply orders as necessary.

• Direct workflow and functionality of the office in the absence of the Director.

• Work directly and deliver appropriate reports to Accounting to ensure transaction and records are consistent with policy.

• Assist with audits and collection of audit materials and payment of underwriter remittances.

• Assist Director in making check deposits.

• High school diploma with one (1) to three (3) years of related experience.

• Proficient in the use of Microsoft Office, and PDF software applications.

• Excellent oral, written, and auditory communication skills.

• Strong interpersonal skills. Acute attention to detail.

• Strong multi-tasking and project planning skills.