Escrow Assistant-Settlement Coordinator

Role Summary: The Escrow Assistant provides high-level administrative support to the Escrow Closer/Settlement Officer. This role focuses on the pre-closing phasegathering data clearing title requirements and ensuring the file is ready for the closing table.

• File Opening: Input new orders into production software (e.g. Qualia SoftPro or RamQuest) and order title searches and tax certifications.

• Requirement Clearing: Review title commitments to identify and clear liens judgments and HOA requirements.

• Coordination: Communicate daily with real estate agents lenders and attorneys to gather payoff demands and homeowner insurance information.

• Document Preparation: Assist in preparing preliminary Closing Disclosures (CD) and ALTA Settlement Statements in accordance with TIRBOP rates.

• Post-Closing: Package loan documents for lenders and coordinate the recording of deeds and mortgages with the County Recorder of Deeds via e-recording platforms.

• Education: High school diploma required; Associates or Bachelors in Business/Finance preferred.

• Notary Public: Must hold a current Pennsylvania Notary Commission (or be eligible to obtain one within 30 days).

• Regulatory Knowledge: Familiarity with RESPA/CFPB integrated disclosure rules.