JOB SUMMARY:
Responsible for achieving branch strategic and financial objectives by establishing and overseeing efficient closing/settlement processes, developing internal and external customer relationships, preparing and maintaining branch budgets, and managing and developing branch staff.
PRIMARY RESPONSIBILITIES:
- Ensure daily branch operations are conducted in accordance with operations standards
- Establish and monitor processes for accurate and timely processing of title, scheduling, closing preparation, closing, and post-closing
- Coordinate with business partners to ensure smooth transitions and support between land, construction, sales, accounting, and mortgage
- Ensure quality customer service and monitor/respond to the company’s customer service management system
- Review and respond to monthly quality and accounting audits
- Ensure proper handling of all funds and closings
- Prepare and adhere to departmental budgets with a focus on expense reduction and maximizing revenue
- Market the value of services to customers, realtors, and other lenders
- Collaborate as a team member in allocating and coordinating the workflow
- Maintain thorough and current knowledge of all federal, state, and local regulations, as well as internal policies and procedures
- Stay informed about competitors’ products, services, and costs
- Promote branch participation in division/community events and align with company values and culture
- Ensure that all security procedures are followed, the branch is operationally sound, and satisfactory audits are achieved
- Identify and mitigate operational risks, ensuring ongoing compliance with procedures
- Other duties as assigned
MANAGEMENT RESPONSIBILITIES: COACHING & FEEDBACK:
For Direct Reports:
- Ensure appropriate staffing to meet department needs
- Utilize recruiting and selection tools/processes to build organizational talent
- Delegate work based on employees’ abilities and skills
- Evaluate employee performance and plan compensation actions accordingly
- Provide developmental opportunities through internal and external training
- Offer continuous coaching on functional, leadership, technical skills, and behaviors
- Maintain staff schedules for adequate coverage at all times
- Facilitate regular employee meetings to discuss goals, company information, and operational issues
- Supervise, coach, and develop staff regarding service expectations, policies, procedures, products, systems, and transactions
REQUIRED EDUCATION:
- High School Diploma or equivalent required; college degree preferred
- Notary Public required
- Escrow Officer license required
REQUIRED EXPERIENCE:
- Minimum 3-5 years of escrow operations experience
- At least 2 years in a supervisory role
- Specialized in RESPA with an understanding of underwriting guidelines
- Knowledge of title and settlement rules and regulations
- Strong communication, presentation, and organizational skills
- Ability to work effectively in a multi-location team environment
- Ability to prioritize conflicting demands and meet department needs with available resources
- Proficient in Microsoft Windows, Outlook, Excel, OneNote; experience with SoftPro is a plus
- Loyal: Shows firm and constant support to a cause
- Team Player: Works well as part of a group
- Functional Expert: Recognized as a thought leader in the field
- Self-Starter: Motivated to act without outside assistance
- Goal-Oriented: Driven by the successful completion of objectives
- Ability to resolve complex problems and execute complex transactions as needed
