In high volume commercial real estate title insurance operation, reporting to National Commercial Services Manager and under general supervision of NCS Counsel or Title Officer, candidate shall perform all tasks of processing complex single-site, multi-site, multi-state title insurance orders for transactions involving high liability commercial transactions. From solicitation to closing, to place, track, and receive/export national orders; overseeing all phases of the process, as well as support sales and underwriters by completing related tasks. This is real estate settlement processing at its highest level.
Solicits, opens, processes, and closes multi-state, multi-property and individual title insurance orders that vary from simple to complex.
Performs routine and complex closings for assigned and directly placed orders, following procedures and instructions that vary with transaction and customer. Closing duties may involve ordering title work and mortgage statements, preparing settlement state ments, forwarding closing package to appropriate parties, recording documents, holding escrow funds, ordering title policy, etc.
Coordinates bidding process and placement of national orders with issuing office, headquarters and customer. Processes orders in accordance with customer's in structions, prevailing underwriting procedures and applicable laws.
Opens escrow accounts; invests funds in interest bearing account; receives and disburses funds, following escrow agreements and settlement statements. Initiates and receives necessary wire transfers.
Corresponds with transaction principals to coordinate national title insurance orders and assures orders comply with customer and lender instructions. Answers customers' questions and informs customers of title commitment require ments, availability of covera ge, closing procedures, premiums, etc.
Compiles and generates invoices. Coordinates payment and funding to other offices and other service provid ers as necessary.
Contacts customers in person and by telephone to maintain favorable relation ships and to provide information about company services.
Completes periodic reports as requested, e.g. monthly order reports listing files opened and the policy amounts.
Train and direct work of lower level national service staff or others performing related work.
SoftPro, SmartView, Outlook, Excel, Word, and other company software
Working familiarity of the local and regional commercial real estate community and marketplace;
Superior interpersonal, communication and analytical skills required;
Prior case management with superior organizational skills
B.A. in business, finance and/or real estate, or some combination thereof
3 - 5 years real estate settlement processing experience with title agent or title underwriter required
Technical Job Skills
Case Management with superior organizational skills
Oversee processing of all phases of order placement.
Scan, label, upload all documents to RamQuest and SmartView.
Track commitments and documents on single-site and multi-site deals.
Respond to all customer requests within 4 hours
Follow up consistently and appropriately (email, phone).
Convert .pdf title commitments to Word documents as needed.
Properly document files so that co-workers may service the customer efficiently.
Utilize the server and store all transaction information where appropriate.
Understand and use SoftPro, SmarView, Outlook, Excel, Word, and other company software proficiently.
Meet Management deadlines for product delivery to customer (commitments, pro forma policies, policies, docs, local order numbers, open & closed steps).
Support other departments with key customers and deals.
Work with staff and manager to develop workflows and tracking reports.
Refer appropriate information and feedback to Manager and/or Sales Exec.
Assist with building and maintaining a customer following.
Adhere to all customer service Office guidelines.
Perform all other office functions as needed.
Be a genuine team player offer to assist and accept requests to assist.
Keep an open mind when listening to customers and co-workers.
Always be even tempered with customers and co-workers.
Have a positive attitude.
Work with a variety of personalities.
Appreciate diverse background of staff and customers.
Extend common courtesy and respect to everyone.
Be willing to grow and improve with the job at all times.
Identify issues and understand the parameters of the issues before you make the decisions.
Make well-reasoned decisions independently, considering all pertinent factors.
Refer customer issues to other employees as necessary but only after conducting proper research to avoid unnecessary inconvenience or job disruption.
Fidelity National Financial, Inc. is an equal opportunity employer. All employees must be able to successfully pass a criminal records check.