Escrow Officer - Terrell

Responsibilities The Escrow Officer completes the following duties under the direction of the Director of Operations File Initiation and Review Accept and review files upon assignment Review title commitments to identify potential curative issues Notify all parties of file opening and communicate next steps clearly Title Clearance & Curative Perform and oversee curative actions in alignment with the title department direction and underwriter guidelines Follow up on title issues proactively and document daily Ensure all title products are accurate, compliant, and complete Maintain and grow in knowledge and training over title insurance policies and endorsements Legal Document Coordination Order legal documents from the law firm in a timely manner Confirm receipt and proper upload of all documents into Qualia Closing Disclosure & Balancing Draft and revise Closing Disclosures (CDs) based on contract and lender instructions Communicate directly with lenders to achieve timely and accurate CD balancing Ensure all funds are correctly accounted for and disbursement instructions are validated Funding & Post-Closing Handoff Submit complete and balanced files to the funding department with all required checklist and documentation Provide the policy department with complete and accurate information for the timely and correct issuance of policies Client Service & Communication Serve as a trusted, proactive communicator to clients, agents, and lenders Send weekly file status updates to all parties Foster client retention through timely service, thoughtful communication, and solution-oriented follow-up Expectations The Escrow Officer will be held to the following expectations: Maintain daily ownership over assigned files from open to close Enter detailed notes and upload all file communication and activity in Qualia Follow workflow task lists in Qualia, checking off steps as completed Escalate issues or delays appropriately and promptly to the Title Manager or Director of Operations Adhere to deadlines for: Title clearance Legal document ordering CD preparation and balancing Funding submission Policy handoff Compliance Requirements The Escrow Officer is expected to maintain full compliance with: TDI (Texas Department of Insurance) standards, including licensure, documentation, fee accuracy, and recordkeeping