Position Overview: A full-time, experienced, licensed Title Agent is needed. This position focuses on client retention, growth, renewal, and maintenance of assigned clients. The candidate will provide excellent customer service by interacting with clients and their designated contacts through meetings, webinars, phone calls, and emails. Managing pending transactions and client goals is essential to provide support and make strategic recommendations. Success in this role is measured by retention, growth through new sales, and cross-selling objectives.

Duties and Responsibilities:

• Secure new business while maintaining and expanding existing relationships.
• Attend after-hours work functions to promote services and show appreciation.
• Assist agents with preliminary HUDs, condo documents, and miscellaneous requests.
• Oversee the processing pipeline and provide training and assistance as needed.
• Review title commitments and support documents before signing commitment jackets.
• Oversee the closing pipeline and offer training as needed.
• Coordinate with attorneys, lenders, realtors, buyers, and sellers for closings.
• Review and prepare final settlement figures, including CDs and HUD formats.
• Review and prepare final closing documents for signatures.
• Ensure that all title clearance items have been satisfied.
• Acknowledge and post incoming wires.
• Deposit earnest money checks and maintain deposit records.
• Review recording documents before final submission and upload to systems.
• Train and issue final disbursements at closing with checks and outgoing wires.
• Warehouse files for lender’s returned packages.
• Audit files before sending to corporate for final policies.
• Perform other duties as assigned.
• Maintain regular and reliable attendance and physical presence at the work site.

Education and Experience:

• Minimum of five years of experience as a title/escrow agent.
• Established book of business from the local area.
• Proven experience in generating new business and fostering relationships with clients and real estate agents.

Certificates and Licenses:

• Title Agent license.
• Valid driver's license.