Job description

Linked Escrow, is a new start up escrow company in California and a subsidiary of Linked Brokerages. We are looking for an Escrow Manager to join our team in Canyon Lake. The successful candidate will be someone highly motivated to grow with the business while delivering the highest level of professional customer service to our clients.

The Escrow Branch Manager is responsible for the overall supervision, profitability, and operations of the assigned escrow branch including managing an effective escrow branch team and escrow officer desk(s), ensuring compliance and marketing, and growing branch revenue and profit.

Responsibilities:

Escrow General Management

• Comply with the Company’s escrow processes, and oversee and ensure proper procedures are followed by all team members in the closing of the escrow branch real estate and mortgage transactions.
• Assign escrow files to staff as they are received and manage staff through the process from start through completion.
• Oversee branch communications between Company and all involved parties to ensure escrows are closed in complete compliance with Escrow Law and as the Fiduciary.
• Oversee and ensure monthly banking reconciliation and procedures are in compliance with Company, State and Federal rules and regulations, including proper accounting of escrow funds, reviewing lender packages, recording packages and ensuring all required documentation and funds are on deposit and accurate.
• Safeguard all company and branch proprietary, sensitive and confidential information.
• Research, analyze and resolve all issues that may arise from the closing of escrow transactions for the escrow branch. Receive, resolve and respond to branch level customer inquiries and complaints in a prompt and professional manner.
• Review and analyze profit and loss statements for accuracy, and identify and implement opportunities for improvement.
• Generate management reports, including projection reports, fee reports and other designated reports pertaining to the branch as tools for analysis.
• Provide accurate input and recommendations into the budget process as needed and lead branch to meet targets.
• Ability to analyze complex circumstances and reach sound decisions.

Personnel Management

• Supervise, develop and provide guidance daily to all branch team members.
• Monitor performance of staff members daily to ensure accuracy and compliance with all escrow laws and company procedures.
• Perform annual evaluations and make salary recommendations.
• Provide and oversee training and development of team members, develop training processes and facilitate escrow-specific educational and informational meetings.
• Coach and document performance issues and manage employee performance.
• Assess, monitor and request staff as needed for the branch, including company floaters and any temp usage. Interview, select and hire staff.
• Track staff scheduled and unscheduled PTO, monitor overall attendance.

Other Management Responsibilities

• Attend sales meetings, real estate events, company escrow meetings and interact with lending and banking institutions.
• Develop marketing plan/materials or education for presentation during the meetings to drive company escrow usage by agents. Identify and manage fulfillment of customer requirements.
• Team with regional sales representative to identify new business targets and plans to bring in this business. Manage meeting capture rate goal.
• Enhance job knowledge and abilities by taking personal responsibility for professional development and training. Stay current with escrow laws and interpretations.

Perform other Escrow Management duties as requested or as needed to fulfill the purpose of the job.

Performance Expectations

• Meet all performance and behavior expectations outlined in the company performance appraisal form or communicated by management.
• Perform responsibilities as directed achieving desired results within expected timeframes and with a high degree of quality and professionalism.
• Establish and maintain positive and productive work relationships with all staff, customers and business partners.
• Demonstrate the behavioral and technical competencies necessary to effectively complete job responsibilities. Take personal initiative for technical and professional development.
• Follow the company HR Policy, the Code of Business Conduct and all subsidiary and department policies and procedures, including protecting confidential company information, attending work punctually and regularly, and following good safety practices in all activities.

Knowledge and Skills:

• Effective analytical, problem-solving, and decision-making skills; initiative and attention to detail.
• Self-motivated, organized, and detail-oriented with a strong aptitude for figures.
• Strong computer skills; proficient in Microsoft Office products, including Outlook, Word, and Excel.
• Excellent oral and written communication skills with strong presentation skills.
• Effective interpersonal skills and leadership abilities with a strong customer-service focus.
• Project management skills; ability to prioritize and handle multiple tasks and projects concurrently under deadline pressure.
• Knowledge of real estate, title and /or mortgage business is strongly preferred.
• Qualia software will be used

Required Education & Experience:

• Bachelor’s degree in business administration or related field; or equivalent work experience and knowledge.
• A minimum of five years of experience as an Escrow Officer.
• A minimum of two years of personnel management/supervisory experience.

Other (licenses, certifications, schedule flexibility/OT, travel, etc.):

• The position will require approval from the Department of Financial Protection and Innovation (DFPI) and EAFC (Escrow Agents Fidelity Corporation).

Wage:
Actual wage is based upon education and experience. The range is from $70,000 up to $85,000.

Location:
Canyon Lake, CA 92587

Linked Escrow, is a new start up escrow company in California and a subsidiary of Linked Brokerages. We are looking for an Escrow Manager to join our team in Canyon Lake. The successful candidate will be someone highly motivated to grow with the business while delivering the highest level of professional customer service to our clients.

The Escrow Branch Manager is responsible for the overall supervision, profitability, and operations of the assigned escrow branch including managing an effective escrow branch team and escrow officer desk(s), ensuring compliance and marketing, and growing branch revenue and profit.

Responsibilities:

Escrow General Management

• Comply with the Company’s escrow processes, and oversee and ensure proper procedures are followed by all team members in the closing of the escrow branch real estate and mortgage transactions.
• Assign escrow files to staff as they are received and manage staff through the process from start through completion.
• Oversee branch communications between Company and all involved parties to ensure escrows are closed in complete compliance with Escrow Law and as the Fiduciary.
• Oversee and ensure monthly banking reconciliation and procedures are in compliance with Company, State and Federal rules and regulations, including proper accounting of escrow funds, reviewing lender packages, recording packages and ensuring all required documentation and funds are on deposit and accurate.
• Safeguard all company and branch proprietary, sensitive and confidential information.
• Research, analyze and resolve all issues that may arise from the closing of escrow transactions for the escrow branch. Receive, resolve and respond to branch level customer inquiries and complaints in a prompt and professional manner.
• Review and analyze profit and loss statements for accuracy, and identify and implement opportunities for improvement.
• Generate management reports, including projection reports, fee reports and other designated reports pertaining to the branch as tools for analysis.
• Provide accurate input and recommendations into the budget process as needed and lead branch to meet targets.
• Ability to analyze complex circumstances and reach sound decisions.

Personnel Management

• Supervise, develop and provide guidance daily to all branch team members.
• Monitor performance of staff members daily to ensure accuracy and compliance with all escrow laws and company procedures.
• Perform annual evaluations and make salary recommendations.
• Provide and oversee training and development of team members, develop training processes and facilitate escrow-specific educational and informational meetings.
• Coach and document performance issues and manage employee performance.
• Assess, monitor and request staff as needed for the branch, including company floaters and any temp usage. Interview, select and hire staff.
• Track staff scheduled and unscheduled PTO, monitor overall attendance.

Other Management Responsibilities

• Attend sales meetings, real estate events, company escrow meetings and interact with lending and banking institutions.
• Develop marketing plan/materials or education for presentation during the meetings to drive company escrow usage by agents. Identify and manage fulfillment of customer requirements.
• Team with regional sales representative to identify new business targets and plans to bring in this business. Manage meeting capture rate goal.
• Enhance job knowledge and abilities by taking personal responsibility for professional development and training. Stay current with escrow laws and interpretations.

Perform other Escrow Management duties as requested or as needed to fulfill the purpose of the job.

Performance Expectations

• Meet all performance and behavior expectations outlined in the company performance appraisal form or communicated by management.
• Perform responsibilities as directed achieving desired results within expected timeframes and with a high degree of quality and professionalism.
• Establish and maintain positive and productive work relationships with all staff, customers and business partners.
• Demonstrate the behavioral and technical competencies necessary to effectively complete job responsibilities. Take personal initiative for technical and professional development.
• Follow the company HR Policy, the Code of Business Conduct and all subsidiary and department policies and procedures, including protecting confidential company information, attending work punctually and regularly, and following good safety practices in all activities.

Knowledge and Skills:

• Effective analytical, problem-solving, and decision-making skills; initiative and attention to detail.
• Self-motivated, organized, and detail-oriented with a strong aptitude for figures.
• Strong computer skills; proficient in Microsoft Office products, including Outlook, Word, and Excel.
• Excellent oral and written communication skills with strong presentation skills.
• Effective interpersonal skills and leadership abilities with a strong customer-service focus.
• Project management skills; ability to prioritize and handle multiple tasks and projects concurrently under deadline pressure.
• Knowledge of real estate, title and /or mortgage business is strongly preferred.
• Qualia software will be used

Required Education & Experience:

• Bachelor’s degree in business administration or related field; or equivalent work experience and knowledge.
• A minimum of five years of experience as an Escrow Officer.
• A minimum of two years of personnel management/supervisory experience.

Other (licenses, certifications, schedule flexibility/OT, travel, etc.):

• The position will require approval from the Department of Financial Protection and Innovation (DFPI) and EAFC (Escrow Agents Fidelity Corporation).

Wage:
Actual wage is based upon education and experience. The range is from $70,000 up to $85,000.

Location:
Canyon Lake, CA 92587

Job Type: Full-time

Pay: $67,853.00 - $75,734.00 per year

Physical setting:

• Office

Schedule:

• 8 hour shift

Supplemental pay types:

• Commission pay

Ability to commute/relocate:

• Menifee, CA 92587: Reliably commute or planning to relocate before starting work (Required)

Education:

• Associate (Preferred)

Experience:

• escrow officer (Required)

Work Location: In person

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