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