Escrow Operations Specialist
Capital Coast · United States · 1 mo ago
RemoteRemoteManufacturing$75k/yrFull-time
We need to output HTML fragment with sections: About the role, Responsibilities, Qualifications, Skills, Compensation, maybe Pay? The posting includes "Compensation" with pay range. Also location info maybe not needed as a section unless specific. The instruction: Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Include a section ONLY when posting has real, specific content for it. So we need sections: About the role (we have a paragraph after "About The Role"), Responsibilities (list), Qualifications (list), Skills (list), Compensation (pay range). Possibly also "Location" but not in list of headings; we could include as a paragraph maybe under About the role? But we should not create extra headings not listed. The instruction says use those headings as examples; we can use others if needed? It says "Use
. We'll combine all bullet points into a single
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Include a section ONLY when posting has real, specific content for it. So we need sections: About the role (we have a paragraph after "About The Role"), Responsibilities (list), Qualifications (list), Skills (list), Compensation (pay range). Possibly also "Location" but not in list of headings; we could include as a paragraph maybe under About the role? But we should not create extra headings not listed. The instruction says use those headings as examples; we can use others if needed? It says "Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It implies we should use those headings when appropriate. Not required to limit to only those, but likely they expect those. We'll include About the role, Responsibilities, Qualifications, Skills, Compensation (Pay). For Pay we could use heading "Pay". The posting includes compensation details: national base pay range $75,000.00 USD. Also mention actual compensation within the pay range decided based on factors. So we have pay info.
We should not include boilerplate like EEO, hiring statement, recruiting fraud notice, visa sponsorship notice, etc. Also remove "*The company reserves the right to add or change duties at any time." That's a minor note but maybe considered boilerplate? It's a statement about duties; could be kept? It's a generic disclaimer; maybe remove as it's not substantive. The instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The "*The company reserves the right to add or change duties at any time." is a legal disclaimer; likely remove.
Also remove "Your Location" etc? That's location info; not a standard heading but could be kept as paragraph under About the role? Might be considered substantive. However location info is not a heading; we could keep as a paragraph after About the role? But we have to preserve ALL substantive information. Location info: "This position is remote eligible for candidates based in the United States area. Preference will be given to candidates who are able to work hours aligned with the Eastern Time Zone. The role may include occasional work at additional SERHANT. offices or attendance at offsites, as agreed to with your manager. Candidates must live within the United States." That's substantive. We could include it as a paragraph under About the role or maybe a separate section "Location". But location not in the list of headings; we could still use for Location if we want, but instruction says use those headings (e.g...). It doesn't forbid others, but to be safe we could incorporate location info into About the role paragraph.
Similarly "About SERHANT." is introductory; we could keep as a paragraph before About the role? The instruction says do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
for Location if we want, but instruction says use those headings (e.g...). It doesn't forbid others, but to be safe we could incorporate location info into About the role paragraph. Similarly "About SERHANT." is introductory; we could keep as a paragraph before About the role? The instruction says do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it. The "About SERHANT." is company description; could be kept as a paragraph before About the role. It's substantive. Thus final HTML: start with
About SERHANT....
thenAbout the role
... (the role description)
thenResponsibilities
- ... items
Qualifications
- ... items
Skills
- ... items
Pay
... compensation details
We need to preserve all substantive info from responsibilities, qualifications, skills, compensation. Let's extract. Responsibilities bullet points: The posting lists under Responsibilities several paragraphs with bold headings? Actually it's structured: Responsibilities Escrow Review & Monitoring - Review transaction documentation... - Maintain accurate escrow information... - Monitor transaction revisions... - Confirm expected escrow funds... - Maintain clear documentation... Transaction Closing & Support - Ensure accurate escrow information... - Partner with Commissions... - Confirm required documentation... - Coordinate with Accounting... - Escalate unresolved... Cancellations & Exceptions - Review canceled transactions... - Coordinate the return... - Support resolution... - Maintain complete documentation... Accounts Payable & Funds Disbursement - Prepare and submit escrow-related disbursement requests... - Verify disbursement requests... - Enter wire and other payment requests... - Partner with Accounting and Treasury... - Maintain complete, organized... We need to preserve each bullet as- list? Could also separate by subheadings but not required. We'll just list all responsibilities as
- items. Qualifications bullet points: The posting says: Qualifications 1–3 years of experience working real estate transactions, with a strong understanding of the lifecycle of a transaction. This could include experience working as a Transaction Coordinator, Compliance Auditor, Commission Processor, and/or Brokerage Accounting Support. Minimum of 1 year experience handling escrow, or another related role such as Treasury or Accounts Payable. Strong organizational skills with exceptional attention to detail and accuracy. Ability to review transaction documentation and identify information impacting financial processing. Strong written and verbal communication skills. Ability to manage multiple time-sensitive transactions and priorities. Experience with TotalBrokerage, SkySlope, DepositLink, Chase Access, Microsoft Office, Slack is preferred. We'll make each sentence as
- . Skills bullet points: Under Skills: Ownership & Accountability: Proactively takes responsibility and follows through on commitments. Analytical Thinking: Identifies discrepancies, evaluates impacts, and supports financial accuracy. Collaboration: Partners effectively with all cross functional teams and departments. Adaptability: Thrives in a fast-paced, deadline-driven environment with evolving priorities. Continuous Improvement: Identifies opportunities to simplify workflows, strengthen controls, and improve efficiency. Operational Judgment: Identifies risks and escalates appropriately when additional guidance or approval is required. We'll make each as
- .
Compensation/Pay: The posting says:
Compensation
Actual compensation within the pay range listed below will be decided based on factors including, but not limited to, skills, prior relevant experience, and specific work location.
The national base pay range for this position within the United States is $75,000.00 USD.
Your Location
This position is remote eligible for candidates based in the United States area.
Preference will be given to candidates who are able to work hours aligned with the Eastern Time Zone.
The role may include occasional work at additional SERHANT. offices or attendance at offsites, as agreed to with your manager.
Candidates must live within the United States.
We need to include Pay section with the pay range. Also location info maybe as paragraph after Pay or within About the role. We'll include location as a paragraph after Pay? But location not a heading; we can just add a
after Pay. Thus final HTML:
About SERHANT. SERHANT. is the most followed real estate brand in the world, calibrated for the marketplace of tomorrow, delivering proven results for buyers, sellers, and developers. SERHANT. revolutionizes the traditional brokerage model by innovating through media and content creation and is powered by a full-service in-house film studio as well as an amplification platform that puts our properties in front of more people than anyone else.
About the role
The Escrow Operations Specialist supports the accurate and timely management of escrow funds throughout the real estate transaction lifecycle. This role works cross-functionally with Compliance, Commissions, Accounting, and Brokerage Operations. Externally, this role will involve daily interaction with agents, closing entities and co-operating brokerages to ensure escrow requirements are properly documented, monitored, and communicated from initial deposit through closing or cancellation. The Specialist reviews transaction documentation, maintains accurate escrow records across systems, identifies discrepancies, and proactively resolves issues that could impact closing or the distribution of funds.
Responsibilities
- Review transaction documentation to identify and validate escrow requirements, including deposit amounts, due dates, receipts, release instructions, and required payment documentation.
- Maintain accurate escrow information and notes within transaction management systems.
- Monitor transaction revisions and addendums for changes impacting escrow.
- Confirm expected escrow funds against deposits received and identify discrepancies requiring additional research or follow-up.
- Maintain clear documentation of escrow activity, outstanding items, decisions, and next steps.
- Ensure accurate escrow information is available to support downstream commission and payment processing.
- Partner with Commissions to support anticipated escrow allocations and CDA preparation.
- Confirm required documentation is available ahead of closing, including applicable W-9s and payment instructions.
- Coordinate with Accounting and other internal stakeholders to resolve discrepancies that may impact closing or settlement.
- Escalate unresolved or disputed escrow matters to the appropriate agent, attorney, Broker of Record, or internal stakeholder.
- Review canceled transactions involving escrow funds to ensure required documentation and instructions are complete.
- Coordinate the return or distribution of escrow funds according to approved documentation and internal procedures.
- Support resolution of transactions involving mismatched funds, disputed escrow, or other exceptions.
- Maintain complete documentation of approvals, communications, and resulting actions.
- Prepare and submit escrow-related disbursement requests, including deposit returns, commission-related releases, vendor payments, and other third-party payments, using approved banking platforms and in accordance with documented payment instructions and supporting documentation.
- Verify disbursement requests against escrow records, payment instructions, tax documentation, and other required support; identify and escalate discrepancies prior to processing.
- Enter wire and other payment requests into the banking platform/escrow tracker and route them for required internal approval, maintaining appropriate segregation of duties between payment preparation, authorization, and release.
- Partner with Accounting and Treasury to ensure timely and accurate processing of escrow-related payments and perform or support month-end reconciliation of escrow restricted cash accounts to bank statements.
- Maintain complete, organized, and audit-ready records of disbursement requests, approvals, payment confirmations, and related supporting documentation in accordance with internal controls and compliance requirements.
Qualifications
- 1–3 years of experience working real estate transactions, with a strong understanding of the lifecycle of a transaction. This could include experience working as a Transaction Coordinator, Compliance Auditor, Commission Processor, and/or Brokerage Accounting Support.
- Minimum of 1 year experience handling escrow, or another related role such as Treasury or Accounts Payable.
- Strong organizational skills with exceptional attention to detail and accuracy.
- Ability to review transaction documentation and identify information impacting financial processing.
- Strong written and verbal communication skills.
- Ability to manage multiple time-sensitive transactions and priorities.
- Experience with TotalBrokerage, SkySlope, DepositLink, Chase Access, Microsoft Office, Slack is preferred.
Skills
- Ownership & Accountability: Proactively takes responsibility and follows through on commitments.
- Analytical Thinking: Identifies discrepancies, evaluates impacts, and supports financial accuracy.
- Collaboration: Partners effectively with all cross functional teams and departments.
- Adaptability: Thrives in a fast-paced, deadline-driven environment with evolving priorities