Settlement Agent (On-site)

Key Responsibilities

• Receive and review lender prepared CD for approval
• Make any lender requested changes to title docs.
• Enter lender fees from Lender CD into Title Express
• Verify non-lender fees on Lender CD are correct (i.e. title fees, taxes HOA fees, recording fees, deposits, seller credits etc., pro-rations)
• Prepare Seller CD and send it to seller for approval
• Send ALTA for Realtor Approval
• Print Closing packages and organize for settlement
• Review lender closing instructions
• Finalize disbursement ledger, match wire with lender amount.
• Communicate with buyers and realtors with any special requirements
• Conduct settlements

Immediate Post Closing (homebuyer and takedowns)

• Verify wires are received.
• Prepare Deposits and Record incoming wire receipts
• Organize packages for scanning

To be done as needed after settlement

• Track mortgage releases and records upon receipt via Simplifile or send to county
• Manage any post-closing requests from lenders and customers
• Manage any monies being held for escrow purposes and release as required

Required Skills and Experience

• A high school diploma required; college degree preferred
• 3-5 years in achieving results in the title insurance, mortgage lending, or real estate field
• Current PA Notary License or must be obtained within 30 days of hiring
• A strong understanding of property titles, liens, mortgages, and related legal documentation
• A keen attention to detail and strong research and organizational skills
• Excellent customer service skills and an enthusiasm for ‘Unreasonable Hospitality’
• Proven project management skills, with the ability to set and meet aggressive deadlines
• Exceptional interpersonal, verbal, and written communication skills, with a talent for building rapport quickly